Supporting a vulnerable client in Marloo, with Barnie

About this session

Vulnerability can be easy to miss and even harder to evidence. In this session, Barnie shows how Marloo helps you spot the signs early and handle them with confidence. In this session you'll see how to: - Identify indicators of vulnerability from an initial client meeting - Build a clear workflow for onboarding a vulnerable client - Produce a sample vulnerability assessment and letter of authority Register for our next webinar: Marloo is the AI partner for financial advisers.