60 seconds with... Kelly Jones (Hakuna Matata Financial)

'Keep it professional but make it interesting'

clock • 3 min read

We chat with new business owner, Kelly, on why social media has been the key to her start-up success

Location: Manchester. Products you advise on: Life, health (PMI), critical/serious illness cover, income protection and business protection. Typical client profile: My clients tend to be between the ages of 25- 35. How do you incorporate protection into your client conversations? If you don't ask, you don't get! I incorporate protection into my fact-find and always ask if my clients know others who would be interested in getting covered. What three tips would you give to other advisers looking to write more protection business? 1. Do what others aren't doing Explore other ave...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

James Miller & Associates extends Stonebridge partnership

James Miller & Associates extends Stonebridge partnership

Supporting long-term growth plans

Jaskeet Briah
clock 25 August 2026 • 2 min read
Openwork adds Quilter's M&A director

Openwork adds Quilter's M&A director

Willem van Rooy takes the role

Jen Frost
clock 24 August 2026 • 2 min read
The COVER Review: Stonebridge acquisition, financial setbacks and more

The COVER Review: Stonebridge acquisition, financial setbacks and more

Week commencing 17 August 2026

COVER
clock 21 August 2026 • 1 min read