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EPISODE · May 27, 2025 · 50 MIN

Why broking is not business, it's personal

from The Adviser Podcast Network · host Momentum Media

Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values. In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he's built a successful brokerage with his wife Bernadette and how they've adapted business growth as their family has grown. Tune in to find out: How he's navigated aggressive business growth with personal wellbeing and family priorities. The strategies behind their successful pivot to a niche in property investment and wealth creation. Why he believes a broker's role extends beyond loans. And much more! Related links: A husband and wife team on why brokers need more education How the Best Residential Broker 2017 made it to the top Jeremy Fisher charts his journey from novice to number one

Episode metadata supplied by the publisher feed · Published May 27, 2025

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Why broking is not business, it's personal

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