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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
Manage episode 504159373 series 3509692
Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out.
Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at BareRock, the digital-first PII provider that’s shaking things up.
Many in the profession will know Lee as a long-time champion of quality financial planning advice. Now, in his new role at BareRock, he’s working to forge strategic partnerships, lead community-building efforts, and help create a PII proposition that puts adviser needs first.
In this episode, Matt and Sue chat to Lee about how BareRock is making waves in the PII space, what they’re doing differently, and how they aim to create a better deal for well-run advice firms. From digital onboarding to building a community of like-minded professionals, BareRock’s approach is certainly different, all about transparency, tech, and rewarding quality.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
100 episodes
Manage episode 504159373 series 3509692
Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm. In this episode of IFA Talk, we’re taking a fresh look at it with someone who knows the advice profession inside out.
Our guest is Lee Robertson, now Non-Executive Director and Head of Strategic Partnerships at BareRock, the digital-first PII provider that’s shaking things up.
Many in the profession will know Lee as a long-time champion of quality financial planning advice. Now, in his new role at BareRock, he’s working to forge strategic partnerships, lead community-building efforts, and help create a PII proposition that puts adviser needs first.
In this episode, Matt and Sue chat to Lee about how BareRock is making waves in the PII space, what they’re doing differently, and how they aim to create a better deal for well-run advice firms. From digital onboarding to building a community of like-minded professionals, BareRock’s approach is certainly different, all about transparency, tech, and rewarding quality.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
100 episodes
All episodes
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