Transactional Relationships

Transactional Relationships

I recently wrote a post on my LinkedIn, calling out mortgage and protection advisers who simply do the business for the client and then never speak to their client again until renewal time. I referred to this as simply treating the customer as a walking …

The Top Mortgage Events to attend in 2026

The Top Mortgage Events to attend in 2026

As a mortgage adviser looking for those events that can help contribute towards both your CPD and build continuous relationships with your lenders, can sometimes be a bit troublesome. To help with that I’ve compiled a list of some of the top mortgage events to …