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The nature of business has changed due to the COVID-19 pandemic. Working from home is now a day-to-day reality for a growing majority of the workforce, and due to the complexity of financial advice, this demand means the way many advisers work will have to adapt as well.
This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
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This guide is designed to outline how to approach telephone based advice, from understanding the unique compliance requirements, to tech support and potential client trepidation.
Other articles
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Why we need revolution not evolution in the later life market
"When it comes to the later life lending market, it’s been obvious for some time that an evolution of what we had for many years was not going to cut it." Read as more2life Managing Director, Ben Waugh, explains why we need revolution not evolution in the later life lending market.
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Flood risk helpsheet
Flood risk remains the fourth most common reason for declined cases at more2life, so we take a look at what lenders consider when it comes to properties and flooding.
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Spotting an equity release client
Understanding how versatile equity release can be and how it could help some of the clients you already have.
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Practical tips for advising vulnerable clients
This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer.
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