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Introducing lending and property into the advice process

Introducing lending and property into the advice process

Chris Booth & Charles Blake
Mortgage Broking Specialist Adviser at Lydian and Virtual Business Partners / Managing Director at You Exponential
Chris Booth & Charles Blake
Mortgage Broking Specialist Adviser at Lydian and Virtual Business Partners / Managing Director at You Exponential

Introducing lending and property into the advice process

Thank you to Chris Booth and Charles Blake for joining the inner circle live to share their knowledge and experiences in how advisers can weave lending and finance into their client conversations and enhance their client experience.

From where Charles and Chris are sitting (having had many conversations with the advisers they are working with), 2020 was the year advisers dug deep to service their current clients and guide them through the uncertainty that the pandemic presented. Now, as 2021 hits full steam ahead, they believe there is a prime opportunity for advisers to help their clients who are interested in purchasing property, and those who already have property, but haven’t thought to evaluate the health of their credit and interest rate.

Here’s a copy of their slides, which you can reference as you watch the replay:

Lydian XY Adviser webinar Feb 2021 v3.pptx

Here’s the ‘Older Borrowers – No Problem!’ article David Steer wrote in the Lending Services for Financial Advisors group, which Chris Booth references in this session.

To continue the conversation, you can keep up with all of the content and discussions inside the Lending Services for Financial Advisors Group – HERE.

Or reach out to the Lydian team below:

Charles Blake’s XY Profile – HERE

Chris Booth’s XY Profile – HERE

2 months ago

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Marketing

Thank you to Chris Booth and Charles Blake for joining the inner circle live to share their knowledge and experiences in how advisers can weave lending and finance into their client conversations and enhance their client experience.

From where Charles and Chris are sitting (having had many conversations with the advisers they are working with), 2020 was the year advisers dug deep to service their current clients and guide them through the uncertainty that the pandemic presented. Now, as 2021 hits full steam ahead, they believe there is a prime opportunity for advisers to help their clients who are interested in purchasing property, and those who already have property, but haven’t thought to evaluate the health of their credit and interest rate.

Here’s a copy of their slides, which you can reference as you watch the replay:

Lydian XY Adviser webinar Feb 2021 v3.pptx

Here’s the ‘Older Borrowers – No Problem!’ article David Steer wrote in the Lending Services for Financial Advisors group, which Chris Booth references in this session.

To continue the conversation, you can keep up with all of the content and discussions inside the Lending Services for Financial Advisors Group – HERE.

Or reach out to the Lydian team below:

Charles Blake’s XY Profile – HERE

Chris Booth’s XY Profile – HERE