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!
Episodes
22 episodes
Phil Jeynes | Shifting attitudes towards protection: The importance of long-term, post-sale customer care
In this episode of Just Covered, we meet Phil Jeynes, Director of Corporate Strategy at Reassured. Phil is a well-recognised and respected protection expert with more than 20 years’ experience. During our thoughtful chat, he reflects personally...
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Season 1
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Episode 21
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52:35
Barry Kellegher | Seeing the world differently: Using life-altering events to bring advice to life
In this episode of Just Covered, Hazel and Wayne invite Legal & General Performance Manager, Barry Kellegher. Unlike many, Barry has a unique perspective on customer protection, having been on both sides of the fence. He talks ho...
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Episode 20
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45:39
Mike Jones | Later Life Lending: How Advisers Can Enhance Their Skills
In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mike Jones, adviser at Mewstone Later Life. During the conversation, Mike discusses the latest product innovations in th...
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46:46
Monica Bradley | Client-centric Solutions: Creating Trusting and Lasting Financial Support
In this episode of the Just Covered podcast, Hazel and Wayne meet Monica Bradley, award-winning mortgage adviser and owner of Monica Bradley Associates. During this chat, she sets out the unique vision and ethos behind her firm, including her p...
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35:50
James Hindley | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes
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...
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Season 1
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Episode 18
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35:39
Beth Sutton-Evans | From Diagnosis to Grief: A Journey Through Loss
In this episode, Hazel and Wayne had the privilege of speaking with Beth, a Legal & General colleague who shared her heartfelt and poignant story about her husband Pete's battle with cancer and his unfortunate passing last year. Beth discus...
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Season 1
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Episode 17
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52:50
George Laidlaw | Goal-Based Financial Planning: A Positive Approach to Protecting Your Future
In this episode of the Just Covered podcast, Hazel and Wayne are joined by Chartered Financial Planner, George Laidlaw from Gilson Gray Financial Management. George shares his inspiring journey from working in the banking industry to where he i...
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Season 1
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Episode 16
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31:43
Fiona Tait and Manjit Kaur | Divorce after 50: pensions and property
Special: Divorce after 50: pensions and propertyIn this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by financial planner and pensions expert, Fiona Tait, and mortgage broker ...
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Episode 15
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39:55
Sam Oakes | Checking in on colleagues and clients: The power of asking 'How are you?’
In this episode of the Just Covered podcast, Hazel and Wayne are joined by Sam Oakes from Financial Planner Life, where they reflect on the past year and discuss their goa...
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Episode 14
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20:58
Host Special | Celebrating One Year of our Just Covered Podcast
Happy Podcastiversay! We are so thrilled to be reaching the one-year anniversary of our podcast. It’s been an amazing journey filled with insights, opinions, and stories from advisers across the country. So thank you to all of those invo...
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51:13
Wayne Griffiths | The Power of Storytelling
In this episode of the Just Covered podcast, hosts Hazel and Wayne are joined by Wayne Griffiths from One Financial Solutions. He shares his journey to becoming an independent financial adviser after starting in the financial services industry ...
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Season 1
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Episode 13
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33:08
Amy Whittingham | Treat your clients like your family
Dubbed the “Queen of Claims” by her colleagues and with an ability to keep protection advice both relatable and understandable – it is safe to say Amy Whittingham is one of the industry’s leading protection advisers.Amy shares with Hazel...
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Season 1
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Episode 12
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31:56
James Adams and Thora Kehoe | How do you embrace and incorporate technology into your business?
We are excited to bring to you an extended “Technology Special”! The world of technology has an ever-changing landscape and evolves at such a pace so how can advisers keep abreast of the tools that can enhance their role, their customer service...
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Season 1
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Episode 11
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56:13
Nathan Ansell | Business Protection – The Journey To Growing Your Business In This Sector
With 60% of businesses stating they’d cease trading within 12 months of losing a key person and 75% of businesses having some form of borrowing*, there is a clear need in the market for business protection advice. This is where Nathan Ansell co...
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44:46
Dale North | Creating Great Protection Referrals
If you’re an adviser looking to refer your protection business, this episode is the one for you! With a background in financial advice himself, almost 10 years ago Dale saw a clear gap in the market for a protection specialist firm to assist ad...
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40:13
Steve Johnson and Nic Hopkins | Bringing Protection Into Your Conversations
With consumer duty coming down the tracks, it is essential for advisers to start planning how they will bring protection into their conversations especially when we consider the cross-cutting rule “Avoid foreseeable harm to retail customers”.&n...
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Season 1
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Episode 8
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45:43
Neil Bohan | How To Quickly Generate Trust and Client Loyalty
Hazel and Wayne are joined by Neil Bohan, Principle and adviser at Personal Touch Kent and what a conversation it is! This episode is bursting at the seams with superb one-liners which can quickly generate client trust and loyalty when it comes...
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Season 1
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Episode 7
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34:23
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 ...
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Season 1
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Episode 6
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44:55
Nicola McKenzie | How Often Do We Consider Diversifying Our Own Business Strategy
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 McCar...
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35:43
Adrian Benjamin | Are You An Adviser Wanting To Recommend Business Protection?
Are you an adviser wanting to start recommending Business Protection? If so, this episode is for you… In this episode Hazel and Wayne welcome back Adrian Benjamin a Wealth Protection Adviser with Precise Protect. Back when we first filmed with ...
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Season 1
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Episode 4
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32:13
Nicola Crosbie | "Its All About the Client, Not You.."
As professionals in the financial industry, what more can we be doing to ensure our clients feel empowered with their finances? Nicola voices her views on why she feels she is a “coach” to her clients and how to build a successful client ...
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Season 1
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Episode 3
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46:13
Priyesh Patel | Building Financial Resilience in a Cost of Living Crisis
Hazel and Wayne are joined by Priyesh Patel - Financial Consultant at Ablestoke Financial Planning With financial resilience forefront of consumer mind at the moment given the cost of living crisis, is it now more important t...
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Season 1
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Episode 2
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35:58