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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.
