Using tools like social media can help advisers transform their relationships with clients.
The conundrum most clients want the answer to is ‘how much can I borrow?’
“Are you seeing any trends out there?” is a question I was asked recently.
There is still work to be done and the equity release market is in a position to lead the way.
It’s five to 25 times more expensive to acquire a new customer than to retain an existing one.
The right adviser tech platform gives advisers the tools they need to retain and grow their business.
Agents must be savvy and adapt their approach to boost customer satisfaction rates.
The market for one street can be very different to the next.
There’s a need for drastic action.
Every time the government climbs a ladder, it seems to run into another snake.