Protection Sales in 2024 – A Network View
Some six months on from the launch of Consumer Duty to the market it is useful amid business as usual and dare we say a positive start to 2014 to take a small step back and look at how well we are delivering Consumer Duty. A key area is for those firms having committed to […]
Importance of technology in today’s mortgage and protection sales processes
It has been widely discussed for seemingly many years about the importance of having access to and using the absolute best that technology can offer will be beneficial to any mortgage and protection business. In an age where speed of communication becomes ever more important, where people expect everything now or sooner, working in an […]
Why the Holistic Proposition?
To choose a Holistic approach to mortgage and protection advice or not (the Transactional approach) that is the question. As we are all aware, mortgage and protection firms whether Directly Authorised or Appointed Representatives have been busy adapting to life in the industry under Consumer Duty. One of the key decisions under the new rules, […]