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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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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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Case Study: Pam and Mike Hughes - Navigating Retirement with Flexi Payment Term Lifetime Mortgage
more2life’s Flexi Payment Term Lifetime Mortgage was instrumental in helping Pam and Mike Hughes manage their financial situation as they approached retirement.
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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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