Category: Education
The $0 Financial Advisor: Understanding the AI-Enabled Democratisation of Financial Expertise
Within the next 3-5 years, sophisticated portfolio construction and financial advice will be...
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How the New Generation of Brokers Are Building Teams
A new generation of mortgage brokers is emerging, and they look different to what came before. The...
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Commercial Lending – Speed vs. Relationship in a Divergent Market
AUDIO SECTION Listen to the Brief Too Busy to Read? We’ve Got You. Get this blog post’s insights...
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The Renovation Boom Why Renovation Loans Are the New Refinance Market
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The $137 Million Bill Why Brokers Are Paying for Financial Advice Failures and What’s Coming in 2026
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The Separation Tsunami A Broker’s Guide to Financing Divorce Buyouts and Protecting Credit Scores
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Beyond the Cash Gift Structuring Intergenerational Wealth Transfers Without Risking Retirement
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Beyond the Handshake: Structuring Legally Compliant and High-Performance Referral Agreements
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The Retention Blueprint: Converting Annual Reviews into Repeat Business and Active Referrals
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Investor Strategy 2026: Re-Pricing, Rental Yields, and Capitalizing on the Lending Boom
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Automated Compliance: A Step-by-Step Guide to Using AI (Fathom + Zapier) for BID-Ready Client Notes and Follow-Up
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Beyond the Rate: Structuring a Loan Strategy around Green Home Loans and NatHERS Ratings
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