TAL has announced the launch of its Risk Academy’s Client Care Series, featuring new live and on-demand content designed to provide advisers with tools to support their clients’ mental health and wellbeing.
The Client Care Series starts on 13 September, in the lead-up to Mental Health Awareness Month in October. The courses will count towards advisers’ CPD requirements.
The company says the series will feature two webinars that will then be made available ‘on demand’, delivered by TAL’s Head of Mental Health, Glenn Baird, and Mental Health Coordinator, Vaish Harishanker.
The first webinar, titled Mental Wellbeing: Supporting At-Risk Clients (13 September), will focus on understanding and identifying indicators that might suggest a person is at a heightened risk of self-harm, and discuss appropriate support services and how to connect at-risk and vulnerable clients with the help they need.
Baird says having conversations with vulnerable or at-risk clients can be emotionally demanding and challenging for advisers.
“It can be difficult to have conversations around sensitive topics but there are certain skills and tools which can assist.”
He adds that “…the groups of clients that we might consider vulnerable and in need of additional support have continued to change, particularly post-Covid.”
…The new modules have been designed to help advisers identify and support vulnerable or at-risk clients …
Baird says the two new modules have been designed to help advisers identify and support vulnerable or at-risk clients and understand the options for enhancing their access to support.
The second webinar, Identifying and Engaging with Vulnerable Clients (20 September), provides attendees with a framework for identifying and effectively communicating with vulnerable groups in their client base through a person-centred approach.
The company says the need for advisor-focused education on mental health is reflected in a recent TAL survey of Australian financial advisors – 68% of respondents said receiving training on how to support their clients going through an emotional time would help them provide the best possible service to clients during the claims process (see: Advisers’ Stress When Working on Life Claims).
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