Wills and Estate Planning Referral Service - Michael O'Brien

Advisers Assemble - Lead Generation For Financial Services

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1y ago 27:19

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Michael O'Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients.

Michael explains to Alex and Tessa why he felt the need to set up the referral service, noting a staggering 69% of adults in the UK haven't got a Will and 99% of people with a mortgage don't have a Lasting Power of Attorney (LPA). He aims to highlight the importance of having a will and a LPA and normalise this through the home financing process.

Follow Michael on LinkedIn.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

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