MCAB | Adviser Coaching

Scheduled Courses

Protection Basics Course

Protection Basics Course.

Overview

Build strong foundations and discover an alternative way to think about protection selling.

Learn to adopt a more holistic mindset, how to identify hidden opportunities, how to overcome objections and how to build trust and engage with your client.

Reduce the risk of lapses and learn to prioritise your protection recommendations more effectively.

Course Modules
  • THE ROLE OF A PROTECTION ADVISER
  • CHANGING THE NARRATIVE
  • THE HOLISTIC MINDSET
  • THE POSITIVE MINDSET
  • HOW TO TALK PROTECTION
  • EFFECTIVE PRIORITISATION
  • CLIENT ENGAGEMENT 101
  • OVERCOMING OBJECTIONS – THE OPPORTUNITY
  • BESPOKE, TAILORED SOLUTIONS
  • TRUSTS & BUILDING TRUST
Learning Outcomes

At the end of this course, participants will be able to:

  • Understand how to approach and prioritise protection recommendations.
  • Have a solid understanding of their role as a Protection Adviser.
  • Recognise the importance of Trusts and how to generate organic referrals.
  • Adopt a holistic advice mindset focused on positive customer outcomes.
  • Know how to talk about protection properly and engage with their client.
  • Have proven techniques for overcoming objections.

Support when you need it.

Our courses include additional features to help you get the most out of your coaching sessions.

Free Course Booklet

Free accompanying booklet with each course to support your learning.

Live Course Support

Live Q&A session and technical support at the end of every course.

Facebook Support Group

Access to an exclusive Facebook support group. Get help 24/7.

Results-driven Action Plan

Each course comes with a handy guide to help you get results.

Book your course today

Contact me today to reserve your place on one of our Scheduled Courses.