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Kandungan disediakan oleh Accord Mortgages. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Accord Mortgages atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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#108 - Supporting Vulnerable Clients: Insights for Brokers

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Manage episode 434448311 series 2899353
Kandungan disediakan oleh Accord Mortgages. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Accord Mortgages atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.

  continue reading

100 episod

Artwork
iconKongsi
 
Manage episode 434448311 series 2899353
Kandungan disediakan oleh Accord Mortgages. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Accord Mortgages atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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.

  continue reading

100 episod

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