In this episode of Elite Broker, Josh Ugo director of Finicky Finance sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment. Josh reveals how he works to understand his client's businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance. Josh also shares: - How he markets to clients this time of year (EOFY) - His top 3 tips for mortgage brokers looking to move into asset finance - How he finds clients and retains them And plenty more!

In this episode of Elite Broker, Josh Ugo director of Finicky Finance sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment. Josh reveals how he works to understand his client's businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance. Josh also shares: - How he markets to clients this time of year (EOFY) - His top 3 tips for mortgage brokers looking to move into asset finance - How he finds clients and retains them And plenty more!

Asset finance tips and tricks for EOFY

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business.

Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including:

Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for brokers looking to run a successful brokerage.

In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space.

Also discover what’s impacting the property market in What’s Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase!

Subscribe today and receive each new podcast direct to your podcast player.

For further information visit www.theadviser.com.au or email editor@theadviser.com.au.

Business

Investing

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what’s impacting the property market in What’s Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.

Share Asset finance tips and tricks for EOFY

Sign up to save your podcasts

Asset finance tips and tricks for EOFY

Asset finance tips and tricks for EOFY

More shows like The Adviser Podcast Network

The Property Couch

The Mentor with Mark Bouris

Property Investment Podcast Network

Property Investment, Success & Money | The Michael Yardney Podcast

Broker Daily Podcast Network

The Elephant In The Room Property Podcast | Inside Australian Real Estate

Pizza and Property

Mat Steinwede - Chasing Optimum

Inside Commercial Property

Mortgage Broker Acceleration

Thinking outside the box with Gavin Rubinstein

Straight Talk with Mark Bouris

Bothsides Podcast

Scouting Australia Podcast

Australian Property Podcast