Staying Connected: A Year of Relationships, Not Transactions
As the year wrapped up, we took a moment to look back at what really mattered.
One number stood out.
Zero.
Zero clients left us this year.
That’s not something we measure to pat ourselves on the back. It matters because of what it represents.
It means relationships held.
It means conversations kept happening long after loans settled.
It means people trusted us enough to stay connected as life shifted around them.
Reflecting on what matters most in our work. Strong relationships. Ongoing conversations. And staying connected long after a deal is done.
Photo: Maggie Langtry
Why staying connected matters in finance
At Specialist Broking, we don’t just check in when paperwork is signed. We stay close when life moves, through promotions and redundancies, windfalls and curveballs, growing families, new ventures, house moves, career pivots and everything in between.
Once a year, we run a Specialist Broking Health Check to make sure our clients’ finance still fits where they are now, not where they were when a loan was first approved.
But just as important are the moments in between.
The updates.
The phone calls.
The conversations that have nothing to do with finance at all.
Because relationships aren’t built at settlement. They’re built over time.
That’s what keeps things aligned, not just approved.
Our comms person knocked off early ahead of Christmas, giving me free license with our Canva account. I think they will be impressed with my handiwork.