Webinar: Beyond the loan: Connecting lending, financial advice and clients for life

About this session

Join Ryker Capital’s Malissa Vourakis and Ray Regmi for a fireside chat exploring how stronger collaboration between brokers and financial advisers can support clients beyond the loan. Through real client scenarios and broker experiences, the webinar will cover how to recognise broader financial needs, raise the conversation with clients and make an effective referral while remaining within your professional scope. This webinar will help you: 🎯 Identify gaps in your current client offering and opportunities to strengthen retention, repeat business and long-term client value 🎯Understand how a financial advice partnership can expand the support available to clients while maintaining clear professional boundaries 🎯Apply strategies to remain connected with clients beyond settlement and create meaningful reasons to re-engage 🎯Evaluate the success of a referral partnership through client engagement, service experience, retention and business growth