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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.
Watch now
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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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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Lending criteria guide
We've created this handy document to help you spot property pitfalls during the fact-find process.
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What challenges do Later Life Lending Advisers face?
With a rapidly changing and evolving market, hear from some of the later life lending market's leading experts discuss the challenges and opportunities that advisers and intermediaries working in this market are facing right now.
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