Creating a Comprehensive Service with Wills and LPAs : Paul McGrowan
MP3•Episodio en casa
Manage episode 393212924 series 2999928
Contenido proporcionado por Ash Borland. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Ash Borland o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of the Mortgage Mavericks podcast, we are joined by Paul McGowan, a veteran in the financial services sector with 39 years of experience. Paul enlightens us on how brokers can use wills and lasting power attorneys (LPA) as lead generators and ways they can be incorporated into consumer duties. He lays out the importance of estate planning, the potential obstacles faced without wills and LPAs, and the critical role they play in ensuring clients' needs and rights. Also in this d...
…
continue reading
365 episodios