India Business News: Mumbai: The country’s largest web aggregator Policybazaar on Friday received approval from IRDAI to operate as an insurance broker.
Why this broker enjoys ‘complex’ finance
subscribe
A
A
The winner of two awards at the 2021 Better Business Awards in Queensland, Jodie Wolfenden, explains why she enjoys “complex” finance such as investment, self-employed and SMSF.
The Gold Coast broker and Superior Wealth director told The Adviser’s Elite Broker podcast that she has a passion for the “complex stuff”.
While she enjoys assisting first home buyers, Jodie Wolfenden said that she would prefer assisting clients with buying additional investment properties, self-employed clients, and clients with self-managed superannuation funds (SMSF).
“I love making sure that they’re structured correctly, that it doesn’t impede what they want to do in the future,” Ms Wolfenden explained.
Broker consultancy workshop launches
subscribe
reporter
A
A
The business plan to help brokers re-engineer their businesses to be more efficient and profitable will be unveiled at The Adviser’s fourth annual Business Accelerator Program.
Tickets are now available for The Adviser’s broker consultancy workshop, the Business Accelerator Program 2021.
Travelling to Brisbane (17 August), Sydney (19 August) and Melbourne (25 August), this one-day program is jam-packed with hands-on sessions to help busy brokers identify how they can scale their brokerage into a valuable and efficient business asset.
The agenda for the 2021 event has been specifically curated to address the pain points being faced by busy broker directors wanting to grow their business.