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 a...

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