Improve Engagement, Retention and Impact in Financial Literacy & Empowerment Programs Through Motivational Interviewing
A free webinar for financial educators, advisors, nonprofit practitioners, and social service providers
Many organizations and individual practitioners are doing meaningful work in financial education and economic empowerment.
Yet even strong services and well-designed programs often face a common challenge:
Clients attend trainings and presentations. They understand the lessons and benefits. But action or sustained behavior change does not always follow.
Some remain stuck— aware of what to do, yet unable to consistently apply it.
This is rarely a knowledge problem alone.
Financial behavior and decision-making are shaped not only by information, but also by confidence, motivation, emotion, access, competing priorities, and cultural and social expectations.
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Become more effective in your work.
Move people from insight to action.
Join this session to learn an evidence-based approach to helping people change.
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KEY TAKEAWAYS
In this 75-minute webinar, you’ll learn how Motivational Interviewing (MI):
Increases engagement, retention and meaningful follow-through.
Strengthens internal motivation for financial action.
Supports clients in taking ownership of change — rather than relying on external pressure.
improves outcomes across coaching, counseling, and financial training.
Helps navigate barriers without triggering resistance or blocking change.
Who This Webinar Is For
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This session is designed for professionals working at the intersection of financial education and behavior change, including:
• Financial advisors working with clients who understand recommendations but struggle to follow through
• Nonprofits and community-based organizations delivering financial empowerment programs
• Government agencies and cooperatives supporting economic mobility initiatives
• Financial educators, coaches, and counselors
• Human and social service providers integrating financial capability into their work
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Strengthen your impact
Move from providing information to transformation.
