Going Commercial with Special Guest; Stuart Donaldson Accendo Financial
Designed for Brokers, made by Brokers.
June 29th, 2022
Designed for Brokers, made by Brokers.
June 29th, 2022
This podcast is our chance to give back to the mortgage broking industry and talk about real issues that are affecting most brokers and loan writers right now. Learning, Validation and Respect = the very foundations of all relationships.
Today we’re talking about “Going Commercial” and diversification with equipment finance, asset finance and commercial lending and what will that mean for you with Stuart Donaldson from Accendo Financial. Here are the top take-away tips:
Top Three Tips To Attract more SME and Commercial Clients:
And – get a mentor.
Stuart says: “Accendo runs a small group, intensive mentorship and can help with gaining accreditation for commercial lending. It is definitely a partnership more than a coaching relationship. We also have an alumni program with the Accendo group of experts”
See here for more details: accendofin.com.au
If you would like a copy of the presentation slides Stuart mentions in the episode, please email Ruan: ruan@successandbroker.com.au
Key Quotes
“What is the difference between a broker doing both residential and commercial and a broker to specialise in one or the other?” – Marissa
“What are the implications of NOT diversifying?” – Stuart
“If I was to start slicing and dicing my time, would that hold me back, would it become my achilles heel?” – Ruan
THANK YOU TO OUR PRESENTERS: RUAN BURGER AND MARISSA SCHULZE
Tagged as 5 C's, commercial, goals, growth, loan writer, mindset, mortgage broker, new broker, recruitment