Business Growth Webinar - How to become your clients full-service finance broker
Discover how to transform your relationships with your clients to become their full-service finance broker through a diversified offering.
Presented by Jason Back, Founder & Director of Broker Essentials, this webinar covers how to transform your relationships with your clients to become their full-service finance broker through a diversified offering.
Jason has over 27 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.
We asked Jason, to share his knowledge and experience on how to:
- Identify additional business opportunities within your existing client pool
- Embedding diversification opportunities into your business
- Measuring the success of your additional service offering
Download the worksheet below to start developing your diversification plan.
Developing a diversification plan – Use this workbook as a resource to refer to Jason's presentation slides and follow the steps to create your diversification plan - Download
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