The Death of Transactional Broking: Brokers and Financial Planners Working Together for Client Success

In this episode, we have Peter White AM again, the Managing Director of the FBAA or Finance Brokers Association of Australia Limited, the leading national association for finance and mortgage brokers with over 11,000 members.

We talk about how broker can increase their revenue by providing holistic, value-added services, why the transactional broking business model is dead, and how financial planners and brokers collaborate to achieve the best client outcomes.

We also discuss the importance of truly understanding your client’s goals and objectives, building long-term relationships across generations, and having specialised expertise to cater to different client needs.

If you want to learn why the transactional broking business model should be a thing of the past, then make sure to listen to this episode!