AIA Australia is undertaking a pilot to help financial advisers in becoming more effective at work and to integrate a lifestyle and wellbeing framework into their service offering.
The AIA Australia Executive Wellness Program is a 12-week behavioural coaching program aimed at helping financial advisers improve their personal health and wellbeing, and is based on its own Vitality program.
Advisers are guided through the process of designing their client segmentation model, developing a client value proposition and integrating a lifestyle and wellbeing framework into their service offering, an AIA statement said.
AIA Australia's chief retail insurance officer Pina Sciarrone said the program is designed to support financial advisers in becoming more effective at work and enjoying a healthy and happy professional and personal life.
"As a dedicated financial adviser today, it can be easy to forget your own health and wellbeing while helping clients achieve their financial wellbeing," she said.
"Financial advisory practice principals face significant challenges in running a small business, including adapting to regulatory change, new technology and competition."
The trial will continue until mid-August and will then be assessed for a potential national rollout next year.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 19 Apr 2018Commission questions compulsory FPA membershipBy Killian Plastow
- 19 Apr 2018CBA admits to fresh FOFA breachesBy Reporter
- 18 Apr 2018Royal commission villains could face jailBy Aleks Vickovich
- 18 Apr 2018CBA accused of ‘misleading’ royal commissionBy Aleks Vickovich and Killian Plastow
- 18 Apr 2018AMP accused of 'trapping' advice clientsBy Tim Stewart
- 18 Apr 2018CFS to strengthen licensee monitoring after royal commissionBy Aleks Vickovich
- view all