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The details we notice first can sometimes lead us down the wrong path.
This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
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This short video from the award-winning #BigPicture campaign shows how making assumptions can make us think about a situation. Asking your clients the right questions can avoid an awkward situation down the track.
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A guide to lifetime mortgage interest rates
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How Tailored Enhanced can deliver better customer outcomes
In a post-Consumer Duty world, asking the right questions has never been more crucial. That goes beyond straightforward appointments and sourcing sessions. To ensure you deliver the best customer outcome, your advice must be detailed and personalised.
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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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