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Should brokers join the fight against CSLR?

by Annie Kane • 6 Jun 2024
OPINION With the financial advice industry recoiling at the growing costs of the new Compensation Scheme of Last Resort...READ MORE

The trajectory of broking in an AI-powered world

by Vincent Turner • 3 Jun 2024
How will brokers need to adapt to an AI-enhanced world? Vincent Turner explores how AI technology is influencing the... READ MORE

Why your client database is a goldmine

by Malavika Santhebennur • 6 May 2024
Brokers should be mining their existing client base to generate leads in a cost-effective manner, marketing specialist... READ MORE

The silent epidemic the finance industry can no longer ignore

by Bronwyn Penhaligon • 22 Apr 2024
The financial services industry has seen a significant transformation in the last decade, propelled by the digital... READ MORE

Lead flow mastery: The key to broker success

by Ruan Burger • 15 Apr 2024
Investing in strategies to boost lead flow is essential for business growth and success, outlines Ruan Burger, founder... READ MORE

Unpacking the unjust clawback: A call for fairness in finance

by Phil Rice • 13 Feb 2024
Despite collaborative efforts between lenders and brokers, there’s an underlying issue that needs a spotlight: the... READ MORE

What do brokers think makes a brokerage successful?

by Annie Kane • 9 Feb 2024
After unveiling the Top 25 Brokerages ranking 2024, we wanted to know what brokers think makes a brokerage successful.... READ MORE

Is your client an Emu, Phoenix, or Falcon?

by Nick Young • 24 Jan 2024
The year 2024 is the Year of the Dragon. But, as Nick Young explains, brokers might find it to be the Year of the... READ MORE

The 5-step life reset process

by Sam Makhoul • 2 Jan 2024
After identifying why you may need a life reset in 2024, Sam Makhoul outlines how you actually do it. READ MORE

4 signs you need to do a life reset in 2024

by Sam Makhoul • 12 Dec 2023
Challenges, complexity, and distractions can lead us into one of four negative states that stop us from leading the... READ MORE

Top downsizing myths: Essential insights for brokers

by Stephen Doyle • 20 Nov 2023
The term ‘client for life’ is a phrase commonly heard in the mortgage broking industry, but it is also closely tied... READ MORE

Why business leaders need to talk about menopause

by Malavika Santhebennur • 9 Nov 2023
An empowerment coach has described how being diagnosed with and receiving treatment for perimenopause changed the way... READ MORE

How to avoid the ‘cultural tax’

by Malavika Santhebennur • 7 Nov 2023
Expanding cultural literacy through research can help financial service providers gain the trust of clients from... READ MORE

‘Do it sooner rather than later’: Louisa Sanghera talks...

by Malavika Santhebennur • 3 Nov 2023
Louisa Sanghera highlighted the importance of a succession plan after countless health battles spurred her to implement... READ MORE

‘Scale your impact’: Lessons on leadership from an REA executive

by Malavika Santhebennur • 2 Nov 2023
As women assume leadership roles, it is essential for them to scale their impact by mobilising team members to create... READ MORE