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The PRO Podcast


Jul 16, 2020

How Mortgage Advisers Can Write More Business with These 4 Steps

In this episode, Gary covers his 4 out of 6 steps to building a high-performance brokerage: set up, Strategy, security and solution. With the housing market starting to get moving you need to make sure you are prepared and have a process which will save you time and keep your standards high! If you enjoyed this episode, please leave a rating and review and we will see you on the next episode of the Financial Pro Podcast.

Adviser Course Interest Page - http://bit.ly/adviserinterest

What Is Covered:

  • Are you ready for the wave that’s coming?
  • These are my 4 areas you need to focus on in your brokerage.
  • How to set yourself up for success.
  • Now is the time to thrive.
  • We have had 82 enquires in July so far…
  • If your marketing has been on point during quarantine you will have a load of leads.
  • Have you got the team behind you?
  • Have you got the right tools and systems in place?
  • Don’t leave any stone unturned.
  • You need a process in order to be hyper-efficient.
  • Data entry is not a task for a pro adviser!

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