Insurance News for Real People

Financial advice. What it looks like and how it can affect you

Financial advice. What it looks like and how it can affect you

 

When it comes to financial advice, and sales in general, there are typically five approaches that sales people take.

  1. Ideal world
  2. Client budget
  3. Average first
  4. Replace with cheaper
  5. Next step

We are firmly an ideal world advisory firm, as we like to consider ourselves advisers, rather than just sales people. 

Sales people sell stuff; we collaboratively weave you a risk protection plan that is driven by your desired outcomes.

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Getting married or recently engaged?

Getting married or recently engaged?

 

We've been chatting in a number of groups about risk and insurance and we got chatting with Amanda from Southern Bride.

Having got married not too long ago myself, I appreciate the stress and challenges arranging a wedding can have.

Not to mention some of the risks that pop up with not only the celebration on the day, but the final parties before and some of the antics that happen.

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We Got Silver!

We Got Silver!

Wow, 12 months have disappeared really quickly! This time last year I was reeling in the afterglow of being awarded the PAA's New Adviser of the Year. 

At the time I was both a little surprised and very grateful to have received this award, but as I wrote at the time I'd pretty much worn the New Adviser badge out. Having now been in the financial services industry for 15 years and an adviser for nearly five years.

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Customer service rant

Customer service rant

 

It's interesting that we advisers are under the spotlight for replacement of life insurance business, and to be fair, the area does need a clean up.

On the subject of replacement, a stunning example of screwing the customer has been the approach of the electronic coffee card app, eCoffee Card. You may have noticed it around, and it's been slowly getting traction. 

As a regular cafe goer all over the city, this helps with managing the many coffee reward cards I seem to accumulate.

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Why did you start your business?

Why did you start your business?

 

This question gets asked from time to time, and the simple answer is to help people. Which often gets a 'say what' sort of look, then 'but you sell insurance?' Yup, that's what I do.

Those in the industry understand my answer intimately, those outside often don't understand it so much.

I'll try and explain.

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Physical Address:
5i Miro Place
Albany
Auckland

Email: enquiry@willowgrove.co.nz
Phone: 09 973 2849

Postal Address:
PO Box 301792
Albany
Auckland