Bringing Protection Into Your Conversations

With consumer duty coming down the tracks, it is essential for advisers to start planning how they will bring protection into their conversations especially when we consider the cross-cutting rule “Avoid foreseeable harm to retail customers”.

But what if you are an adviser who doesn’t have time? What if you haven’t sold it for a while? What if you don’t have access to a range of products? In this episode Hazel & Wayne are joined by Steve Johnson and Nic Hopkins the owners of Real Life Advice, who may just have the answers!

Nic and Steve used their background in sales, training, and development to set up Real Life Advice, a protection firm providing advice to clients on all of their protection insurance needs.
We cover:

• Nic & Steve’s journey to setting up their business
• What they believe has been key to their success
• How Nic & Steve ensure clients get a streamlined and consistent service
• The benefits in using a protection specialist for your clients protection needs

If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to [email protected]. Please also get in touch with any topics you would like us to cover on this podcast.