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We are all advising in the wrong order

Posted by Martin O'Connell | Jun 25, 2025 | Adviser Insights | 1 |

We are all advising in the wrong order

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About The Author

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Martin O'Connell

The Protection Revolution was created by Martin O’Connell in late 2024. Martin has been in the financial services profession for over 40 years and, most recently, spent 12 years as a Franchise Director for Vitality Health and Life based in the East Midlands.

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1 Comment

  1. Daniel Hill
    Daniel Hill on 25th June 2025 at 4:05 pm

    All protection is “lack of Income” Protection – it’s just the trigger for a payout is different. if you frame it in this way (even to yourself), you’re much more likely to uncover where the client’s real pain points are and when you present your solution, you should find it much easier to explain what the problem each plan fixes, and get them to buy in.

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