Mortgage Broker Acceleration

CASE STUDY: Why "Jimmy" Is Happier With Less. A Lesson For All Gunning For The Top.


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In an industry that often spotlights massive wins, big numbers, and a huge team, there’s something I need to remind you: Success can be different from one person to another. What may qualify as success to you might not be the same for another broker. This is crucial for you to understand so you can avoid feeling lost, unmotivated, and unhappy.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share the story of one of their clients who redefined what success meant for him. They talked about how the team helped the client realise what kind of success he really wanted. They also discussed the steps they took to guide him toward that path. Tune in to discover their client’s amazing story and how you can find your own version of success in this industry.

The Key Questions

  • What should brokers start to aim for when building a broking business? (5:25)
  • Do brokers really need to exit their business? (8:32)
  • How can brokers use their free time to grow their business? (16:41)
  • What should brokers do to attain ideal business and ideal life? (21:20)

What You’ll Discover

  • Why you don’t always have to have a big goal (3:53)
  • If there’s a one-size-fits-all strategy in the broking business (9:54)
  • The very first step to being a successful mortgage broker (14:21)
  • The one thing that brokers often underestimate in business (17:44)

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!
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Mortgage Broker AccelerationBy Broker Ideas Group

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