Q. Tell us a little about your business and the services you offer?
I offer protection and wealth management services.
Q. You work with Kenny Kelly, how does that relationship benefit Kenny and yourself?
The partnership allows Kenny to concentrate on mortgages, whilst I focus on the protection. This has proven to be successful in terms of increasing the quantity of policies written as well as the size of the policy.
Q. What are your aspirations for the coming year?
My aim is to enhance and grow the wealth side of the business.
Q. You’ve been with The ER Network for 7 years in November, what do you like about being part of the group?
The wealth of experience is great and it allows advisers to bounce ideas off each other. It also feels like, as an adviser, you’re not in isolation and you’re working alongside likeminded professionals.
Q. You’ve started partnering with the lead generation program, how has this been beneficial for your business?
It’s early days but it looks like 40% of enquiries could go to business and all the leads have been positive conversations. I look forward to continuing to work alongside the program.