Deborah Reeves: Long term fixed rates, without the silos
Manage episode 520474420 series 3594406
In this Comprehensive conversation, our CEO Will Hale sits down with Deborah Reeves, National Account Manager at Perenna, this episode explores how collaborative advice can successfully integrate later life lending with next generation homeownership, helping advisers bridge client needs across generations and deliver stronger, more connected outcomes.
Chapters
1. Deborah Reeves: Long term fixed rates, without the silos (00:00:00)
2. Meet Deb From Perenna (00:00:07)
3. What Long-Term Fixed Really Means (00:00:48)
4. Use Cases Across Ages (00:02:44)
5. Holistic Advice Beyond Equity Release (00:05:19)
6. Challenging The Cheapest Rule (00:08:17)
7. Smarter Sourcing And Advisor Mindset (00:12:59)
8. Curiosity And Better Outcomes (00:14:47)
27 episodes