When some people start their business, it’s to build a company that will outlast them.  For others, like Victoria Coster, it was simply a means to support her young family. But what started out as a part-time venture run from a small office in Parramatta has grown into a highly regarded agency that’s now helping thousands of consumers fix their […]

Troy Chapman is the founder of Country Wide Wealth, a boutique financial planning practice that has seen exceptional growth since it’s inception 10 years ago. As a business banker turned financial advisor, Troy Chapman recognised that to turn his practice into a business of substance would require more than just delivering outstanding service to clients. For that reason, he sought […]

With the MPA Top 100 writing, on average, 7.92 times MORE than the average for the broking industry, I thought you might find it useful to know what role, if any, social media plays in them writing their volumes. In particular, we’re looking at the usage of the Facebook Business Page as part of their client acquisition and retention strategy. […]

Yesterday The Successful Adviser community was asked to highlight what was wrong with this Facebook message that was used by a mortgage broking company. And the responses / messages I received were spot on. Briefly, here’s why this flunked: The business had mixed messages. They were trying to appeal to multiple different customers in one small advertisement – and speaking the […]

Just a short while back, I received a message from a broker who had done some marketing – but it had zero traction. Worst of all – he had no idea why. To him, the message he wrote looked pretty good. It was well written, grammatically correct, it had his logo prominently displayed in the top right corner – and […]

Several years ago I was a sales management coach & trainer.  That was my entire role – coaching & training sales managers and sales people. The focus with managers was to enable them to become ‘head coach’ by being better leaders of their people – and for the salespeople to write better sales results. As my time in the role […]

You know how the banks educate the public to think the most important thing to consider when getting a home loan is the interest rate? Well, along these lines, it seems many people think the most important thing when posting on social media (namely Facebook) is for their ‘posts’ to get liked. At the risk of being contentious, I’m fervently […]

With loan application volumes healthy and consumers hungry to score a great deal, there’s no doubt opportunities are everywhere, though it seems the Pareto Principle (80:20 rule) very much applies to broker performance. Some brokers quite literally settle 5 to 10 times more than their peers while working comparable hours, so it begs the question as to what these brokers […]