Phil and financial adviser Grant Millar discuss the needs analysis process and how advisers determine the level of insurance cover for a client. Are you in the advice industry? Join the My Risk Adviser Facebook community. My Risk Adviser is hosted by Phil Thompson.
Hosted on Acast. See acast.com/privacy for more information.
Phil and financial adviser Grant Millar discuss the needs analysis process and how advisers determine the level of insurance cover for a client. Are you in the advice industry? Join the My Risk Adviser Facebook community. My Risk Adviser is hosted by Phil Thompson.
Hosted on Acast. See acast.com/privacy for more information.