Introduction
Preparation meets opportunity
If business protection isn’t something you’ve raised with your existing clients before, you’re not only missing out on a potentially lucrative opportunity to increase your revenue, but your clients’ businesses could be at risk if they haven’t got protection in place.
Professional connections and introducers are an integral part of business protection solutions and, potentially, a fantastic source for referrals.
This isn’t a new opportunity, but why has it proved so difficult to bring these things together?
As our research identified, professionals believe there are business protection opportunities and that you can play a bigger role in helping unearth and satisfy them. But many are concerned about damaging their brand or client relationships if they do pursue these opportunities.
The ball is squarely in your court. Accountants and solicitors will listen to you if you can demonstrate that you’re committed, impartial, professional and focused on your clients.