In this episode Wayne and Hazel are joined by not one but two fantastic guests – the founders of Bates Wilcox, Natalie and Charlotte. They came together to establish Bates Wilcox in 2019 just before the pandemic and in this episode we hear how they have taken the New Build mortgage world by storm.
Charlotte and Natalie share with us their clear passion for creating a sustainable work life balance for both themselves as business owners and their team whilst maintaining an exemplar level of service to their clients and stakeholders within the New Home world.
In this episode we cover:
• Why both belief in yourself and your product are everything
• How to create a sense of balance when it comes to managing client expectations and giving yourself time for your lifestyle
• Medical underwriting up front – yes really!
• Using disclaimers and their importance within the advice process
Wayne and I loved chatting with Natalie and Charlotte in which we are sure you’ll agree is a hugely valuable episode for anybody within the financial services sector.
If you are experienced in financial planning, mortgage or protection advice and feel you have a story to tell, please reach out to hazel.johnston@landg.com.
