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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Now it’s your turn:
If you enjoyed this episode – Pete Chadborn on Adviser Business Models – please leave a comment or a review on iTunes. And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.
Hi Roger,
I am a keen follower of your podcast having started my own mortgage brokerage very recently much of which has been covered is very relevant.
Pete Chadborn in episode 2 mentions he would be happy to share a copy of one of the assessment forms he uses when client facing is this something you’re able to share through your website?
Many thanks in advance and I look forward to the next episode.
Chris – Thanks for your kind comments about the podcast. Can you give me your full email address and I can either put you in touch with Peter or send you a copy of the form.