Gold Coast-based broker James Allen, co-founder of Coastal Financial Consultants, made that exact leap after a decade spanning insurance broking and disability support management. Having crossed the first-year mark in his broking career, he brings a fresh perspective on client education, leveraging old-school networking, and navigating the early days of building a brokerage.

Tune in to find out:

• How he built an 80 per cent referral-driven pipeline.
• Why he uses AI tools to streamline client communication, compliance, and local market research.
• His hands-on strategies for guiding first home buyers through the market and deposit schemes.

And much more!

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