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Ignore the FCA’s clear desk policy at your peril – Whitehouse

Following a year which has seen the Financial Conduct Authority implement the MMR, the big...

  • Feb 12, 2015
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Broker Toolbox: Stick to the facts in a GI sale

In this week's Broker Toolbox, Jason Berry, director of sales at Uinsure, says rely on sta...

  • Feb 09, 2015
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Personal Touch teams up with sourcing system MortgageSource

Personal Touch Financial Services has selected MortgageSource from Twenty7Tec Group as an ...

  • Jan 28, 2015
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Broker Toolbox: How to raise capital on buy to let properties

The buy- to let market is continuing to grow and, as it does, it creates fresh opportuniti...

  • Dec 16, 2014
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Broker Toolbox: What not to do in online sales pitches

Screen sharing with a client is time-efficient, convenient and helps clients greatly in un...

  • Nov 10, 2014
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Start preparing your business for the EU directive – TMA

With the EU mortgage credit directive now on the horizon, TMA marketing manager Lauren Bag...

  • Oct 06, 2014
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Three magic minutes: how to seal a sale

As competition from price comparison websites continues to grow Source Insurance managing ...

  • Sep 29, 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 co...

  • Sep 18, 2014
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How to network (properly)

Compare the following two headlines: ‘Financial adviser gains new client through Twitter...

  • Sep 09, 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.

  • Sep 02, 2014
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