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Appearances can be decieving and lead us to think a situation is totally different from the reality.
This video from the award-winning #BigPicture campaign shows the importance of ignoring our assumptions and always making sure we ask the right questions so that clients get the best plan for their needs.
Watch now
This video from the award-winning #BigPicture campaign shows the importance of ignoring our assumptions and always making sure we ask the right questions so that clients get the best plan for their needs.
Other articles
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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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Time is now for advisers to embrace later life lending
Dave Harris, more2life CEO, explains why it's imperative mainstream mortgage advisers begin to embrace innovative later life lending products to meet client needs, fulfil regulatory expectations, and improve earnings, as demand for flexible equity solutions grows.
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A guide to telephone based advice
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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How a Flexi lifetime mortgage could have helped Jon & Sarah pay off mounting debt
Unlike most products in the market, Flexi Choice allows borrowers to move up or down the LTV curve, adjusting with their needs. Read how it could have helped Jon & Sarah pay off their mounting debt.
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