Just Covered
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!
Just Covered
Bob White | Bridging the gap: Collaboration, learning and later life lending
Bob White | Bridging the gap: Collaboration, learning and later life lending
In this episode of Just Covered, we sit down with Bob White, an adviser at Mortgage & Lifetime Solutions with over 30 years' experience. Having started his career in Mortgages and Protection, Bob qualified as a lifetime mortgages adviser 15 years ago and is passionate about the need for advisers to continually learn and improve their knowledge. Bob also discusses how advisers can collaborate and refer clients, to help prioritise their interests and achieve the best possible outcomes.
This episode also covers:
• How equity release can be a game-changer for clients who prefer to stay in their homes rather than downsizing, despite the challenges and costs associated with moving.
• The ever-evolving nature of financial products, and the necessity of staying updated through training meetings, seminars, and conferences to provide the best advice to clients.
• The importance of collaboration amongst advisers to ensure clients' future needs are met, advocating for a duty of care that prioritises the best interests of clients.