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...

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

COVER Protection and Health Summit 2025 launched

COVER Protection and Health Summit 2025 launched

Taking place on 11 November

COVER
clock 07 July 2025 • 1 min read
BIBA names chair for advisory board

BIBA names chair for advisory board

Alistair Fraser becomes LBAB chair

Jaskeet Briah
clock 07 July 2025 • 2 min read
Stonebridge appoints national compliance manager

Stonebridge appoints national compliance manager

Joanna Purdy takes the role

Jaskeet Briah
clock 04 July 2025 • 1 min read