Business:Investing
I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
2024-06-12
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.
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