Equity Release Associates helps advisers with customer acquisition

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The adviser support firm, which provides a market leading technology and compliance oversight service to its members, is now also helping advisers by subsidising their marketing costs to fast-track further growth.

Dan Baines, managing director of Equity Release Associates, said: “By helping our associate advisers to provide their advice in a more safe and efficient manner, we’re providing a great foundation on which they can build their businesses.

“However we know that customer acquisition is a key challenge for many advisers, so this new investment in marketing should really help our team to achieve their growth ambitions.”

“In addition to this, we’re also now working with a number of new introducer partners, for whom the combination of our gold-standard advice principles and a highly personalised customer experience is proving to be a big success.”