About this episode

Jo Pocklington discusses the importance of embedding protection into mortgage conversations and how to effectively engage customers.

Jo Pocklington, Director of Strategic Growth at Alexander Hall, talks to Wayne and Clodagh about the importance helping advisers embed protection into their mortgage conversations. After transforming the front-end customer journey for mortgages protection at Alexander Hall, Jo shares how building a compelling process can help get the protection conversation started early and help convince customers of its value. This episode also covers: Showcasing adviser belief and the power of ‘why’ throug...

Explore listener stats, chart rankings, contacts and more on the Just Covered podcast page.