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New Broker: Creating an aspirational brokerage for high-net-worth clients

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Manage episode 479686507 series 2420018
Content provided by The Adviser and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Adviser and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage.

In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she’s been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her clientele and how she serviced 90 clients in her first 12 months of business.

Tune in to find out:

  • Why she’s expanding into commercial and asset finance.
  • The importance of building a brand that stands out
  • Why she’s targeting influencers for referrals.

And much more!

  continue reading

606 episodes

Artwork
iconShare
 
Manage episode 479686507 series 2420018
Content provided by The Adviser and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Adviser and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage.

In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she’s been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her clientele and how she serviced 90 clients in her first 12 months of business.

Tune in to find out:

  • Why she’s expanding into commercial and asset finance.
  • The importance of building a brand that stands out
  • Why she’s targeting influencers for referrals.

And much more!

  continue reading

606 episodes

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