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...
Led by Paul Foody and two others
One in 25 sought advice for the first time
‘My top tips’
'This is a moment in history like no other'
‘Inconsistencies making it very difficult’