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Listen "From Financial Literacy to Financial Fluency: A Small Change, Big Impact with Tony Steuer"
Episode Synopsis
In this episode of The Finance Marketing Podcast, Hillary sits down with Tony Steuer, Chief Evangelist at Yetworth Collaborative, to explore how the financial services industry must evolve from product-driven approaches to relationship-focused strategies in an increasingly AI-driven world. Tony shares compelling insights on a major marketing opportunity that exists in better serving underrepresented clients, particularly women and people of color, who often don't feel "seen and heard" by traditional financial services. Tune in to learn why shifting from "financial literacy" to "financial fluency" in your messaging can make your services more approachable, and discover practical strategies for creating more inclusive client experiences that can differentiate your practice and help you build stronger, lasting relationships.Connect with Tony:Website: TonySteuer.com Podcast: The Get Ready Money Podcast LinkedIn: Tony Steuer To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app. Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint We always appreciate reviews on Apple Podcasts!
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