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Adviser on exploring the insurance industry
“It’s an industry that really does cater for everyone”
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The brokerage that gives away before it profits
“My purpose is to help people and serve humanity, and I will be grateful for however I am to achieve this”
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Building a brokerage: the importance of self-belief
“If you’re not valuing yourself, people will smell that a mile away”
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How one broker set herself up to get ‘the best of both worlds’
“I work on farms by day, and then I come home to the city at night”
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Building your brokerage: why imitating top performers is a bad idea
Expert discusses why having an end target in mind is vital
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Claim time: the "moment of truth" for clients
"You quickly realise your ability to have a significant impact on people's livelihoods"
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Joining the 'dark side' – adviser's journey from an insurer to a brokerage
"An opportunity came up that I couldn't say 'no' to"
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“Being successful is based on the joy that the role brings you personally” – broker
She describes how she went from working in admin to senior management
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“I applied for the job – but I didn’t know what it was”
Adviser shares his journey from accountancy to insurance
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From underwriting to broking: which is more demanding?
Becoming a broker will “really test your product knowledge”