In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the the director of Bowral-based Wilson Financial, Liz Wilson.
Recently taking out the individual award for Best Customer Service at the NSW Better Business Awards, Liz shares how she manages to maintain her outstanding customer service level.
As a regional broker, Liz discusses the importance of community engagement and how she establishes herself as an integral part of her community through business breakfasts, networking events and charitable activities.
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She will also share:
- Why SMEs are her favourite type of client
- How broking in the regions differs to that of the cities
- How equipment finance has benefitted her brokerage
And plenty more!
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Articles of interest:
Best in the business: The Adviser Better Business Awards 2018
NSW’s best brokers revealed!
2018 Winners New South Wales
NSW Finalists 2018
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