Feb 20, 2025
Many mortgage and financial advisers chase the dream of a seven-figure brokerage, but is it really a scalable, profitable business? In this episode, I pull back the curtain on my journey—why relying on self-employed advisers was a high-risk strategy, how I transformed my business model, and why focusing on profit over turnover is the key to long-term success. 🚀
🔥 What You Will Learn:
✅ Why turnover is a vanity
metric—and what you should focus on instead
✅ The hidden risks of
self-employed advisers & how they impact your
business
✅ How I streamlined my
systems using Active CRM to scale smarter
✅ The employed vs
self-employed model—how to choose the right one for
you
✅ The 3X growth
strategy I’m using to scale my brokerage to £1M+
🎧 Don’t just build a business—build a sustainable, profitable machine. Tune in now and take the first step toward transforming your financial services business!
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