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

by | Jun 12, 2024

IFA Talk Insurance and Protection

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.

Hear the full conversation below…

Click here to listen on Apple Podcasts

Click here to listen on Spotify

Related articles

FE fundinfo reveals top performing funds and sectors for H1 2024

FE fundinfo reveals top performing funds and sectors for H1 2024

The new data from FE Analytics highlights strong performance for funds invested in tech, Indian equities, as well as the UK - which enjoyed a positive recovery in the first six month of 2024 FE fundinfo, a leading financial data company connecting the asset management...

Trending stories

Join our mailing list

Subscribe to our mailing list to receive regular updates!

x