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 [...]
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 [...]
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 [...]
As a loan writer, your path to success is paved not only by your expertise in crafting loan applications but also by your ability to cultivate and nurture strong client relationships. Establishing positive and professional connections can do wonders for your career. It enhances trust, streamlines your loan writing services, and ultimately leads to increased […]
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 […]
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 [...]
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, [...]
There’s only one exception to the expression ‘never judge a book by its cover’ — your brokerage website, of course! Did you know that it only takes about 50 milliseconds for someone to form an opinion about your website? No, that’s not a typo; 50 milliseconds (or 0.05 seconds) is all it takes — now [...]
Here are a few hard truths: around 81% of New Year’s Resolutions fail. Eight times out of 10, you’re more likely to fall back into old habits, and most people give up on new routines. Why? Because change is hard. We’re not saying this to demotivate or discourage you — quite the opposite. Our goal is [...]
How to Use Technology to Improve the Client Conversion with Guest Ben Shapira Designed for Brokers, made by Brokers. January 11, 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, Validation and Respect = [...]