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Dear IFA, MA & Ins Adviser Community,
I hope you are keeping well. Great to see that the lockdown is finally easing slightly and we can go out to work where we cannot work from home. Remote dealing with clients is still safer at this time, so I thought I would remind you of some business activities which can be conducted remotely (now and in the future, to maximise your time and leave the car at home). |
- Wills – these should form the cornerstone of any financial advice. They can provide good regular, non-reclaimable income, especially if arranged in conjunction with appropriate trusts and powers of attorney. You can either introduce or receive training to advise on and arrange yourself.
- Introduce investment and pension business to IFAs (or receive such introductions if you are an IFA).
- PMI business – write yourself (unrestricted) or introduce.
- Many people are in desperate need of advice. A bit of advice with no charge now could earn you a loyal longstanding client. Linking up with a reputable FCA regulated Debt Solution Provider, if needed to help clients struggling with problem debt.
- Look back at your existing mortgage clients. Can you offer them better terms for their home insurances and Protection? (with ourselves you can offer products selected from the whole of the marketplace, with the best premiums offered by those insurers and 2-year clawback with ten insurers. We provide our members with The Exchange, which has the most insurers on it). Some providers are offering to provide comparisons & reports and deal directly with customers and still pay you full commission.
- Whilst mortgage business is difficult, you could look into buying Protection and GI leads. (We can provide these).
- Equity Release has become a particularly relevant and profitable area. We can mentor newly qualified advisers in this area, as well as investments, pensions, mortgages and insurances.
- Utilise this time at home to get up to date with your CPD and perhaps look at joining an unrestricted, independent, personal Network. For more details, please email info@julianharris.net. We would be happy to contact you in whichever way you prefer. No pressure, no commitment, just personal, mature service and the best possible whole of market advice at the best possible rates.
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Kind regards,
Julian |
Julian Harris IFA & Mortgage Adviser Networks: www.julianharris.net
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info@julianharris.net
01233 661960 |
| Julian Harris Financial Consultants are Independent Financial Advisers. Julian Harris Mortgages Limited (Co No. 3927189) are whole of market Mortgage Advisers, both of Julian Harris House, Musgrove, Ashford, Kent TN23 7UN. Both firms are authorised & regulated by the Financial Conduct Authority. FCA Nos. 153566 & 304155 respectively. |
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