IPAW 2023: Consumer Duty requires protection conversations – Penn
Assuming customers only want to talk about a mortgage and not protection does not fit with a post Consumer Duty ...
Read moreAssuming customers only want to talk about a mortgage and not protection does not fit with a post Consumer Duty ...
Read moreThe cost of living crisis and spiralling inflation present more opportunities than ever for advisers to talk to clients about ...
Read more'Lunch and learn' sessions have helped drive inward protection enquiries for Home Mortgage Solutions. This is according to the adviser's ...
Read moreAdvisers should focus on being memorable on social media through engaging with clients rather than putting up posts that just ...
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