Episode 90

Too Busy And Can't Say No?

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Too many mortgage brokers fall into the trap of saying yes to everything. They make themselves available to clients almost 24/7 – when their phone rings, they answer. That’s why they eventually end up getting burnt out and the quality of their service suffers with it.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss why mortgage brokers shouldn’t always be available to clients. They offer the best method for changing their “yes mindset” and structuring their client process. Tune in to learn how you can start saying no to more work while building bigger capacities for your broking business.

The Key Questions

  • Why are mortgage brokers always working? (2:14)
  • What does a top adviser look like today? (9:41)
  • How can mortgage brokers increase their credibility? (14:21)
  • Why is saying no essential for a mortgage broker? (18:45)

What You’ll Discover

  • The right mindset that mortgage brokers need to develop (5:09)
  • How to properly structure the client process (10:32)
  • How to become more in-demand in the mortgage industry (12:44)
  • The problem with having too much ambition (20:26)

Let's Accelerate

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