How this asset finance broker built a thriving commercial business episode artwork

EPISODE · Dec 16, 2025 · 38 MIN

How this asset finance broker built a thriving commercial business

from The Adviser Podcast Network · host Momentum Media

Felix Katzen stumbled into the world of asset finance by accident, but he's been hitting the ground running, rapidly growing his brokerage, and expanding out his team. In this episode of Elite Broker, Annie Kane sits down with Katzen – founder of Katzen Financial Group – to unpack his journey from contractor to business owner, how he rebuilt lender accreditations from scratch, and the high-volume, rapid turnaround model that defines his business today. Tune in to find out: How he's grown his brokerage into a busy commercial outfit in just 18 months. How he manages 40 loans a month. His approach to hiring and building culture in a new brokerage. And much more!

Episode metadata supplied by the publisher feed · Published Dec 16, 2025

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How this asset finance broker built a thriving commercial business

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