Toni Smith, distribution and marketing director, Sesame, discusses how business leaders can embed protection into the advice process and encourage engagement from advisers.
Ask any adviser and they'll agree that protection matters. Despite this, these conversations happen inconsistently across our industry. This can result in missed opportunities to help clients safeguard their financial futures and lost revenue for your firm. Embedding a repeatable, firm-wide process for discussing protection is one of the most effective ways to raise standards, improve client outcomes and build long-term value. But how does that look in practice? Define and communicate The starting point is cultural, rather than procedural. All of your advisers must truly ...
To continue reading this article...
Join COVER for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.
