Advisers must wake up to the hierarchy of protection needs
Learn how advisers can use a hierarchy of protection needs to create tailored financial rescue packages, challenging traditional sales processes and improving advice quality.
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Author: Martin O'Connell
We must help more renters achieve financial protection
Discover essential tips and resources for renters to achieve financial protection and housing security. Learn about rental insurance, tenant rights, and affordable housing options.
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Don’t believe the hype over Decreasing Term Assurance
Discover why Decreasing Term Assurance may not be the best value for clients despite its popularity. Learn how focusing on price can compromise quality and why guiding clients based on need is crucial.
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Stop fitting problems to products
Discover the importance of addressing client needs first in financial advising. Learn how to create tailored solutions that truly meet client expectations and avoid common pitfalls in product-centric approaches.
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We are all advising in the wrong order
Discover why replacing income may be more beneficial than a lump sum and learn how to avoid foreseeable harm by adopting a different approach to the hierarchy of needs.
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