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...
69 Accredited firms
Advisers in the network will now be able to refer clients struggling to get the right cover to specialist advisers
Supported by PFS, PIMFA and Penney
Connecting the dots