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During which point should you be identifying if the help of a specialist is needed?
How should the client feel about you referring their case to a specialist?
You have a client who has a question regarding Equity Release, but you don’t know much about this area and have no qualifications for this – what do you do?
Why might you need to refer a case to a specialist?
If you refer a case to a specialist that’s your job finished – true or false?
What do we mean when we use the term ‘specialist’?
How should you feel about having to use the services of a specialist on a case?
Why would a specialist be happy to work with you on a case?
(Select 2 answers)