As an adviser or Network Member of Connect, you are automatically enrolled in FIBA membership at no cost. FIBA is a Modern Organisation dedicated to supporting all types of professional finance intermediaries in growing their business and delivering excellent products and services to their clients. More information can be found on their website https://www.fiba.org.uk/ and in this […]
During the pandemic, there have been several ‘Virtual’ presentations delivered by the Connect team and the panel of lenders. This course contains the slides and where available, any additional notes and recordings of the events, so you can access the information if you missed the event or would like to refresh your memory. There is
Kick off the Week – Presentations Read More »
During the pandemic, there have been several ‘Virtual’ presentations delivered by the Connect team and the panel of protection providers. This course contains the slides and where available, any additional notes and recordings of the events, so you can access the information if you missed the event or would like to refresh your memory. There
Virtual Training Sessions Library – Protection Read More »
It is a known fact that obtaining new clients is more time consuming and costly than keeping existing clients. However, many advisers focus more of their efforts and budget on obtaining new clients. Adopting a client retention strategy and embedding this into the culture of your business, will help you to gain more repeat business
Building Existing Customer Relationships Read More »
There is no excerpt because this is a protected post.
Protected: Business Loans Read More »
Advice Matters is our monthly magazine designed specifically for you. It aims to inform and challenge readers and report on topics and events of interest to professional advisers. The magazine is aimed at advisers in the wealth market as well as protection advisers. If you would like to subscribe to the magazine, you can
ZURICH – Advice Matters Newsletter Read More »
Advisers with Protection permissions need to complete a minimum of 15 hours a year of protection CPD. This includes advisers who are active in just buildings and contents insurance as well as those advising on life, critical illness and income protection insurances. This general course can help you boost your CPD points in these areas.
The latest issues of Mortgage Introducer and Bridging Introducer and your Later Life Lending guide to the market are now available to read online! VIEW NOW
Mortgage Introducer Read More »
Liz and the Connect team regularly write blogs and articles for the mortgage press. Take a look at the following articles and read those of interest to you so you increase your knowledge of the specialist market. You will receive 10 CPD points for each article you read. Don’t forget to click complete once your upload
In this area, you are able to earn CPD points for reading the most recent magazine from Business Moneyfacts This magazine tracks the BTL, Bridging and Commercial mortgage market and provides detail about criteria, rates and general BTL, Bridging and Commercial news.
Business Moneyfacts Read More »
