My story
As a young healthy and fit 45-year-old male I never would have imagined that one day I would be given news that I have an aggressive cancer so invasive that it could take my life.
Naively I thought that cancer happens to other people and that somehow I was immune to contracting such a severe illness.
The irony is that I was an advisor for over 11 years specialising in risk sales and authored a book D-Stress, Building Resilience in Challenging Times only two years prior to my diagnosis.
Little did I know that I would be claiming on the policies I sold and would be using the resilience techniques I wrote about to get through such a challenging time.
After having survived this experience I become passionate about inspiring and re-invigorating advisors about the urgency to protect their clients.
Had I not been sufficiently covered I would have been in severe financial difficulties having to sell my home at a time that I could least afford to do so.
In this keynote I share my story with the hope that it re-ignites the passion for advisors to protect their clients and become the financial lifesaver when their client’s status changes from policyholder to claimant.
Advisors will be inspired to…
- Shift their perception from being an advisor to a financial lifesaver
- Influence the mindset of their clients to make critical illness and income protection an important priority to them
- Make risk sales a key part of their business
Key Messages
- To instil a renewed sense of meaning and purpose in being a financial advisor
- To re-ignite the passion and importance of risk sales
- To create a sense of urgency to protect clients
- How to transform clients beliefs about risk protection
- How to keep optimistic in a tough selling environment.