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Episode 19 | Client-centric Solutions: Creating Trusting and Lasting Financial Support
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In this episode of the Just Covered podcast, Hazel and Wayne meet Monica Bradley, award-winning mortgage adviser and owner of Monica Bradley Associates. During this chat, she sets out the unique vision and ethos behind her firm, including her persistent emphasis on strong leadership. She also explores her approach to having a specialist team which ultimately enables each adviser to reach their maximum potential while delivering exceptional client outcomes.
This episode also covers:
· Understanding the financial adviser’s role as a lifelong partner to clients by helping them plan appropriately for unexpected events and navigate challenges as they arise.
· The importance of truly caring for your clients and effectively preparing teams so that they’re able to confidently and compassionately ask tough questions.
· How to keep clients regularly informed and engaged with the evolving financial landscape and the best channels, approaches, and communications tools for doing so.
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