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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.
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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
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Take a look at the top 10 offer conditions which can prevent your case going through a quick as possibleDownload