ProtectZ 19th June 2024

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Contents

Avoiding negativity and building customer trust by Charlotte Nixon, Quilter Financial Planning
To really build customer trust the ‘value exchange’ needs to be constant by Nick Telfer, Vitality
Trust. Trust. Trust by Jiten Varsani, London Money
Engagement between client and adviser and value added services by Setul Mehta, Openwork
Changing the mindset from "Should Do" to "Will Do" by Steve Casey, Square Health
The emotional power of case studies by Susan Barclay, Scottish Friendly
Good and bad complexity by Tim Smith, Hannover Re
Think adviser numbers are falling? Think again!
Will Electronic Health Records finally see off GPRs?
Is it time to revisit a generic Protection advertising campaign?
Have our distribution predictions come true?
10 years of Government policy and state benefit reform
Robyn Allen, Robyn Allen Solutions
Mollie Burdge, Future Proof / St. James's Place Protection Planning
Matt Chapman, Plus Financial
Ben Burgess, LifeSearch
Brian Walters, Regency Health
Chris Barnard, Drewberry
Karla Edwards, The Protection Parent
Katie Crook-Davies - If I could spend £3m on protection...
Sarah Walker - If I could spend £3m on protection...
Phil Bray - If I could spend £3m to spend on protection...
Anna Glod - If I could spend £3m on protection...
Sarah Moore - If I could spend £3m on protection...
Kelly Thomas - If I could spend £3m on protection...