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

EPISODE · Apr 29, 2025 · 36 MIN

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

from The Adviser Podcast Network · host Momentum Media

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!

Episode metadata supplied by the publisher feed · Published Apr 29, 2025

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

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