Lender

In Focus: How to navigate trail book buying and selling in today’s market

2 minute read

What makes a great trail book – and how can brokers maximise their business value? We sit down with Trailblazer Finance’s Simon Lewis to uncover the key factors to look out for when buying or selling a trail book.

Sponsored by Trailblazer Finance

In this episode of In Focus, host Annie Kane catches up with Lewis, growth strategist at Trailblazer Finance, to discuss what’s driving the current wave of mergers, acquisitions, and trail book sales – and the strategies brokers can use to build and protect the value of their business.

Tune in to find out:

  • Why consolidation is reshaping the broking landscape.
  • What makes a high-quality trail book in today’s market.
  • The common pitfalls brokers should avoid when buying or selling.

And much more!

Click here to listen on your device

Did you like this episode? Show your support by rating us or leaving a review and by following The Adviser on social media: Facebook, X (formerly known as Twitter) and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Articles of interest:

Trailblazer is an independently funded specialist lender which has been leading the way in the financial services...

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