EPISODE · Jul 12, 2023 · 43 MIN
A Deep-Dive into the World of Business Protection with Wealth Advisor Adrian Benjamin
from Mortgage Broker Broadcast · host Craig Skelton
Send us Fan MailAre business owners fully prepared to safeguard their business as 99% are missing out on crucial protection coverage? In our latest podcast episode, we go behind the scenes with wealth protection advisor, Adrian Benjamin. Providing an in-depth look into the world of business protection, Adrian highlights the importance of this often overlooked aspect and how it serves as the backbone of a secure financial future. As a specialist in this field, his insights are not to be missed.Journeying with us from Manchester, to New York, and finally to London, Adrian shares his career story and passion for educating both brokers and clients about protection policies. His hands-on approach to unraveling the complexities of policy terminologies and criteria for different financial products, including mortgages and protection, is nothing short of empowering. Whether you are a broker looking to sharpen your skills or a client seeking the right protection plan, Adrian's guidance provides the tools needed to navigate the financial landscape with confidence.Wrapping up with Adrian's thoughts on client education, we delve into how to communicate effectively without overwhelming with jargon or a flood of documents. Stressing the importance of understanding clients' needs, Adrian drives home the point that the cheapest isn't always the best when it comes to protection policies. This episode will leave you educated, prepared, and primed to take control of your financial protection. Rest assured, with Adrian's insights, you'll walk away with a newfound understanding of the crucial role business protection plays in securing your future prosperity.I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed...
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Send us Fan Mail Are business owners fully prepared to safeguard their business as 99% are missing out on crucial protection coverage? In our latest podcast episode, we go behind the scenes with wealth protection advisor, Adrian Benjamin. Providing an in-depth look into the world of business protection, Adrian highlights the importance of this often overlooked aspect and how it serves as the backbone of a secure financial future. As a specialist in this field, his insights are not to be misse...
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A Deep-Dive into the World of Business Protection with Wealth Advisor Adrian Benjamin
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