On day one of Income Protection Awareness Week 2023 (IPAW), Premier Plus’ Hanna McKallip and Home Mortgage Solution’s Kate Stratton discussed how they have approached establishing a career in advice and the importance of obtaining leads.
Establishing a presence in the protection advice sector can be daunting prospect, specifically when it comes to developing a client base and brand when self-employed. However, both McKallip and Stratton explained there are ways to achieve these objectives and grow take-up of income protection at the same time. McKallip, who started working with protection products approximately nine months ago having previously only dealt with mortgages, told viewers that she started out taking on established clients from a director within the firm but said that this didn't generate "a whole lot of bu...
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