We often talk to clients about diversifying their investments, and as advisers we are often asked about a diverse range of products yet how often do we consider diversifying our own business strategy? Nicola McKenzie, Co-Founder of Dunham McCarthy, DM Mortgages and MyLastWill.co.uk (to name a few!) shares how she has done just that. Nicola also shares how she will continue to do this in the future by considering all aspects of a customer’s financial needs as well as the use of online tools and platforms.
A powerful female force and true motivator in the industry, Nicola talks through how she feels that passion and process are two essentials for success when it comes to growth within financial services and doing the right thing for your clients.
In this episode we cover:
• Why diversification of offering is a great strategy not only for your business but how it also helps provide robust, holistic advice to your clients
• Why passion & process = power
• Our thoughts on the opportunity to protect renters and what we can do to educate this largely un-tapped area of the market
• How Nicola’s business covers all aspects of a customer’s needs from will writing through to mortgages and beyond
At Legal and General we also diversify our offering and can offer products and support to advisers via our Retirement, Home Finance, Insurance and Mortgage Club teams. It is likely our business could help you help your customers in more than one area.
If you are experienced in financial planning, mortgage or protection advice and would like to feature on future episodes, please reach out to email@example.com. Please also get in touch with any topics you would like us to cover on this podcast.