Sep 12, 2019
In episode 26 of the Growth Series, Katie Pepper, Communications Manager at Accord Mortgages, is joined by Jason Butler, head of financial education at Salary Finance, the workplace financial well-being provider. Together, they discuss the role of mortgage brokers in securing customers’ financial well-being.
They cover what financial well-being is, and its importance in the housing market; the role that mortgage brokers can play; how advisers can integrate financial well-being into the advice process; and how brokers can help customers manage the risk in their business.