Sarah Drakard joins Daniel Hobbs to discuss her 13-year journey in the financial services industry, exploring the unique challenges and rewards of balancing a solo business with motherhood. This episode is a masterclass in lead generation through authenticity and the clinical importance of holistic financial planning.

Key Takeaways:

• The Motherhood Balance: How to navigate the "curse" of CPD and compliance shifts while enjoying the flexibility of self-employment.
• Will Writing as Lead Gen: Why wills are the "cornerstone" of Sarah’s business and a powerful way to build immediate trust.
• Marketing via Vulnerability: The story of the viral "Mum’s group" post that led to 300 enquiries without a single sales pitch.
• The Power of Protection: A heart-wrenching case study on why advisors must push for cover, even when clients believe they are uninsurable.
• Tech-Driven Growth: How the "Underwrite Me" tool transformed protection from a secondary thought into a core business pillar.

Resources:

• Visit the New Leaf Distribution Website.
• Learn more about Cruz Financial Services.
• Explore the New Leaf Will Writing Federation.
• Technology Mentioned: Underwrite Me.

About New Leaf Distribution:

New Leaf Distribution is a premier UK network dedicated to supporting financial advisors with robust compliance, cutting-edge technology, and a community-driven approach to business growth.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk