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Creating a Comprehensive Service with Wills and LPAs : Paul McGrowan
Manage episode 393212924 series 2999928
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In this episode of the Mortgage Mavericks podcast, we are joined by Paul McGowan, a veteran in the financial services sector with 39 years of experience. Paul enlightens us on how brokers can use wills and lasting power attorneys (LPA) as lead generators and ways they can be incorporated into consumer duties. He lays out the importance of estate planning, the potential obstacles faced without wills and LPAs, and the critical role they play in ensuring clients' needs and rights. Also in this discussion is the focus on customer service and creating 'sticky business' by providing a holistic service to clients.
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