Business Accelerator: Automate your brokerage without handing it to a machine

Automation can save brokers time, but knowing what to automate, and what to keep personal, is where the real challenge lies.

Julian Barnes and Jason Back unpack how brokers can rethink their processes, identify repetitive tasks, and use automation and AI to create a more efficient business without handing over the client relationship.

The conversation looks at where automation can make the biggest difference, how to measure the value of time saved, and why brokers should fix a broken process before automating it.

Back also shares how smaller brokerages can use technology to compete with larger businesses while keeping the human touch where it matters most.