Send us a text Ready to stop reacting and start directing your next year with clarity? We launch our Set Yourself Up for 2026 mini-series by laying the inner foundations that shape every choice you make: a vivid long-term vision, a small set of non‑negotiable values, and a simple system to protect your time and attention. Instead of chasing quick wins or drowning in advice, we show how to design a compass you trust and use it to make better decisions, faster. We start by painting a five-year...
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Send us a text Ready to stop reacting and start directing your next year with clarity? We launch our Set Yourself Up for 2026 mini-series by laying the inner foundations that shape every choice you make: a vivid long-term vision, a small set of non‑negotiable values, and a simple system to protect your time and attention. Instead of chasing quick wins or drowning in advice, we show how to design a compass you trust and use it to make better decisions, faster. We start by painting a five-year...
Securing Your Legacy: How Will Writing Transforms Client Protection
Mortgage Broker Broadcast
51 minutes
3 months ago
Securing Your Legacy: How Will Writing Transforms Client Protection
Send us a text Securing your clients' futures doesn't stop at arranging their mortgage and protection. Estate planning remains one of the most overlooked yet crucial components of financial wellbeing, with over 80% of people under 50 lacking a will. This missing piece creates vulnerability not only for clients but for your broker-client relationship. Colin Gill, founder of The Will Place, shares his journey from corporate financial services to creating a platform that transforms how brokers ...
Mortgage Broker Broadcast
Send us a text Ready to stop reacting and start directing your next year with clarity? We launch our Set Yourself Up for 2026 mini-series by laying the inner foundations that shape every choice you make: a vivid long-term vision, a small set of non‑negotiable values, and a simple system to protect your time and attention. Instead of chasing quick wins or drowning in advice, we show how to design a compass you trust and use it to make better decisions, faster. We start by painting a five-year...
