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
David Mead | ‘Write it, or refer it’: Growth through pioneering protection approaches
In this episode of Just Covered, we meet David Mead, founder of multi-award-winning protection specialist, Future Proof. From humble beginnings, David started Future Proof in 2011, and in their early days they began managing orphan clients for a major provider that closed. By 2018, St. James’s Place (SJP) had acquired them, and today, they’ve handled over 25,000 referrals from over 2,600 advisers. He also now sits as Head of Protection for SJP. We dig into his journey, the organic growth of his business and his passionate philosophies around protection. He even helped pioneer the ‘write it, or refer it’ approach, so take notes…
This episode also covers:
- David’s 25-year journey in financial services, and how he’s successfully expanded his business along the way.
- The importance of pre-sales support, regular and ongoing communications and back-office support.
- The impact of Consumer Duty on the protection industry.