Protection Success Blueprint Coaching Plan
Unlock your potential as a protection advisor and transform your career with expert guidance from industry veterans Matt Chapman and Ash Borland.
Why This Course? Why Now?
1
The Challenge
Many protection advisors struggle with a lack of meaningful training, facing rejection and uncertainty in their early careers.
2
The Discovery
After years of trial and error, Matt Chapman uncovered the keys to successful protection advising, transforming his approach and results.
3
The Demand
Sharing his insights revealed an overwhelming need for guidance and practical advice in the protection industry.
4
The Solution
The Protection Success Blueprint was created to fill this gap, offering comprehensive training for advisors at all levels.
Meet Your Coach: Matt Chapman
Experienced Advisor
Nearly a decade of hands-on experience as a protection advisor, facing and overcoming industry challenges.
Industry Leader
Founder of the Protection Coach, contributor to industry debates, and member of the IPTF steering committee.
Trusted Mentor
Worked with top firms across the UK, providing guidance and support to countless advisors.
Podcast Host
Host of "Let's Talk IP" podcast, sharing insights and interviewing industry experts to benefit the wider community.
Introducing Ash Borland: Co-Creator
Mortgage Expertise
Ash Borland brings a wealth of knowledge from the mortgage industry, complementing Matt's protection experience. Her insights ensure that the course addresses the unique challenges faced by mortgage advisors looking to integrate protection conversations into their practice.
Business Coaching
As a renowned mortgage business coach, Ash contributes strategies for overall practice growth and client relationship management. Her expertise helps advisors see the bigger picture, aligning protection advice with broader business goals.
Collaborative Approach
The partnership between Matt and Ash creates a synergy that elevates the course content. Their combined perspectives offer a well-rounded approach to protection advising within the context of a thriving financial advisory business.
Course Structure: The Protection Success Blueprint
1
Comprehensive Learning Modules
Each module is carefully crafted to address specific aspects of protection advising, from conversation starters to objection handling and closing techniques.
2
Progressive Skills Development
The course is delivered in monthly instalments, allowing for gradual implementation and refinement of new skills and strategies.
3
Tailored Content
Whether you're a mortgage, wealth, or dedicated protection advisor, the blueprint adapts to your specific needs and challenges.
4
Accountability Pledges
Each module concludes with personal pledges, ensuring active engagement and commitment to implementing new learnings.
Key Benefits for Advisors
Increased Confidence
Gain the assurance to initiate and navigate protection conversations with ease and professionalism.
Improved Performance
Learn techniques to boost your conversion rates and grow your protection business significantly.
Enhanced Client Relationships
Develop skills to build trust and provide comprehensive financial advice that truly serves your clients' needs.
Career Advancement
Position yourself as a protection expert, opening doors to new opportunities and professional growth.
Real-World Application
How does the course apply to client meetings?
The Protection Success Blueprint provides practical strategies for seamlessly integrating protection discussions into client meetings. You'll learn how to naturally transition from mortgage or investment conversations to addressing protection needs, using language and techniques that resonate with clients.
Can I use the material with different types of clients?
Absolutely. The course covers a range of scenarios and client profiles, from first-time homebuyers to high-net-worth individuals. You'll gain versatile skills to adapt your approach based on each client's unique circumstances and needs.
How quickly can I expect to see results?
While individual results may vary, many advisors report noticeable improvements in their confidence and conversion rates within the first few modules. The course's progressive structure allows for immediate implementation, with cumulative benefits as you continue to apply and refine your skills.
Join the Protection Success Movement
1
Be Part of a Community
Join a network of like-minded advisors committed to elevating the standard of protection advice across the UK. Share experiences, challenges, and successes with peers who understand your journey.
2
Ongoing Support
Benefit from continuous guidance and updates from Matt Chapman, Ash Borland, and industry experts. Stay ahead of market trends and regulatory changes affecting the protection landscape.
3
Make a Lasting Impact
By enhancing your skills and approach, you'll not only grow your business but also play a crucial role in improving financial security for families across the nation. Your success directly translates to better-protected clients.
4
Transform Your Career
Take the first step towards becoming the advisor you've always aspired to be. The Protection Success Blueprint is your roadmap to professional fulfilment and unparalleled success in the protection industry.