What separates brokers who just get by from those who build thriving, high-margin, consistent businesses? In this episode of The Leasing Briefing, Alex Carter breaks down the habits, mindset, and daily practices that define the top 5% of brokers in the equipment finance industry.
From deal packaging and credit storytelling to vendor relationships and smart follow-up rhythms—Alex unpacks the real strategies behind long-term success. Whether you’re just getting started or looking to sharpen your edge, this episode is your roadmap to thinking and operating like a top performer.
In this episode, you’ll hear:
The mindset shift that helps top brokers build long-term momentum
Why packaging deals well isn’t just about faster approvals—it’s about building trust
How the best brokers approach follow-up (and why most people get it wrong)
What strong vendor and client relationships really look like behind the scenes
How understanding credit makes you more valuable—and harder to compete with
Why tracking your numbers can unlock smarter decisions and better margins