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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

 

Full transcript

Broking with benefits; setting up relationships with financial planners
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The not-to-be-missed Accountants Daily Strategy Day will travel through Melbourne and Sydney in August to equip accounting professionals with the latest industry updates and tips for modern practice management as well as the latest cutting-edge technology, processes, strategies and trends shaping the future of accounting. Visit the website for more information: www.accountantsdaily.com.au/strategy-day

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