David Reed 2015 AFA Advisor of the Year presents at
The Zurich ‘Blueprints for the Future’ Roadshow.
Recently David was fortunate to be invited to present at the Zurich “Blueprints for the future” Roadshow which toured around Australia. Also presenting was the previous Tasmanian Premier David Bartlett who spoke about innovation and various other industry experts.
The Blueprints comprise of five pillars of LIF support, designed to help advisers position themselves ahead of the July 1st transition. The Blueprints were developed following extensive consultation with advisers in the latter part of 2015, and also reflect previously released Zurich research:
Zurich’s ‘Blueprints for the Future’ represent targeted support across five key areas:
– Product innovation
– Business marketing and management
– Customer care and advocacy
– Best practice
David was humbled to win the prestigious 2015 AFA Advisor of the Year award which has allowed David to share his expert knowledge with industry experts and his valued clients. David and his team of expert advisors have a reputation for personalised customer service and paving the way for innovation and are adaptable to change.
Commenting on the launch, Ms Kristine Brooks, Head of Distribution for Zurich’s Life and Investments business, said “The Blueprints represent all the practical ways advisers have told us they want to be supported”.
“For example, efficiency is a key focus for advisers right now, so we are concentrating on those technology based initiatives which can bring greater efficiency to all aspects of the advice value chain, including the initial client engagement and on boarding and ongoing client management, as well as the obvious areas like the new business and underwriting processes,” she said.
“Our recently released risk product update was very carefully thought through, with advisers having made it clear that customers are seeking more simplicity, more affordability and more sustainability.
“Adapting to change of this magnitude is no easy task, but with the support represented by our five Blueprints for the Future, we are confident we can help advisers create a framework that sees better advice, better advice businesses and better customer outcomes.”
The Blueprints for the Future roadshow started in Perth this week and will visit all mainland state capital cities.
For further information please visit Zurich
Further information on David Bartlett can be found here http://www.decodethefuture.com.au/