New Broker: Making the move from aggregator BDM to broker

from The Adviser Podcast Network · host Momentum Media

James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an eight-year career in aggregation. In this episode of New Broker, tune in to find out: Why and how he decided to focus on asset finance. The pivotal role of technology in broking. Why he loves soft-touch credit checks. And much more!

Episode metadata supplied by the publisher feed · Published Apr 30, 2024

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New Broker: Making the move from aggregator BDM to broker

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