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!
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.
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