New Broker: From disability care to mortgage broking: How this new broker built his business

What drives a senior healthcare manager overseeing 300 support workers to leave executive life and step into mortgage broking? Gold Coast-based broker James Allen, co-founder of Coastal Financial Consultants, made that exact leap after a decade spanning insurance broking and disability support management. Having crossed the first-year mark in his broking career, he brings a fresh perspective on client education, leveraging old-school networking, and navigating the early days of building a brokerage. Tune in to find out: How he built an 80 per cent referral-driven pipeline. Why he uses AI tools to streamline client communication, compliance, and local market research. His hands-on strategies for guiding first home buyers through the market and deposit schemes. And much more!