Jamie Sanderson of The Lending Pad, a firm offering mortgage and insurance advice across Auckland with a team of 11 covering all areas of the city, worked in the financial services sector for 14 years before becoming an adviser, having gained experience at one of New Zealand’s biggest banks. As a newcomer to the advice industry, Sanderson shares some insight into how working with a major bank set him up for success in his new career path.
“I think the number of clients now using advisers rather going direct to big organisations has risen significantly,” Sanderson stated. “This has put the large companies on watch that they have to remain competitive in the market, as loyalty to one organisation is becoming a thing of the past.”
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