AIA upgrades tool hub for advisers
AIA Australia has added new partners and a new offering to its tool hub which is designed to help advisers grow their business and improve their relationships with clients.
AIA says it recently partnered with training providers Global Advice Training to upgrade its Business Growth Hub.
The partnership will help advisers understand their clients’ needs better, enabling them to have more meaningful conversations through structured processes and intuitive technology tools, AIA said in a statement.
AIA has also partnered with industry consultants Business Health to provide expertise in benchmarking practice profitability and client satisfaction to hub members.
Global Advice’s LifeExplorer program has been added to the Business Growth Hub. The program is aimed at helping advisers have values-based conversations with clients to connect values to goals and create stronger clients’ engagement in their financial plans.
AIA Australia chief retail insurance officer Pina Sciarrone said the business of funding a professional financial advisory practice is becoming increasingly competitive.
“Practice principals who want to create a more sustainable future business model are looking for value-added support and services,” Ms Sciarrone said.
“While we don’t intend to tell any financial adviser how to run their business, we have a valuable role to play in bringing expertise and resources to an adviser’s business.”
Adviser banned for disregarding director duties
A former Sydney financial adviser has been banned for five years by ASIC for dis...
Quality advisers migrating to ‘non-aligned’ firms
A new whitepaper has acknowledged the push towards quality financial advisers mi...
Advice firms must rise to ‘fairness challenge’: ASIC
The corporate regulator has called on financial advice firms to rise up to what ...