Broker Bulletin

Should you go into business with family?


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What’s it really like to work with family? For Tom and Steve Kelly, it’s been the secret to running a thriving mortgage broking business.

The duo behind Kelly Brothers Finance shares how their yin-and-yang dynamic fuels their growth and keeps family ties strong.

Drawing on Tom’s big-picture vision and Steve’s risk-averse pragmatism, the brothers share the ups, downs, and surprising advantages that come along with building a business with family. 

You’ll hear:

  • How “no filter” conversations help them balance bold growth with stability.
  • Why they lean into family dynamics rather than trying to separate personal and professional.
  • What they’ve done to create a culture where family and staff alike feel valued.

For anyone who has ever considered teaming up with a family member, you don’t want to miss this!

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Broker BulletinBy LMG