11 Jul 2014
Is it possible to run a small adviser firm to meet the needs of every single potential customer?
Effectively having a "never say no" approach? In this episode of The Marketing Protection and Finance Podcast, Roger Edwards talks to an adviser who does just that.
Pete is a well-known UK independent financial adviser thanks to his frequent appearances in trade media publications. He works at Plan Money in Colchester.
Listen as Pete describes his business model and how Plan Money aims never to turn any clients away. Hear Pete suggest ways in which the UK Protection Market can improve its customer service and how he speeds up Plan Money’s process with the Pre-research Underwriting Form.
It’s well worth listening to Pete’s forthright and enthusiastic views about the financial services industry.