Broker Specific Wellness days

 

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)

 

Services include:

  • 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: R70 per member
  • Contact person for bookings: Petro Rautenbach - 0844480912 Email: bookings@dieticianathealth.co.za

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