Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance advice. They delve into the importance of specialisation in financial services, the benefits of joint venture models for wealth planning firms, and the evolving challenges of the insurance industry. Jade shares her extensive expertise in improving client outcomes, navigating regulatory changes, and leveraging technology for efficient operations.
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Topics covered
- Introduction to MBS Insurance
- Joint venture success
- Specialist vs generalist advice
- Leveraging technology
- Proactive client management
- Claims expertise
- Industry trends
- Client education
Show notes and transcript
For the full show notes and transcript from this episode, head to the episode page on The Trusted Adviser website here.