The importance of customer service and the power it has to capture and retain clients was the topic of discussion in this week’s episode of Business Accelerator.

Clients today expect instant engagement. Responding within five minutes of an inquiry significantly boosts conversion.

Further to that, communication must be upheld. The biggest client grievance isn’t about rates or fees – it’s lack of communication.

In a digital age where automation risks making service feel impersonal, brokers who prioritise human connection will thrive.

End of financial year (EOFY) is fast approaching. For brokers, this means clients may be looking to the year ahead, planning budgets.

In this latest episode of Finance Specialist, co-host Trent Carter outlined how important it is to be prepared for this busy period.

It pays to be proactive by engaging with clients prior to the start of the financial year. This will ensure a stronger service and less chance of being overwhelmed.

In this latest episode of Broker Daily Uncut, the team discusses the upcoming RBA cash rate call.

Signs are pointing to a cut. If this happens, brokers should expect an influx of customers.

From first home buyers to SME operators, investors, and those looking to refinance, everyone will be watching the decision closely.

In this latest episode of Business Accelerator, host Alex Whitlock and co-host Broker Essentials’ Jason Back give some guidance on how to turn knowledge into action to drive development.

Breaking down a brokerage is an important foundational step. There are a variety of directions a business can go and what is ‘right’ will depend entirely on the individual’s aspirations.

However, Back said there are some core fundamentals that can help drive success. Prioritising one action at a time and managing the small wins is key to driving sustainable growth.

The financial landscape in 2025 has been defined by one word: uncertainty. From shifting global trade policies to domestic rate cuts and a federal election, borrowers and brokers alike are navigating a complex and ever-changing market.

In this episode, John Flavell (managing director, Wave Money) and Tyler Peters (head of lending) sit down with Broker Daily to discuss the impact of current global and local market conditions on lending practices and broker-client relationships.

• Market uncertainty: A key theme explored is the ongoing global economic volatility and how it affects both borrowers and lenders in Australia.
• Brokers’ critical role: The increasing demand for brokers as reliable advisers in uncertain times is highlighted. Flavell and Peters discuss how brokers are offering crucial insights to borrowers facing complex lending scenarios.
• Wave Money’s unique proposition: Wave Money continues to offer flexible, bespoke lending solutions to self-employed and business borrowers who may struggle to access credit from traditional banks. Peters shares real-life case studies of clients who benefitted from Wave Money’s human-driven underwriting process.
• Key lending insights: Learn about Wave Money’s approach to complex scenarios, including how they handle tax debts, underwriting for self-employed borrowers, and working with brokers to find solutions.

This latest episode of Finance Specialist introduces an upcoming Commercial Finance Masterclass focused on SME lending, hosted by Accendo Financial’s Trent Carter.

This episode emphasises that SME broking is about expertise, not just transactions. The masterclass aims to equip brokers with the confidence and skills to thrive in this space.

The masterclass will provide in-depth training for brokers looking to specialise in SME finance, covering practical skills, financial analysis, and business-building strategies.

The event will be hosted in a live session on 21 May, with interactive elements, Q&A, and workbook exercises.

The upcoming Broker Innovation Summit and Awards, set to take place on Wednesday, 25 June in Sydney, have been designed to help brokers navigate technological change and to recognise innovation across the broking ecosystem.

Joined by Michael Magee, the Broker Daily Uncut team unpack the exciting happenings set for the summit. The agenda is tailored to both experienced and emerging brokers looking to make sense of today’s fast-changing tech landscape.

Alongside the summit, the Broker Innovation Awards will celebrate industry leaders embracing innovation in areas such as customer service, operational efficiency, and business growth.

Gone are the days when clients were satisfied with an annual check-in or a Christmas card. Today’s borrowers expect real-time updates, constant digital engagement, and personalised interactions.

This episode of Business Accelerator with Alex Whitlock and Jason Back explored the constant flux of consumer needs and how important it is for brokers to be aware of a shifting market.

Brokers must move beyond transactional relationships and focus on ongoing engagement, whether through monthly market updates, milestone celebrations, or interactive tools.

The one-size-fits-all approach no longer works. Successful brokers now segment their audience, develop deep expertise in specific areas, and create hyper-personalised content.