AIA Vitality program now includes advisers
AIA Australia has expanded its Vitality program to help a group of financial advisers enhance their business value and personal effectiveness.
The Australia Executive Wellness Program is a 12-week behavioural coaching program that aims to improve advisers’ personal skills.
It features a series of workshops covering personal effectiveness and productivity, business strategy and value and client engagement solutions.
Practice owners will learn strategic leadership skills including how to make smarter choices about growth through better strategic conversations, how to recognise and play to their strengths and how to integrate different thinking styles of people.
Advisers will be guided through the process of designing their client segmentation model, value proposition and integrating a lifestyle framework into their service offer.
AIA Chief Retail Insurance Offer Pina Sciarrone says financial advice practice principals “face significant challenges in running a small business, including adapting to regulatory change, new technology and competition”.
“As a dedicated financial adviser today it can be easy to forget your own health and wellbeing while helping clients achieve their financial wellbeing.”
The program is being tested nationally until mid-August, after which it will be assessed for its impact for a national rollout next year.