professional skills

“The client isn't being sold at. They're being looked after.”

"Everything you worked on together only holds up if their life holds up too"

“We’ll sort protection later”

“The gap speaks for itself”

Protection as a pillar of mortgage advice

Advisers need to rethink the whole conversation

Move away from price, towards value

Future-proofing your business

Adjusting old habits

Changing advisers' perspectives