Queensland’s Broker of the Year 2021

The Adviser Podcast Network

コンテンツは The Adviser and Momentum Media によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、The Adviser and Momentum Media またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

3y ago 38:51

MP3•エピソードのホーム

At this year’s Better Business Awards in Queensland, Jodie Wolfenden, Gold Coast broker and director at Superior Wealth, took home not one, but two awards on the night: Best Finance Broker and the coveted Broker of the Year 2021 for the state. The Burleigh Heads-based Loan Market broker sees herself as more of a finance strategist than a traditional broker, as she works hard with customers to ensure that they understand their investment and financial decisions when it comes to credit.

In this episode of Elite Broker, we’re sitting down with Queensland’s Broker of the Year 2021 to find out what the secrets to her success are.

Tune in to find out:

- Why she enjoys ‘complex’ finance such as investment, self-employed and SMSF - How she chooses and works with referral partners - Her experience with valuations and the impacts they’re having on clients And much more!

482 つのエピソード