Category Archives: Factfinding

Sweet Spot Protection Selling

Advising and selling protection plans to clients does involve a fair bit of persuasion and influencing to ensure your client gets the coverage they need. And one day may thank for arranging it. Subtle influencing is the key, coaching is the method and getting their commitment at every step is paramount. Gone are the days…
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6 Tips to Create Desire for Your Advice

The FCA, compliance people and file checkers all talk vociferously about eliciting client needs. You must stimulate a client need; a critical need has to be found before you can advise, and these form the basis of your suitability letter to justify your advice. That's the compliance piece over with, now onto selling. And if…
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Tips for the Video Factfind

Here I spend 10 minutes talking through the exciting adviser video business model and some new tips to enhance how you factfind online on video.  
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CeMAP Bootcamp Livestream – 2020 July 20 Podcast

Paul talks this afternoon on Relevant Life Assurance and the opportunity it gives brokers plus an interesting piece on video factfinding with clients. The way many brokers ar emoving towards not just during lockdown but in the future as well. Some useful new tips. If you're interested in our CeMAP Bootcamp Autumn Cohort, it starts…
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CeMAP Bootcamp Livestream – 2020 May 04 Podcast

https://dl.dropbox.com/s/sn3d97q3ks2pjep/Bootcamp_Livestream_2020_May_04_Podcast.mp3 Paul chats about how to up your game if communicating to your customers via Zoom or video software. Some new ideas and tips not shared widely as yet plus a useful section on the Bounce Back Loans. Paul also talks about Freestyle factfinding which prevents interrogation and works really well over video or Zoom…
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