What drives a senior healthcare manager overseeing 300 support workers to leave executive life and step into mortgage broking?
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Gold Coast-based broker James Allen, co-founder of Coastal Financial Consultants, made that exact leap after a decade spanning insurance broking and disability support management. Having crossed the first-year mark in his broking career, he brings a fresh perspective on client education, leveraging old-school networking, and navigating the early days of building a brokerage.
Tune in to find out:
- How he built an 80 per cent referral-driven pipeline.
- Why he uses AI tools to streamline client communication, compliance, and local market research.
- His hands-on strategies for guiding first home buyers through the market and deposit schemes.
And much more!
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