Just Covered
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!
Just Covered
Natalie Wilcox and Charlotte Bates | Belief In Yourself And Product Are Everything
In this episode Wayne and Hazel are joined by not one but two fantastic guests – the founders of Bates Wilcox, Natalie and Charlotte. They came together to establish Bates Wilcox in 2019 just before the pandemic and in this episode we hear how they have taken the New Build mortgage world by storm.
Charlotte and Natalie share with us their clear passion for creating a sustainable work life balance for both themselves as business owners and their team whilst maintaining an exemplar level of service to their clients and stakeholders within the New Home world.
In this episode we cover:
- Why both belief in yourself and your product are everything
- How to create a sense of balance when it comes to managing client expectations and giving yourself time for your lifestyle
- Medical underwriting up front – yes really!
- Using disclaimers and their importance within the advice process
Wayne and I loved chatting with Natalie and Charlotte in which we are sure you’ll agree is a hugely valuable episode for anybody within the financial services sector.
If you are experienced in financial planning, mortgage or protection advice and feel you have a story to tell, please reach out to hazel.johnston@landg.com
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)