Slow: I spend a lot of time listening rather than talking. Every adviser’s business is different and you can’t take a one-size-fits-all approach. A big part of my role is making sure they feel heard and that we’re actually solving their problems, not just selling them a product.
NZA: What kind of advice would you have for BDMs who are hoping to be recognized in the year ahead?
Slow: Focus on relationships, not transactions. If you genuinely care about helping people succeed, the results will come. And don’t underestimate the power of follow-ups. Advisers are busy. Sometimes it’s just about being the person who stays on their radar.
NZA: What are some of your best practices for working with advisers? And lenders?
Slow: For advisers, it’s about making things as easy as possible, whether that’s helping them navigate compliance, streamlining processes, or just being available when they need support. With lenders, it’s about clear communication and making sure everyone’s on the same page. When advisers and lenders work well together, clients win.