Why you should listen

1. Discover how to transform project-based work into a sustainable, recurring revenue model.
2. Learn from Tom Hall about leveraging verticalization and the Zoho platform to enhance your business.
3. Gain actionable tips on building your brand through events, social media, and creating a "moat" around your product.

Are you struggling to transition from project-based work to a sustainable, recurring revenue model? In this episode, I chat with Tom Hall from BluRoot about the challenges and opportunities of verticalization in the mortgage industry. Tom shares his journey as a partner at BluRoot, where he led the development of the Blue Mortgage CRM, transforming it into an industry leader for mortgage brokers in Canada. You'll also learn practical strategies for engaging clients. If you're ready to elevate your consulting business and create lasting revenue streams, this episode is filled with valuable insights tailored for you.

About Tom Hall

Tom joined Bluroot as a partner in 2018 and led their vertical CRM product, BluMortgage, to become an industry-leading CRM used by thousands of mortgage brokers across Canada. Tom has been recognized as an industry "Rising Star" by CMP magazine and now hosts his own podcast, Mortgage Tech Talks.

Resources and Links

• Bluroot.ca
• Tom's LinkedIn profile
• Previous episode: 566 - Beyond the SaaS: Cracking the Code of Business Owner Psychology
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• Paul Higgins Mentoring YouTube channel
• Tech Consultant’s Roadmap
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