How Your Mindset Can Make or Break Your Income Protection Advice
02/06/25 • 54 min
Let's Talk Income Protection is back for Season 2 and we're bigger and better than ever. Bigger episodes, bigger insight and even more Matt Chapman plus a new co-host, Stevie Arnoldi from SEA Studios, the new Content Associate for the IPTF.
In this month's episode, we focus on Mindset and Time to Talk Day, the nation’s biggest mental health conversation. It’s a day for friends, families, communities and workplaces to come together to talk, listen and change lives which is run by Mind and Rethink Mental Illness.
Do you ever catch yourself assuming clients will say no before you’ve even had the conversation? Your mindset could be the biggest factor holding you back from success in Income Protection. In this episode, we break down the biggest mindset traps advisers fall into and how to reframe them for better results.
We're also joined by an expert guest, Anish Patel from Aniche Mortgages to discuss his mindset journey from an "ok" to a "confident and assured" adviser before answering your questions and providing you with actionable advice to improve your mindset and skills.
So if you want to:
- Improve your mindset in financial advice
- Overcome objections when advising on insurance
- Improve your Income protection advice strategies
This is the podcast for you!
Got a mindset trap you’ve struggled with? Let us know! Drop us a message on the links below or tag us on LinkedIn (@IPTF) with your thoughts. Don’t forget to subscribe for more expert insights!
Links from the episode:
Anish Patel Mortgages on Instagram
📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:
Voice notes via SpeakPipe
Or email [email protected]
📣 For More Education, Collaboration and Insight:
IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios
Let's Talk Income Protection is back for Season 2 and we're bigger and better than ever. Bigger episodes, bigger insight and even more Matt Chapman plus a new co-host, Stevie Arnoldi from SEA Studios, the new Content Associate for the IPTF.
In this month's episode, we focus on Mindset and Time to Talk Day, the nation’s biggest mental health conversation. It’s a day for friends, families, communities and workplaces to come together to talk, listen and change lives which is run by Mind and Rethink Mental Illness.
Do you ever catch yourself assuming clients will say no before you’ve even had the conversation? Your mindset could be the biggest factor holding you back from success in Income Protection. In this episode, we break down the biggest mindset traps advisers fall into and how to reframe them for better results.
We're also joined by an expert guest, Anish Patel from Aniche Mortgages to discuss his mindset journey from an "ok" to a "confident and assured" adviser before answering your questions and providing you with actionable advice to improve your mindset and skills.
So if you want to:
- Improve your mindset in financial advice
- Overcome objections when advising on insurance
- Improve your Income protection advice strategies
This is the podcast for you!
Got a mindset trap you’ve struggled with? Let us know! Drop us a message on the links below or tag us on LinkedIn (@IPTF) with your thoughts. Don’t forget to subscribe for more expert insights!
Links from the episode:
Anish Patel Mortgages on Instagram
📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:
Voice notes via SpeakPipe
Or email [email protected]
📣 For More Education, Collaboration and Insight:
IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios
Previous Episode
Season 2 Trailer - We're Back and Bigger Than Ever!
Hey everyone! Let’s Talk IP is back, and this time, we’re taking things up a notch. That’s right—Season 2 is here, and we’ve got some BIG changes coming your way!
We’ve refined the format, we’re diving deep into real conversations that matter. We’re still bringing your expert insights on Income Protection, but now we’re exploring one key topic per episode. We’re breaking it down, challenging the norms, and making sure you leave every episode with actionable advice.
For Season 2, we’re making it easier to send us your thoughts and questions, head on over to SpeakPipe.com/letstalkIPPodcast to send your voice notes or email us at [email protected]
So start sending us your thoughts and questions. It takes seconds, and you could be featured in an upcoming episode!
Let’s Talk IP is now longer and more in-depth! We’re going monthly, with episodes running between 45 to 55 minutes. You can expect a new episode every first Thursday of the month for the rest of the year—so mark your calendars!
So, subscribe now and get ready—Season 2 of Let’s Talk IP kicks off on Thursday, February 6th
📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:
Voice notes via SpeakPipe
Or email [email protected]
📣 For More Education, Collaboration and Insight:
IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios
Next Episode
Why Women Struggle to Protect Their Income: Insights and Solutions
In this month's episode, Matt and Stevie speak to Rose St Louis from Scottish Widows and Joanna Streames from Velvet Mortgage about the notable gender gap in income protection, the latest research done by Scottish Widows on this subject and the challenges women face in securing their financial futures.
Listen now to learn more about:
• The importance of understanding the gender gap in income protection
• Insights from Rose St Louis on the findings and implications of recent research
• Joanna Streams shares the advisor's perspective on protecting women's incomes
• Real-life examples that illustrate the impact on families
• Building trust and communication with female clients
• Actionable takeaways for advisors at different experience levels
• Strategies for closing the income protection gap for women
• The need for ongoing education about income protection benefits
• Discussing the future of income protection tailored to women
View the IPTF Profile of an IP customer in association with Iress report here - https://iptf.co.uk/profile-of-an-ip-customer/
View the Scottish Widows Research "The Income Protection Gender Gap" - https://adviser.scottishwidows.co.uk/assets/literature/docs/38794.pdf
Do you have an idea on how to reduce this gap? Let us know! Drop us a message on the links below or tag us on LinkedIn (@IPTF) with your thoughts. Don’t forget to subscribe for more expert insights!
📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:
Voice notes via SpeakPipe
Or email [email protected]
📣 For More Education, Collaboration and Insight:
IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios
Let's Talk Income Protection - How Your Mindset Can Make or Break Your Income Protection Advice
Transcript
Hello and welcome to let's Talk IP Season 2 . That's right , we are back . This is the podcast that breaks down everything you need to know about income protection , whether you're an experienced advisor or just starting out . This podcast will give you actionable insight and advice and , of course , gain valuable unstructured CPT points .
Speaker 1If you like this episode you’ll love
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