Coach ’ s resources are a great place to educate yourself and open up conversations with clients ”, says Britney Trussler of Dynamo .
4 . Cultivate your connections
We know great networks are essential for bolstering success and you can start cultivating yours today , says Paul Roberts . He adds : “ When we collaborate , we can all help grow the market together by inspiring innovation in advice .”
Perhaps have a meaningful conversation with a peer today or resolve to have one at your next networking event . Don ’ t have any events booked in yet ? Now ’ s the time to get booking . Britney Trussler ' s top picks for learning and networking events in 2025 include anything hosted by COVER magazine or Protection Review , including ProtectX and ProtectZ . She says Protection Review ’ s insightful events tend to dive into new – and sometimes controversial – topics and can help advisers engage the younger generation . She added that the Health and Protection Awards in October are always a mustattend .
5 . Keep it simple and providing a solution , rather than overloading them with industry jargon and product intricacies .
“ I like to use tools like risk reality calculators to give my clients a direct and tangible figure . It ' s something right in front of them that they can resonate with .”
In conclusion , 2025 is going to be a big year for the industry as we look to further understand customer needs in this changing landscape and provide better experiences and outcomes . Advisers can find a wealth of tools and information at HSBC Life UK , and we look forward to catching up with you throughout the year . According to research by CIExpert , the average consumer doesn ’ t understand what critical illness cover is . And those who have critical illness cover don ’ t always understand what they ’ ve been buying . To make sure customers get fair value and good outcomes , they need to have a full understanding of the products advisers are recommending .
To find out more about HSBC Life , visit their website . “ My biggest tip is to keep things simple ,” says Britney Trussler . “ Talk to clients in a way that they can easily understand ; use everyday language , not long-winded explanations . Don ’ t overcomplicate things – it confuses people and makes it harder for them to see the value of what you ' re offering . “ Simplifying conversations also helps build trust . When a client feels like they get it , they ' re much more likely to trust you and feel confident in their decisions . Focus on understanding their concerns
HSBC Life ( UK ) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority . Registered in England ( United Kingdom ) number 00088695 . Registered Office : 8 Canada Square , London E14 5HQ . Our Financial Services Register number is 133435 . HSBC Life ( UK ) Limited is a member of the Association of British Insurers .
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