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S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client
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In today's episode
What would you do if you became ill and couldn't work, how would you protect and look after your family without your regular income? This would have been Damian Bamford's problem if he hadn't taken the advice of Tracey Boyd of Mortgage Hub Expert.
Hear his inspiring journey through adversity to stability as we delve into Damian's personal account of overcoming a health scare, and how Tracey's guidance and a robust policy provided a financial lifeline. Their story is a vivid reminder that life's uncertainties need not spell disaster with the right planning in place while reminding us advisers "This is why we do this"
We answer your questions in #AskIPTF - where you get the chance to ask your burning questions - to send in your questions please use the phone number or links below.
Matt then provides us with his top tips on building financial resilience for your clients over "Selling" and overcoming objections.
And please complete this year's adviser survey (https://tinyurl.com/yenmxuay) so please go and complete that!
Watch IPAW 2024!
- Monday 23rd September - "The case for income protection – mindset matters"
- Tuesday 24th September - "How to sell less income protection - common mistakes and how to avoid them"
- Wednesday 25th September - "How to grow your business – knowing your clients"
- Thursday 26th September - "The business of protection – preparing advisers to excel"
- Friday 27th September - "Delivering value - the full package"
📣 Connect with IPTF:
X @TheIPTF
IPTF LinkedIn
IPTF.co.uk
IP Task Force on Instagram
Produced and edited by SEA Studios
Chapters
1. S1:EP3 - Life's Uncertainties Need not Spell Disaster - How IP safe guarded Tracey Boyd's client (00:00:00)
2. Intro (00:00:08)
3. Interview with Tracey Boyd and her client Damian Bamford (00:01:52)
4. #AskIPTF (00:19:38)
5. Matt's Top Tips of The Week (00:25:03)
6. IPTF News and Outro (00:31:31)
11 episodes
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