Finance Specialist: It’s time to get EOFY-ready
May 20, 2025•20 min
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Episode description
End of financial year (EOFY) is fast approaching. For brokers, this means clients may be looking to the year ahead, planning budgets.
In this latest episode of Finance Specialist, co-host Trent Carter outlined how important it is to be prepared for this busy period.
It pays to be proactive by engaging with clients prior to the start of the financial year. This will ensure a stronger service and less chance of being overwhelmed.
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