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Schwab Network

Schwab Impact: Boosting Financial Well-Being Through Social Connections

7 min5 november 2025

Kasley Killam, author of "The Art and Science of Connection," joins Next Gen Investing from the 2025 IMPACT conference to discuss the often-overlooked link between social health and financial well-being. She shares her 5-3-1 rule for building meaningful connections, which includes interacting with five different people each week, nurturing three close relationships, and spending one hour a day connecting with others. Killam also stresses the importance of financial advisors playing a role in promoting social health among their clients.


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