How this first-generation broker is succession planning for the second generation

09/12/2025 53 min
How this first-generation broker is succession planning for the second generation

Listen "How this first-generation broker is succession planning for the second generation"

Episode Synopsis

Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next? In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three decades in the industry, why she started up a female broker scholarship program, and how she's running her successful Wollongong-based brokerage with her daughter. Tune in to find out: Why she set up a women's broking scholarship (now called Women on the Move). The ins and outs of succession planning with a family member. Her top tips for aspirational mentors. And much more!

More episodes of the podcast The Adviser Podcast Network