What Can I do for you?

Protection Process Health Check

a holistic approach

Fully understanding where you have come from, where you are now and what aspirations you have for the future of your business will enable me to build a strategic plan of action and a clear process to drive growth and increase quality business written.

  • Belt and braces review of every part of sales process.
  • Finessing the sales process.
  • Client bank and lead generation optimisation.
  • Review of fact find and how to really make it work for you.
  • Assess training requirement; gaps in product knowledge or confidence.
  • New opportunities and diversification.
  • Explore professional connection opportunities.

Individual Sales Performance Coaching

The one-to-one approach

Whether you’re new to the industry, new to protection or looking to diversify into new areas of protection – coaching that will get you to the next level and beyond.

  • Individual sales coaching.
  • Best practice.
  • Overcoming barriers to business.
  • Handling objections.
  • Observation, feedback and application.
  • Ongoing support.
  • Goal setting.

Sales Team training

All Together Now

Sales Team Training; inspiring your teams to work together to discover and embed best practices that will elevate your protection proposition, resulting in clients feeling confident and secure in their decisions.

  • Client focused, needs driven best practice.
  • How to master protection conversations.
  • Questioning techniques and important “dos and don’ts”
  • Embedding skills to reduce the likelihood of buyer’s remorse.
  • Impactful soft skills practice.
  • Training of lead generators.

Product Knowledge and Proposition Training

Engaging the new

In an ever changing market; specific, unbiased training on products and propositions can reinvigorate your business and open new doors.

  • Full induction program for advisers new to the industry.
  • Product specific workshops on all areas of Personal and Business Protection.
  • Tailoring product solutions to your clients’ needs.
  • Specific product sales training where confidence is lacking.
  • Seeking out new opportunities when new products bridge a gap in the market.
Ready to get started?


Contact me today to discuss how I can help take your business to the next level and beyond.