Is it possible to run a small adviser firm to meet the needs of every single potential customer?
In the second episode of the Marketing Protection and Finance Podcast – I talk to adviser Pete Chadborn.
Pete is a well-known UK independent financial adviser thanks to his frequent appearances in trade media publications. He works at Plan Money in Colchester.
Listen as Pete describes his business model and how Plan Money aims never to turn any clients away. Hear Pete suggest ways in which the UK Protection Market can improve its customer service and how he speeds up Plan Money’s process with the Pre-research Underwriting Form.
It’s well worth listening to Pete’s forthright and enthusiastic views about the financial services industry.
- Links to Pete’s best business book: Who Moved My Cheese? by Doctor Spencer Johnson
- Connect with Pete on LinkedIn: Pete Chadborn
- Follow Pete on Twitter: @PeteChadborn
- Visit Pete’s website: Plan Money
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