🎯 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.

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