#108 - Supporting Vulnerable Clients: Insights for Brokers

15/08/2024 38 min Temporada 1 Episodio 108
#108 - Supporting Vulnerable Clients: Insights for Brokers

Listen "#108 - Supporting Vulnerable Clients: Insights for Brokers"

Episode Synopsis

In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise various types of vulnerabilities, and build trust with clients. Plus, Paul discusses the comprehensive training and support initiatives by the Openwork Partnership, including establishing power of attorney and simplifying vulnerability reporting, to better serve vulnerable clients and enhance business processes.

More episodes of the podcast The Accord Mortgages Growth Series Podcast