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
Ollie Popham| Evolving financial advice in pursuit of customers’ best interests
Ollie Popham| Evolving financial advice in pursuit of customers’ best interests
In this episode of Just Covered, we meet Ollie Popham, Senior Sales Manager at Cavendish Online. Since the turn of the millennium, Cavendish has been of one the industry’s most exciting success stories. The company has grown from a small internet startup into a UK-wide organisation, with hundreds of staff. And it’s been repeatedly celebrated as a market leader through continuous nominations and, often success, in well-established industry awards. Ollie sheds some light on the company’s origin story, innovative strategies and pioneering use of technology in customer engagement and the importance of its culture in driving success.
This episode also covers:
· How AI is transforming financial advice and protection sales, improving training, creating efficiencies and augmenting how advisers work and support their customers
· The importance of putting value before price during customer conversations and always enforcing a customer-centric approach
· How to educate customers, and present options during client conversations, so that they can make informed decisions that put their interests first.