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This website is intended for financial advisers only and has not been approved for non financial advisers.

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12.19

The lift

Don't let yourself and your clients end up in a tricky situation...
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 Return to Learning Lab

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12.19

The park

When we make assumptions about clients, we can find ourselves in awkward situations...
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The proposal

Not finding the truth straight away with a client can make things awkward...
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Take a client from KFI all the way to completion without filling in any paperwork. This together with automated, digital processes means you spend less time doing paperwork, and more time growing your business.

 
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This website is intended for intermediaries only and has not been approved for customer use. more2life Limited. Registered in England No 5390268. Registered Office: Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH. more2life is authorised and regulated by the Financial Conduct Authority.