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Clients are in charge of where they place business if an adviser leaves – Marketwatch

The job market has been increasingly transient in recent months, owing to changes in emplo...

  • Sep 29, 2021
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Brokers should help themselves and only contact a BDM when necessary – Ian Wilson

Brokers should do all they can to find the information they need before contacting a busin...

  • Sep 22, 2021
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The concept of a direct relationship with BDMs is in the past – Star Letter 13/08/2021

Each week Mortgage Solutions and its sister title Specialist Lending Solutions pick the to...

  • Aug 13, 2021
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BDM roles should never have been to talk about rates – Duncombe

Business development managers (BDMs) should act as business partners to brokers rather tha...

  • Jul 29, 2021
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Brokers who stay connected to customers will embed a lifetime of value – McDonald

Brokers have always faced a challenge in managing to speak to existing customers regularly...

  • Jul 23, 2021
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Talk to existing customers to protect long-term business – McDonald

One of brokers’ key challenges is managing their customer base, ensuring that they speak...

  • Apr 30, 2021
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BTL2021: More BDMs coming but they will be targeted on top brokers – LendInvest

There is still a place for business development managers (BDMs) despite the use of online ...

  • Apr 22, 2021
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We have to be mindful of client video call fatigue – Marketwatch

Although some face-to-face meetings resumed last year, remote communication is our main wa...

  • Feb 03, 2021
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‘A personable service means putting ourselves in our client’s shoes’ – Marketwatch

A lack of knowledge among consumers around what mortgages they are eligible for has long a...

  • Aug 05, 2020
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Advisers must use lockdown to reassess how they work – Belton

Advisers should use the lockdown and current state of the market to rethink the way they w...

  • Jun 18, 2020
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