Angela Davidson discusses added-value services in the protection space and urges advisers to extoll their virtues to cleints
I've heard many advisers wax lyrical about added value services, and quite rightly so in my opinion, but I know of others that shy away from discussing them. Some advisers say they don't have time to ‘shoehorn' support services into their already busy appointments. Others don't think added-value services offer anything ‘that valuable'. While some say the array of services in the market is too overwhelming, and as such, best avoided. Some thoughts, then, on why I believe added-value services really are worth talking about. Taking time to discuss added value services sets advice, and...
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