The Adviser Podcast Network

Why this broker merged his business with another


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Leon Spadavecchia, managing director and broker at Financia, placed eighth in the Elite Business Writers ranking 2018 – having moved up 10 places on the prior year. In this episode of Elite Broker, Leon joins host Annie Kane to reflect on his 25 years within the finance sector and discuss how and why he decided to merge his business with another brokerage to form an independent brokerage, Financia. Leon will explain the reasoning behind the merger, how work is distributed across the team, and the types of clients that they service in SA. He will also share his thoughts around the role of AFG within the industry, his stance on the recommendations of the royal commission into banking misconduct, and how changes to trail commission will impact his business structure. Leon will also share: - His tips for new brokers in the current environment - What he attributes to his success - Why he places such importance on referrals

And plenty more!

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The Adviser Podcast NetworkBy Momentum Media

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