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Asset finance tips and tricks for EOFY

by Todd Stevens4 minute read
Josh Ugo, Finicky Finance

In this episode of Elite Broker, Josh Ugo, director of Finicky Finance, sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment.

Josh reveals how he works to understand his clients’ businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance.

Josh also shares:

  • How he markets to clients this time of year (EOFY)
  • His top three tips for mortgage brokers looking to move into asset finance
  • How he finds clients and retains them

And plenty more!

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You can find out more about asset finance on The Adviser Live – EOFY Special: Asset finance in focus webcast, where we delve into all things equipment, vehicle and machinery related in more depth. 

 

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:

Top tips for writing asset finance before EOFY
How brokers can support small business clients this EOFY
EOFY presents a big opportunity for brokers

josh ugo web

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