anz adviser conference melbourne - gap analysis
TRANSCRIPT
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