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A leading business strategist has warned mortgage brokers to take a holistic approach to their business or risk losing their clients to “more advanced systems”.
Cocalex Consulting’s John J Maxwell says the time has come for all financial services intermediaries to have a broader understanding of their clients’ needs.
“It’s time for the blinkers to come off. Much like a doctor of medicine, a mortgage broker now must diagnose the clients’ broader financial situation across all allied platforms and professions, and subscribe solutions by referring them to the appropriate professional colleague either internally or externally,” Mr Maxwell wrote in an op-ed for The Adviser. (cont.)