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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

Other articles

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    Not finding the truth straight away with a client can make things awkward...

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  • How a Flexi lifetime mortgage could have helped Jon & Sarah pay off mounting debt

    Unlike most products in the market, Flexi Choice allows borrowers to move up or down the LTV curve, adjusting with their needs. Read how it could have helped Jon & Sarah pay off their mounting debt. 

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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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  • 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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