The LVR Podcast™ Episode #30

Written by on June 14, 2023

The LVR Podcast

How to Maximise Value to Clients in a Rising Interest Rate Environment

Designed for Brokers, made by Brokers.

June 14, 2023

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.


Discover the keys to thriving in a rising interest rate environment with our latest podcast on ‘How to Maximise Value to Clients in a Rising Interest Rate Environment.’. This insightful episode with Ruan Burger and Marissa Schulze dives deep into the strategies and insights necessary to navigate the changing market landscape. Join us as Ruan and Marissa share expert advice on adapting your approach and prioritising education, and unlock the tools and knowledge you need to optimise your value proposition and stay ahead of the curve.

Find answers and insights to the following:

  • Are you equipped to adapt your approach to rising interest rates and ensure client satisfaction?
  • How can you maximise your value proposition in a changing mortgage landscape?
  • What are effective techniques for nurturing long-term client relationships and generating referrals during market fluctuations?
  • How can you support clients facing challenges in the current interest rate environment?
  • What role does education play in providing exceptional client experiences?
  • How can you address the needs of clients impacted by rising interest rates?
  • What are the strategies employed by top-performing brokers to build trust with clients in uncertain times?

Key Quotes:

I think there’s a lot of mortgage brokers out there in Australia that have never experienced an interest rate rising environment.” – Marissa

“You have to slow down before you speed up.” – Ruan

“It’s really important to have that shift in mindset as to what is really important to our clients moving forward.” – Marissa

“You can’t ask for referrals, you have to educate for referrals.” – Ruan

“We need to center our value around education, and that needs to be the experience that we provide.” – Marissa

“What has made us who we have become? It’s our clients. It’s not the banks. It was 100% our clients. We have to do the very thing that made them come to us in the first place.” – Ruan

“If you stick to the education focus you’ll survive and thrive this period of upswing in interest rates.” – Marissa



More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin 

Marissa Schulze Instagram 

Marissa Schulze Facebook 

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin 

Ruan Burger Instagram 

Ruan Burger Facebook 

Success and Broker

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