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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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Flat roofs helpsheet
Flat roofs greater than 25% are now the most common reason for case declines at more2life, so we take a closer look at flat roofs - the main issues, what lenders take into consideration and more
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The lift
Don't let yourself and your clients end up in a tricky situation...
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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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Why are these symposiums so vital to advisers?
A range of industry experts give their views on why these sorts of events are so vital for today's modern later life lending adviser.
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