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
Jo Pocklington | A transactional adviser, or a caring adviser? Why protection belief is the strongest tool in the kit
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Jo Pocklington, Director of Strategic Growth at Alexander Hall, talks to Wayne and Clodagh about the importance helping advisers embed protection into their mortgage conversations.
After transforming the front-end customer journey for mortgages protection at Alexander Hall, Jo shares how building a compelling process can help get the protection conversation started early and help convince customers of its value.
This episode also covers:
- Showcasing adviser belief and the power of ‘why’ through real-life case studies.
- How active listening and customer journey analysis can reveal why customers object and ensure advisers continuously improve.
- The need for better customer education on protection as early as the school years.
This episode will underscore the crucial role advisers have in replaying the value and need of protection to customers, and the most effective ways to do it.
Listen now!
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