Finance Specialist: It’s time for a new financial year reset

In this episode of Finance Specialist, Trent Carter reflected on his own experiences, noting proper client expectations helped manage the workload.

The focus of early FY26 will depend on the individual’s circumstances. New brokers should focus on client acquisition, while established brokers may prioritise nurturing existing clients and referrals.

Want to see more stories from trusted news sources?
Make Broker Daily a preferred news source on Google.