client experience

Adaptability is not just a valuable skill – it's a necessity. And in a world where change is constant, whether it's shifting market trends, evolving client needs, or the introduction of new technologies, it’s also one of your most valuable currencies. To thrive personally and professionally, you must be willing and ready to adapt quickly [...]

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You're a mortgage broker with a wealth of untapped potential. You're standing on the cusp of greatness, but you're not quite sure how to unleash your full power. What if we told you that the key to unlocking your maximum potential lies in the daily routines, behaviours, and habits you cultivate? Welcome, fellow brokers, to [...]

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Are you ready to elevate your game and make a lasting impact as a trusted finance broker? Look no further. This article is your gateway to unlocking invaluable insights and expert strategies that will empower you to become a master of broker marketing. Join us as we delve into the world of targeted marketing, with [...]

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Good news, finance professionals – amongst the current landscape of increasing interest rates (and stress levels), demand for financial services is expected to stay strong. However despite high demand, every industry has its slow seasons – including ours.  To maintain momentum year round, we’ve compiled a selection of effective business generation strategies to help you […]

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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 [...]

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The results are in: the Allianz Risk Barometer 2022 has labelled cyber attacks as the number one threat to businesses across the globe — and your brokerage is no exception. Cybercrime has risen by 13% since 2019 and shows no sign of slowing down, so it’s time to get in the know about protecting your [...]

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Whilst you might like to think that you work with adults and shouldn’t have to ‘manage’ them, the facts are that a workplace’s culture is determined by how the leaders let a workplace be run.  If a leader or a team of leaders is out of touch with the team and the culture of the [...]

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Forget five year plans - if you think back five years ago would you have predicted the state of the world right now? No! - let's think right NOW and let's think about getting to work and smashing some goals in the next three months.   You’ll be surprised how much you can achieve in [...]

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It’s a very competitive market place right now when it comes to finding the right people that are going to help grow your business. Business owners all want to find the best applicants, attract them to apply for the role on offer and welcome them into their team effectively. The time, investment and energy this [...]

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Markets are changing and sometimes without much notice. So instead of letting the market determine your business productivity and success, let’s bulletproof your business so no matter what the market throws at you - you and your business can carry on strong.  By putting some key points into practice (today) you can steer your business [...]

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