Sharing Excellence The Best of : Adviser of the Year 2014 March 2015 Stuart Meyers RI Advice National Conference Zurich Life Risk.

Slides:

Advertisements

Similar presentations

W Geneva December, 2007 World Meteorological Organization Basics of Catastrophe Reinsurance.

Advertisements

Futuro Forum | Bowral 2012 Murray Burns – My Business.

1 Specialists produce excellence Beijing 2008 decathlon champion was outperformed by all the individual event champions.

© 2013 Sri U-Thong Limited. All rights reserved. This presentation has been prepared by Sri U-Thong Limited and its holding company (collectively, “Sri.

Effective risk value propositions Kevin Canning June 2013.

Saints or sinners? Australian managed fund Investors Michael Parker BT Financial Group 23/11/2006.

Lending - “to diversify or not to diversify” Macquarie Practice Consulting Libby Beeching August 2012.

The Corporate Laws Amendment Bill, B6/2006. © 2006 Deloitte Touche Tohmatsu Corporate Laws Amendment Bill, B6/2006 – 29 May 2006 Introduction Presenting.

1 The Chaser. 2 General advice warning and disclaimer Any opinions expressed in this presentation constitute our judgement at the time of issue and are.

Business insurance.  Risk management  Who is a key person ?  What is business succession planning ?  What role does your financial adviser play ?

Innovations in Structured Products October 25, 2010 An Innovator’s Dilemma?

Recent Trends and Insurance Considerations March 2015

LPAN Digging in to the detail Income Replacement products Marc Fabris Strategic Marketing Manager – Life Risk.

Morningstar June 2008 Richard Quin - Director, Credit Suisse

Sound Practice Guidance update Glasgow, 7 th November 2014 IOR Scottish Chapter The Institute of Operational Risk Brian Rowlands FIOR ©

Instructions for use This is to be used as a guide only for advisers when preparing a personalised client seminar for their client(s). The Aviva name and.

Mª ANGELA JIMENEZ 1 UNIT 4. EXTERNAL AUDIT BASIS CONCEPTS.

2014 User Group Meeting Our commitment. Your success. Melbourne 23 October.

KICK START 2015 WEALTH PLAN FOR THE FUTURE. Kick Start 2015 Plan for the future! This information is current at January 2015 and is subject to change.

STRICTLY CONFIDENTIAL Positioning for Growth Tasmanian Strata Industry Tim MacKenzie Associate Director Friday 9 th August.

1 World Grain & Oilseed Outlook March Summary –Corn Acreage Exhale Export Expansion?? Funds big buyers. SA Crop Shrinking Bearish Bias - $3.50.

Managing HFAs’ Financial Health in the Face of Uncertainty NCSHA Annual Conference October 21, 2014 Ping Hsieh, Vice President – Senior Analyst.

Grain Market Update / Strategy West Midlands Group 7 March 2014 Ryan Duane Farmanco

Communication Key Skills INSET. Outline of INSET training 1. A review of the standards for all levels of communication key skill 2. Examples of portfolios.

CALS Tool. 1 Disclaimer Important Notice RI Advice Group Pty Ltd, ABN , holds Australian Financial Services Licence Number and is.

AUDIT COMMITTEES What are they and why are they beneficial?

OLA 1069 T 1008 Planning Solutions for Small to Midsized Businesses.

Equity income: a niche asset class Neil Margolis, Portfolio Manager May 2007.

Chapter 8: Client Risk Profile and Documentation

MESSAGING IN THE MEDIA TOP 10 DRUGS BASED ON CREDIBILITY INDEX IN THE LITERATURE JOHN KNAPP, DIRECTOR OF ANALYTICS MAY 2009 Your use of these materials.

Learning Objectives LO1 Define the various financial presentations and levels of service involved in association with special reports and compliance reporting.

Therapeutic area breakdown of lead projects in development for first launch in 2005 APRIL 2007 SOURCE: CMR INTERNATIONAL PERFORMANCE METRICS PROGRAM ©

Paragraph IV Patent Challenges – As of July 1, 2008 JULY 2008 David Harding, API Intelligence, Thomson Reuters Source: FDA, NEWPORT HORIZON PREMIUM TM.

Mr. Amit Chheda (Strategist)

AIA confidential and proprietary information. Not for distribution. AIA.COM.AU Claims Care – The Story Monique Le Roux 2015.

Proportion of biotech-derived active substances in development for first launch 31st December APRIL 2007 SOURCE: CMR INTERNATIONAL PERFORMANCE.

W Geneva December, 2007 World Meteorological Organization Basics of Weather Risk Management.

Is an Authorised Representative of RI Advice Group Pty Ltd.

Groundwork Prior to Undertaking A Case Study. What is a Case Study  A body of information  Answer questions about its subject matter.  Inquiry  Processes.

Carlsmith Ball LLP Confidentiality Issues and Outside Counsel Deborah Bjes October 22 nd, 2015.

111 MakingConnections Focus on Assessment. 222 Facilitator/s: Date:

Place Client Logo Here Oil Market Outlook Paul Horsnell Head of Commodities Research, Barclays Capital Intertanko Singapore Tanker Event 30 March 2006.

Proportion of total R&D expenditure by therapeutic area in 2005 APRIL 2007 SOURCE: CMR INTERNATIONAL PERFORMANCE METRICS PROGRAM © THOMSON REUTERS Your.

Global R&D expenditure, development times, global pharmaceutical sales and new molecular entity output MARCH 2008 SOURCE: CMR INTERNATIONAL.

2005/2006 Expenditure on biotech derived entities had remained constant APRIL 2007 SOURCE: CMR INTERNATIONAL PERFORMANCE METRICS PROGRAM © THOMSON REUTERS.

Number of pharmaceutical patent applications and granted patents for 5 major patent issuing authorities JUNE 2008 SOURCE: DERWENT WORLD PATENTS.

Secure a brighter future is an Authorised Representative of RI Advice Group Pty Ltd.

Availability of High-Quality API for India, China and Rest of World MARCH 2008 David Harding, API Intelligence, Thomson Reuters Source: NEWPORT HORIZON.

August 2015 Retirement is different Considerations and opportunities.

Allocation of R&D expenditure in 2005 between chemical entity and biological or biotech active substances APRIL 2007 SOURCE: CMR INTERNATIONAL PERFORMANCE.

The secure site rendering issue (all navigation crushed together as a list at the top of the page) is a compatibility issue with Internet Explorer only.

McGraw-Hill/Irwin © The McGraw-Hill Companies 2010 Internal Control in a Financial Statement Audit Chapter Six.

Changes to emerging markets strategy in MLC’s Inflation Plus portfolios March 2017 This material is not for circulation to retail investors.

Changes to Australian shares strategies in MLC’s multi-asset portfolios March 2017 This material is not for circulation to retail investors.

The True Value of Advice Dean Lombardo

MLC Index Plus portfolios’ strategy update

BIOLOGY / CHEMISTRY CITATIONS GROWTH

Mark Bennett, Head of Agribusiness, ANZ

Messaging in the Media TOP 10 AUDIENCES BY THERAPY AREA

MLC Index Plus portfolios – changes to the G-REITs strategy

research - getting what you need how to select a quality fund

Environmental Upgrade Finance

Rocket fuel to ignite your practice

User Pays User Committee 26th October 2009 Change Management

A practical approach to influence both client and colleague

Research the foundation for successful fund investing

© 2013 Sri U-Thong Limited. All rights reserved

AUTHOR JOBTITLE PRESENTATIONDATE

Manager change in MLC’s fixed income strategies

Presentation transcript:

Sharing Excellence The Best of : Adviser of the Year 2014 March 2015 Stuart Meyers RI Advice National Conference Zurich Life Risk

© Zurich Insurance Company Ltd The key areas where AOTY finalists excelled The techniques used in each of those areas Agenda 2

© Zurich Insurance Company Ltd Key AttributeAverageHighest Main adviser performance NPS Initial advice and engagement Implementation of SOA Formal review meetinngs Ongoing management The 2014 AOTY 3

© Zurich Insurance Company Ltd Discovering what’s important to you Main Adviser Attributes 4 Trust Empathy Value

© Zurich Insurance Company Ltd Techniques - CVP Main Adviser Attributes 5 C V P Customer Value Proposition

© Zurich Insurance Company Ltd Techniques – Values Cards Main Adviser Attributes 6 Achievement Values cards for adults

© Zurich Insurance Company Ltd Techniques – Journal Main Adviser Attributes 7

© Zurich Insurance Company Ltd Techniques – Mind Maps Main Adviser Attributes 8

© Zurich Insurance Company Ltd Engagement and Advice 9 Explaining things in a way you understand Demystifying concepts Connecting to your goals

© Zurich Insurance Company Ltd Techniques – Education/Financial Literacy Engagement and Advice 10

© Zurich Insurance Company Ltd Techniques – Education/Financial Literacy Engagement and Advice 11

© Zurich Insurance Company Ltd Techniques - Road maps and process charts Engagement and Advice 12

© Zurich Insurance Company Ltd How it all fits Engagement and Advice 13

© Zurich Insurance Company Ltd Techniques – Knowing your client Engagement and Advice 14

© Zurich Insurance Company Ltd Informed Consent Implementation 15

© Zurich Insurance Company Ltd Reviews 16 Taking you through your situation and progress step-by-step, clearly outlining where things are at and what it all means

© Zurich Insurance Company Ltd Techniques – Client Benchmarking Reviews 17

© Zurich Insurance Company Ltd Techniques – Client events Reviews 18

© Zurich Insurance Company Ltd Techniques – Going beyond Reviews 19

© Zurich Insurance Company Ltd Ongoing Management 20

© Zurich Insurance Company Ltd How can Zurich help you? Where to from here? 21

© Zurich Insurance Company Ltd Your BDMs Where to from here? 22

© Zurich Insurance Company Ltd Your own client engagement centre Where to from here? 23 Adviser

© Zurich Insurance Company Ltd 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 , AFSL 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. 24

© Zurich Insurance Company Ltd Thank you 25