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State Of Play: Powerful Coaching Sessions For Mortgage Brokers And Business Owners

June 14, 2022
State Of Play: Powerful Coaching Sessions For Mortgage Brokers And Business Owners

“Ruan is experienced, passionate and compassionate. What a package! Working with him has been a pleasure. His guidance and support has helped with our vision and strategy and you can’t help but be high energy when he’s around.” - Marlies Hobbs

What Is A State Of Play Session? 

 

One of my favourite sayings is this: “Vision is ahead of you - Strategy is in front of you” and it’s really the basis for our popular State of Play Coaching sessions. 

Over two powerful hours, we work one-on-one to recap where you’ve come from, what’s your reality today and where you want to go next. 

Together we will create a compelling future for yourself, your business and/or team based on your ideas + start to form the plan for how you’ll make it happen. 

By taking just two hours out of your week, you will review what is your NOW and formulate a plan for what YOU want your future to look like. They could just be the most profitable two hours you spend on your business that week. 

 

What We Dive Into During A State Of Play Session? 

 

If you don’t have a vision of where you want to be, how will you know when you get there? During our State Of Play session we look at big picture questions like: 

What do I want to achieve? 

When do I play the best version of me? 

What am I doing this all for? 

How Am I going to make it happen? 

Who do I need to help me get there? 

For a lot of brokers, or owners of broking businesses; it’s been a long time since anyone has asked you these questions, or you’ve asked yourself these questions. 

With the state of the industry, the workload, the clients (and compliance) taking up all the real estate in your every day, there often is zero time for you to work through these questions and create the plans you need to succeed on your own. 

That’s what the State of Play sessions are for, and that’s what we’re here to help you with. 

The Nitty Gritty 

Once you have articulated what you want your future to look like, we turn our attention to the plan;
How is this future plan going to come together? 

More than just a fluffy chat, we’ll drill into the nuts and bolts of action and strategy. 

During our session I draw from my years of experience of building two award-winning mortgage broking businesses so rest assured, the plans you have - I’ve either failed or succeeded at what you’re trying to do and will be able to guide you through some key points in what has brought around those wins and fails. 

It’s Not For Everyone 

 

During our session together I will challenge you to challenge yourself; if this industry was easy, then everyone would do it. So I will challenge you to think smarter, better, bigger.

I’ll ask you whether you’re in dreaming mode or activation mode? I may throw some new ideas at you, or ask you questions you haven't got the answers for. 

So if you’re not ready to challenge yourself, or think differently about how you get to where you want to go, maybe this session isn’t for you. 

If you want to climb a mountain, you must start by taking that first step. Then you learn how to take harder steps. One foot in front of the other - even big goals start small. 

 

What Happens After A State Of Play Session?

 

The session is powerful on its own to get the ball rolling, but the gold nuggets lie in the action you take to implement all the key points we’ve discussed. And this happens after the session. 

To help you get there I’ll provide a recap email with the key points we’ve worked through together plus any notes, ideas and recommendations I’ve mentioned during the session. 

You can use this email to refer back to and check on your progress as you set up the systems to support the vision we’ve mapped out for you during the session. 

“Recently completed the State Of Play session with Ruan which provided some exceptional insights into business performance, alternative rem structures and was able to provide me with a simple game plan that we have now implemented moving forward.” - Ewan Ramsey

 

We Urge You… 

 

To have an open mind; just because a strategy or system doesn’t play out for one business, doesn’t mean you should ignore it. You could take the same strategy or system and with your team - smash it out of the park. 

 

To be open to change; State Of Play sessions are not designed to run through your business, trashing it and completely changing everything - but they are designed to help you look at things differently and we could present you with some out of the box solutions or questions you may not have considered. 

 

To be honest; if you have a burning desire for yourself, your business or team - bring it to the table. If you’re honest about your vision and future, we can help you get there. 

 

Get In Touch today via this form, book your discovery call and we’ll be able to book in your session soon. 

 

State Of Play FAQ’s: 

Are these sessions great for leaders/ leadership teams?
Yep! 

Can I do this if I run a mortgage broker business?
Yes!
 

Could our team enjoy a “State Of Play” session together?
Yes, a slightly restructured version. 

Do I need to have worked with you before?
No, you can enjoy a State of Play session even if we’ve never worked together. 

I’m just starting out - is this appropriate for me?
Yes, just starting out as a mortgage broker or owner of a broking business is the perfect time for a session. 

 

Get In Touch today via this form, book your discovery call and we’ll be able to book in your session soon. [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 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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