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#108 - Supporting Vulnerable Clients: Insights for Brokers
Manage episode 434448311 series 2899353
Вміст надано Accord Mortgages. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Accord Mortgages або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise various types of vulnerabilities, and build trust with clients. Plus, Paul discusses the comprehensive training and support initiatives by the Openwork Partnership, including establishing power of attorney and simplifying vulnerability reporting, to better serve vulnerable clients and enhance business processes.
100 епізодів
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Manage episode 434448311 series 2899353
Вміст надано Accord Mortgages. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Accord Mortgages або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise various types of vulnerabilities, and build trust with clients. Plus, Paul discusses the comprehensive training and support initiatives by the Openwork Partnership, including establishing power of attorney and simplifying vulnerability reporting, to better serve vulnerable clients and enhance business processes.
100 епізодів
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Схожі до The Accord Mortgages Growth Series Podcast
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