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In a changing mortgage landscape, the most successful advisers are those who build lasting relationships, not just complete transactions. This article explores how relationship-led advice increases revenue, strengthens client trust, and sets firms up for long-term success.
Discover how combining cutting-edge mortgage technology with genuine human connection can transform the client experience.
Millions of mortgages are ending soon - are your clients ready? Discover why early conversations and trust-led advice are key to supporting borrowers through today’s shifting market.
As millions of fixed-rate mortgage deals expire across 2025–26, advisers have a powerful opportunity to deepen relationships and deliver meaningful advice. This article explores how early engagement, tech and human-first conversations drive long-term client value.
With millions of fixed-rate mortgages expiring, advisers have a unique opportunity to move beyond transactions and deliver long-term value through deeper client engagement, tailored advice, and proactive planning.
The Cornerstone Finance Group is launching a new podcast series for mortgage professionals, packed with insights from top advisers, funders, and providers.