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Panel: Financial Planners and Advisors as Users/Interpreters of FInancial Systems
 

Panel: Financial Planners and Advisors as Users/Interpreters of FInancial Systems

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At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Steven Axler (Vanguard), Jennifer Fabrizi (MassMutual Financial Group), Peggy McGillin (Journey Financial Planners), and ...

At the 2012 Face of Finance Conference, at Bentley University, in Waltham, MA, Steven Axler (Vanguard), Jennifer Fabrizi (MassMutual Financial Group), Peggy McGillin (Journey Financial Planners), and Stuart Paap (Wells Fargo Advisors) were panelists during the "Financial Planners as Users" session.

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  • Researchers/Designers: Need to understand the sales agency as an “ecosystem” of interrelated roles = key to providing the right tools for work in the agencyOur Stars: The Client and FamilyThe AgentBest Supporting Actors:New Business CoordinatorsService ManagersDirectors and Producers:AdministratorsAssistantsLiaisons with the Product Company’s Home Office(s)Scene 1:Establishing a relationship and making the saleScene 2:Our client is confused or has a new financial need; works with the service managerScene 3:The relationship deepens through life’s events. We have a happy client!
  • Researchers/Designers: Need to understand the sales agency as an “ecosystem” of interrelated roles = key to providing the right tools for work in the agencyOur Stars: The Client and FamilyThe AgentBest Supporting Actors:New Business CoordinatorsService ManagersDirectors and Producers:AdministratorsAssistantsLiaisons with the Product Company’s Home Office(s)Scene 1:Establishing a relationship and making the saleScene 2:Our client is confused or has a new financial need; works with the service managerScene 3:The relationship deepens through life’s events. We have a happy client!
  • Researchers/Designers: Need to understand the sales agency as an “ecosystem” of interrelated roles = key to providing the right tools for work in the agencyOur Stars: The Client and FamilyThe AgentBest Supporting Actors:New Business CoordinatorsService ManagersDirectors and Producers:AdministratorsAssistantsLiaisons with the Product Company’s Home Office(s)Scene 1:Establishing a relationship and making the saleScene 2:Our client is confused or has a new financial need; works with the service managerScene 3:The relationship deepens through life’s events. We have a happy client!
  • Researchers/Designers: Need to understand the sales agency as an “ecosystem” of interrelated roles = key to providing the right tools for work in the agencyOur Stars: The Client and FamilyThe AgentBest Supporting Actors:New Business CoordinatorsService ManagersDirectors and Producers:AdministratorsAssistantsLiaisons with the Product Company’s Home Office(s)Scene 1:Establishing a relationship and making the saleScene 2:Our client is confused or has a new financial need; works with the service managerScene 3:The relationship deepens through life’s events. We have a happy client!

Panel: Financial Planners and Advisors as Users/Interpreters of FInancial Systems Panel: Financial Planners and Advisors as Users/Interpreters of FInancial Systems Presentation Transcript