Paid keynotes & interactive talks for mortgage & protection events
More clients protected.More advisers paid.
More evenings with the laptop shut.
Book Jay-anne, The Money Conversation Maverick, to challenge the beliefs and habits affecting what your audience asks, what their clients understand and what business moves forward.
Straight talking. Commercially focused. Grounded in the lives on both sides of the appointment.
Protection Behaviour & Conversation Strategist
⚡ Uncomfortable Conversations. Untapped Sales.
Meet the woman you’re putting on your stage.
The experience of an adviser, insurer BDM and sales leader. The curiosity of a coach. The nerve to ask the question everyone else is avoiding.
Experience from every side of the conversation
I’ve sat at every table.
Then I built my own.
I’ve had the targets. Had the conversations. Felt the pressure. And been the person who needed someone to ask the right questions.
I understand the commercial demands on a firm, the reality of an adviser’s working day and the life a client is trying to protect.
I also understand why someone sits in a training session thinking:
“Of course you’d say that. You want our business.”
So let’s put my motive on the table.
My motive
More clients protected.More money in advisers’ pockets.More time to enjoy what they’re working for.
I’m paid for my speaking, training and coaching. I’m not there to recommend a provider, place a policy or recruit you into a network. I no longer give financial advice.
My work is helping you recognise what’s getting in the way of yours.
Before you recruit more advisers, what’s happening with the ones you already have?
- The assumption about what a client can afford.
- The recommendation softened because the premium makes the adviser uncomfortable.
- The follow-up that never happens.
- The “already got cover” that ends the conversation before anyone understands what they’ve got.
Recruiting more people without addressing those habits can multiply the missed opportunities.
More quotes sitting unanswered. More clients leaving without understanding. More activity around the same sticking points.
Let’s help the people you already have turn their expertise into clearer recommendations, informed decisions and suitable business written.
Close the gap before you grow it.
Your clients better protected. Your advisers properly paid for helping them. That’s my motive.
Jay-anne ⚡
Open to objections.
The commercial case
What could one extra policy per person in your audience mean?
One additional suitable protection policy at £50 a month, written by one in five of your advisers after your event.
Start there. Then change the numbers to match your room.
The opportunity
Illustrative gross initial commission
£12,000
Assumes one suitable new or additional policy from each converting adviser. Before network or introducer splits, costs, tax and any clawback. This is not money guaranteed or received.
- Advisers writing one extra policy
- 10 of 50
- Annual premium / policy
- £600
- Gross initial commission / policy
- £1,200
If every adviser in the room wrote one, for context
£60,000
Illustrative gross initial commission if every adviser in your audience wrote one suitable new or additional policy. A theoretical ceiling under these assumptions, not a target or forecast.
No mystery maths
Here’s what’s behind the numbers.
Advisers writing one extra policy
Advisers in your audience × conversion %, rounded down to whole people
50 × 20% = 10Gross initial commission per policy
Monthly premium × 12 × commission %
£50 × 12 × 200% = £1,200Illustrative gross initial commission
Advisers writing one extra policy × gross initial commission per policy
10 × £1,200 = £12,000
What this illustration leaves out
This models one suitable new or additional policy per converting adviser, at the same monthly premium and initial commission rate. It does not model ongoing or renewal commission, payment timing or more than one policy per adviser.
Actual results depend on client needs, affordability, eligibility, underwriting, policy type, commission terms, conversion, retention and the actions attendees take. Gross commission excludes network and introducer splits, operating costs, tax and potential cancellations or clawback. Use the figures that match your arrangement.
The starting values, including the £50 premium, 200% commission and 20% conversion, are illustrative choices, not sourced market statistics, a recommended rate or a promised result from the session. This illustration does not provide personal financial advice or establish suitability.
What would that mean under your firm’s commission terms?
One policy per converting adviser. Once.
Before considering a partner’s protection needs, other suitable cover, a mortgage conversation, estate planning needs identified and referred appropriately, or an introduction to someone else who needs help.
The wider opportunity starts with understanding the client.
Compare the value of one additional suitable case per adviser with the cost of bringing Jay-anne into the room.
The problem she exposes
The adviser brings a money story into the appointment too.
- Their idea of expensive.
- Their feelings about selling.
- Their experience of rejection.
- Their assumptions about who needs protection, who understands it and who will say yes.
Those beliefs can affect which questions get asked, how a recommendation is presented and whether a follow-up ever happens.
“Your idea of expensive isn’t their budget.”
Jay-anne helps advisers recognise where their own beliefs may be making decisions for clients, so they can ask, understand and recommend with greater clarity.
Audience takeaways
What will they do differently on Monday?
- 01
Question the assumption
Recognise when their own views about price, affordability or rejection are shaping a conversation before the client has had their say.
- 02
Make the recommendation clearer
Check understanding, explain the reasoning and help clients consider suitable protection around their actual priorities.
- 03
Give follow-up a purpose
Understand what remains unresolved and agree a useful next step.
- 04
Look again at existing relationships
Identify changing circumstances, unfinished conversations and clients whose needs deserve another look.
- 05
Put it into practice
Choose a real client or stalled case and leave with a specific next conversation to have.
More informed decisions. More suitable business progressing. Less chasing without direction.
Signature talks
Choose the challenge your room needs.
Talk 01
Whose budget is it anyway?
How an adviser’s money beliefs can affect the choices a client gets to make.
A recommendation meets the client’s needs. The adviser sees the premium. Something changes.
This talk explores assumptions about affordability, value and “expensive”, and how to recognise when your own money story enters the appointment.
Audience takeaway
A practical way to examine price assumptions and discuss cost, priorities and trade-offs more clearly.
Talk 02
More yes. Less chase.
Help more suitable cases reach a clear decision.
For advisers juggling appointments, quotes and follow-ups that seem to go nowhere.
Explore what happens between a recommendation and a decision, including unclear next steps, unspoken concerns and follow-ups with no purpose.
Audience takeaway
Specific changes to help clarify decisions and progress existing opportunities.
Talk 03
Your discomfort. Their risk.
The protection conversations we avoid and the assumptions behind them.
- “They’re too young.”
- “They don’t have a mortgage.”
- “They run a business. They’ll know.”
Challenge the shortcuts that can leave needs unexplored and develop a more curious, considered approach to the person in front of you.
Audience takeaway
Greater awareness of who they may be overlooking and practical questions to understand their circumstances.
Sessions are shaped around the people in your room, your event and the change you want to support.
Discuss your audienceYour client’s life doesn’t fit in a quote.
- It’s the mortgage payment when sick pay runs out.
- The business that depends on one person.
- The partner who would have to keep everything going.
- The children whose lives still need paying for.
And the adviser has a life outside work too. School pickups. Household bills. An evening they’d like to spend somewhere other than their inbox.
Better conversations have a commercial purpose and a human consequence. Jay-anne keeps both in the room.
About Jay-anne
Commercial experience. Behavioural insight. A raised eyebrow when something needs questioning.
Jay-anne’s background spans motor trade leadership, financial advice, insurer business development, sales leadership, training and coaching.
She understands targets, client responsibility and wanting to earn a decent living without giving your whole life to work.
She also brings the consumer’s perspective. As a single mum earning a good wage, she experienced life without the protection conversations that could have helped her consider her family’s needs.
That experience sits behind a question she brings to the industry:
“Who are we overlooking because we think we already know their situation?”
Expect warmth, humour, direct questions and practical application.
She’ll challenge the assumption, listen to the answer and help your audience work out what to do next.
Jay-anne ⚡
The Money Conversation Maverick
For event organisers
What you get when you book Jay-anne.
- 01
A clear purpose
Agree what you want attendees to understand and do differently.
- 02
Relevant preparation
A briefing conversation about your audience, their challenges and your event.
- 03
Recognisable examples
Premiums, existing cover, stalled cases and the pressure to find more business.
- 04
Audience involvement
Questions, reflection and practical application suited to the agreed format.
- 05
A next action
Prompt attendees to identify a real conversation where they can apply the learning.
Follow-up workshops or accountability support can be discussed as part of a separate, agreed scope.
You’re investing in what happens after the applause.
Booking enquiry
What would one extra suitable case per adviser be worth to your room?
Let’s start there.
Tell me who’s attending, where conversations are getting stuck and what you want to happen after your event.
Paid keynotes and interactive sessions. Format, scope and fees agreed around your event.
Prefer to email? hello@jay-anne.co.uk