Philadelphia, PA, March 23, 2016 --(PR.com
)-- Amanda Steinberg, founder & CEO of DailyWorth and Michelle Smith, founder & CEO of Source Financial Advisors have recently joined forces to create an innovative digital savings and investment platform for women called WorthFM (Worth Financial Management LLC dba WorthFM). Debuting this spring, the new entity has selected [ 2 one 5 ] Creative, a digital branding agency, to spearhead the creation of a three part video content series exemplifying WorthFM’s position as the only robo-advisor designed to grow a woman’s knowledge about investing as her investments grow. Each video focuses on particular facets of money management know-how, including a description of exchange traded funds, the ups and downs of investing, and the differences between saving, investing and retirement funds.
Based on 7 years of behavioral finance data from the 1 million+ subscribers to DailyWorth, WorthFM takes a fundamentally different approach to money management than that of traditional financial advisors. In addition to providing education tailored to each client’s knowledge level, WorthFM will also be the first robo-advisor built to filter guidance based on a client’s personality traits. WorthFM has developed MoneyType™, a proprietary financial behavior assessment tool — like Myers-Briggs for your money — that helps define the unique mix of motivations behind each client’s decisions about money. Using MoneyType™ as well as a suite of proprietary algorithms, WorthFM will make recommendations about saving, learning, and investing designed to resonate with a client’s specific financial personality, current financial status, and life goals. With the ultimate goal being for users to create both a short-term and long-term savings system, WorthFM aims to increase women’s net worth by increasing their confidence in and knowledge about investing. “My mission from the beginning was about empowering women to build net worth,” says Steinberg in an interview with The New York Times, “Not to get better at budgeting, not to save $10 when buying flowers for their dinner party. It was to give them control over their futures.”
To help increase the financial confidence of women around the world, [ 2 one 5 ] Creative will produce three short videos providing an overview of three key areas for WorthFM’s clients: exchange traded funds, investing and savings. The main objective of the series being to turn financial confusion into clarity in the eyes of subscribers. Through the use of unconventional visual explanations, with strategically placed camerawork and editing, this production will easily inform viewers about typically hard-to-understand topics and concepts in a creative manner. “Amanda and I wanted to give our WorthFM clients a way to better understand key financial concepts without relying on the usual charts and infographics,” says Smith, “[ 2 one 5 ] found a way to provide clear and intelligent explanations in a fresh and highly memorable format.”
[ 2 one 5 ] Creative is a digital branding agency specializing in a philosophy of Branded Motion – creating digital flagships and executing through branding, video, digital platforms, and animation. Our client base focuses on extreme sports, outdoor apparel, real estate and consumer electronics/technology brands with a millennial focus. With in the philosophy of movement, the goal is to collaborate with your team to create authentic, lasting emotions with consumers. We’ve helped clients like Comcast, Lilly Pulitzer, Re-Fuel and Ingerman to excel at moving their brand’s forward – while connecting across all media.
WorthFM (Worth Financial Management, LLC dba WorthFM) is a digital investing platform designed to engage and educate women as their investments grow. The WorthFM organization is led by two entrepreneurs running successful businesses tailored towards ambitious women. Amanda Steinberg is the CEO and founder of DailyWorth.com, a leading media company for professional women launched in 2009 with over 1 million female subscribers today. Michelle Smith is the CEO of Source Financial Advisors, an independent wealth management firm specializing in high net worth women. Together, their mission at WorthFM is to show a measurable increase in a woman’s future savings and net worth by applying her individual personality traits and motivations to how WorthFM displays and delivers advice and guidance. WorthFM (Worth Financial Management, LLC dba WorthFM) is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Information contained in this report is for informational purposes only and should not be considered investment advice or recommendations. Advice may only be provided after entering into an advisory agreement with Advisor. The information and data presented herein has been prepared on the basis of the publicly available information, internally developed data or other third party sources. No guarantee is given as to the accuracy, completeness, or reasonableness of the contents contained herein. To learn more, visit www.worthfm.com.