When it comes to working ‘remotely’, technology is your friend. And as a broker, you’ll want to ensure you continue to make it easy for clients to engage your help – and with the need for some businesses to explore how to set up a remote workforce, this blog post will provide you with very specific and actionable steps you […]

At times like these, your clients, your staff, your families and the communities you serve want and need certainty to help them deal with the challenges confronting us. They may not directly voice it, but they do want it. More certainty, more confidence, more leadership. Thinking about Maslow’s hierarchy of needs, a lot of people have reverted ‘down’ the pyramid […]

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 […]