Your Partner in Financial Education & Client Engagement
At Money Wise Institute, we equip financial institutions with research-driven training that enhances advisor performance and strengthens client relationships. Our programs transform insights into action, empowering professionals to navigate complex financial conversations with confidence.
By combining cutting-edge education with real-world application, we help banks and advisors drive engagement, trust, and measurable business growth.
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WHO WE SERVE
✔ For Banks & Financial Institutions
We deliver data-driven, research-backed programs that elevate advisor performance and enhance client engagement. Our training and public-facing financial education initiatives equip advisors, planners, and private bankers with the tools they need to foster trust, strengthen client relationships, and drive measurable business impact.
✔ For Financial Professionals (Through Institutions)
Offered exclusively through our banking and institutional partners, our programs integrate behavioral economics and industry-leading insights to help advisors and planners navigate complex client conversations with confidence. Certification pathways and tailored training ensure measurable results and long-term success.
MEET OUR FOUNDERS
CEO, CO-FOUNDER, MWI
Best-Selling Author
Consumer Advocate & Speaker
Financial Industry Consultant
Kelley Keehn
PRESIDENT, CO-FOUNDER, MWI
Financial Services Expert
Author & Speaker
Business Advisor