Emma Vaughan, Managing Director of Omni Protect, brings warmth and candour to this episode of Just Covered. She talks to Wayne and Georgia about her journey through financial services, and the pivotal moment very early in her career that’s kept her steadfastly committed to protection – particularly income protection.

Emma explains her role running the protection division Omni Protect, where she helps advisers with every kind of protection need. She talks about why education is still essential where many advisers still avoid the protection conversation. Plus she shares her insights on adviser mindsets and skillsets, protection opportunities and building client trust.

Wayne, Georgia and Emma also discuss:

• The importance of sales quality and Emma’s top tips on how to ensure firms keep on top of it.
• Examples of how AI can drive efficiencies for advisers, and the ways in which Omni is trialling its use – without losing the human touch.
• The post-budget protection opportunities for advisers including tailored support for more effective protection sales.

This conversation is a great reminder of how protection should underpin everything an adviser does. And Emma’s personal stories shared during this episode underscore her drive for its wider adoption. 

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