• Finance Specialist: Servicing clients and building relationships

  • Feb 4 2025
  • Length: 23 mins
  • Podcast

Finance Specialist: Servicing clients and building relationships

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  • Summary

  • In this episode of Finance Specialist, join Broker Daily editor Jack Campbell and Accendo’s Trent Carter as they explore the world of SME lending. From servicing clients to developing strong relationships, brokers have the opportunity to make a long-lasting impact.

    Lenders often lump SMEs into broad categories, which can lead to smaller businesses receiving less personalised service compared to larger ones. This creates opportunities for brokers and non-bank lenders to fill gaps, especially for niche needs like invoice financing.

    Brokers must build trust by being honest and transparent with clients, helping them achieve their goals while managing expectations. Overall, the discussion emphasises the importance of personalised service, education, and strategic planning in helping SMEs navigate their financial challenges.
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