Networking tips for mortgage brokers

Last month I attended The Adviser’s New Broker Academy in Melbourne and learnt a new thing.  Jason Back was presenting and he showed me a new feature in LinkedIn that I wasn’t aware of.  It was the “Find…

Read more
Let’s do lunch

  Here’s my tip to help you with a lead generation idea:  Do you have any lunch appointments set for this week? If not, get on the phone today and set up a lunch meeting with someone.  If…

Read more
Innovative ways to engage your clients

  Social Media, newsletters and emails can be great ways to reach and engage with your prospects and clients, but they’re not the only options. There are plenty of innovative ways you can connect with and add value…

Read more
How to generate more leads?

  If you have recently started in the industry, you would realise by now that a “lead” is not a lead.  And an unqualified lead is not real.  In fact, unqualified leads cost you – in time and…

Read more
How to show case your finance expertise

    Running your own mortgage broking business is not easy.  Your to-do list never ends:  You have to continue marketing to get customers, juggle the cash-flow, keep updated with lender policies, and get all the important stuff…

Read more
Do you have a team of experts in your business?

I was talking to one of our brokers last month, and she asked me if I knew of a good building inspector.  The reason for her question was that she had a client who was looking to purchase…

Read more
How To Sound Really Interesting To Others

  Have you ever been at a networking event when someone asks “what do you do”, and you say “mortgage broker” with the hope they’ll then enquire about how you could help them? But they don’t. And the…

Read more
How to build the best referral networks

This article is a reprint from MFAA News (published 28 Sep 2016) on an interview with Andrew Tan.     Securing a good referral partner is little bit like dating – you wouldn’t propose to the first person you…

Read more
Key items for a successful mortgage broking business

Since 2003, I’ve met hundreds of mortgage brokers and worked closely with some.  From helping with their mortgage broking business from initial setup, optimising their operations, to selling their businesses for a premium. And one of the observations…

Read more
Nurturing your networks

According to a recent NAB/Genworth/RFi report*, almost half (49%) of broker applicants sourced their broker through a personal referral. And the reality is that the finance business is not business.  Finance broking is personal, and people do business…

Read more

Are you ready to take control of your future?

Get Started