Goals-based advice podcast

During a time in which the advice industry is under extreme pressure, a small group of ‘outliers’ stand out from the crowd. With adaptive spirits and entrepreneurial mindsets, these advisers are focusing on building powerful and dynamic client experiences, drawing inspiration from a wide range of non-financial industries such as e-commerce and hospitality. 

In this episode, we speak to Danielle Visser and Peita Diamantidis, two forward-thinking individuals behind the ‘Entrepreneur Exchange’ initiative. Danni and Peita tell us about the workshops they put together to highlight some of the incredible attitudes and mindsets advisers are adopting in running successful advice businesses, coming out strong through both the highs and lows.

This episode explores the idea that best performers in our industry are entrepreneurs who happen to run advice practices. We look into customer value propositions, how the client’s expectation of their adviser experience is transforming, and how we can tap into the emotion of the financial advice journey. 

Resources:

To register your interest in the Entrepreneur Exchange, contact your Zurich BDM or head to the Zone Education Website.

What You'll Learn From This Episode:

• How are the advice outliers setting themselves apart from the crowd
• How to build a great client experience
• How many touch points you should have in the client onboarding process
• How to use emotion and personalisation to build rapport 
• How to use automation to elevate your service offering
• How to identify client confusion points
• How to channel your great customer experiences into your advice practice
• How to create a community of clients who love what you do
• How to design the client journey 
• Why you should focus on transformation and not conversion

About Our Guest:

Danielle Visser has 14 years experience in financial advice, and has developed Zurich’s new Entrepreneur Exchange initiative alongside adviser and practice owner Peita Diamantidis. These two minds have come together to create the _Zone education program, a platform designed to guide you through the professional development you need as an adviser to meet the challenges of today and tomorrow.

You can access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page. 

If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.  

Thanks for tuning in!