Why changing team structure was a ‘game changer’ for Vision Finance

The Adviser Podcast Network

Mornington Peninsula-based broker Katrina Lagos had to hit the ground running when she started up her own brokerage, Vision Finance Australia, more than 17 years ago. But since then, she’s been busy building her brokerage – expecting to have a team of 17 people around her by the end of this year. In this episode of Elite Broker, we catch up with the winner of the Editor’s Choice Award Victoria/Tasmania to find out how she’s grown and structured her team, why she thinks her current structure is a “game changer” for her business, and why she’s counting her “Covid blessings”. Tune in to find out:

• How mortgage broking has changed over 20 years
• The interplay of best interests duty and supporting clients in a rising rate environment
• What she’s learned from Tony Robbins’ mentoring program

And much more!