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Let's Talk Income Protection is back for Season 2 and we're bigger and better than ever. Bigger episodes, bigger insight and even more Matt Chapman plus a new co-host, Stevie Arnoldi from SEA Studios, the new Content Associate for the IPTF.

In this month's episode, we focus on Mindset and Time to Talk Day, the nation’s biggest mental health conversation. It’s a day for friends, families, communities and workplaces to come together to talk, listen and change lives which is run by Mind and Rethink Mental Illness.

Do you ever catch yourself assuming clients will say no before you’ve even had the conversation? Your mindset could be the biggest factor holding you back from success in Income Protection. In this episode, we break down the biggest mindset traps advisers fall into and how to reframe them for better results.

We're also joined by an expert guest, Anish Patel from Aniche Mortgages to discuss his mindset journey from an "ok" to a "confident and assured" adviser before answering your questions and providing you with actionable advice to improve your mindset and skills.

So if you want to:

  • Improve your mindset in financial advice
  • Overcome objections when advising on insurance
  • Improve your Income protection advice strategies

This is the podcast for you!
Got a mindset trap you’ve struggled with? Let us know! Drop us a message on the links below or tag us on LinkedIn (@IPTF) with your thoughts. Don’t forget to subscribe for more expert insights!

Links from the episode:

Anish Patel Mortgages on Instagram

📣 Send the podcast your questions, thoughts or advice to feature on a future episode via:

Voice notes via SpeakPipe
Or email [email protected]

📣 For More Education, Collaboration and Insight:

IPTF Website
IPTF on LinkedIn
IPTF on YouTube
IP Task Force on Instagram
Produced and edited by SEA Studios

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Chapters

1. How Your Mindset Can Make or Break Your Income Protection Advice (00:00:00)

2. Mental Health and Mindset Journey (00:00:04)

3. Small Habits for Long-Term Improvement (00:08:31)

4. Overcoming Mindset Traps in Advising (00:13:20)

5. Changing Mindset in Financial Advising (00:22:42)

6. Evolution of Financial Advising Mindset (00:31:57)

7. Advising Mindset and Resilience Shift (00:39:06)

8. Overcoming Imposter Syndrome and Expectation Management (00:44:00)

18 episodes