The LVR Podcast™ Episode #39 – Identity & Brand

Written by on February 8, 2024

The LVR Podcast

How to get started building your identity and brand – with guest Sergio Stefano

Designed for Brokers, made by Brokers.

February 8, 2024

This episode of the LVR Podcast with guest Sergio Stefano dives into the world of identity and branding, and utilising social media to leverage it for leads.

In the ever-evolving landscape of the mortgage industry, establishing a strong professional identity and brand is paramount for mortgage brokers seeking to distinguish themselves from the competition. Sergio Stefano, a forward-thinking broker, has demonstrated the transformative power of social media in achieving this goal.

By strategically leveraging platforms like Facebook, Instagram, and LinkedIn, Sergio has not only expanded his reach but also cultivated a community grounded in education and trust. His journey highlights the importance of a broker’s ability to adapt and thrive in a digital-first world, making it a compelling case study for brokers across Australia.

5 Key Points for Brokers to Build Their Identity:

  • Embrace Social Media: Utilise platforms where your audience spends their time to share valuable content and engage with potential clients.
  • Content Strategy: Focus on creating educational and relatable content that addresses the needs and challenges of your target audience.
  • Brand Consistency: Maintain a consistent brand voice and visual identity across all channels to build recognition and trust.
  • Engagement and Community Building: Actively engage with your audience to foster a sense of community and loyalty.
  • Analytics and Adaptation: Monitor the performance of your content and adapt your strategy based on insights and trends to ensure maximum impact

By integrating these key strategies, mortgage brokers can significantly enhance their professional identity, increase their visibility online, and attract more clients in today’s competitive market.


Marissa Schulze
On Consistency: “I think the key is to stick to something. They say that it’s not going to give you a direct return and they might give up too quickly.”
On Followers: “In your experience, what have you found to be the most effective way to build followers on those platforms rather than just people engaging with your posts?”

Sergio Stefano
On Referrals: “The way we started everything, essentially one was just to ensure everyone knew about our services, what we could do, what we could offer, and obviously be able to reach as many people as possible.”
On Starting out: “It’s like building your client database. You have to start from somewhere. It might take a year, might take two, might take three. But the more you can get your own brand, get your name out there, the easier everything you know flows through because you’re building your own social group.”

Ruan Burger:
On Branding: “At the end of the day, “I want to be part of this.” is one of the things that I believe is very important in our industry as we are a client-facing business.”
On Impact of education: “I’ve been a bit of an advocate always saying you need to educate for leads; you can’t ask for leads. And the reason for that is purely because education opens opportunities. “



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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