ANZ Adviser Conference Melbourne - GAP Analysis

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The document outlines the agenda for a national conference on wealth creation. The conference will examine how gap analysis can be used to maximize wealth accumulation for customers. It will discuss shifting from a hunting to farming paradigm, introducing the gap analysis concept and components of the strategy. It will also cover communicating the strategy to customers, including a demonstration of a calculator tool. The objective is to understand how gap analysis can effectively build wealth for a broad range of customers.

Wealth Creation “Gap Analysis” is the New Black!

2

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

3

The Limbic System of Customers…

1 Scarcity is Everywhere

2 Everyone’s 6 Basic Needs

3 Move Away (Fear) V Move Towards (Security)

4 A Compelling Future – Customer Motivation

5

Communication to Customers…

1 Scarcity and Basic Needs

2 Big Picture – Long Term

3 Balance the Engine Room

4 Asset Protection Advice

19

Summary…

1 Paradigm Shift Hunting | Farming

2 Strategy… GAP Analysis Concept

3 Communication to Customers

4 Demo of ANZ Calculator Tool

21

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ANZ Adviser Conference Melbourne - GAP Analysis

1. National Conference 2012

2. Wealth Creation “Gap Analysis” is the New Black! 2

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 3

4. A Paradigm Shift HUNTING | FARMING 4

5. The Limbic System of Customers… 1 Scarcity is Everywhere 2 Everyone’s 6 Basic Needs 3 Move Away (Fear) V Move Towards (Security) 4 A Compelling Future – Customer Motivation 5

6. GAP Analysis Wealth Creation 6

7. GAP Analysis Wealth Creation 7

8. GAP Analysis Wealth Creation 8

9. GAP Analysis Wealth Creation 9

10. GAP Analysis Wealth Creation 10

11. GAP Analysis Wealth Creation 11

12. GAP Analysis Wealth Creation 12

13. GAP Analysis Wealth Creation 13

14. GAP Analysis Wealth Creation 14

15. GAP Analysis Wealth Creation 15

16. GAP Analysis Wealth Creation 16

17. GAP Analysis Wealth Creation 17

18. GAP Analysis Wealth Creation 18

19. Communication to Customers… 1 Scarcity and Basic Needs 2 Big Picture – Long Term 3 Balance the Engine Room 4 Asset Protection Advice 19

20. GAP Analysis Wealth Creation 20

21. Summary… 1 Paradigm Shift Hunting | Farming 2 Strategy… GAP Analysis Concept 3 Communication to Customers 4 Demo of ANZ Calculator Tool 21

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