Go back
The details we notice first can sometimes lead us down the wrong path.
This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
Watch now
This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
Other articles
-
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.
View now -
Remote valuations & legal advice video
In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..
View now -
Common conditions eligible for an enhanced plan
Eight common conditions which could mean your client is eligible for an enhanced plan
Download -
Managing repayments can help your client
In today’s equity release market, the option for your clients to make ad-hoc or regular repayments is one which may help them save thousands over the lifetime of their borrowing.
Download