The Financial Advisor is responsible to invite his/her clients to a Wellness day. The financial advisor decides on the venue, but it usually takes place at his/her offices. This is a more personal approach and a wonderful opportunity for the Financial Advisor to build an even stronger relationship with his/ her clients. We also offer a service where Wellness Express can contact the Broker’s clients on his/her behalf and book them for their health assessments on a specific day at the chosen venue (additional fees apply)
- Professional team that includes a Biokineticist, Dietician and registered Nurse to do assessment
- Receptionist to manage payments
- Credit card facilities
- Professional advice and health education to all wellness members.
- Data capturing of assessment information.
- On-site invoicing and claims to medical aid.
- Booking template and client information letter will be provided prior the Wellness day.
- Feedback Reports to Financial advisor
- Follow up structure to ensure members get the most of their Wellness day experience.
- Additional Admin fee: R90 per member
- Contact person for bookings: Angelique - 082 567 6017 Email: firstname.lastname@example.org