Planning for 2026: Business Model Optimisation, Wealth Integration & Client Outcomes Titelbild

Planning for 2026: Business Model Optimisation, Wealth Integration & Client Outcomes

Planning for 2026: Business Model Optimisation, Wealth Integration & Client Outcomes

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Our CEO Will Hale sits down with Paul Glynn, Managing Director of B2B Marketing & Distribution at more2life, and Alan Ritchie, CEO at Royal London Equity Release. They explore how to build 2026 ready business models, use wealth triggers to start better later life conversations, and tap into tactical support from lender and provider BDMs.

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