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3 Tips for Finding Your Rhythm as a Broker

March 13, 2023
3 Tips for Finding Your Rhythm as a Broker

All brokers want to know the answer to this age-old question: What makes one broker better than the next? If you ask us, it all boils down to something we like to call the broker’s rhythm. So the follow-up question is usually, “what is the broker’s rhythm?” 

Is it their process?

The way they provide support to clients?

Could it be their knowledge and experience?

What about how they manage lead flow?

Or perhaps, they’re skilled at identifying the right prospective clients? 

We’re not trying to be facetious, but there isn’t one simple answer — it could be many things! So, how can you choose the right areas to focus on and put your best broker foot forward? In this post, we’ll share our top three tips for finding your rhythm as a broker. 

1. Rhythm in mindset, routines, and behaviours.

Before we dive in, It’s worth pointing out that finding your rhythm isn’t exclusive to brokers — these tips are helpful for bankers and loan writers, too! So, what is ‘your rhythm?’ We like to think of it as your daily routines, mindset, and behaviours that influence how you operate as a broker. 

We want you to find a rhythm that comes as easy to you as breathing and powers your business growth. So start by looking at your daily routine; how do you work best? Choose when you will do administrative tasks, respond to calls and emails, or meet with prospective clients. Sticking to a consistent routine will help you manage your time, prevent burnout, and shape your rhythm.

2. Rhythm in lead flow and relationships

Lead flow and relationship building are at the core of success in the mortgage broking industry. Whether talking about clients or other industry professionals, making new contacts, building trust and nurturing these relationships are essential parts of your broker rhythm. 

Regardless of how you build these connections; networking events, social media, word-of-mouth, or email marketing, to name a few — the key is staying consistent. It’s not a one-time effort; it requires ongoing attention and effort. In doing so, you’ll create a network of trusted contacts and referral sources to keep bringing in more business.

3. Rhythm in embracing the right technology 

From culture and recruitment tools to online calculators and third-party aggregators, technology has transformed our industry! We’ve chatted with countless guests on the LVR Podcast about leveraging tech to remove pain points and make it easier than ever to find your rhythm as a broker. 

Now, it’s important to note that relying only on tech is not the answer. We, brokers, must remain proactive and engaged in the process and not take a backseat. The key is choosing the right technology that can streamline processes, enhance the client experience, and improve efficiency — blending the best of tech with a human touch is the perfect solution.

Go forth and find your rhythm! 

When you find your rhythm, you will find yourself; this is where the magic happens! Here is where you’ll find yourself on the metaphorical dancefloor instead of merely watching from the balcony.

“But what if I have two left feet?” you might say; our advice is to dance anyway and keep dancing until you feel comfortable. There’s wisdom in the saying, “dance like no one is watching,” after all. 

Finding success means understanding who you are as a broker, what drives you and what makes you stand out. By discovering your broker rhythm, you can align your actions and decisions. Remember, people buy the broker, not the product. Your clients want a genuine, knowledgeable, and enthusiastic broker rather than someone simply going through the motions. 

Say, wouldn’t it feel good if every part of your business hummed along smoothly? That your energy was spent on the things that make a difference to your business and attract your ideal clients to you? It’s possible! Ask us about our Proventus Program and discover your rhythm and beat.[vc_wp_text]

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Ian Winn profile picture
Ian Winn
24 September 2026
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Ruan has been my mortgage broking coach for 6 months. Having owned a very successful mortgage broking business and now a coach of many businesses he has unparalleled experience to share with his clients. He does this in a very clear and consultative manner. He is always looking for improvements and innovation for clients to implement in their businesses. He has a big picture approach which really helps you get out of the weeds when analysing your business. He has helped me grow my business and provide clarity to achieve my goals. Thanks for your support.
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Anisa Buckley
14 September 2026
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I have learnt so much from Ruan and the team at Success & Broker. Ruan's practical advice to me as a new broker has been incredibly helpful and I have incorporated many of his strategies and approaches into my own business.
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Bree Rivers profile picture
Bree Rivers
14 September 2026
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Working with Ruan has been great. He genuinely cares about your success and provides honest practical advice from his own experience that can be applied to get real results. I highly recommend Ruan to any broker wanting to grow.
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Your favourite Bald & Bespectacled broker
6 August 2026
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Great weekly 50min session with Ruan himself, done online over Zoom with other brokers. Intimate session of around a dozen people, including Ruan and the host. If you're a new broker and have under three or four years of experience, and wish to get an insight into Ruan's mind + pick up tips and tricks, it's a very good six month-long training program. Even if you're a more seasoned broker like myself (nine years in December 2026), it's worth an education session - I have a few pages of notes and thoughts. Give it a go, brokers.
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Christopher Dodson
6 August 2026
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Thanks Ruan for your insight and warm approach
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Achani Kodippili
4 August 2026
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That was an amazing journey with Success & Broker. Excellent guidance is simply practical. Thank you team for the opportunity.
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Sara Shome
1 August 2026
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I’ve really enjoyed being part of Ruan’s Grow Broker Program. As a broker with an over 5 years of experience, it is easy to reach a point where you feel like you’re doing well but not really moving forward. This program challenged me to rethink almost everything I thought I knew about broking, relationships, branding and what it really takes to build a sustainable career. Ruan has an incredible ability to make you look at your business and thinking from a completely different perspective while providing genuine support and practical strategies that you can implement immediately and easily. It is not about quick wins or generic coaching. It is about building the right foundations and becoming a better broker and business owner. The confidence and clarity I gained through the program played a crucial role in my decision to move into a BDM role. It helped me recognise where my strengths truly lie and gave me the self confidence to take that next step. I would highly recommend Success and Broker to anyone who feels they have reached a plateau or wants to take their career to the next level. It has been one of the best self investments I have made.
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Jonathon Rhydderch
22 July 2026
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The Success & Broker course has been fantastic. As a new broker, you learn a lot about the technical side early on: compliance, lending policy, structuring deals. But what nobody really teaches you is how to build a sustainable business around all that. Ruan's program fills exactly that gap, giving you so many practical, actionable ways to grow: daily habits and consistency, marketing that actually works for a brokerage, operations and systems that scale, and how to genuinely deliver a great client experience rather than just process loans. What I liked most is that it's not generic coaching. It's built specifically around where you are as a broker, whether that's establishing strong foundations early on or working toward running a proper business with leverage and a team behind you. The 'Broker Journal' kept me on track throughout the course and is a great reference point when i need to work on my business. It is like a blueprint for success. All of it is delivered in a refreshingly warm, positive, and genuinely invested way. You can tell they actually care about your outcomes, not just ticking a coaching box. Big thanks to Ruan, and to Ryan too. Highly recommend to any broker serious about building a real business, not just writing loans.
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Alex Ritchie
8 July 2026
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Ruan and the Success & Broker team have been really helpful in getting us to think about how we operate, how we build out or team, and where we want to go. Ruan is super knowledgeable, having spent many years as a broker running multiple firms. He asks the right questions and challenges your thinking.
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Lachlan McKean
6 July 2026
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I've worked with Ruan at Success & Broker for the last 12 months~ and it's been great. Always makes time to discuss what's going on and the advice is invaluable. If you're a broker thinking of using Ruan's services, it's definitely worth jumping on board.
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