Your new growth mindset starts here. Unlock smart marketing tactics, tech tools and scalable practice management systems.
Ready to take your advice business to the next stage? The Growth Zone is for you. We won’t tell you how to run your business. We will give you a new perspective on how you can shift your value to clients and improve your processes, with practical marketing tips and best-practice growth hacks.
Advice
Course |
Synopsis |
|
| Adviser Insights Series: Claims Advocacy |
Is there an opportunity to broaden the services you offer your clients, expanding both your revenue as well as overall client satisfaction? The team at Zurich and OnePath would like to invite you to the first in our Adviser Insight Series – Claims Advocacy hosted by Adam Crabbe. In this free CPD accredited webinar, Adam will take you through rise of claims advocacy services and how advisers are using these services to broaden their overall client offer. | Watch now |
Client Engagement
Course |
Synopsis |
|
| Amplify your Experience | A thought leader is someone whose views on a subject are taken to be authoritative and influential. You may be an expert in your field, but are you doing everything you can to expand your client reach and be a true thought leader? This session explores how to amplify your expertise through content marketing. We look at examples of people that have used thoughtful content to expand their reach and develop their personal brand. This session provides you with the tools that will help you put yourself on the right path to becoming a thought leader. |
Watch now |
| Marketing Life Hacks | In this fast-paced business landscape we operate in, our lack of time often limits what we can achieve in our business. |
Watch now |
| Creating Raving Fans | Great client experience is the catalyst to competitive advantage, with even the most loyal clients shifting their business based on how companies engage with them. This session explores what’s changing in the advice experience as well as the impact of technology in automating client engagement. You’ll be stepping into your client’s shoes as you map out the client journey of your advice process and look at steps for improvement from planning through to execution. |
Watch now |
| Selling from Webinars | Join Adele Martin, Founder of FIrefly Wealth as she guides us through the ins and outs of selling via webinars. This session offers a balanced approach to attracting new clients, and having the right technology needed to teach financial planning concepts and sell products in a virtual world. | Watch now |
| Facebook Groups - Free & Paid | Join Adele Martin from Money Mentor as she guides you through the ins and outs of facebook groups and how you can utilise them to build online communities, house support resources and boost your engagement with your clients. Adele will explore how using Facebook groups can strengthen the relationship you have with your clients and give them added value through their engagement with your page. | Watch now |
Practice Management
Course |
Synopsis |
|
| Debunking the Myths of Outsourcing |
Join Brian Jones, CEO of Virtual Assistance Platinum and our host Richard Burton, Account Development Manager at Zurich as they explore how you can utilise virtual assistants in the Philippines to:
|
Watch now |