Affinia creates client engagement videos
TAL-aligned Affinia Financial Advisers has developed two client-facing videos to better assist advisers to engage with consumers.
Affinia said one video discusses the importance of disclosure while the second video explains the role advisers play once a policy is in place.
“Our videos 'Supporting you at claim time' and 'Your duty of disclosure' help advisers continue the conversation with their clients, and crucially, help them to understand the vital role an adviser plays at claim time,” Affinia general manager Craig Parker said.
“We developed the disclosure video first and had very positive feedback from our advisers, so more recently [we] created the claim time video, which highlights what a client should do once their policy is in place, and who they should contact if they think they have a claim – their adviser,” he said.
Affinia added that the videos also follow the development of a new online tool that enables advisers to quickly and easily create their own personalised marketing collateral around claims payments.
"We are continuing to develop client engagement tools to help demonstrate the value of advice and the benefits of risk insurance,” Mr Parker said.
“There has been negative sentiment around the industry lately but the reality is that this is overshadowing how advisers create exceptional value for Australians.
“We need to do a better job of sharing the good news stories and these videos help advisers do that,” he said.
Victorian adviser cops permanent ban
ASIC has permanently banned an adviser from Victoria based on his conduct back i...
IFAs prop up troubled Challenger business
The listed annuities giant is focusing on the non-aligned advice sector as distr...
Licensees warned of share sale fraud risks
The corporate regulator has provided a new guide for licensees around how they c...