In this episode of the Financial Planning Podcast, Lewis sits down with Jonathan Newell, CEO and co-founder of BareRock, for a practical conversation about PI, risk and what good support should actually look like for financial planning firms.
Jonathan shares the story behind BareRock, the frustrations that led to its creation, and why too many quality firms are still being treated like everyone else when it comes to PI. They also get into complaints handling, policy wording, risk management, why PI should be seen as a strategic asset, and what firms need to understand before simply renewing year after year.
This is a valuable episode for owner managers who want to build stronger, more resilient businesses and think more carefully about the support sitting behind them.
