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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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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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Top tips on house purchase cases
We’ve outlined some top tips to help get your house purchase cases through to completion as fast as possible.
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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
more2life’s Flexi Payment Term Lifetime Mortgage was instrumental in helping Pam and Mike Hughes manage their financial situation as they approached retirement.
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Lending criteria guide
We've created this handy document to help you spot property pitfalls during the fact-find process.
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