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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.
Other articles
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Practical tips for advising vulnerable clients
This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer.
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Proximity to commercial helpsheet
Proximity to commercial properties remains a common reason for case declines - so we take a look at some of the influencing factors which can be taken into consideration by lenders
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17 tips for working at home successfully
This guide gives you 17 handy tips to get the most out of working from home, and to keep you productive throughout the day.
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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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