Spotlight: Beyond residential – the diversification imperative

Host Ben Squires welcomes Jason Back, founder and director of Broker Essentials, ahead of the upcoming Finance360 event to break down how brokers can build sustainable, multi-revenue businesses through diversification.

Back shares actionable frameworks on moving past the buzzword of diversification, determining when to write a deal versus when to refer, and identifying high-value client needs across asset finance, commercial lending, and emerging product lines.

Tune in to find out:

• How to mine your existing client database and uncover high-converting opportunities without chasing new leads.
• The critical framework for deciding whether to write a loan yourself or leverage strategic referral partnerships.
• The four essential questions every broker must answer before launching into a new product line.

And much more!

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Annie Kane

Author

Annie Kane is the managing editor of Momentum's mortgages titles: The Adviser and Mortgage Business.

As well as writing about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape – Annie is also the host of the Elite Broker and In Focus podcasts and The Adviser Live webcasts. 

Annie has a degree in English Literature and Music from the University of Sheffield and is a Mental Health First Aider (MHFAider®).

Email Annie at: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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