Financial Literacy 2.0
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Transcript of Financial Literacy 2.0
Financial Literacy 2.0
Christopher S. Penn, CMO, Edvisors
Please consider whether you actually
need to print this.
Slides will be available at blog.edvisors.com
Full Disclosure
Stephen K. Hayes
What it is
... ability to make informed judgements and effective
decisions about the use and management of their
money...
Why we preach it
Growth over 12 years: ZERO
Why we fail
DRYDRY
Think MMO.Think MMO.
MeansMotive
Opportunity
AbilityDesireChance
MeansMotive
Opportunity
Mint.comMint.com
Wesabe.comWesabe.com
Geezeo.comGeezeo.com
docs.Google.comdocs.Google.com
Mobile appsMobile apps
voice.Google.comvoice.Google.com
Cash Flow
Tools don’t matter if no
one uses them
MeansMotive
Opportunity
Exercise 1:
List 4 things you like about money.List 4 things you don’t like about money.
Which took longer?
Exercise 2:
Suppose you have a magic money wand. What would you do with it?
What did you do?
Scarcity vs.
abundance
Exercise 3:
Tell a story about a lottery-type experience, part 1.
Exercise 3:
Tell a story about a lottery-type experience, part 2.
Reclaim responsibility
MeansMotive
Opportunity
$150,000 top prize$150,000 top prize
Export firmnut buyer$642,000
How to practice abundance
How to create abundance
Any opportunity to be helpful is an opportunity to earn money. - Chris Brogan
Want to keep the conversation going?
@edvisors@cspenn
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