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HERE TO HELP YOU

IDENTIFYING CLIENTS WHO HAVE PROBLEM DEBT IS HARD. PAYPLAN IS HERE TO HELP YOU TO UNDERSTAND THE EARLY SIGNS OF DEBT AND WHICH OF YOUR CLIENTS MAY BENEFIT FROM OUR FREE AND CONFIDENTIAL SPECIALIST MONEY ADVICE SERVICE.

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if you're hearing this

Some clients don’t like to admit that they are struggling with money.
Whether it’s pride, worry or not wanting to admit they need help, clients often pretend everything is fine.
To help identify those clients with early signs of debt…LISTEN.

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say this

To gain the trust of your client, first acknowledge their situation and thank them for getting in touch.
The client has taken a big step and in doing so is moving closer to receiving the money advice they may need.
Give them the confidence that they have done the right thing…REASSURE.

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ask this

The early signs of debt are hard to identify. To understand whether your client may need money advice, you will need to ask a few questions.
Everyone has different ways of dealing with money and has different reasons for why they are asking for help.
To find out if they are struggling with money…QUESTION

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next steps

If you think your client has multiple debts and creditors, then they are likely to benefit from the expert advice available from PayPlan.
It’s easier for clients to ignore money problems and this may be the first step in their journey towards realising they are in debt. The sooner they seek debt advice the better it is for them. You can help by supporting them with next steps…REFER.

Together

We can make a difference

or call 01476 518 178