Advice expert Angela Davidson busts some protection myths and explains how to overcome sales barriers
I've been in financial services for many years and I've noticed that some things don't change. Protection is still one of the most important aspects of financial planning for securing the financial resilience of clients and deemed the cornerstone of advice, but unfortunately, it is still without doubt one of the hardest areas of advice in which to discuss and gain commitment from clients. Let's face it, protection is renowned for being the ‘doom and gloom' discussion to have with clients. There's...
69 Accredited firms
On Thursday 12 March
How can we communicate its true value?
Advisers in the network will now be able to refer clients struggling to get the right cover to specialist advisers