Treat your clients like your family

Dubbed the “Queen of Claims” by her colleagues and with an ability to keep protection advice both relatable and understandable – it is safe to say Amy Whittingham is one of the industry’s leading protection advisers.

Amy shares with Hazel and Wayne some candid stories of where the cover she has set up has made a difference to her clients as well as exploring how to navigate the protection conversation within the wealth space.
This episode is a must for any adviser dealing with customers in the wealth space and any advisers who are time short and want to refer their clients over to a protection specialist.
We cover:

• Amy’s journey and what it meant to be Future Proof’s first ever employee
• The reasons why it is crucial to be having a robust and holistic protection conversation
• The importance of true listening and taking the time to find the right solution
• Balancing affordability, wants and needs when it comes to protection advice
• Why we should never walk past a protection conversation, even if it looks like the customer is fully covered

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.

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