Joining ACA Mortgage Solution in eighth place is Acceptance Finance. The company’s CEO, Daniel Di Conza, talks MPA through his business strategies – and the advantages of being an independent operation
What’s the secret to building a successful brokerage?
When designing your business model everybody must win: the broker, the client, the business.
What are the advantages of being an independent brokerage?
Being independent allows you to set your own direction and culture for the business.
How do you think independent brokerages can continue to thrive in today’s market?
I think independent brokerages can thrive in today’s market by identifying their niche and remaining focused on servicing this part of the market better than others.
What advice would you offer to brokers who would like to set up an independent brokerage?
Create a clear business plan and review it regularly.
What’s your strategy for generating new business?
We have two strategies: we aim to offer our existing clients a high level of service that encourages them to recommend others to us, and we will continue to support our referral partners in the accounting and financial planning space.
What is the most important thing a broker can do to grow their business?
Provide clients with excellent service.
What trends have you noticed this year? Have you had to adapt your business strategies to the market conditions?
There seems to be a growing number of financial planning businesses bringing mortgage broking in-house, which has led us to providing services to assist them to do so.
What are your goals and strategies for the year ahead?
We intend to stick to our niche, which should provide us with steady growth into the future.
Have you diversified outside of mortgages? If so, how have you incorporated this into your business?
We have both vehicle and equipment finance and financial planning in-house. These services complement mortgage broking, particularly for our accounting referral partners.
||Level 1, 35 Whitehorse Road Balwyn VIC 3103
Commercial Asset Finance Brokers Association (CAFBA)
|Community / Charity Involvement
Acceptance & Lonsdale Finance Charity Ball at The Sofitel Melbourne on Collins to help raise funds for the Olivia Newton John Cancer & Wellness centre at the Austin Hospital (2013)
Contributed to the opening of the Oncology Department at the Olivia Newton John Cancer & Wellness Centre at the Austin Hospital at Heidelberg. (2012) (http://www.austin.org.au/VirtualTour/DayOncology/DayOncology.htm)
Contributed to build another Liberty Swing at Clifford Park Special School in Queensland. (2011) (http://www.thechronicle.com.au/news/liberty-swing-brings-big-smiles/1477444/)
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