21st May 2020

Step Change for Financial Brokers

Presented by Eamon Twomey, StepChange

Podcast Details:

The world as we know has changed irreparably. Up until mid-February, markets were racing, new business levels were strong and Financial Brokers were pretty confident about the year ahead. With this current crisis, the world of the Financial Broker as we know it, has dramatically changed.

To help Financial Brokers during this time, this podcast will tackle the reality of a new and post Covid-19 world for Financial Brokers and cover the following practical topics:

  • Taking stock of where we are today
  • Where clients need help – NOW!
  • Working effectively
  • Your proposition

About StepChange

Eamonn Twomey established StepChange in 2011, to bring specialist strategy development, sales development and marketing energy to professional financial advice firms. Previous to this Eamonn had worked in a variety of different senior sales and marketing roles in the UK and Ireland in the Financial Services sector. He holds a First Class Honours MBA from the Smurfit School of Business UCD and is a Qualified Financial Adviser.

StepChange helps financial advice businesses to attract more customers and then profitably hold on to them forever.

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