We often talk to clients about diversifying their investments, and as advisers we are often asked about a diverse range of products yet how often do we consider diversifying our own business strategy? Nicola McKenzie, Co-Founder of Dunham McCarthy, DM Mortgages and MyLastWill.co.uk (to name a few!) shares how she has done just that. Nicola also shares how she will continue to do this in the future by considering all aspects of a customer’s financial needs as well as the use of online tools and platforms.
A powerful female force and true motivator in the industry, Nicola talks through how she feels that passion and process are two essentials for success when it comes to growth within financial services and doing the right thing for your clients.
In this episode we cover:
At Legal and General we also diversify our offering and can offer products and support to advisers via our Retirement, Home Finance, Insurance and Mortgage Club teams. It is likely our business could help you help your customers in more than one area. To find out more about this, contact us: Contact | Advisers & Wealth Management | Legal & General (legalandgeneral.com)
If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.
Support materials:
Want to find out some more of the elements which equate to adviser success with protection conversations? Explore our research here: Secrets of Protection Success | Legal & General (legalandgeneral.com)
Want to talk to someone regarding Protection? Find your dedicated team here.. Find my dedicated team | Adviser Protection | Legal & General (legalandgeneral.com)
We often talk to clients about diversifying their investments, and as advisers we are often asked about a diverse range of products yet how often do we consider diversifying our own business strategy? Nicola McKenzie, Co-Founder of Dunham McCarthy, DM Mortgages and MyLastWill.co.uk (to name a few!) shares how she has done just that. Nicola also shares how she will continue to do this in the future by considering all aspects of a customer’s financial needs as well as the use of online tools and platforms.
A powerful female force and true motivator in the industry, Nicola talks through how she feels that passion and process are two essentials for success when it comes to growth within financial services and doing the right thing for your clients.
In this episode we cover:
At Legal and General we also diversify our offering and can offer products and support to advisers via our Retirement, Home Finance, Insurance and Mortgage Club teams. It is likely our business could help you help your customers in more than one area. To find out more about this, contact us: Contact | Advisers & Wealth Management | Legal & General (legalandgeneral.com)
If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to hazel.johnston@landg.com. Please also get in touch with any topics you would like us to cover on this podcast.
Support materials:
Want to find out some more of the elements which equate to adviser success with protection conversations? Explore our research here: Secrets of Protection Success | Legal & General (legalandgeneral.com)
Want to talk to someone regarding Protection? Find your dedicated team here.. Find my dedicated team | Adviser Protection | Legal & General (legalandgeneral.com)