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In this episode of Elite Broker, the founder and managing director of Wealthful joins The Adviser team to talk how he's married mortgage broking and financial planning to provide a diversified offering. Tune in to learn how Chris segregates mortgage broking from the financial planning side of the business, how technology will impact financial advice in future, his social media marketing strategies and its benefits, and his advice to mortgage brokers thinking about offering financial advice. You will also find out: • His thoughts on fee-for-service vs commissions • How he manages his clients and the stresses behind the role • How to build strong relationships • How he overcame the difficulties he has faced www.theadviser.com.au
By Momentum Media5
11 ratings
In this episode of Elite Broker, the founder and managing director of Wealthful joins The Adviser team to talk how he's married mortgage broking and financial planning to provide a diversified offering. Tune in to learn how Chris segregates mortgage broking from the financial planning side of the business, how technology will impact financial advice in future, his social media marketing strategies and its benefits, and his advice to mortgage brokers thinking about offering financial advice. You will also find out: • His thoughts on fee-for-service vs commissions • How he manages his clients and the stresses behind the role • How to build strong relationships • How he overcame the difficulties he has faced www.theadviser.com.au

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