Mastering Protection Sales with Matt Chapman (The Protection Coach)

Ready to Revolutionise Your Protection Sales?

In this week's NRG Insights Newsletter, I'm celebrating my 50th podcast episode with Matthew Chapman , The Protection Coach.

Protection sales are vital for maximising client value, and there's no better man to explain it than Matt.

We'll discuss practical methods for integrating protection sales into your brokerage's offering, building financial resilience, maintaining consistent practices, and fostering strong client relationships.

Here's a quick rundown of what to expect in my July 24th Newsletter:

• Full 40-minute video podcast with Matt
• Audio version (available on Spotify) of the above
• 5 Tips That Guarantee More Protection Sales
• UK Mortgage Broker Salary Guide

Ready? Let's get started...

Who is Matt Chapman?

Matt Chapman is a multi-award-winning protection coach and the host of the #LetsTalkIP podcast.

With a career spanning various roles in financial services, Matt has worked with some of the largest brokerages in the UK, as well as smaller firms and high-performing individuals.

His approach focuses on revolutionising protection performance, providing training, and fostering client relationships. Living in Solihull with his wife and three children, Matt is also an avid snowboarder and traveller, speaking fluent Spanish from his 10 years living in Spain.

Are You on Track with Your Earnings as a Mortgage Broker?

Curious about the right compensation for your team?

The UK Mortgage Broker Salary Guide provides detailed insights into the earning potential of mortgage brokers across the UK, from entry-level to top-tier positions.

?? Get Your Copy of The UK Mortgage Broker Salary Guide Here Now

Mastering Protection Sales with Matt Chapman (The Protection Coach)

Watch the full episode of NRG Insights featuring Matt Chapman now...(and don't forget to Subscribe on Youtube)...

Prefer to listen on the go? Find our podcast on Spotify or listen here...

5 Tips That Guarantee More Protection Sales

1. Financial Resilience Emphasise the importance of shifting the focus from selling insurance to ensuring clients’ financial sustainability. This approach adds value to your services and builds long-term trust with clients.
2. Consistency in Practices Successful advisors embed protection conversations throughout the mortgage process rather than treating them as separate discussions. By integrating these talks from the beginning, clients better understand the importance of protection.
3. Build Strong Client Relationships Maintaining regular contact with clients through annual reviews and consistent touchpoints helps reduce policy cancellations. Building strong, ongoing relationships ensures clients feel valued and supported, which leads to higher retention rates.
4. Highlighting Value Over Cost Focusing on the long-term benefits of protection policies rather than just the cost helps clients see the value in what they are purchasing. This perspective reduces the likelihood of cancellations and increases client satisfaction.
5. A Culture of Protection: Creating a culture within your brokerage that prioritises protection is essential. By fostering an environment where protection is seen as a fundamental part of the service, rather than an optional extra, you ensure that all team members are committed to discussing and promoting it with every client. This cultural shift can lead to higher adoption rates and better client outcomes.

Last Chance...

?? Get Your Copy of The UK Mortgage Broker Salary Guide Here Now

For Even More

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