Professional skills: Language and positioning

In the world of protection advice and sales, the way you position your message can make or break the connection with your clients. While technical expertise and product knowledge are essential, the subtle art of language and positioning often determines whether clients see the value in your recommendations — or dismiss them as entirely optional. As a protection coach, I've observed that successful advisers don't just sell policies; they embed protection into their advice process as an essential, logical step toward achieving and safeguarding a client's financial goals. This article...