Some months you put your head down and execute.
March was one of those months, but with a lot more air miles than usual.
At Success & Broker, mortgage broker coaching across Australia and New Zealand sits at the heart of everything we do. And last month, that showed up in a big way.
Between heading to New Zealand, launching something our broker clients have been loving, releasing a fully rebuilt Broker Journal, and showing up in rooms that matter, it's been a full one across the Success & Broker community.
Here's a look at what's been happening, what we've launched, and what's coming next.
Across the Tasman - NZ Mortgage Awards and the S&A Community
Ruan and Ryan spent time on the ground in New Zealand last month, presenting at the LFG NZ PD Day, attending the Finsure PD Day, connecting with clients face to face, and finishing the trip at the NZ Mortgage Awards.
The Success & Adviser community in New Zealand continues to grow. Getting over there to spend real time with our advisers, hear what's working, and celebrate their wins is something we don't take lightly.
The standout moment of the trip? One of our very first NZ clients - Cole Murray - took out Brokerage of the Year (Diversification) on the night.
Proud doesn't quite cover it. This is what the community is about.
The $20,000 Home Loan Repayment Competition Is Back
We ran the $20,000 Home Loan Repayment Holiday competition for the first time last year, and the response from our broker clients and their customers was incredible.
So this year, we're running it twice.
The competition gives our broker clients a powerful way to reward their existing customers and generate quality referrals at the same time.
New loan clients receive one entry. Existing clients who refer receive three.
The feedback has been everything we hoped for, and then some. It's become one of the most effective tools our brokers are using to drive engagement and referrals right now.
The Broker Journal: Rebuilt From the Ground Up
Over the past 12 months, we rebuilt the Broker Journal completely.
Working alongside behavioural and neuroscience specialists, the focus was simple: execution.
Because most brokers don't need more information. They need structure they'll actually follow.
The revamped Broker Journal gives brokers 54 weeks of direction. Not theory, not motivation, but practical action built around the habits and behaviours of high performing mortgage brokers.
Whether you're early-stage and building the right habits from day one, established but inconsistent month to month, or growing and feeling the operational pressure, the Journal is built for you.
We ran a live walkthrough webinar with Ryan Devillers in February and the response was overwhelming. The early feedback on the revamped Journal has been everything we hoped for.
Missed the webinar? You can rewatch it here:
Ruan on the Bluestone Broker Hub Podcast
Ruan joined Tony MacRae on the Bluestone Broker Hub podcast for Episode 4 of It's a Broker Thing, and it's a good one.
The conversation covers how brokers can build a powerful brokerage without big budgets, cut through the noise, and stay relevant in a crowded market.
Three words that sum it up:
Complicated. Simple. Compelling.
Make the complex simple. Then make it so compelling that clients keep coming back.
You can listen to the full episode here: It's a Broker Thing Podcast or watch the episode:
Progress Over Perfection
One thing we've been sharing with our community throughout March:
Process is where you end, not where you start.
You start with structure that gives clarity. You end with process that gives confidence.
And the whole time, you keep moving the needle.
We've worked with over 40 companies through Success & Broker. We've never chased perfection once, and we never will.
Progress has always been the goal. It always will be.
Something's Coming: See You in New Zealand 🇳🇿
Every year we take our community somewhere worth going.
Three days. Learning, PD, good food, and even better company.
This year, we're heading to New Zealand.
If you've been part of a previous S&B community getaway, you already know what to expect. If you haven't, this is your year.
More details coming soon. Start clearing your calendars.
Ready to Explore Mortgage Broker Coaching in Australia?
If you're a mortgage broker or brokerage owner looking for coaching that's grounded in real-world experience, not theory, we'd love to connect.
From broker coaching programs and the Broker Journal to our growing mortgage broker community across Australia and New Zealand, Success & Broker is built around one thing: broker business growth that actually lasts.
Onwards and upwards.
