What makes a great trail book – and how can brokers maximise their business value? We sit down with Trailblazer Finance’s Simon Lewis to uncover the key factors to look out for when buying or selling a trail book.

In this episode of In Focus, host Annie Kane catches up with Simon Lewis, growth strategist at Trailblazer Finance, to discuss what's driving the current wave of mergers, acquisitions, and trail book sales - and the strategies brokers can use to build and protect the value of their business.

Tune in to find out:

• Why consolidation is reshaping the broking landscape.
• What makes a high-quality trail book in today’s market.
• The common pitfalls brokers should avoid when buying or selling.

And much more!

Read more about trail book valuations in the TrailBlazer Finance ebook here.

After first entering the broking industry four years ago, Loan Market broker Julian Choo has been quickly building his business under the Loan Market brand, supported by four team members.

In this episode of New Broker, host Annie Kane sits down with the Sydney-based broker Choo from Loan Market to explore his journey from real estate to mortgage broking and his plans for future growth.

Tune in to find out:

• Why he transitioned from real estate to broking.
• The role mentorship and learning from top brokers like Daniel Pym guided him in career.
• His strategies for success, including finding a niche and utilising digital marketing to generate leads.

And much more!

Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• How the broking industry is reacting to the mainstreaming of AI
• Key takeaways from the Loan Market Scale Up conference
• The great wealth transfer and how this is impacting the market

And much more!