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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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Why are these symposiums so vital to advisers?
A range of industry experts give their views on why these sorts of events are so vital for today's modern later life lending adviser.
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Remote valuations & legal advice video
In light of process changes needed to cope with business in the time of the COVID-19 pandemic, industry legal & valuation experts from e.surv & Equilaw join Stuart Wilson of more2life to discuss these changes..
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Flood risk helpsheet
Flood risk remains the fourth most common reason for declined cases at more2life, so we take a look at what lenders consider when it comes to properties and flooding.
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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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