Episode 79

The Instant Expert

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Many new mortgage brokers understandably lack confidence and conviction in their abilities. After all, they can’t claim to possess a wealth of professional knowledge and experience just yet. But does that mean that new brokers can’t really compete with their more seasoned counterparts?

This episode of Mortgage Broker Acceleration explains why this isn’t the case. James Veigli and Ash Playsted discuss how new brokers can hit the ground running as “instant experts”. However, they are definitely not advising new brokers to “fake it until they make it.” Instead, it’s all about positioning yourself as the best broker you can be in your client’s eyes.

The Key Questions

  • What tips and tricks do new mortgage brokers need to succeed? (2:33)
  • What makes potential clients place their trust in a mortgage broker? (6:36)
  • Do you have to be the most knowledgeable mortgage broker to succeed? (10:00)
  • Who do clients ultimately choose to deal with? (12:50)

What You’ll Discover

  • Why positioning matters (3:11)
  • The key mindset shift that new mortgage brokers need to achieve (7:46)
  • Why asking clients smart questions helps to establish a broker’s expertise (15:25)
  • The problem with the “fake it until you make it” approach (20:29)

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