Top tips for mastering the protection referral process

Posted by Matthew Chapman | Nov 28, 2024 | Adviser Insights | 0 |

Top tips for mastering the protection referral process

About The Author

Matthew Chapman

Matt Chapman is a multi-award winning protection adviser and coach. In his role as TheProtectionCoach, he supports firms of various sizes within the mortgage, protection, and wealth space helping advisers to drastically improve protection performance and customer outcomes. He has worked, and continues to work, with many of the largest brokerages in Britain. Matt admits that he is evangelical about protection and is a proud advocate of Income Protection. He sits on the committee of the IPTF and is the host of the LetsTalkIP podcast.

Leave a reply Cancel reply

User Details

ProtectionGuruPro

Protection Guru Awards

2024 Product Ratings

Consumer Duty Alliance Protection Forum

Cost of Living

Protection Forum

Provider Financial Strength Ratings

Claims facts & Figures

Visit our learning & development Hub

Archives

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.

Share This