MIp21-22_0909.qxd 25/8/09 18:28 Page 3
Equity release
21
Vital signs
In the final
part of her ‘Back
to Basics’ articles,
Alison Beeston,
compliance & communications
manager at Bridgewater n this final part of my ‘Back to Basics’ way in order to build that relationship. Without
Equity Release,
articles I would like to look at the these qualities an adviser may as well call it a
over-riding broker/client relationship, day.
concentrates on
in particular the way that advisers Hopefully, by the time the adviser comes to
present their equity release advice to the point of presenting their recommendations,
developing a good
Ithe client. the clients completely trust the adviser, which
Firstly, it should go without saying (but I will means the recommendation and the advice
relationship with the
say it anyway) that the foundation of any good should be the ‘easy part’. There are still some
relationship, including that between an adviser basic rules that advisers can follow to ensure
client
and their client, is the need for trust, the process continues to run smoothly.
commitment and care. Throughout the whole
advice process it is therefore vital the adviser Basic rules
behaves in a professional, clear, patient, caring Firstly, preparation is vital. Advisers should not
www.mortgageintroducer.com September 2009 Mortgage Introducer
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