AN OPPORTUNITY FOR PROFESSIONAL ADVISERS
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Join our growing community of
CPD Certified FinWELL Champions? |
If you're a professional adviser interested in improving your clients (and potential new clients) knowledge, understanding and confidence around financial wellbeing, then we believe their is an opportunity to collaborate with the FinWELL Team.
You have the opportunity to become an official CPD Certified FinWELL Champion or Instructor and/or explore ways to offer our services to employers positioning you as the 'go to experts' when it comes to needs around professional advice. |
WHAT IS THIS ALL ABOUT?
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CASE STUDY
- FinWELL were introduced to a London based employer by a financial adviser.
- We created a employer branded microsite for the company giving their teams access to trusted educational content 24/7/365.
- We delivered an introductory workshop exploring what financial wellbeing is, the links to mental health and the current cost of living challenges.
- We had interactive ways for attendees to measure their financial wellbeing, identify pain points, establish areas of focus and confirm their next steps between financial education, guidance and/or advice.
- We then arranged an afternoon at the company's offices giving 1-1 guidance sessions either in-person or online.
- The adviser who introduced FinWELL offered 1-1 appointments to explain the advice process and options available.
- Numerous advice requirements were established around things including Cash-Flow Modelling, Mortgages, Protection, Investments, Retirement Planning, Wills, Tax and Estate Planning.
- This has led to personal recommendations and advice by the regulated provider and new client relationships being established.
- We're now looking to repeat this on a quarterly basis for this employer.
- The adviser will be invited to join the FinWELL Team when we deliver educational workshops to employees of this company covering a range of topics and themes along life’s financial journey where relevant to answer any questions around regulated areas.
THE EMPLOYERS FEEDBACK...
"It has been a pleasure working with the FinWELL Team and the feedback from employees has been very positive.
They enjoyed the initial interactive workshop as an introduction to the importance of financial wellbeing and found the follow up content extremely useful.
It was brilliant to then support our teams with 1-1 sessions at the office and online once they understood the difference between financial education, guidance and advice, they could then choose suitable support that was relevant to them."
They enjoyed the initial interactive workshop as an introduction to the importance of financial wellbeing and found the follow up content extremely useful.
It was brilliant to then support our teams with 1-1 sessions at the office and online once they understood the difference between financial education, guidance and advice, they could then choose suitable support that was relevant to them."
THE PROFESSIONAL ADVISERS FEEDBACK...
"We recognise the importance to improve financial wellbeing and the links to positive mental health with a need to focus on basic money management as this is not something we learn at school.
We considered trying to offer this ourselves but it's not something we have the time or resource to do and our focus is to provide trusted advice with ongoing service.
We introduced FinWELL to an employer we have a relationship with and it resulted in eight 1-1 adviser appointments that were held in one afternoon at the employers offices, two new clients and 500k of assets under management so far.
Collaborating with an award winning financial education training provider like FinWELL allows us to maximise our client relationships, add value and generate additional client opportunities."
We considered trying to offer this ourselves but it's not something we have the time or resource to do and our focus is to provide trusted advice with ongoing service.
We introduced FinWELL to an employer we have a relationship with and it resulted in eight 1-1 adviser appointments that were held in one afternoon at the employers offices, two new clients and 500k of assets under management so far.
Collaborating with an award winning financial education training provider like FinWELL allows us to maximise our client relationships, add value and generate additional client opportunities."
VIDEO EXAMPLES OF WORKSHOPS
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Highlights from our Pensions, Investments & Retirement Masterclass Workshop
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Highlights from our Property Ladder & Mastering Mortgages Masterclass Workshop
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Highlights from our Money & Bereavement Masterclass Workshop
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EMPLOYER TESTIMONIAL VIDEOS
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SUPPORTING CHARITY & COMMUNITY
