Podcast

The LVR Podcast™ Episode #5 – Top 3 Ingredients to Ensure Success In Broking

December 29, 2021
The LVR Podcast™ Episode #5 – Top 3 Ingredients to Ensure Success In Broking

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.

THIS EPISODE WAS BROUGHT TO YOU BY WLTH

The LVR Podcast™ Episode #5 – Top 3 Ingredients to Ensure Success In Broking

WE DISCUSS IN THIS EPISODE

When you can overcome the obstacles and the tough times, in the beginning, mortgage broking can be a wonderful career and it’s an amazing industry to be a part of.

Broking is about people dealing with people – it’s a fantastic opportunity to do purposeful and profitable work. But what are the ingredients for success?

Top Three Ingredients For Longterm Successful Brokers:

Marissa’s three ingredients to success:

  1. Be genuine.
    You’re doing it for the right reasons. You have a genuine, strong desire to help people. Be genuine in all your relationships and interactions.
  2. Be reliable and predictable.
    Live up to the expectations of your clients, then go above and beyond. Try to do things before you say you will and excel in your client’s expectations of you. Show that you can deliver on your promises.
  3. Don’t give up!
    The first year or two are tough. It’s difficult to be on top of compliance, and commissions take time to get paid and referral partnerships can be slow. It’s important to push through and keep going. Long term success involves having some resilience and sticking it out.

Ruan’s three ingredients to success:

  1. Be Consistent.
    This is one of the most important things. Invest in yourself in your processes, your systems, your routines.
  2. The 4 C’s: Compliance, Communication, Control, Common Sense. This is about asking the right questions at the right times to give you what you need to know.
  3. Watch your energy and your attitude. Try to see the best in the proposition, see the glass half full, understand that your energy and attitude can be the difference in deals and opportunities. This is who you are at every interaction, how you talk to people and how you manage yourself – it makes a big difference.

Key Quotes

“Broking can be lonely. In these moments, what are you doing about it?”
Ruan

“Relationship is the one thing that allows you the capacity to ask questions and make mistakes. Intention builds great relationships and it’s about connection.”
Ruan

“Consistency helps you build a long-lasting business. That’s only going to happen over time if every time they come to you they’ll get a consistent experience.”
Marissa

“To be successful in anything in life you need to have a positive attitude and great energy. Without these things, it’s really hard to excel in what you do.”
Marissa

More from Marissa
and her company,
Rise High Financial Solutions
www.risehigh.com.au
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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 profile picture
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 profile picture
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 profile picture
Christopher Dodson
6 August 2026
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Thanks Ruan for your insight and warm approach
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Achani Kodippili profile picture
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 profile picture
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 profile picture
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 profile picture
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 profile picture
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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