the adviser logo

How this broker ensures his clients keep coming back

by Tasha Levy7 minute read
James Schulze

SA-based brokerage Rise High Financial Solutions recently won several awards at the Better Business Awards SA 2020 for its exceptional service, with its own individual brokers taking home awards on the night too.

In this episode of Elite Broker, director James Schulze joins host Annie Kane to outline the processes used by his team to establish long-term connections with clients,  discuss how his passion for property investment paved a pathway into broking, and share how his business fosters an emotionally supportive workplace culture.

James also reveals:

  • How the team is working remotely during the ongoing coronavirus crisis
  • Whether acquiring their own ACL was a cost-effective choice for his brokerage
  • His top three tips for new brokers starting out in the industry

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:

james schulze web


You need to be a member to post comments. Become a member for free today!
Read the latest issue of The Adviser magazine!
The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
Read more