Why this leading brokerage offers wealth and legal services

Theo Chambers, the CEO of North Sydney-based Shore Financial, joins Annie and James in the studio to discuss why he diversified the brokerage to include in-house legal and wealth departments, why he's "in-sourcing" data entry and why he's launching a white label product next year. Theo also reveals his experiences of transitioning from broker to CEO, his advice for those considering the same journey and the factors that became the keys to his success. Find out: • Why he doesn't outsource services • His thoughts on blockchain systems • How mentorship plays a part in his success And plenty more! www.theadviser.com.au