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When is it Time to Rethink Your Finance Strategy

In this episode of The Bottom Line, Sevan Tuna speaks with Josh Steen, Founder of Lion Financial Group, about building a finance business from zero to 250 clients in three years. They discuss helping SMEs navigate lending, choosing a finance partner, accessing more than 40 lenders, and how technology and AI are reshaping broking. Josh shares his approach to goal-setting, team-building, alcohol-free leadership, and scaling towards 1,000 clients.


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