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Drivers

Confident circumstances were listened to

Confident personal circumstances were listened to is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in th…

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Impact of circumstances on the policy discussed

Impact of personal circumstances on the policy discussed is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, aske…

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Maximum client confidence they understand the impact of circumstances on the policy

Maximum client confidence they understand the impact of personal circumstances on the policy is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based…

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Client understands impact of interest rate on equity release loan

Client understands impact of interest rate on equity release loan is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following quest…

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Client understands how they’ll repay equity release loan

Client Would Discuss Personal Challenges is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verifie…

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Client understands how adviser earns money

Client understands how adviser earns money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verif…

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Client understands an equity release loan

Client understands an equity release loan is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verifi…

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Client Would Discuss Personal Challenges

Client Would Discuss Personal Challenges is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verifie…

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Client understands impact of stopping payments

Driver Name: Client understands impact of stopping payments is a Driver of Elevation Goal: 3 (Safeguarding clients’ best interests, mitigating risk) Data based on responses to the following question,…

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Client understands impact of interest rate rises on their mortgage payment

Client understands impact of interest rate rises on their mortgage payment is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the follow…

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Client understands type of mortgage they have

Client understands type of mortgage they have is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Cl…

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Client confident they have the most suitable protection

Client confident they have the most suitable protection is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked…

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Clients Confident They're On The Most Suitable Mortgage For Them

Clients Confident They're On The Most Suitable Mortgage For Them is a Driver of Safeguard Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following questi…

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Client Understands How Adviser Earns Money

Client Understands How Adviser Earns Money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the First…

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Confident Long-term Plans Were Considered

Confident Long-term Plans Were Considered is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verifi…

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Maximum Responsiveness

Maximum Responsiveness is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Client r…

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Client asked to recommend more than once

Client Asked to Recommend is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Clien…

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Maximum Confidence Long-term Plans Were Considered

Maximum Confidence Long-term Plans Were Considered is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, as…

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Prospect Conversion

Prospect Conversion is the Goal Metric of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impression review form. “…

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Broader Priorities Discussion

Broader Priorities Discussion is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the Verified Client re…

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Discussion Of Risk

Discussion Of Risk is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the First Impression review form.…

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Perception Of Adviser Knowledge

Perception Of Adviser Knowledge is a driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the Verified Client…

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Prospective Client Learnt a Lot

Prospective Client Learnt a Lot is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impression review fo…

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Maximum Clarity on Mortgage Timeline

Maximum Clarity on Mortgage Timeline is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impression revi…

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Maximum Reassurance

Maximum Reassurance is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impression review form. “Which o…

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Client Understands Fees

Client Understands Fees is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verified Client review f…

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Client Reads Correspondence

Client Reads Correspondence is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verified Client revi…

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Client Discusses Personal Challenges

Client Discusses Personal Challenges is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verified Cl…

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Adviser Initiates Communication

Only the Client Initiates conversation is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verified…

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Prospects Comfortable Being Open

Prospects comfortable being open is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the First Impressio…

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Risks Understood

Risks Understood is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verified Client review form. “H…

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Speaking At Least Once Per Year

Speaking At least once per year is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verified Client…

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Trust And Rapport

Trust And Rapport is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Client review…

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Maximum Confidence They Understand Risk

Maximum Confidence They Understand Risk is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the…

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Maximum Confidence They’re On-Track

Clients Confident They’re On-Track is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verif…

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Correspondence Couldn't be Clearer

Correspondence Is Clear is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Client…

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Communication Frequency

Communication Frequency is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Client…

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Client Access To Adviser

Client Access To Adviser is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Client…

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Client Asked To Recommend

Client Asked to Recommend is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Clien…

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In-depth discussion of motivations

In-depth Discussion of Motivations is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the First Impress…

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Maximum clarity on how adviser will help

Maximum Clarity On How Adviser Will Help is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the First I…

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Prospective Client Understands Fees

Prospective client understands fees is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impression revie…

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Prospective Client Learnt A Lot

Prospective Client Learnt A Lot is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the First Impression…

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Follow-up Email

Follow-up Email is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the following question, asked in the First Impression review form. “D…

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Prospective Clients Feel Comfortable Being Open

Prospective Clients Feel Comfortable Being Open is a Driver of Elevation Goal 1: Making great first impressions, increasing conversion Data based on responses to the question, asked in the First Impr…

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Maximum client confidence they have the best policy for them

Maximum client confidence they have the best policy for them is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following qu…

Updated by VouchedFor Team

Client thinks they know how firm earns money

Client thinks they know how firm earns money is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Ver…

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​Document Sharing Couldn't Be Easier

Document Sharing Couldn't Be Easier is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Veri…

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Client Never Had To Chase

Client Never Had To Chase is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the following question, asked in the Verified Clien…

Updated by VouchedFor Team

Risks associated with mortgage

Risks Discussed is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the First Impression review form. "D…

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Client would discuss personal information

Client would discuss personal information is a Driver of Elevation Goal 3: Safeguarding clients’ best interests, mitigating risk Data based on responses to the following question, asked in the Verifi…

Updated by VouchedFor Team

Maximum Client Confidence They Are On The Most Suitable Mortgage

Maximum Client Confidence They Are On The Most Suitable Mortgage is a Driver of Elevation Goal 2: Delighting existing clients, promoting advocacy and retention Data based on responses to the followin…

Updated by VouchedFor Team

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