Paymentshield launches free adviser guide

Published on

Paymentshield has introduced a free guide designed to help advisers ask the right questions.

The guide, entitled ’22 Questions You Should Always Ask’ includes content and tips to provide advisers with ideas that could help them identify more opportunities to help clients and increase their general insurance sales.

It features a selection of questions they could consider asking themselves and their clients to stimulate conversations that could result in increased business and better customer outcomes.

22 Questions You Should Always Ask is available to download now at www.paymentshieldadvisers.co.uk and supports Paymentshield’s new Always Ask marketing campaign, which launches this week.

James Loder (pictured), proposition director at Paymentshield, said: “Conversations are the lifeblood of any adviser business as they provide the chance to find out about a client’s circumstances, their financial products and the suitability of those products. And the best way of stimulating conversations is by asking questions.

“Asking questions is important – it’s the simplest, most effective way of learning and innovating. Even asking questions to yourself can help promote new ideas or ways of thinking. We’ve put together this guide, featuring the questions advisers should ask themselves and their clients, to help stimulate more successful conversations that can lead to better customer outcomes and stronger businesses.”

Latest POLL

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Spring surge in property listings creates market opportunities

The average asking price for newly listed properties has risen by 1.1% (+£3,876) this...

Secure Trust Bank Commercial Finance appoints senior portfolio director

Secure Trust Bank Commercial Finance (STB CF) has announced the appointment of Carl Pykett...

Inflation expectations rise slightly as BoE releases latest survey

Public expectations for inflation and interest rates have edged higher, according to the Bank...

£1 billion lost annually as 50,000 London social homes used fraudulently

A shocking new report reveals that around 50,000 social housing properties in London are...

Other news

Spring surge in property listings creates market opportunities

The average asking price for newly listed properties has risen by 1.1% (+£3,876) this...

Secure Trust Bank Commercial Finance appoints senior portfolio director

Secure Trust Bank Commercial Finance (STB CF) has announced the appointment of Carl Pykett...

Inflation expectations rise slightly as BoE releases latest survey

Public expectations for inflation and interest rates have edged higher, according to the Bank...