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Better Systems Can Help Build Stronger Client Relationships
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Better Systems Can Help Build Stronger Client Relationships
GUEST COLUMN:Matt LindseyMortgage AdvisorAmber Shield Finance Ltd I’ve always believed that being a good mortgage adviser starts with getting to know your client properly. Understanding what they want to achieve, asking the right questions, and showing you genuinely care about the journey they’re on is at the heart of the job. But in a world where time is short and complexity is growing, having the right technology behind you makes all the diffe…
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