Broking with benefits; setting up relationships with financial planners episode artwork

EPISODE · Oct 7, 2016 · 20 MIN

Broking with benefits; setting up relationships with financial planners

from The Adviser Podcast Network · host The Adviser

Adelaide broker Michael Karp returns to The Adviser to discuss the growth and diversification of his business through face-to-face networking, forming consistent relationships with new and existing clients, and his experience working with a financial planner, as he aims to write $60 million in loans. Find out how this broker: • Plans on reaching $60m • Structures his approach with new clients • Formalised a beneficial relationship with a financial planner • Works on his 'remarkable' factor http://www.theadviser.com.au

Episode metadata supplied by the publisher feed · Published Oct 7, 2016

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