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Overcoming the challenges of managing vulnerable customers in financial advice and wealth management
Nov
27

Overcoming the challenges of managing vulnerable customers in financial advice and wealth management

This webinar is for financial advisers, wealth managers, insurance brokers, intermediaries and mortgage brokers. Firms face a range of challenges when it comes to evidencing vulnerable customers. While most advisers/brokers understand their client’s personal situation, they lack the systems and structure to record this in a consistent manner.

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