Customers can distinguish between genuine human interactions and automated responses. Authenticity matters. Without trust, they will seek alternatives.

This was the topic of discussion in this week’s episode of Business Accelerator. Trust is especially critical in financial advice, where clients rely on brokers to act in their best interests.

AI, automation, and digital interactions can erode trust if overused in sensitive areas. Don’t forsake intimacy for efficiency.

With around 12,500 brokers using the Quickli platform and just over 22,000 brokers in market, the dominant force in the lending space isn’t content with these numbers as it continues to grow and innovate.

Joining Broker Daily Spotlight, Quickli’s chief of staff Kelly Eldridge said the company is continuing to push innovation across all facets of the company to help support a thriving industry.

This immense growth in just a few years comes down to product quality, customer support, and broker feedback. The industry thrives on trust and relationships, which Quickli prioritises.

In this episode of Finance Specialist, Trent Carter and Jack Campbell discuss the importance of prudent financial planning in an uncertain economic climate, balancing optimism with preparedness.

Carter reinforced why you should never count your chickens before they hatch. Brokers should avoid guaranteeing rate movements and instead prepare clients for multiple scenarios.

While many were caught off guard by the decision, it’s important for brokers to help clients focus on controllable factors, rather than speculation.