Elixir Consulting’s Sue Viskovic will partner with financial adviser and founder of Wellthy Lea Schodel to launch an adviser wellbeing retreat in an effort to help advisers combat industry uncertainty and manage change.
Speaking to ifa, Ms Viskovic said the Mindful Business Planning Retreat aims to equip advisers with strategies for dealing with the business difficulties in the financial services sector.
The retreat will combine Ms Schodel's affinity for assisting people with personal wellness with the business coaching expertise of Elixir Consulting.
“Advisers are facing huge amounts of uncertainty and change in their business, and have an awful lot to think about for their clients and their business. What this retreat will do is provide them with coping and stress-management strategies that will help them think more clearly to create strategic plans for their businesses and learn techniques that they can continue to practice when they return to their office,” Ms Viskovic said.
“It will be a lovely combination of learning techniques of self-care and business sustainability as well as applying the concepts to their own situation in a practical sense. Advisers will walk away completely refreshed and with skills that will help them be a better adviser, business owner and leader for others,” Ms Viskovic said.
According to Ms Viskovic, there needs to be more focus on wellbeing and mindfulness in financial advice.
“Great advisers see themselves more as coaches who help people make better decisions around their finances to live the life they choose – and the concepts of self-care and mindfulness are powerful parts of this strategy that can assist clients to connect with what's really important to them, and then make financial decisions to suit,” she said.
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