On June 23, 2017 Shortlister hosted Anna Meiners, Senior Account Manager at Cascade Centers, to introduce the WholeLife Scale®, a Behavioral Health Risk Assessment, developed to circumvent the high cost of mental health concerns in the workplace and improve quality of life for employees.
After onboarding the top Financial Wellness Vendors into Shortlister, we decided to document what we learned about the space in this simple Buyer’s Guide. This comprehensive guide offers everything you need to know about the Financial Wellness Industry including vendor types, different programs, common features, and what to consider when buying.
On June 2, 2017, Shortlister hosted Carla Dearing, the Co-founder and CEO of SUM180, in our “Meet-a-Vendor” webinar series in which SUM180 covered “how to make financial wellness work for employees” through small, personalized and actionable steps.
On May 12, 2017, Shortlister hosted Brian Hamilton, Vice President of Financial Wellness at Ramsey Solutions, in our “Meet-a-Vendor” webinar series to provide a demonstration of SmartDollar. SmartDollar is a solution that is built upon a proven methodology that Ramsey Solutions has developed over the past 25 years to help millions of people change the way they handle money.
On April 28, 2017, Shortlister hosted Jonathon Short, President of Marquee Health, and Dave Pawlowski, licensed clinician and Vice President of Administration at CuraLinc Healthcare, in our “Meet-a-Vendor” webinar series to introduce Marquee Health’s newest emotional health offering, Computerized Cognitive Behavioral Therapy (cCBT).
What is financial wellness? For the employee, it’s a measure of his financial health, which covers a range of indicators, such as debt-to-income ratio, emergency savings, and retirement readiness. For employers, it’s a program designed to help educate, motivate and empower employees to tackle those issues.
But we’re getting ahead of ourselves. You can’t talk about financial wellness without first taking a closer look at employee wellness as a whole: where did it come from, how did these programs evolve and do they really work?
On April 20th, 2017, Shortlister hosted Kara Tarantino, Vice President of Marketing and Strategy at Strategic Health Services (SHS), in our “Meet-a-Vendor” webinar series to introduce their comprehensive wellness solution. Many of our attendees may not be familiar with SHS’s unique "employer outreach/reseller" program, utilized by many top hospitals, health systems, and TPAs.
On March 31, 2017, Shortlister hosted Sean Fogarty, President and Chief Executive Officer, and David Pawlowski, LCPC, CEAP, Vice President of Administration, at CuraLinc Healthcare, in our “Meet-a-Vendor” webinar series to provide us with a summary of their recent case study, “Outcomes and Impact”, which evaluated the capacity of an employee assistance program (EAP) to have a measurable impact on depression, productivity, substance abuse, and absenteeism.
Our 2017 Well-being Industry Prospectus report generated a ton of industry buzz and fantastic market feedback. Shortly after the release, the team over at Wellable approached us with an idea to feature the findings of the report to kick-off the very 1st episode of their new podcast series, which we thought would be a great format for digging into the data and sharing the findings. The Wellable team even created a visual to go along with the podcast and a great break-down of the minute markers for topic changes. It was great experience and we really enjoyed the opportunity to share the report’s findings with their audience. If you haven’t yet listened to the podcast, follow this link. They also created a SoundCloud link for those that want the audio on the go!