CASE STUDY: The 1-Touch Broker

Many brokers dream of having a successful mortgage broking business that doesn’t require much of their time. However, most still struggle to enjoy the lifestyle and freedom they want. How do you grow a successful mortgage broking business that doesn’t require you to be so deeply involved in it?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain how you can achieve this elusive goal. They use Sam as a case study. He’s the ‘one-touch broker’ who just needs to hold a 15-minute phone call with a prospective client. But how does he do it? Tune in to find out and learn how to replicate the one-touch system in your business.

The Key Questions

What is a one-touch broker? (2:25)
Is there a “miracle cure” that will ensure you get your desired outcome? (8:53)
What are the two crucial traits brokers need to have? (11:09)
Do competent brokers really need only 10-15 minutes to secure a prospective client? (18:22)

What You’ll Discover

The 3 things that a one-touch broker does (6:33)
The main challenge in implementing the one-touch system (10:06)
The secret sauce to becoming a one-touch broker (10:40)
The important difference between coaching and doing (15:46)