『The Adviser Podcast』のカバーアート

The Adviser Podcast

The Adviser Podcast

著者: Sesame Bankhall Group
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概要

FOR INTERMEDIARY USE ONLY.


We've launched our first-ever series of podcasts as we look to guide you through the current uncertainty, covering everything from compliance updates and market roundups to interviews with a variety of podcast guests.

Hosted on Acast. See acast.com/privacy for more information.

Sesame Bankhall Group
個人ファイナンス 政治・政府 経済学
エピソード
  • United Trust Bank: The Changing Landscape Of The Specialist Mortgage Market
    2024/11/13

    In the latest edition of The Adviser Podcast, our Strategic Relationship Manager, Andrea Rutter, is joined by Hannah Oades, Head of Clubs & Networks at United Trust Bank, to discuss United Trust Bank's latest white paper on the specialist mortgage market.


    The conversation explores specialist residential, buy to let and second charge mortgages; examines the key drivers impacting the market; and looks at how we can use criteria and products to help more customers.

    Hosted on Acast. See acast.com/privacy for more information.

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    13 分
  • Lloyds Banking Group: How Will Technology Revolutionise The Advice Process?
    2024/10/24

    In the latest edition of The Adviser Podcast, our Strategic Relationship Manager, Andrea Rutter, is joined by Jo Brown, National Account Manager, and Laura Myers, Senior Technology Manager, at Lloyds Banking Group to discuss how technology and AI could help the industry revolutionise the advice process.


    The conversation includes a brief economic overview, explores how technology will evolve and will look at how we keep advice and the adviser at the heart of future plans.

    Hosted on Acast. See acast.com/privacy for more information.

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    19 分
  • Royal London: Protecting Your Customers With Family Income Benefit
    2024/10/14

    In the latest edition of The Adviser Podcast, our Head of Strategic Partnerships, Alyson Perry, is joined by Shelley Read, Senior Protection Technical Manager at Royal London, to discuss the advantages of family income benefit.


    The conversation includes an overview of the main advantages of a family income benefit policy, recognising the groups of customers where a policy is particularly suitable and tips you can use to initiate the conversation with your customers.


    Podcast recorded August 2024.

    Hosted on Acast. See acast.com/privacy for more information.

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    21 分
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