Rosemount Financial Solutions (IFA), an independent mortgage and financial planning network, has revealed the importance of a personalised follow up as being the top learning and outcome from a recent Protection Masterclass.
The top three learnings and outcomes to emerge from the Protection Masterclass were:
- The importance of a personalised follow-up to the initial client meeting
- Offering the client three options and quotes when discussing protection
- Using pre-prepared templates to explain the benefits of protection and possible outcomes
This was the second Protection Masterclass organised by Rosemount Financial Solutions (IFA) in a bid to help advisers grow their protection business and better service their clients’ ever-shifting protection needs. The event was held in the firm’s Basingstoke-based headquarters.
Presentations at the latest event were delivered by Michael Welton, business strategy manager at Rosemount Financial Solutions, who focused on ‘Maximising your protection conversions’ and Iain Pollock, protection consultant at Zurich UK, who concentrated on ‘Sales hints and tips for protection’.
Ahmed Bawa, CEO at Rosemount Financial Solutions (IFA), said: “There has always been huge appetite from our advisers to learn more about protection, but this is even more evident during a time of such economic uncertainty and where the value attached to a good, professional advice around such a critical topic has never been higher.
“From speaking with advisers, there appeared to be an education gap from a more practical sense when it came to the preparation required to successfully deliver a client experience in a more structured, scenario-driven format. The importance of a personalised follow up was also extremely prominent from the post event feedback and we hope that all attendees can take these learnings to bolster their protection business and provide even better client outcomes going forward.”
