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During this time of heightened uncertainty and anxiety driven by the COVID pandemic, it’s never been more important to look after our mental health. As an industry, there's still work to do in addressing the obstacles that people feel when talking about mental health issues and, here, Debbie offers an update about how we are responding and supporting customers in the current crisis.
A lot of progress has been made professionalising the advice sector with qualifications, examinations and CPD. But we know that people don’t buy based on facts and logic, they buy through emotion – too often we forget that. Selling is an integral ingredient to financial planning, and an absolute essential when it comes to protection and the financial resilience of your clients.
Many of your clients might consider their most valuable asset to be their house, car, maybe their pension savings or the prospect of an inheritance. But like most, they’ll overlook the obvious – themselves and their ability to earn.