))
Creating a Comprehensive Service with Wills and LPAs : Paul McGrowan
Manage episode 393212924 series 2999928
Contenuto fornito da Ash Borland. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Ash Borland o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this episode of the Mortgage Mavericks podcast, we are joined by Paul McGowan, a veteran in the financial services sector with 39 years of experience. Paul enlightens us on how brokers can use wills and lasting power attorneys (LPA) as lead generators and ways they can be incorporated into consumer duties. He lays out the importance of estate planning, the potential obstacles faced without wills and LPAs, and the critical role they play in ensuring clients' needs and rights. Also in this discussion is the focus on customer service and creating 'sticky business' by providing a holistic service to clients.
Take a screen shot of the podcast episode and tag me on Instagram (@ashborland) and I will give you a shoutout and follow back
Unlock Your FREE Mortgage Marketing Blueprint
Discover the keys to successful mortgage marketing. Get your complimentary blueprint and start revolutionising your marketing approach today:
https://ashborland.com/blueprint
Personalised 1-on-1 Coaching
Elevate your business with bespoke coaching. Delve into your unique challenges and unlock your full potential:
357 episodi
Condividi
