Asset finance tips and tricks for EOFY

from The Adviser Podcast Network · host The Adviser: Elite Broker

In this episode of Elite Broker, Josh Ugo director of Finicky Finance sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment. Josh reveals how he works to understand his client's businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance. Josh also shares: - How he markets to clients this time of year (EOFY) - His top 3 tips for mortgage brokers looking to move into asset finance - How he finds clients and retains them And plenty more!

Episode metadata supplied by the publisher feed · Published Jun 25, 2019

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