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We assume a lot about people, but sometimes it's the things we don't hear first which matter most.
This video from the award-winning #BigPicture campaign explains why it's so important to take the plunge and ask sometimes difficult questions so that clients can get the best deal possible.
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This video from the award-winning #BigPicture campaign explains why it's so important to take the plunge and ask sometimes difficult questions so that clients can get the best deal possible.
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Top 10 Offer Conditions Guide
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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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Keeping clients informed in a socially distant world
What should you be communicating to your clients, prospects and colleagues at this time, and what are the best ways to get your message out?
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Clutter helpsheet
As severe clutter climbed the list of the most common reasons for declined cases at more2life, from 6th to 3rd between 2019 and 2020, we take a look at why severe clutter is an issue for underwriting lifetime mortgages.
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