Podcast Episodes
Back to SearchDale North | Creating Great Protection Referrals
If you’re an adviser looking to refer your protection business, this episode is the one for you! With a background in financial advice himself, almos…
2 years, 10 months ago
Steve Johnson and Nic Hopkins | Bringing Protection Into Your Conversations
Season 1 Episode 8
With consumer duty coming down the tracks, it is essential for advisers to start planning how they will bring protection into their conversations esp…
2 years, 10 months ago
Neil Bohan | How To Quickly Generate Trust and Client Loyalty
Season 1 Episode 7
Hazel and Wayne are joined by Neil Bohan, Principle and adviser at Personal Touch Kent and what a conversation it is! This episode is bursting at the…
2 years, 10 months ago
Natalie Wilcox and Charlotte Bates | Belief In Yourself And Product Are Everything
Season 1 Episode 6
In this episode Wayne and Hazel are joined by not one but two fantastic guests – the founders of Bates Wilcox, Natalie and Charlotte. They came toget…
2 years, 10 months ago
Nicola McKenzie | How Often Do We Consider Diversifying Our Own Business Strategy
We often talk to clients about diversifying their investments, and as advisers we are often asked about a diverse range of products yet how often do …
2 years, 10 months ago
Priyesh Patel | Building Financial Resilience in a Cost of Living Crisis
Season 1 Episode 2
Hazel and Wayne are joined by Priyesh Patel - Financial Consultant at Ablestoke Financial Planning
With financial resilience forefront of consumer mi…
2 years, 10 months ago
Adrian Benjamin | Are You An Adviser Wanting To Recommend Business Protection?
Season 1 Episode 4
Are you an adviser wanting to start recommending Business Protection? If so, this episode is for you… In this episode Hazel and Wayne welcome back Ad…
2 years, 10 months ago
Nicola Crosbie | "Its All About the Client, Not You.."
Season 1 Episode 3
As professionals in the financial industry, what more can we be doing to ensure our clients feel empowered with their finances? Nicola voices her vie…
2 years, 10 months ago