Prudential’s Financial Wellness Program uses an omnichannel approach (e.g., education, digital tools, and individual guidance). The program offers access to the guidance of a Prudential Advisors financial professional to help address financial needs and pain points. We do more than offer financial wellness programming in the workplace. We position our financial advisors front and center in these programs as a resource available to provide service when the employee feels the time is right.
When customers of Prudential's workplace offerings face changing life circumstances that affect their benefit needs, we help them connect with financial professionals who can offer advice and solutions. Referrals through PruPassages provide the chance to offer timely service in the short term, establish one-on-one relationships, and build a rapport with individuals who may need additional assistance in the future.
Prudential's substantial online presence generates hundreds of millions of visits to Prudential.com each year, with more than 300,000 annual page views being those of financial professionals. We make it easy for Prudential financial advisors, financial planners, and financial professionals to stay visible to clients who are already working with them and to be found by prospects in their local area.
Relationship building activities help our financial professionals create a rapport and establish formal connections with Tax Professionals (CPA's, Accountants, Enrolled Agents), Independent P&C Specialists, and other selected professionals.
We know that great marketing is the gateway to more conversations, more prospects, and eventually, more clients. We offer turnkey and customizable marketing offerings that put your best foot forward at every stage of the client process. Things like customizable websites, robust social media content library, customizable print and web advertisements, letters, direct mail pieces, brochures, multi-cultural marketing materials, ongoing thought leadership content, and educational articles.