Klearchos Pefanios
Director & Founder
I’ve been in the insurance market for more than 30 years. Important turning points in my career have included top management and sales positions in insurance companies. Over all these years I’ve trained hundreds of insurance advisors and more than 200 sales executives at all levels.
I’m dedicated to creating professionals who will have an impact on their client’s life and our society.
I like to help professionals discover their hidden skills, develop those skills and blossom into the best version of themselves that they can be, allowing both them and their families to prosper. As someone well aware that there is no easy, fast track to success, I seek to teach my business associates how to patiently cultivate the right professional habits and to be ethical and reliable when it comes to customer service.
Throughout my professional career I’ve maintained close ties with leading global training bodies such as GAMA Global, MDRT and LIMRA, firmly believing in the power of training and education to forge professionals with the highest potential. In 2014 I made one of my professional dreams come true. Along with a team of experienced managers from the Greek insurance market I set up GAMA HELLAS, the first pan-European branch of the international organisation GAMA Global. As the Branch’s first Chairman, I am particularly pleased to have laid the foundations for a long-term partnership that will allow Greek managers in the sector to connect with and learn our sector’s best practices from leading colleagues from around the world.
I am also very proud that after acquiring 30 years of experience in critical sectors of the insurance world, I have been able to set up my own company, Dynamic Financial Advisors. Our goal at DF Advisors is to impartially provide clients with the information and guidance they need to make smart insurance choices that will protect their loved ones. When advisors provide comprehensible financial guidance to their clients, they help give them “peace of mind” so they can live the life they have dreamed about for themselves and their loved ones.
I consider myself a life-long pupil in the global insurance industry. I am constantly seeking out new knowledge and keeping myself up to date about the latest trends and developments in the insurance and financial sector; a message I instil in all my associates.
Evita Lampadiari
Insurance & Financial Advisor
I began my professional career in the insurance market in 2006. I’d just graduated in Statistics & Insurance and decided to become better acquainted with the profession of insurance and financial advisor. My journey into that world remains as exciting today as it was then. I was very pleased to be involved in setting up Dynamic Financial Advisors in 2017; it came after working for 10 years as part of the exclusive network of insurance advisors run by an insurance company, as well as holding positions of responsibility in the sales network training sector.
My role as an insurance and financial advisor in effect means I’m an “architect”, devising plans that help families and businesses achieve their financial targets and make their dreams and wishes come true.
My mission is to acquire an in-depth understanding of each and every client’s needs, to identify their fears and concerns and to design a suitable financial plan for them and their loved ones.
Building long-term, yet unique, relationships of trust with clients and associates has been the cornerstone of my career to date, throughout which I’ve remained true to the company’s motto “Specialising in You”.
As a marathon runner I’ve also learned to set difficult targets for myself, to travel long distances and to reach the finishing line by patiently and loyally following the strategy –and possible alternatives to it– I’ve put in place. I handle all the financial plans I devise for clients in precisely the same way. My aim is that by implementing the plan agreed with the client, they’ll be able to reach their own “finishing line” safely, having enjoyed the entire route no matter how many barriers appear along the way.
I’m particularly pleased when I have the opportunity to get to know people looking for insurance and financial advice. Together we can work out a plan that sets priorities and specific targets for their current and future circumstances. Together we can achieve great things. Things that will change their lives forever. Those things don’t happen by chance but by choice!
