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The PRO Podcast

Nov 30, 2023

In this episode, we delve into the crucial aspects of growing your mortgage brokerage business. With my expertise, honed since 2003 and enriched by guiding over 700 financial service advisers, I share invaluable insights tailored for mortgage advisers at different stages of their professional journey.

In this episode, you'll uncover:

  • The Growth Journey: Learn about the three pivotal phases of a mortgage brokerage's evolution. Whether you're a solo entrepreneur or leading a small team, this episode provides a clear roadmap for your next steps.
  • Phase 1 - The Startup Challenge: Discover essential strategies for new advisors focusing on lead generation. I share personal anecdotes and effective tactics on networking, social media mastery, and the transformative 'power of one' approach.

  • Phase 2 - Team Expansion and Scaling: Transitioning from solo to a team-based model comes with its unique set of challenges. I break down how to build your team, starting with key hires, and navigating the unpredictability of growth.

  • Phase 3 - Embracing the Business Owner Role: Moving beyond day-to-day advising to a managerial role is a significant leap. Drawing parallels from the Rocky movies, I discuss the mindset shift necessary to enjoy success through your team's achievements.

  • Community Engagement: I invite you to share your journey in the comments. Are you in phase 1, 2, or 3? Let's build a community of growth and learning together!

We hope you enjoyed today's episode; please subscribe, rate and review the show on your favourite platform. 

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