We sit down for a minute with one of LifeSearch’s most successful advisers who joined in 2017
Location: LEEDS LEEDS LEEDS! Products you advise on: Personal and business protection policies Typical client profile: Can vary from a client with a £5pm to a wealthy family to a business owner looking to protect their income and key people. But I'm happy to provide good advice to anyone! How do you talk about difficult subjects, such as death or critical illness, with clients? I find being direct and honest is always the best option. What three tips would you give to other advisers...
'Here's to the next 25 years!'
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Only 15% of advisers refer mortgage clients to a specialist
72% of people do not want pay for financial advice