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Articles tagged 'broker client relationship'

1-10 of 15 results

Better Business

AI, personal brand and the death of referrals: Predictions for financial services – Blackburn

AI, personal brand and the death of referrals: Predictions for financial services – Blackburn

October 19, 2026

Mortgage News

Twenty7tec launches Steppl to streamline digital adviser-client journeys

Twenty7tec launches Steppl to streamline digital adviser-client journeys

September 1, 2026

Better Business

Why long-standing relationships sit at the heart of good mortgage advice – Bawa

Why long-standing relationships sit at the heart of good mortgage advice – Bawa

February 18, 2026

Mortgage News

Smartr365 adds email history feature to record client communications

Smartr365 adds Email History feature to record client communications

October 13, 2025

Mortgage News

Zero contact with protection clients will ‘damage rapport’ – analysis

Zero contact with protection clients will ‘damage rapport’ – analysis

September 20, 2024

Better Business

Are banks and lenders going far enough on vulnerability? – Gething

September 22, 2023

Better Business

Patience is a valued virtue in a volatile mortgage market – Beecher

June 14, 2023

Complex Buy To Let

Finanze appoints Kal Kandola as business development director

June 8, 2023

Mortgage News

The underwriters behind the deals: Insights from LHV Bank

The biggest threat to mortgage brokers is themselves – Belton

April 20, 2023

Mortgage News

Nivo offers brokers free use of app to help meet Consumer Duty demands

March 28, 2023
1-10 of 15 results