The art of slowing down: The key to effective client advice and case management
Felicity Barnett, new build and affordable housing partnerships manager at Mortgage Advice Bureau, explores how advisers can work smarter — prioritising depth of knowledge, maintaining robust customer relationships, and using systems and tools effectively.
The learning objectives for this article are to:
- Recognise the detrimental effects of prioritising speed in client advice.
- Identify the importance of leveraging connections among BDMs and industry peers for knowledge building.
- Adopt proactive case handling strategies, including personalised communication and expectation management.
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