Week 5 – Failing to connect the dots will lose you protection business (10-week mistake series)
Discover why connecting protection advice to client goals is essential for engagement and persistency.
Read MoreAuthor: Matthew Chapman
Week 4 – The price of protection is only ever a problem in the absence of value ( 10- week mistake series)
Discover why price is only a problem when value isn’t clear. Learn how advisers can reframe protection as an investment, use powerful language shifts, and apply practical techniques like the 5% principle to boost client engagement and confidence.
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Week 3 – Failing to manage client expectations is the biggest mistake of all (10-week mistake series)
Discover why managing client expectations is crucial for successful protection advice. Learn practical techniques to reduce resistance, build trust, and improve client engagement in your advice process.
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Week 2 – The danger of saying it’s ‘not mandatory’ (10-Week Mistake Series)
Learn how clear, confident language and strong firm culture can improve client outcomes and protection conversion rates.
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Week 1 – The cost of bringing protection up too late (10-Week Mistake Series)
Learn practical strategies to frame protection as an essential part of financial planning, reduce cancellations, and boost conversion rates.
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