Transactional Relationships I recently wrote a post on my LinkedIn, calling out mortgage and protection advisers who simply do the business for the client and then never speak to their client again until renewal time. I

Contacting your client only when it’s time to renew their mortgage or protection policy isn’t a relationship. It’s treating them like a walking ATM.

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Getting to know you:  Luisa Ciccarelli, Trinity Financial  | Getting to know you Getting to know... Luisa Ciccarelli, Trinity Financial

Getting to know you: Luisa Ciccarelli, Trinity Financial mortgagesoup.co.uk/getting-to-k... via @mortgagesoups

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