What if you could transform regulatory laws into opportunities? Imagine using the principles of Consumer Duty to not only retain your existing clients but also to attract new ones. This episode guides you through this intriguing process, breaking it down in a way that helps you see the potential advantages that this legislation presents to mortgage brokers and full financial advisors. We unpack the concept of Consumer Duty, illustrating how you can leverage it to sell more products, ensure effective communication, and offer fair value to your clients.
As we steer towards year-end, it's the perfect time to reevaluate your services and strategize on client retention. Here, we share invaluable insights on creating a comprehensible post-contact strategy and tying it with Consumer Duty. We shine a spotlight on the power of email campaigns and social media content as tools to enhance your relationship with your clients. So, buckle up for a journey that will equip you with the knowledge on how to make all your clients aware of your full proposition. This is more than just an episode; it's a masterclass that will revolutionize the way you approach client interactions.
I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
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