FinWELL Training Academy

WELCOME TO THE FinWELL TEAM!!

Congratulations!!! We're delighted to welcome you to the FinWELL Team and can't wait for you to learn the FinWELL Philosophy and help make a huge impact on people's lives.

We'll be sure to add you to our whatsapp group so you can meet the gang and get cracking!

We'll also get your bio, profile pic and intro video on the FinWELL website asap so you can let the world know (linkedin!) that it's official! 

Scroll down to view our recruitment, training and development process, watch various videos including some example footage of our online group workshops and 1-1 guidance sessions although they already seem old as we're constantly improving things.

​Also, have a good look around our website to familiarise yourself with all things FinWELL.

YOUR FinWELL JOURNEY STARTS HERE...

Recruitment, Training & Development Process

The Basics

Watch our story so far
Meet The Team Video
FinWELL PAWA Plans

Group Workshops

Group  Workshop covering the Cost of Living Crisis & PAWA Plans
Group Workshop giving an introduction to Financial Wellbeing
Group Workshop covering Money Management with Ryan and Justine
MHIR / Blue Arrow
Money Management
Ryan & Justine
MHIR / Blue Arrow
COL & PAWA Plans
Ryan & Justine
Hays
Money Management
​Justine & Nuz
MHIR / Blue Arrow
COL & PAWA Plan
​Ryan & Lucy

Topic Specific Workshops

Example interactive online group workshop on
how to protect what's important with ​Mark and Zahra.
Example interactive online group workshop covering how to make your money work harder for later life with Harriet.

1-1 Financial Guidance Sessions

What is a FinWELL PAWA Plan?
What is a FinWell 1-1 Guidance Session?
Live 1-1 Financial Guidance Session
FinWELL/Maji 
​1-1 Training Session

1-1 Session Forms

LINKEDIN TRAINING

Basics
  • Follow LinkedIn Trainers/Influences/YouTube Videos
  • Update Your Page - Photo/Background/Bio/Roles/Links/Featured Content/Testimonials
  • Allocate Time - consistent, little and often

Existing Connections
  • Establish Relevant & Targeted Contacts​ (role, decision make, sector, active)
  • Interact, Engage & Add Value - click their bell, comment, message then email intro to Ryan

Finding New Contacts
  • Follow and connect with potential clients, industry influencers, mentors, check comments, who's been tagged, who's viewed your profile, google company + wellbeing, searching on linkedIn, asking existing connections
  • Establish Relevant & Targeted Contacts (role, decision make, sector, active)​
  • Interact, Engage & Add Value - click their bell, comment, message then email intro to Ryan

LINKEDIN TEMPLATES

Connection Request

Hi XXXXXX,
 
I just saw your post about.....
I see that you're involved with...
It's great to see your work around.... 

I'm passionate about helping people....
I'm part of the FinWELL Team working with.../having been at...

Here's a video for more information and would be great to connect.

Have a positive day/Enjoy your evening/weekend.

(Insert Video Link - intro video or story so far)


First Message

Hi XXXXXX,

Thanks for connecting and great to see that you're....

I'm currently working with........and I thought I'd share this as you might find it useful in your role.

I'd be delighted to help in any way I can whenever the time might be right.

Speak soon and have a positive day/week/enjoy your weekend

(Insert link to specific page on FinWELL website/video/industry guide, report or article)


​Email Intro

Hi XXXXXXXXX,

As discussed, I'm pleased to introduce you to Ryan who is the founder of FinWELL who would be delighted to explain more about the work we do and see if and when we could possibly support you and your teams.

USEFUL LINKS

Financial Wellbeing For Employers Hub:
https://www.finwell.uk/employershub

Website:
https://www.finwell.uk

Intro Videos:
Meet The Team - https://youtu.be/dcjSRx9c3wM
Ryan - https://youtu.be/mcO-mjpXIM0
Justine - https://youtu.be/Y7OahjTTMv0
Mark - https://youtu.be/Uqo_0OrfJco
Nuz - https://youtu.be/6DSfa9Gidf4
Lucy - https://youtu.be/6yKqvKwYXdw
John - https://youtu.be/mR-7NGKGmSk
Tracey - https://youtu.be/oCwUkPw-evs
Katrin - https://youtu.be/P4SRyvNfs-Y

Workshops/Topic/Theme Videos:
Wellbeing Strategy Services - https://youtu.be/qWxaX69L_XQ
Breakthrough Budgeting - https://youtu.be/OwoEnOX04Zo
Leadership Training - https://youtu.be/2Cp15bUIt1w
Cost of Living - https://youtu.be/yhEK6OUimwY
Menopause & Money - https://youtu.be/oCwUkPw-evs

Sector Specific Pages
Recruitment - https://www.finwell.uk/recruitment
Councils & Public Sector - https://www.finwell.uk/councils
SME's (Under 250 employees) - https://www.finwell.uk/sme

Story So Far Video: 
https://youtu.be/pfT6SXdFiIo

Monthly Newsletter: 
http://eepurl.com/iiS2af

Workplace Wellbeing Report 2023 by Champion Health (featuring FinWELL):
https://hubs.ly/Q01z9TPJ0

Employers Guide To Financial Wellbeing (HR Zone article by FinWELL Founder):
bit.ly/3pVyaL2

Join other Wellbeing Leads at Let’s Improve Workplace Wellbeing: https://www.letsimproveworkplacewellbeing.org
​​​FinWell offers financial wellbeing services through education, guidance, training and support.

No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.

We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.

FinWELL may receive a fee for services provided by our collaborative partner providers.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
PRIVACY NOTICE