Richard Merrett: Advisers must focus on 'nurturing' existing clients Richard Merrett: Advisers must focus on 'nurturing' existing clients

04 Mar 2022

In this exclusive interview with Michael Griffiths of MoneyAge, Richard Merrett, Head of Strategic Development at SimplyBiz Mortgages, discusses why he believes advisers must focus on retention and nurturing their existent client bank in 2022, and why a wider adoption of criteria sourcing will be needed from advisers in the technology space across the mortgage market.

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