November 22, 2017

November 22, 2017 | Risk Pulse

Advice from a futurist: how scenario planning can future-proof your business

Zurich recently partnered with world-renowned author and futurist Anders Sorman-Nilsson and leading financial advisers to understand the key trends impacting the financial advice profession today and to paint a picture of what financial advice might look like in the coming decade.

Anders Sorman-Nilsson


The intensive though-leader workshop used scenario planning to establish four prospective ‘future states’ that could play out over the next 3-8 years.

From these ‘future states’ we have identified key recommendations for financial advisers that they can start implementing today to navigate their business into the advice practice of tomorrow.

In the video below Anders Sorman-Nilsson explains what scenario planning is, and how advisers can use it today to ensure their business is ready for the clients of tomorrow.

Start scenario planning for your own business

To help you take these next steps to future-proofing your business, we’ve developed a worksheet you can use to get you started.

Download your copy today.

November 22, 2017

Are you winning the customer experience war?

If 2017 had a buzzword, it was ‘disruption’. And while it’s been thrown around so many times (at least once at every conference) it can be difficult to understand what’s even being disrupted anymore, one thing that the ‘age of disruption’ has shown us is the need to start un-learning and start doing some things differently.

November 22, 2017

Adviser and Practice of the Year winners share their secrets

It’s said that major life events influence the core behaviours that affect the financial decisions we make for the rest of our lives. For financial advisers, this is no different.

November 22, 2017

What’s the right price for your advice?

Determining how to appropriately price your advice can be one of the most challenging elements of running a financial planning business. No two clients are the same and the intangibility of providing professional financial advice, plus the complex elements that are introduced when providing insurance advice, can leave many advisers at a loss as to how to structure their business’ remuneration.

November 22, 2017

Are you independent, impartial, or unbiased?

December 31 may bring an unexpected change to the way some advisers market their advice services. That is because earlier this year (after seeking external legal advice), ASIC gave financial advice firms a six month grace period to change the way they promote and talk about their financial services business or when providing a financial service.