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Suddenly we are all thrust into a new way of working – remotely and digitally. But setting up ways to effectively communicate with your clients, prospects and colleagues in a socially distanced world is something that will set you up well for the future.
But what should you be communicating at this time and what are the best ways to get your message out? This handy guide helps answer those questions and more.
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But what should you be communicating at this time and what are the best ways to get your message out? This handy guide helps answer those questions and more.
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Useful stats about vulnerable clients
We did some research with advisers about your thoughts on vulnerable clients, and this is what you said...
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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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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..
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