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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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In this week's episode of Business Accelerator, Alex Whitlock and Jason Back unpack the crucial role of "Know Your Customer" (KYC) in mortgage broking and the strategic choice between being a generalist and a specialist.
As the year winds down, the hosts urge brokers to use this period for reflection and planning, emphasising that understanding client needs is not just a compliance task, but a significant competitive advantage.
The duo also highlight a major industry challenge: managing client expectations and how brokers who effectively communicate their value – and foster a deep, trusting relationship – are better positioned.
Tune in to hear how exceptional brokers are defining their ideal client, developing a signature process, and using a client-centric approach to thrive.
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