Pete Chadborn on Adviser Business Models – MPAF Episode 2

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.

Pete Chadborn on Adviser Business Models

It’s well worth listening to Pete’s forthright and enthusiastic views about the financial services industry.

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