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S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Manage episode 408900788 series 3556365
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Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be.
In today's episode
Imagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection, a topic we explore thoroughly in our interview with Keiran Leeder a behavioural specialist turned mortgage and protection adviser. Keiran brings to the table heartwarming client stories and transformative experiences that spotlight the indispensable nature of income protection.
Next, we answer your questions in #AskIPTF and for our very first episode, we have our wonderful 7 Advisers on the line to ask some burning questions along with special guest Gary Waters chiming in from Bali of all places, who discusses the integration of income protection in the home-buying process, emphasizing its role in not just acquiring, but maintaining the home of your dreams.
Then finally, as we will on every episode of the podcast, Matt provides his insight in "Matt's Top Tips of the Week" - where he underscores the value of leaning on Business Development Managers for their expertise, stepping out of their comfort zones, and adopting a mindset that places informed advising at the heart of client interactions.
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. Intro (00:00:00)
2. Coming up on today's show (00:01:20)
3. Interview with Keiran Leeder (00:02:16)
4. Your Questions answered in #LetsTalkIP (00:27:24)
5. Matt's Top Tips of The week! (00:36:31)
6. Outro (00:40:20)
10 episodes
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