The Best Kept Secret

Today, all mortgage brokers are expected to be really good at what they do. Customers have become more sophisticated, while referral partners have become more aware. As a result, being good at what you do can’t be your calling card any longer. You need a mindset shift when it comes to marketing yourself.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted unpack what this mindset shift means. They explore how brokers can lean into the unique aspects of their personality and business to make themselves stand out. Tune in to ensure you don’t become a best-kept secret – the amazing broker that nobody knows about.

The Key Questions

What’s the mortgage broker’s #1 responsibility? (2:36)
How can a broker stand out? (6:44)
Why doesn’t the “I’m really good at what I do” marketing strategy work anymore? (7:15)
Does it really pay to be proactive? (16:37)

What You’ll Discover

The café analogy (3:16)
The false assumption that many brokers make (8:02)
John Simon’s 3 golden rules to mortgage broking (14:30)
A simple yet effective challenge to get you started in becoming the next successful broker (17:51)