Do you help your clients make positive lifestyle choices?
We’ve all got our reasons to make positive choices in life. That includes you and your clients.
Financial advisers are uniquely positioned to help their clients make positive behaviour changes. By asking the right questions and recommending the most suitable products, you can seriously enrich and empower people’s lives. That’s why we believe that financial advisers can be Agents of Change.
Hear from the financial adviser community in our brand new video series, Agents of Change. It explores the ways that financial advisers are bringing Shared Value to clients and how they are also benefiting as a result.
Watch the Teaser video and look out for Part One that looks at how financial advisers are encouraging their clients to make positive lifestyle choices. There are more videos and great content coming soon on our website, social media, Insights Hub and on our YouTube channel.
We want to hear from you.
Do you have a story about how you have helped a client to make positive lifestyle choices or used your own lifestyle experiences in your conversations with clients? If so, we want to hear from you!
Submit your story and you will be entered into our prize draw where you could be in with a chance of winning a £100 voucher from Amazon. Terms and conditions apply.
To find out more about Vitality visit here or contact your dedicated Business Consultant.
