We speak with Krystle, senior specialist insurance adviser, to hear why she thinks factfinding, listening and communication are key actions for protection advisers
Location: Yorkshire, UK Products you advise on: Life insurance, critical illness and income protection. Typical client profile: 'Quirky' lives. Those with a pre-existing health conditions, hazardous occupations/dangerous hobbies or travel plans who may have been declined cover. How do you incorporate protection into your client conversations? My role as a protection adviser involves me discussing protection in every conversation. I never know in what direction the conversation may go, every...
'Here's to the next 25 years!'
Only 15% of advisers refer mortgage clients to a specialist
72% of people do not want pay for financial advice
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