A few simple techniques can make lead buying a much more rewarding activity. Jonathan Barrett explains.
Where is the next client coming from? Is this something that just happens through luck, or is it something that the adviser takes an active part in? Of course, most successful advisers take an active role...
‘Either write it or refer it. Do not ignore it’
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Equivalent of £980,000 a day
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'Better balance between fee and interest income'