The Right Mortgage & Protection Network introduces Mortgage Coffee Mornings for adviser firms, facilitating networking and knowledge sharing.
- Advisers can participate in hour-long sessions with an additional 30 minutes dedicated to networking and queries.
- The initiative aims to support advisers through regular forums, focusing on industry best practices and emerging topics.
- Guest speakers will provide insights, with the emphasis on information rather than sales pitches.
- Various support services, including client-facing marketing and supervision schemes, are also enhanced for adviser members.
In a move to foster communication and knowledge sharing among advisers, The Right Mortgage & Protection Network (TRM) has launched a series of Mortgage Coffee Morning Meetings. This initiative is designed to offer advisers a platform to discuss various lending topics and hear from the TRM team regarding the latest support and resources available.
These Coffee Morning sessions are structured to last an hour and a half. The initial 60 minutes are packed with content, followed by a 30-minute period dedicated to networking and addressing questions. Participants will have the opportunity to engage with peers, creating a comprehensive support network.
The TRM network has expanded its range of services, enhancing marketing, supervision, and authorisation support for member firms. Adviser firms can now opt for a client-facing email marketing service. Newsletters covering an array of subjects, including mortgages, protection, and more, are available for tailoring to specific business needs.
Additionally, the Supervision Scheme remains a critical component for aiding advisers in securing new product authorisation. This scheme pairs firms with dedicated supervisors, ensuring access to necessary tools and resources to achieve Competent Adviser Status. Leah Thomas of TRM has emphasised the importance of these forums, particularly for sole traders who may lack regular interaction with their peers.
Guest speakers are central to the Coffee Morning sessions, with their focus firmly on providing useful information rather than promotional content. This is seen as a crucial element in assisting advisers to navigate their responsibilities effectively. Victoria Clark, head of lending, highlighted the importance of sharing best practices and addressing topical issues within the network, describing the meetings as a way to build strong community ties among advisers.
Consumer Duty has prompted advisers to broaden their product offerings, reinforcing the need for robust client communication strategies. The Mortgage Coffee Morning sessions are positioned as a vital tool for keeping advisers informed, equipping them to better meet client needs and regulatory responsibilities
The Mortgage Coffee Mornings serve as an essential resource for advisers, promoting collaboration and access to vital industry insights.
