How this new broker set up an award-winning business

The Adviser Podcast Network

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2+ y ago 39:55

MP3•Головна епізоду

Smartline broker Xia Xia Yu was named the Best Newcomer NSW/ACT at the Better Business Awards 2021 earlier this year. We find out how she did it. After working at Westpac for over a decade, Xia Xia Yu left the bank to set up her own consultancy company helping high-net worth individuals emigrate to Australia. But after realising that these clients frequently needed mortgage support, she decided to become a broker herself, joining the industry in February 2019. Less than three years later, she’s grown her brokerage and business offering to meet demand. Tune in to find out:

Why she joined Smartline and how she runs her franchise
Her advice for new brokers looking to generate more leads
Her thoughts on balancing broking and parenthood

And much more!

480 епізодів

#Finance #Business #Business Disciplines #Momentum Media #Trading #Adviser #Bite Sized