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Broking with benefits; setting up relationships with financial planners

Tamikah Bretzke 1 minute read

Adelaide broker Michael Karp returns to The Adviser to discuss the growth and diversification of his business through face-to-face networking, forming consistent relationships with new and existing clients, and his experience working with a financial planner, as he aims to write $60 million in loans.

Find out how this broker:

• Plans on reaching $60m
• Structures his approach with new clients
• Formalised a beneficial relationship with a financial planner
• Works on his ‘remarkable’ factor

 

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Full transcript

Broking with benefits; setting up relationships with financial planners
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