CASE STUDY: The Behind-The-Scenes Transformation Of ”John & Jane” Into A Business Powerhouse

What’s your goal for starting a mortgage broking business? Is it to achieve financial freedom? Is it to be able to go on vacations anytime? Is it to be able to dedicate yourself to a noble cause? No matter your reason, the only way to achieve your goals is if you commit to making your business super profitable and optimised—to the point where you can afford to step back and go on your next big adventure.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share the inspirational story of a powerhouse couple they coached to success. Initially, the couple’s only goal was to have more time on their hands. But now that they are able to go beyond 5x their volumes, they can set their sights on an even bigger goal: advocate sustainability. Tune in to find out more about the couple’s journey.

The Key Questions

• What comes after obtaining financial freedom through mortgage broking? (2:55)
• Can brokers afford to pursue social justice causes (4:09)
• How can brokers let go of doing everything themselves in their broking business? (14:07)
• When does a coaching relationship end? (19:14)
  
  

What You’ll Discover

• Why a sustainable business must suit your personality (9:14)
• The best way to deal with a leaky bucket of leads (11:46)
• Win key partnerships by doing one thing in particular (15:58)
• The reality of coaching relationships (17:43)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!