This week's Investment Week Articulate page looks at the value of a long-term business approach for ...
This week's Investment Week Articulate page looks at the value of a long-term business approach for today's intermediaries. If there's a subject you'd like to see explored on this page, please email: [email protected] A quick sale will no longer cut it. To stay profitable, today's intermediaries must build long-term relationships with their clients that continue to create business five years down the line, not just next week. How many introducers who complete a mortgage for a client aged in their forties consider the business potential of their children or their parents? H...
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