The new era of being a new broker

What does it take to be a new broker nowadays? This month, we’re taking a look at how brokers can build their brokerages and set up for success as we’ve curated a line-up of features aimed at equipping brokers with insights and strategies to navigate and excel as a modern-day broker.

First up, gain inspiration from leading brokers on how they’re running their businesses. On page 12, we’re catching up with Rick Garner, broker and Qantas pilot from Crew Financial, offering a firsthand account of how his brokerage has skyrocketed to success. Garner shares invaluable lessons and strategies that have helped take his teams to the skies, providing inspiration and practical tips for aspiring brokers. Meanwhile, on page 14, we’re sitting down with Mortgage Choice broker Dan Cooke – a new broker who has been rapidly building his business – to learn more about how he’s done it.

We’re also unpacking some of the insights from The Adviser’s recent New Broker Academy, (page 20). Whether you’re looking to refine your client acquisition strategies or master the art of relationship building, the speakers and insights from the academy were laser-focused on helping brokers succeed in this environment.

A key trend we’ve seen in the broking industry is that it’s getting harder and harder to do it all on your own. In the Building a brokerage feature, sponsored by Lendi Group, on page 26, we explore the growing trend among brokers to expand their teams. Discover why more brokers are investing in talent and how strategic hiring can drive operational efficiency and client satisfaction.

The August edition also shines a spotlight on emerging opportunities in finance with a focus on green bonds (page 36) and the accelerating trend of car finance (page 40). Learn how brokers can capitalise on these sectors and leverage them to broaden their service offerings and client base.

And we’re exploring how brokers – whether new or elite – can build their books by assisting investor clients in unlocking growth opportunities amid evolving market conditions. Flick over to feature on page 30, sponsored by Resimac, for more top tips!

I hope you enjoy this edition of The Adviser and do reach out if there’s anything you’d like to see included in future editions: [email protected]

EDITORIAL
Editor: Annie Kane
Journalist: Charlotte Humphrys, Adrian Suljanovic
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