The importance of succession planning

The Adviser Podcast Network

Brokers are known for going above and beyond for clients; but Louisa Sanghera of brokerage Zippy Financial has demonstrated an extraordinary dedication to customer service in a particularly difficult year, as Annie Kane finds out. In this episode of Elite Broker, recorded live at the Better Business Summit in Sydney, host Annie Kane catches up with Zippy Financial’s Louisa Sanghera to discuss her recent win as Mortgage and Finance Broker of the Year at the Women in Finance Awards 2021 and why - despite the accolades - it’s not all been smooth sailing. Tune in to find out:

• What she thinks is the mark of excellence in broking
• How a serious health scare brought into sharp relief the need to succession
• Why brokers need to focus on their wellbeing

And much more!