We chat to Vicky to hear why being a protection specialist is her dream job
Location: Devon Products you advise on: Mortgage, family and personal protection, as well as business protection. Typical client profile: My typical clients are families and SMEs within our local area. How do you incorporate protection into your client conversations? As a protection specialist, all of my conversations are focused on protection. 90% of my client interactions are face-to-face and that is one of the most enjoyable parts of my role! What three tips would you give to other...
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'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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