All posts tagged clients

How to avoid default: Start with an exit plan

Latest figures from Enterprise Finance Guarantee loans have revealed that 20.2 per cent of loans provided through the £2.3 billion credit scheme ended in default… An EFG is a loan guarantee scheme introduced by the Government to facilitate lending to […]

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Broker Guide: Handling rejection

Rejection is a daily prospect facing intermediaries, where despite this, a recent study revealed that 10 per cent of brokers surveyed would walk away from a client who read more »

Less than half of financial advisors use social media

A new survey has shown that less than half of financial advisors use social media for work. New research from the Association of Professional Financial Advisors (APFA) showed that read more »

A bridging survival guide: Avoiding a mix-up

For those who are new to the world of bridging, BA has compiled a basic guide to give a better view to those who may have a misunderstanding read more »