Just Covered
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!
Just Covered
James Hindley | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes
In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his entry point into financial services starting in sales, what’s changed over the years, and the continued power of storytelling, compassion, and empathy in offering meaningful, holistic advice to customers.
This episode also covers:
- How to take customers on a personalised, memorable journey by incorporating tangible stories and relatable value-added advice, based on different demographics and needs, while also meeting expectations around Consumer Duty.
- The importance of ongoing learning and continuous improvement for staying afloat in an evolving financial and legal landscape.
- Changing attitudes towards protection and critical illness cover, and how growing awareness around mental health and wellbeing is affecting uptake in advice services.