LVR Podcast #20 - Bullet-Proof Your Business

The LVR Podcast™ Episode #20 – How Do I Bullet-Proof My Business In A Changing Market?

WE DISCUSS IN THIS EPISODE:

Key notes:

Lead flow has been in abundance, and now you could find yourself in a moment where it stops happening, becomes a little harder.
How do you ensure your flow is protected and it remains?
We’ve had a good run of people wanting to buy, due to our last decade of changes and now we’re going to see interest rates rising and the demand for property easing and that will change the demand for mortgage brokers.
It’s fair that mortgage brokers will be concerned about this – but there are ways to bulletproof your business and adapt with the change.
Go back to the very things at the start that brokers do really well.
We’ve been so reactive on activity and you may find the gap widening now.
Bring in different strategies: once a week, force yourself to have more proactive conversations with your database and your referral sources.
A lot of mortgage brokers have been so busy writing loans they haven’t put in the time into lead nurturing and lead generation work. Now is the time to do this.
Some of us have been spoilt over the last 18 months and now you will have to shift.
Block out time each week or each day to allocate working on your business and building your client base.
Understand what pipeline is vs what database is.
Be conscious about being busy for busy-ness and busy for business. Understand the work you’re doing vs the return on investment.
Be clear on your reason for calling and your reason for engaging with your leads and with your database.
Some mortgage brokers thrive when there is complexity in the market and consumers turn to brokers for support and education. You can be there to stand up and support your clients in a new way.
Your clients want that feedback from you and for you to be an advisor and a trusted voice, but you need to make sure you plant that seed and become the source they turn to when they need advice and education.
Families grow and change and life events happen and need to restructure their finances and talk to their broker – so you need to be Investing time in your business to proactively find and nurture your leads.
Proactive time invested in lead nurturing and building your client base is a long term goal but it is worth it.
Create rhythm in your business and you don’t need to look at the moment.
Build these activities into your routine and they become habits so no matter what is happening in the market you can support your business growth.

Key Quotes

“What are you doing that can fill up your business?”– Marissa

“You can be the one to help your client through a time of change and uncertainty.” – Marissa

“Activity drives activity. Don’t worry about the numbers so much, worry about the activity. ” – Ruan

    
 
 
       Posted on Google  
   
   Ian Winn 
 24 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Anisa Buckley 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Bree Rivers 
 14 September 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Your favourite Bald & Bespectacled broker 
 6 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Christopher Dodson 
 6 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. Thanks Ruan for your insight and warm approach
  
 
      Posted on Google  
   
   Achani Kodippili 
 4 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. That was an amazing journey with Success & Broker. Excellent guidance is simply practical. Thank you team for the opportunity.
  
 
      Posted on Google  
   
   Sara Shome 
 1 August 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Jonathon Rhydderch 
 22 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Alex Ritchie 
 8 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.
  
 
      Posted on Google  
   
   Lachlan McKean 
 6 July 2026
 
 
 Trustindex verifies that the original source of the review is Google. 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.

The LVR Podcast™ Episode #20 – How Do I Bullet-Proof My Business In A Changing Market?

THIS EPISODE WAS BROUGHT TO YOU BY MAP Lawyers

WE DISCUSS IN THIS EPISODE:

serious about

growth?

scaling?

learning?

succession?

recruiting?

lead flow?

process?

brand?

socials?