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Business Accelerator: Becoming a true credit adviser
Published 1 month, 2 weeks ago
Description
As the fallout from the federal budget settles, the mortgage broking industry is facing a definitive shift in the borrower–broker dynamic, with brokers truly needing to step up to become credit advisers.
In this week's Business Accelerator, guest host Liam Garman sits down with Jason Back from Broker Essentials to showcase how brokers can move beyond simple transaction management to become the credit advisers their clients now truly need.
From proactive educators who safeguard their clients from "finfluencer" misinformation, to outlining why aggressive direct-to-consumer cashbacks are not always in a borrower's best interests, there has never been a more important time to provide mortgage and finance advice.
Tune in to find out:
- Why credit advice from brokers is becoming more important now than ever.
- How brokers are breaking finance stereotypes to meet modern borrowers where they are.
- Why creating consistent back-office processes is the only way to find the "thinking space" needed to stay in front of your clients.