The Thrivers Program

For Financial Advisers

Dr Adam Fraser in partnership with Deakin University (sponsored by AIA Australia) studied over 800 financial advisers in Australia to ask a simple question. What are the mindsets, behaviours and attitudes of advisers who are thriving despite the incredibly tough regulatory and business challenges that they are facing? Through the study of these high performing advisers they have effectively road mapped what advisers need to do to not only improve their wellbeing and work life balance, but also evolve their business to be more innovative and profitable.

Dr Fraser has taken all these learnings and created ‘The Thrivers Program’. The program consists of four workshops, with support and be-haviour change strategies undertaken in between. In previous programs this type of approach has been successfully implemented with school leaders, partners in professional services firms, finance executives and the pharmaceutical industry.

The purpose of the program is to help financial advisers to evolve the way they live and work.

Skills taught in the workshops

1. Adaptability - this is the capacity to rapidly change your behaviour to suit quickly changing work situations.

2. Psychological Flexibility - the ability to not let negative emotion and thoughts derail your behaviour, but instead be guided by your goals and values.

3. Psychological Capital - the capacity to display hope, optimism, resilience and confidence in the face of challenge and struggle.

4. Wellbeing - how to use recovery to prevent burn out and the accumulation of chronic stress.

5. Effective utilisation of resources - how to leverage your time and re-sources to effectively manage the administration, compliance and operations load to free up time to focus on clients and business development.

6. Mental toughness and clear focus - how to stay focused and think clearly when under pressure and stress.

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