The Adviser Podcast Network

How this broker offers round-the-clock service to his clients


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From selling sandwiches in the schoolyard as a kid to starting his own footwear label, to becoming one of Sydney’s leading brokers, Fane Levy has always had an appetite for sales.

The Better Business Awards NSW Best Customer Service (Individual) finalist joins host Annie Kane on this episode of Elite Broker to discuss how and why he joined Shore Financial, what he considers the markers of success for customer service, and the challenges he has faced throughout his broking career.

Fane also outlines:

- How he tailors his communication style to each client - What his post-settlement process looks like - The qualities he looks for in a junior broker

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The Adviser Podcast NetworkBy Momentum Media

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