| Financial Information for 21st Century Hispanics This will be the “Century of Hispanics” in the U.S.A. And 'Financial Literacy' is one of the keys to realize the dreams of individuals who live and work in the U.S.A. Their roots are in Mexico, Central America, the Caribbean and South America. They will appreciate it if they are spoken to in Spanish or Portuguese with understanding and respect for their culture. We provide our multicultural expertise to... -
Financial services providers (banks, brokerages, insurance, retirement fund managers) -
Employers of Hispanics -
Foundations dealing with Hispanic issues and/or Financial Literacy -
Grassroots Organizations -
State and City Government officials -
Consulates Clients we advise include Wells Fargo Bank, Santander Securities, Merrill Lynch, the U.S. Hispanic Chamber of Commerce Foundation, the City Council of Trenton NJ, the Mexican Consulate in New York City, and growing. Think Hispanic Prompt Hispanics to Take Action ---------------------------------------------------------------------------------------------------- To: Financial Services Providers Your Hispanic customers –individuals and businesses- want to trust your institution. They need to learn about money and finance. You want to help them achieve their financial dreams.We know about their dreams. We help you teach them how to reach them. We help you think like they do. By thinking like they do you create trust. By creating marketing communications in Spanish or Portuguese you help them learn. By helping them realize their financial dreams you will prompt them to action. We also help you train your staff. They too are an important part of the process. To: Employers Your Hispanic employees want and need to give you the best they are capable of. They are proud of their work. Their immediate families depend on the income they earn. Their foreign relatives count on the monthly remittances. They need to learn how to manage and protect the money they earn. They want to make their dreams come true for their families and distant relatives.They may get into financial trouble due to lack of knowledge. This may affect their productivity. We can help you teach them about money in a language they can understand and trust. We can also teach them about building a retirement nest, for example using your company’s 401(k) plan. We help you train your HR staff. They too area an important part of the process. What we have created: We have created financial guides that can inform and educate your customers. We create them thanks to our licensing –on an exclusive basis – of the extensive, reliable and acclaimed archive developed by Lightbulb Press Inc., authors of The Wall Street Journal Guide to Understanding Money and Investing, with more than 2 million copies in circulation. We re-purpose their content into Spanish or Portuguese language, together with a thorough cultural adaptation. The resulting guides have your logo on the cover and help build your brand in the community. An example is Guía de Inversión Para La Mujer (A Woman's Guide to Investing) a guide that describes in a simple, graphic and friendly manner essential information women of all ages need - not only how and when to invest, but the difference investment makes. It includes discussions of coping with the unexpected. If you have the Adobe Reader already installed in your computer, click below to see a sample of pages of the guide and its English original. Otherwise, install the AdobeReader. |
