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Turning client advocacy into growth

Turning client advocacy into growth | VouchedFor Turning client advocacy into growthHow to unlock £2.5m in untapped AUM through referralsEmily Wastie of VouchedFor explores what Elevation data reveals about referrals...

Supporting career change: Keeley Macaulay’s journey to VouchedFor Top Rated Adviser 

Keeley Macaulay picked an unusual moment to leave a 17-year career in social housing to become a self-employed mortgage and protection adviser at Mortgage 1st. It was August 2019. Within...

Beyond the portfolio: Andrew Lee, Top Rated Adviser, Walden Capital  

Now into his third year as a VouchedFor Top Rated Adviser, we talk to financial planner Andrew Lee about his approach to building trusted reputation.   The numbers only make up...

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