Treat any person you speak to through the Habits platform with the same courtesy and respect you’d expect in return.
Whether it’s attending a booked meeting or responding to a message, being on time helps to maintain trust and reliability. If something comes up and you can’t make a planned call, please give as much notice as possible. Respecting time shows that you value the other person’s commitment.
Your words and actions can impact others on the platform. If an introduction is not the right fit for you, understand that this might not be the case for everyone.
Consumers should communicate clearly about their needs and remain open to feedback and suggestions, while advisors should act in the consumer’s best interest - if they are not the best fit for you, you should encourage them to keep searching.
Whether you’ve had a fantastic introduction and plan to move forwards, or you think there’s room for improvement, we want to hear from you!
Feedback should always aim to help and improve, and by sharing insights you can help us to improve the platform and services for everyone involved.