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Intended Audience
The intended audience comprise fellow risk advisers and other individuals working in the wider risk insurance industry.Advice Disclaimer
This blog features Aaron Zelman's insights and musings about the risk insurance industry and being a risk adviser. None of the content should be taken as personal financial advice.
Category Archives: Buyer Behaviour
The House Always Wins (usually)
Around 1 in 3 clients engage me in a discussion about whether or not insurance is a good gamble. Let’s not kid ourselves. Insurers are in it to make a profit. If they are doing a good job, they are … Continue reading
Posted in Buyer Behaviour
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Why SHOULD clients trust me?
It is easy to say to clients ‘Don’t worry – I will take care of everything’. And while we may trust ourselves to deliver, it not unreasonable for people to doubt this. We’ve all been let down. Things can and … Continue reading
Posted in Attitude, Buyer Behaviour
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If it’s all about price, what value have I demonstrated?
I am trying to work out why I’m so offended that one of my prospective clients is playing my quotes off against those he has obtained from another adviser. I am speaking to this client (a fast growing business) because … Continue reading
Posted in Attitude, Buyer Behaviour, Client Value
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The Cheapest Solutions / The Best Solutions
It is all to easy to jump to conclusion that cheap is what buyers want. When it comes to insurance, cheap can often (but does not always) mean cutting your nose to spite your face. It’s great when value also … Continue reading
Posted in Buyer Behaviour, Client Value
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Really Listening to Clients and Solving their Problems (rather than looking for quick wins)
I had an insightful chat with a valued client of mine today. He has many of the attributes of an ‘ideal’ client for most wealth management businesses. And yet he has been underwhelmed with the level of advice and service … Continue reading
Posted in Buyer Behaviour, Client Engagement
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