If You Don’t Believe in Your Advice, Why Should They?

If You Don’t Believe in Your Advice, Why Should They?

If a customer can sense you're uncertain — whether it's about the product, the provider, or the importance of the cover — that hesitation speaks louder than your words. It plants a seed of doubt.

And when there's doubt, there's usually a “no.”

You need to be just as confident presenting protection advice as you are with mortgages. Because your belief sets the tone for theirs.

So how can you boost that belief?

1. Know your provider strengths inside out Don’t just learn the top 3 features — understand the real-world value. Whether it’s Holloway’s rehab support or British Friendly’s Friendly Voice, confidence comes from knowing which clients benefit most and being able to explain why.

2. Don’t ask for a budget Instead of letting a customer box you into a £20 budget they made up on the spot, lead with a compelling, tailored solution. Present with clarity and conviction — and the conversation becomes about value, not price.

3. Use proof and stories Confidence grows when you’ve seen it work. Share real client outcomes (like the one who wrote to thank you 11 years later after a claim). The more examples you can recall and retell, the more anchored your belief becomes — and the more trust you earn.

 

Martin O'Connell

Helping advisers close the skills gap | Focused on better client outcomes | Contributor to Protection Guru & Protection Reporter

3mo

It’s the first section of our training course - building belief. There are too many apologists! “Don’t worry. It’s not compulsory. Let’s focus on the mortgage”.

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