EPISODE · Aug 13, 2025 · 40 MIN
In Focus: How to navigate trail book buying and selling in today's market
from The Adviser Podcast Network · host Momentum Media
What makes a great trail book – and how can brokers maximise their business value? We sit down with Trailblazer Finance's Simon Lewis to uncover the key factors to look out for when buying or selling a trail book. In this episode of In Focus, host Annie Kane catches up with Simon Lewis, growth strategist at Trailblazer Finance, to discuss what's driving the current wave of mergers, acquisitions, and trail book sales - and the strategies brokers can use to build and protect the value of their business. Tune in to find out: Why consolidation is reshaping the broking landscape. What makes a high-quality trail book in today's market. The common pitfalls brokers should avoid when buying or selling. And much more! Read more about trail book valuations in the TrailBlazer Finance ebook here.
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In Focus: How to navigate trail book buying and selling in today's market
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