CASE STUDY: Trapped Broker To Freedom Broker

Many brokers feel trapped inside their business. This might be because they can’t afford to take time away from work. And even when they do go on holiday, their work follows them through their phone or laptop. Or, it could be because they don’t enjoy all the aspects of running their business.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss how brokers can escape from this trap. The key is to build a mortgage business that can run with or without you. Tune in to learn what you need to do to make that happen.

The Key Questions

Why do many brokers feel trapped? (5:16)
How can you create a reliable inflow of opportunities? (8:24)
What are the two things you need to recognise to execute your business plan? (11:25)
How can brokers reverse engineer their own version of success? (14:43)

What You’ll Discover

Simon: a case study of success (2:25)
How to get started on systemization (7:32)
The final test for a successful broker business (13:03)
Why bigger numbers are not the ultimate goal (16:41)