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In March, Keystone Financial took home the NSW Better Business Award for Community Engagement Program, in recognition of its Golden Hearts charity and community program and its work supporting B1G1 - a charity that funds projects in line with the United Nations' Sustainable Development Goals.
In this episode of Elite Broker, the director of Keystone Financial, PJ Patterson, joins host Annie Kane to discuss why community engagement and giving back is important to him, how he goes about offering a holistic wealth offering for his clients, and his work chairing the Independent Finance Brokers Forum (IFBF).
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PJ will also share:
- His top tip for generating business leads
- What the Independent Finance Brokers Forum (IFBF) offers brokers
- How his community work is integrated into his business
And plenty more!
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