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Advisers urged to show protection case videos

Protection advisers should consider offering case study videos of clients on their website, according to Scottish Provident.

At the round table, Scottish Provident head of marketing Susan Barclay said advisers focusing on protection need to think up innovative ideas to emphasise the benefits of financial advice.

She said: “Using video, what a fantastic way to explain the need for protection if you can use a real-life case study. That is a great way of using your website to promote the need for something that you sell. There are loads of opportunities there for those who want to take them.”

Barclay said ScotProv had seen a big increase in advisers doing more business online and has launched an online Life Matrix tool to help advisers interact with clients online.

She said: “Life Matrix is very much to help IFAs to target their customers. We want to make it as easy as possible for IFAs to contact their clients.”


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