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Sending newsletters to clients can be an effective way to stay in touch with them and ultimately generate leads (repeat and referred business). The interesting thing is that when I talk to many brokers I have learnt that brokers are doing lots of different things. Very few brokers are sending newsletters monthly, most are sending Read the full article…

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In my manifesto I wrote about the massive change in the geographical location of the world’s wealth. It used to be that most of the world’s wealth was made/held in the US and Europe. That is rapidly changing and wealth is pouring into the Asian region. I read with interest an article that included a Read the full article…

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Hopefully you’ve enjoyed a break over Christmas and New Year and recharged your batteries. Many brokers will now be turning their attention to 2013 and hopefully setting some lodgement and settlement targets. Once you have set a goal you’ll need to develop a plan to work out how you’ll be able to achieve that goal. Read the full article…

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I would like to thank Ben Kingsley (an Ambassador of The Mortgage Broker Revolution) for being the first Ambassador to contribute to this blog. I invite other subscribers to send me their articles, opinion pieces, views for publication to keep the revolution alive… There is a silent struggle going on between Financial Planners, Accountants  and Read the full article…

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In the past, clients would come to advisors for information and advice. However, today, information is available in abundance – mostly via the internet. Advice is being commoditised too. So what is your main role as an advisor if it’s not to provide information and advice? Allegedly, Leonardo Da Vinci said that “simplicity is the Read the full article…

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I am going to select no more than 10 brokers only and personally coach them over the next 12 months. I will work with them until they achieve the results they set for themselves. More details below but first, why am I doing this? Firstly, my mission is to inspire brokers to take their business Read the full article…

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When we market to prospects we often talk about interest rates and interest rate discounts – comparing rates to other banks, variable versus fixed, compared to the standard variable and so on. The problem with this is that interest rates don’t mean much to people and there’s research to back it up. In his Ted Read the full article…

Will broker market share reach 70%?

Posted by Nov01, 2012 Comments (2)
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The CEO of LoanKit expects the mortgage broker market share to go over 70% – interesting comments and I agree – click here to read. But its up to us… we all need to aim high.  

Key profit driver: 3 levels of advice

Posted by Nov01, 2012 Comments Comments Off
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Knowing how to advise clients is just as important as knowing what to advice to give. You can have the most valuable advice in the world but if the client doesn’t follow it, it’s worthless. What is your approach to delivering advice and do you change it depending on the client? Are you aware there Read the full article…

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This morning I did a radio interview and I was asked what I thought the common mistakes property investors make with respect to borrowing. My answer was that people didn’t seek credit advice which resulted in poorly structured loans (giving rise to lack of flexibility, poor tax planning and poor risk management). I suggested that Read the full article…