S1:EP5 - Understanding the Psychology of Selling Insurance with Julie Botha from Vitality
05/21/24 • 47 min
In today's episode
Unlock the psychological secrets behind selling income protection with this eye-opening episode featuring Julie Botha, Sales Training & Academy Manager from Vitality. Storytelling isn't just for bedtime; it's a powerful tool that can reshape how we talk about insurance with clients.
Tap into the shared wisdom of our conversation, where we explore how to turn client discussions into narratives highlighting the value of security and investment in their future. Discover the methods that will help you move past technical jargon and create a compelling vision of protection that resonates with clients' deepest needs and values.
Matt then provides his top tips after his conversation with Julie covering: bringing up protection at the earliest opportunity, selling the problem, not the solution and ask the question "walk me through..."
As mentioned in the podcast, the 7 Families' 10-year anniversary is now out, please watch these powerful stories by using the link below.
📣 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
In today's episode
Unlock the psychological secrets behind selling income protection with this eye-opening episode featuring Julie Botha, Sales Training & Academy Manager from Vitality. Storytelling isn't just for bedtime; it's a powerful tool that can reshape how we talk about insurance with clients.
Tap into the shared wisdom of our conversation, where we explore how to turn client discussions into narratives highlighting the value of security and investment in their future. Discover the methods that will help you move past technical jargon and create a compelling vision of protection that resonates with clients' deepest needs and values.
Matt then provides his top tips after his conversation with Julie covering: bringing up protection at the earliest opportunity, selling the problem, not the solution and ask the question "walk me through..."
As mentioned in the podcast, the 7 Families' 10-year anniversary is now out, please watch these powerful stories by using the link below.
📣 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
S1:EP4 - Celebrating a Decade of Impact: The 7 Families Project and Humanising Income Protection
In today's episode
We celebrate the 10-year anniversary of the 7 Families Project's legacy, a collaborative effort that has shifted perceptions and provided tangible support to families in need. With insights into the project's conception and its enduring influence from our guest today, Karin Lloyd.
In #AskIPTF this week, we highlight a couple of posts we enjoyed from two of our 7 advisers on LinkedIn. We have questions on tackling universal credit objections and unblocking the biggest thing stopping advisers from recommending IP - please use the phone number or links below to send in your questions.
Matt then provides us with his top tips on focusing on what's important to the client and using language that makes sense to them.
📣 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
S1:EP6 - Integrating Income Protection with Sarah Parkin of Hollybeck
In today's episode
What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income protection. Sarah shares her extensive knowledge on transforming income protection from a separate product to an integral part of financial advisory, offering a fresh perspective on how to enrich client relationships and improve their financial resilience.
In #AskIPTF this week, Matt answers burning questions on clients refusing protection after sorting out their mortgage and overcoming issues around exclusions on Income Protection.
Then, in Matt's Top Tips of the Week - Matt delves into income stress testing with clients, embedding it into the advice process, leaning into the value and continuous professional development.
📣 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
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