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This week’s episode of Your Broker Admin brings together the latest Reviews Wrap-Up and a deeper look at some important AML/CTF questions around photo ID retention, alongside another Bonus History Bite. 🧠 Bonus History Bite: July 15 brings two stories of influence and innovation - from the downfall…
This week’s episode of Your Broker Admin explores how our own perception of situations can shape the way we view what’s possible, featuring the latest Reviews Wrap-Up and another History Bite. This week’s Reviews Wrap-Up features some small sweet fish and client conversations that challenge the Chi…
This week’s episode of Your Broker Admin brings together another Bonus History Bite and the latest Reviews Wrap-Up, including an interesting client conversation that challenges the usual focus on rates alone. 🧠 Bonus History Bite: July 8 delivers two very different stories of success - from a bare-…
This week’s episode of Your Broker Admin tackles a confusing NAB home loan update around repayment frequencies and direct debits, while highlighting how consistent review conversations can uncover opportunities and strengthen client relationships. 🧠 Bonus History Bite: July 29 brings two very diffe…
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