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Business Accelerator: The art of winning the client in the first conversation

05 March 2026
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Business Accelerator: The art of winning the client in the first conversation

In this week’s episode of Business Accelerator, hosts Alex Whitlock and Jason Back explore why the first interaction with a client is often the most important moment in the broking process.

The pair discuss how brokers can stand out in a crowded market by focusing on human connection, clear communication, and genuine discovery rather than relying on rates, automation, or generic sales pitches.

They also examine why brokers shouldn’t try to be everything to everyone, highlighting the importance of qualifying clients early, setting expectations, and educating borrowers about the real value a broker brings.

Tune in to hear why slowing down in the first conversation can ultimately help brokers build stronger relationships and better businesses.

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