RomaTalks
In our RomaTalks series, we sit down with professionals in the property industry to hear about their experiences, learn more about what they do, and gain insights into the latest trends and developments shaping the property landscape. Through these conversations, we aim to provide valuable knowledge and inspiration to our audience.
RomaTalks
The Broker’s World: Bridging Finance, Deals & Relationships with Paul Grace | RomaTalks
🎯 Behind YB Financial Advisory – Meet Paul Grace, director of YB Financial Advisory, as he shares his journey from 25 years in banking to launching his own advisory firm in the midst of COVID.
💡 From Banking to Business – With decades of experience in finance, Paul transformed his knowledge into YBFA, a business built on relationships, trust, and delivering value to clients. Discover the secrets behind the strong bonds YBFA forms with every client.
🤖 Tech, AI & the Market – Paul shares his insights on how technology and AI are shaping the financial advisory space, and what it means for clients and brokers alike.
🤝 Partnerships That Work – Learn what YBFA looks for in a lender partner, and how their collaboration with Roma exemplifies the power of strong, mutually beneficial relationships.
🏘️ Advice for Aspiring Brokers – Paul reveals the best ways to break into broking, sharing top tips from his years of experience to help newcomers succeed in a competitive market.