Advice expert Angela Davidson busts some protection myths and explains how to overcome sales barriers
I've been in financial services for many years and I've noticed that some things don't change. Protection is still one of the most important aspects of financial planning for securing the financial resilience of clients and deemed the cornerstone of advice, but unfortunately, it is still without doubt one of the hardest areas of advice in which to discuss and gain commitment from clients. Let's face it, protection is renowned for being the ‘doom and gloom' discussion to have with clients. There's no denying there are real barriers that hinder the selling, and indeed the purchasing, of pr...
To continue reading this article...
Join COVER for free
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.