anz adviser conference melbourne - gap analysis

National Conference 2012

2

Wealth Creation “Gap Analysis” is the New Black!

3

Welcome

Objective of today

To examine and understand how the GAP Analysis concept can be used to great effect to maximise the accumulation of wealth for a broad range of our customer base.

Agenda• Welcome• A Paradigm Shift HUNTING | FARMING• GAP Analysis Concept• Components of the Strategy• Communication to Customers• Group Discussion• Demo ANZ Calculator Tool• Summary

4

A Paradigm Shift HUNTING | FARMING

5

Scarcity is Everywhere1

2 Everyone’s 6 Basic Needs

3

The Limbic System of Customers…

A Compelling Future – Customer Motivation4

Move Away (Fear) V Move Towards (Security)

6

GAP Analysis Wealth Creation

7

GAP Analysis Wealth Creation

8

GAP Analysis Wealth Creation

9

GAP Analysis Wealth Creation

10

GAP Analysis Wealth Creation

11

GAP Analysis Wealth Creation

12

GAP Analysis Wealth Creation

13

GAP Analysis Wealth Creation

14

GAP Analysis Wealth Creation

15

GAP Analysis Wealth Creation

16

GAP Analysis Wealth Creation

17

GAP Analysis Wealth Creation

18

GAP Analysis Wealth Creation

19

Scarcity and Basic Needs 1

2 Big Picture – Long Term

3

Communication to Customers…

Asset Protection Advice4

Balance the Engine Room

20

GAP Analysis Wealth Creation

21

Paradigm Shift Hunting | Farming 1

2 Strategy… GAP Analysis Concept

3

Summary…

Demo of ANZ Calculator Tool4

Communication to Customers