growth

For mortgage brokers, building and maintaining client loyalty is more crucial than ever. Client retention is not just about providing excellent service; it's about fostering strong, long-term relationships that withstand market fluctuations. In this article, we delve into effective strategies that brokers can employ to retain clients and build long-term relationships. The Importance of Client [...]

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Are you ready to step up your game in the brokerage world? It's time to embrace the power of adaptability.  As a broker, your ability to pivot and react to new information, changing market trends, and emerging technologies can make all the difference between being mediocre and a high performer. Our exploration delves into why [...]

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In our industry, standing out isn't just about the numbers you crunch and the deals you seal - it's about conveying who you are and what you offer. Personal branding and building an online identity can seem like just more items on the to-do list, but they're actually your secret weapons in building a successful [...]

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The appeal of achieving goals with little to no effort is a concept that resonates with many - and, in theory, why shouldn’t it? Effortlessly achieving our desires, with minimal effort and time, sounds almost too good to be true. And perhaps, it is. Yet, this perspective often misses a crucial aspect of success: the [...]

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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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Listen up, brokers! Gifting is like a secret weapon for boosting client loyalty. When done right, it’s a surefire way to improve client relationships, show goodwill, lift your brand perception, and remind your clients that you care about them.  But not all gifts tick the box, and there are some major gifting faux pas you’re [...]

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How To Create an Environment Where Team Members Show Up and Turn Up with Guest Paul Findlay Designed for Brokers, made by Brokers. February 8, 2023 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, [...]

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