Modern Listing Example
Setting achievement goals in your mortgage business
How to create more of what you want in your mortgage advisory practice. This is…
Technology is the way forward
A few months ago, I authored an article explaining my plans to bring a new…
Raindrops on roses
This month I am focusing on some of my favourite things from my roles, first…
Delegate to elevate!
I have yet to meet a Compliance Officer or Manager who is not a natural…
Post pandemic business planning
Roll back to the middle of 2020 and most plans – both personal and business…
VIDEO The impact of Consumer Duty on T&C Schemes
In this short presentation we will look at the proposed Consumer Duty Regulations and how…
The new Consumer Duty of Care – The FCA are serious, are firms?
Last December the FCA issued a second Consultation Paper (CP) on the Consumer Duty of…
It’s wrong but what can you do?
As recent legislation highlights the failings of the industry default employee T&C model, many compliance…