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How this brokerage is supporting progress worldwide

by Todd Stevens2 minute read
PJ Patterson

In March, Keystone Financial took home the NSW Better Business Award for Community Engagement Program, in recognition of its Golden Hearts charity and community program and its work supporting B1G1 - a charity that funds projects in line with the United Nations' Sustainable Development Goals.

In this episode of Elite Broker, the director of Keystone Financial, PJ Patterson, joins host Annie Kane to discuss why community engagement and giving back is important to him, how he goes about offering a holistic wealth offering for his clients, and his work chairing the Independent Finance Brokers Forum (IFBF).

PJ will also share:

  • His top tip for generating business leads
  • What the Independent Finance Brokers Forum (IFBF) offers brokers
  • How his community work is integrated into his business

And plenty more!

Did you like this episode? Show your support by rating us or leaving a review on iTunes (Elite Broker) and by following The Adviser on social media: FacebookTwitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Articles of interest:

Building a brokerage: Technology and marketing
Branding yourself with a unique selling point
How your personality can set you apart

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