A Client Referral Trade Secret
Paul Archer's Mortgage Lunchtime Livestream - Un pódcast de Paul Archer - Lunes
Categorías:
We all love a trade secret, don't we? A tip or technique that only people in the trade know of. Here's one from financial advisers. Especially useful for those mortgage advisers who also take protecting their clients very seriously. Which is all of you, naturally. Ideal for life assurance in single names and Wills. The secret? Executors and Trustees. Usually, Continue Reading
