Gehen Sie mit der App Player FM offline!
I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
Manage episode 423188055 series 3509692
On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group.
Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not only does it delve into the importance of financial resilience and all-round holistic advice - but the conversation also draws out plenty of practical tips from Rose. There’s much food for thought for advisers and paraplanners to consider in relation to how you approach and deliver protection advice, providing even better outcomes for clients.
100 Episoden
Manage episode 423188055 series 3509692
On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group.
Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not only does it delve into the importance of financial resilience and all-round holistic advice - but the conversation also draws out plenty of practical tips from Rose. There’s much food for thought for advisers and paraplanners to consider in relation to how you approach and deliver protection advice, providing even better outcomes for clients.
100 Episoden
Alle episoder
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.