Episode 45

CASE STUDY: $3M To $15M Per Month In 18-Months

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"To grow your business, what is it that you need the most?" When asked this question, most brokers would say "Well, I need more business. I need more leads." This does make sense since more leads generally mean more customers and more loans.

The catch is that most brokers are already too busy. So, their biggest problem is their inability to handle more leads, not the lack of leads and customers. In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain the psychological and logistical breakthroughs that brokers need to escape this predicament.

The Key Questions

  • Why brokers don’t typically need to focus on finding more customers? (7:50)
  • Why should brokers focus on strategy, structure, and systems? (10:50)
  • How do you bridge the gap between knowledge and implementation? (15:30)
  • How can brokers get the accountability, direction, and guidance they need? (17:12)

What You’ll Discover

  • The shortcuts that brokers take when they are overworked (6:16)
  • The problem with having the typical mindset towards lead generation (8:33)
  • A case study of a broker who went from $3M to $15M in 19 months (13:10)
  • The importance of the metaphorical mechanic (19:55)

Let's Accelerate

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