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Broker toolbox

Start preparing your business for the EU directive - TMA

Mortgage Solutions | 06 Oct 2014

With the EU mortgage credit directive now on the horizon, TMA marketing manager Lauren Bagley looks at the compliance options available for directly authorised brokers.

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Three magic minutes: how to seal a sale

As competition from price comparison websites continues to grow Source Insurance managing director Kevin Paterson looks at the key stats behind insurance sales.

Mortgage Solutions | 29 Sep 2014
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Video blog: What does your brand mean to customers?

A vast majority of UK intermediaries will have a trading name rather than necessarily a consumer brand, as that takes a significant level of investment and resource over a great many years to build.

Mortgage Solutions | 18 Sep 2014 | screening image

Other Broker toolbox articles

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How to network (properly)

Compare the following two headlines: ‘Financial adviser gains new client through Twitter', and ‘Financial adviser gains new client through local accountancy connection'.

Mortgage Solutions | 09 Sep 2014
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Broker Toolbox: How to make teachers a specialist subject

More than 30,000 Newly Qualified Teachers (NQTs) have graduated this summer.

Mortgage Solutions | 02 Sep 2014
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Registration opens for The Mortgage and Protection Event

Registration is now open for The Mortgage and Protection Event taking place in Birmingham, Manchester and Newcastle this November.

Mortgage Solutions | 22 Aug 2014
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Top tips for buying a holiday home abroad

More people are looking to secure a place in the sun or snow; follow these top tips for purchasing abroad.

Mortgage Solutions | 05 Aug 2014
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Tenant immigration checks: how to guide your buy-to-let clients

With government giving landlords greater responsibility for checking tenants Simon Kenny, senior solicitor at Moore Blatch, looks at the impact this could have for advisers.

Mortgage Solutions | 04 Aug 2014
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Peter Brodnicki video blog: How to charge client fees

In the first in our series of four weekly Broker Toolbox video blogs, Mortgage Advice Bureau CEO Peter Brodnicki looks at how to break down the barriers to fee-charging.

Mortgage Solutions | 31 Jul 2014 | screening image
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Retaining insurance customers in a changing market - Source

With a number of changes to general insurance market on the horizon, Source Insurance managing director Kevin Paterson looks at the state of play for advisers.

Mortgage Solutions | 21 Jul 2014
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Creating a social media conversation – Emma Coffey

Emma-Marie Coffey, business development manager at Blacks Connect, looks at how social media can help grow your contacts in the real world.

Mortgage Solutions | 21 Jul 2014
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Over 80% of brokers own buy-to-let property

More than eight-in-ten mortgage brokers own their own buy-to-let properties, according to the results of a Mortgage Solutions poll.

Mortgage Solutions | 12 Jun 2014
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Ask the Experts: Is non-standard insurance the new norm?

Our Ask the Experts column is your chance to put industry figures on the spot. In this edition Kevin Paterson, managing director at Source Insurance, answers your question

Mortgage Solutions | 09 Jun 2014

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The Mortgage and Protection Event

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25 Nov 2014

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