I have helped many brokers greatly improve their businesses and make more money through simple, yet highly effective sales and lead generation systems. I am considering running a one day workshop (in Melbourne on 17 June) for brokers that are serious about taking their business to the next level. I will only accept a maximum Read the full article…

I know that the easiest way to build a mortgage broking business is to maintain regular contact with clients. In fact, I drum into the brokers that I coach to spend 30 minutes each and every day calling past clients. Do that and you’ll soon have a very successful business. Simple! But one frustration I Read the full article…

I enjoyed presenting a webinar for the MFAA last month on how to get more referrals. I received lots of great feedback so thank you to all the people that emailed me. I did an interview with a (financial planning industry) magazine this morning about the impact of converting my business to being “by referral Read the full article…

One of my criticisms of the financial services industry is that too often we are too product focused. That is, we don’t describe what we do as offering a “service” but rather define our service in terms of the products we sell e.g. an insurance broker sells insurance, a mortgage broker sells mortgages. This approach Read the full article…

There’s a line from one of my favourite movies (Boiler Room) which goes like this: “Either you sell the client some stock or he sells you a reason he can’t. Either way a sale is made.” Whilst it’s a bit “American”, it’s a great line. But I think it’s more about energy than “selling”. In Read the full article…

How do you deliver your newsletter? Do you send a hard copy by mail? Do you email it? Or do you simply post it online? The challenge for any business is to get your clients attention. Then, once you have their attention, you need to add value. If you fail to do that each and Read the full article…

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…

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…

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…

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…