SimplyBiz

Speaking at Professional Adviser Retreat

Collaborative approach

Client feedback collection

To help with awareness

Rest cautious but optimistic

"Sharing a personal experience will allow you to sell protection in your own words"

For member firms

Resource for member firms

'If you are trying to market to a family person, that’s not me. You are not marketing to me'

"There is work that you guys are going to have to do"