• Episode 18 | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes

  • Jul 25 2024
  • Length: 36 mins
  • Podcast

Episode 18 | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes By cover art

Episode 18 | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes

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  • Summary

  • In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his entry point into financial services starting in sales, what’s changed over the years, and the continued power of storytelling, compassion, and empathy in offering meaningful, holistic advice to customers.

    This episode also covers:

    • How to take customers on a personalised, memorable journey by incorporating tangible stories and relatable value-added advice, based on different demographics and needs, while also meeting expectations around Consumer Duty.
    • The importance of ongoing learning and continuous improvement for staying afloat in an evolving financial and legal landscape.
    • Changing attitudes towards protection and critical illness cover, and how growing awareness around mental health and wellbeing is affecting uptake in advice services.
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