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More investors are buying through trusts and non-trading companies. It’s smart, strategic and fast becoming the norm. But for many brokers, it still feels like uncharted territory.
In this episode of Broker Bulletin, Onur Kocabay, founder of Build Invest Grow, sits down with Jeremy Cockram, Head of Lending and Product at Apollo, to unpack how these structures really work, why they’re on the rise, and what brokers should look out for when submitting trust and company deals.
You’ll learn:
If you want to stay relevant with sophisticated investors and small-business clients, this episode will help you make trust lending simple and profitable.
Like this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Want to know more about LMG? Click here.
See omnystudio.com/listener for privacy information.
By LMGMore investors are buying through trusts and non-trading companies. It’s smart, strategic and fast becoming the norm. But for many brokers, it still feels like uncharted territory.
In this episode of Broker Bulletin, Onur Kocabay, founder of Build Invest Grow, sits down with Jeremy Cockram, Head of Lending and Product at Apollo, to unpack how these structures really work, why they’re on the rise, and what brokers should look out for when submitting trust and company deals.
You’ll learn:
If you want to stay relevant with sophisticated investors and small-business clients, this episode will help you make trust lending simple and profitable.
Like this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Want to know more about LMG? Click here.
See omnystudio.com/listener for privacy information.