Are you a financial adviser who would like all of your clients to have appropriate types and levels of personal protection? But perhaps you feel you need a more structured and client friendly engagement process? "The Risk Workshop" will give you a track to run on at every step of the initial advice process. It will empower you to provide your clients with a quality experience rather than just completing a transaction and it will show you how to successfully walk the tightrope between client friendly and compliant.
If you recognise the value of these outcomes, then this book will be an invaluable guide.
"In today's environment we are inundated with useless information that is devoid of wisdom, but this book captures the wisdom that takes years to accumulate. As the E-Myth is a world class business book so should 'The Risk Workshop' become the reference for life insurance sales in the future."
Brian Perrin, Founder of Complete Client Connection
"The Risk Workshop is spot on in terms of delivering much needed value for advisers, to help them both elevate the quality of their life insurance conversations with clients, and to successfully build the value of their practices."
Peter Sobels, Director, Riskinfo
"Chris Unwin offers a considered, deliberate and time-tested process that provides advisers with both a conversation and value proposition that will substantially enhance their conversion experience. To date there has been an absence of the practical guidance necessary for advisers to consistently commercialise their expertise. 'The Risk Workshop' fills this vacuum."
Dani Peer, Principal, danipeer.com