I have had close to £3 million paid out in protection claims to families, financial relief at their very worst moment, and I am very proud of this.

We must protect from what can go wrong before we focus on what can go right as advisers, but many modern advisers suffer from anything but protection syndrome!

Of course, protection comes in many forms, such as a holding company for business owners, but whatever the medium, modern advisers lack a credible process in this sphere that ultimately sees families feel compelled enough to protect themselves.

Plateau Coaching helps advisers become more consistent in their conversational processes in the sphere of risk management to ensure families and their loved ones get and stay protected and therefore have a financial plan that is credible.