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Why changing team structure was a ‘game changer’ for Vision Finance

by Robyn Tongol9 minute read
Why changing team structure was a ‘game changer’ for Vision Finance

Katrina Lagos from Vision Finance Australia has been broking for over 20 years and constantly evolving her Victoria-based brokerage over that time. We find out her recipes for success.

Mornington Peninsula-based broker Katrina Lagos had to hit the ground running when she started up her own brokerage, Vision Finance Australia, more than 17 years ago. But since then, she’s been busy building her brokerage – expecting to have a team of 17 people around her by the end of this year.

In this episode of Elite Broker, we catch up with the winner of the Editor’s Choice Award Victoria/Tasmania to find out how she’s grown and structured her team, why she thinks her current structure is a “game changer” for her business, and why she’s counting her “Covid blessings”.

Tune in to find out:

  • How mortgage broking has changed over 20 years
  • The interplay of best interests duty and supporting clients in a rising rate environment
  • What she’s learned from Tony Robbins’ mentoring program 

And much more!



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