Adam Rakowski of Ortus Financial built his business on strong customer relationships
Amid the fierce competition in the world of broking, Adam Rakowski stands out for having an empathetic mindset that keeps his boutique business thriving.
One of MPA’s Top 100 Brokers for 2022, Rakowski (pictured above) is the principal of Ortus Financial Services, a company that assists home buyers, property investors, and customers who need other services from motor vehicle and equipment leasing to business loans and consultancy.
In this interview with MPA, Rakowski describes the factors behind his success. He emphasises the importance of client retention by connecting with customers “on a human level” and avoiding a growth-at-all-costs approach.
Rakowski, who was ranked at No.60 on the Top 100 Brokers 2022 report, has many years of experience in the financial services industry and has led Sydney-based Ortus Financial for more than three years.
“Obviously, new clients are important and we strive for growth, but it’s more about sustainable growth for our business,” he told MPA in this video interview when talking about his Top 100 Brokers honour.
As a former private banking professional for 15 years, the award-winning broker has established a formidable network that gives his company the means to solve clients’ problems by linking them with the right solution providers.
“Those networks are hard to come by quickly. You need to build those over many years. And I think for us, our clients appreciate that we can pretty much take any problem, any situation, and we will know someone at a private bank or otherwise who has done that for us before or can help us with that deal,” Rakowski explains.
For Rakowski, maintaining a service-oriented business is ultimately an outcome of three elements: respect, integrity, and accountability.
He says it’s about “treating people how you want to be treated yourself … remembering that a human is on the other end, having empathy for what they’re going through in their jobs and behaving in a way that fosters trust”.
Rakowski says this attitude and emotional intelligence are more significant considerations than experience and competence when hiring employees.
