Tackling difficult client conversations episode artwork

EPISODE · Apr 18, 2023 · 22 MIN

Tackling difficult client conversations

from Mortgage Insider · host Barclays

The value of mortgage advice continues to rise in line with the number of challenges facing a variety of homeowners and potential buyers across the UK housing market. Challenges which are generating a host of difficult conversations between clients and mortgage advisers. Episode 3 of Barclays award-winning Mortgage Insider podcast sees host and property expert Phil Spencer sit down with two highly respected and experienced mortgage advisers - Jane King, mortgage adviser at Ash-Ridge Private Finance and Sonya Matharu, senior mortgage broker at The Mortgage Mum - to explore how their client engagement has changed in recent times and how they are addressing some difficult conversations. The trio cover a range of topics including the impact of the media, how to better prepare for such conversations, the importance of knowing your client as well as offering some examples of tricky exchanges and financial revelations which potential buyers have and haven’t made. This proves to be an eye-opening and enlightening discussion.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Apr 18, 2023

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Tackling difficult client conversations

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