Sharing Excellence The Best of : Adviser of the Year 2014 March 2015 Stuart Meyers RI Advice...
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Sharing Excellence The Best of : Adviser of the Year 2014 March 2015 Stuart Meyers RI Advice National Conference Zurich Life Risk
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Sharing Excellence The Best of : Adviser of the Year 2014March 2015Stuart MeyersRI Advice National Conference
Zurich Life Risk
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The key areas where AOTY finalists excelled
The techniques used in each of those areas
Agenda
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Key Attribute Average Highest
Main adviser performance 9.2 9.4
NPS 73.6 89.5
Initial advice and engagement
8.9 9.4
Implementation of SOA 8.9 9.5
Formal review meetinngs 8.9 9.5
Ongoing management 9.0 9.3
The 2014 AOTY
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Discovering what’s
important to you
Main Adviser Attributes
Trust
Empathy
Value
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Techniques - CVP Main Adviser Attributes
C
V
P
Customer
Value
Proposition
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Techniques – Values Cards Main Adviser Attributes
Achievement
Values cards
for adults
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Techniques – Journal Main Adviser Attributes
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Techniques – Mind Maps Main Adviser Attributes
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Engagement and Advice
Explaining things in a way you understand
Demystifying concepts
Connecting to your goals
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Techniques – Education/Financial Literacy Engagement and Advice
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Techniques – Education/Financial LiteracyEngagement and Advice
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Techniques - Road maps and process charts Engagement and Advice
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How it all fits Engagement and Advice
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Techniques – Knowing your clientEngagement and Advice
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Informed Consent Implementation
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Reviews
Taking you through your situation and progress
step-by-step, clearly outlining where things are at
and what it all means
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Techniques – Client Benchmarking Reviews
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Techniques – Client events Reviews
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Techniques – Going beyondReviews
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Ongoing Management
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How can Zurich help you?Where to from here?
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Your BDMsWhere to from here?
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Your own client engagement centreWhere to from here?
Adviser
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Important Information
This information is dated October 2014, is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such.
Neither Zurich Australia Limited ABN 92 000 010 195, AFSL 232510 or any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy and to the fullest extent possible under law, accept no responsibility arising in any way including by reason of negligence for errors and omissions.
This presentation has been prepared specifically for the exclusive use of financial advisers. It is not to be published without the prior written consent of Zurich.
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Thank you
