Protection needs: How to help clients take control of day-to-day budgeting

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Protection needs: How to help clients take control of day-to-day budgeting

The increasing number of price check services on offer may help to point clients in the direction of protection by saving them money in other areas, writes Kerry Nicolaides

Working in financial services makes it easy to take the practical side of managing your money for granted. This means we may miss opportunities to help our clients because we would do things instinctively that they might not even think about. A recent experience highlighted to me how helping clients with their day-to-day budget can make it possible for them to afford life cover and savings they might have thought beyond their reach. A conversation with a group of friends, all of whom are...

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