Mortgage Broker Acceleration

Many brokers aim to become a kind of ‘mortgage professor’ - someone with the most knowledge. But the fact is, clients don’t really look for the broker with the most expertise and experience. Instead, they’re looking for someone with a personality. Someone who’s put themselves out there as an accessible expert. In other words: a mortgage celebrity.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why being a celebrity is a more powerful marketing tool than being a professor. Tune in to learn how to raise your profile, visibility, and marketability in your area.

The Key Questions

• Are you a mortgage professor? (1:15)
• Who is a mortgage celebrity? (5:00)
• How do you build up your celebrity status? (9:16)
• Why should you become a celebrity rather than a professor? (21:10)
  
  

What You’ll Discover

• What you need to be more than being the number one mortgage broker technician (1:56)
• The reason why clients prefer celebrities over professors (3:59)
• The most powerful marketing tool you can use (8:38)
• Three things you can do to build up your celebrity status (12:39)
• The myth of becoming a niche or micro specialist (and its role in your celebrity status) (15:45)
  
  

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!

As brokers, most of us network and socialise with other mortgage brokers on a regular basis. That’s a good thing and a bad thing. It can be bad because when you’re inside the proverbial jar, you can’t read the label outside. And that means you can miss out on the big picture. More than that, you run the risk of being unable to innovate because you’re inside an echo chamber.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explore how you can get outside the jar. Discover how stepping outside of your usual professional circle can lead you to moments of absolute blinding clarity.

The Key Questions

• How do you know if you’re stuck inside the jar? (2:04)
• What happens when you stay inside the jar? (7:59)
• Why do you need to get outside the jar? (13:24)
• What are some easy ways to get blinding clarity? (11:48)
  
  

What You’ll Discover

• The importance of having an external view on your business (7:23)
• An unlikely way to get blinding clarity (9:15)
• The only way to get outside the jar (11:10)
• The two benefits of getting external validation (17:13)
• Why businesses fail even if they have the “recipe for success” (20:00)
  
  

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!

Over the past several years, the mortgage industry has experienced massive changes. It’s become more professional and more technologically advanced than ever before. But while some view the changes as an opportunity, many brokers believe they pose a threat to their mortgage businesses.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the history and the future of the mortgage industry. They talk about how technology like AI will impact the industry, and they share ideas about how mortgage brokers can adapt and ensure they’ll benefit from the changes to come.

The Key Questions

• What are the key technological solutions that’ll revolutionize the industry that are already out there? (9:35)
• What’s the one thing that technology will never be able to replace? (12:34)
• What should brokers do to take advantage of the available technology? (18:23)
• What’s the key to building a business that runs with or without you? (25:37)
  
  

What You’ll Discover

• The state of professionalization of the mortgage industry (3:06)
• The impact of AI on the mortgage industry (11:06)
• The #1 thing brokers need to do to avoid getting pushed out of the market by AI (12:55)
• The three steps to embracing change (22:27)
  
  

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!

Success is simple. But it’s human nature to overcomplicate things. As humans, we tend to attach our value to our level of productivity. It’s why many mortgage brokers define productivity with how busy they are. As a result of that mindset, they keep adding new, unnecessary things to their businesses that don’t help their growth.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the problem of complexity. They talk about why so many mortgage brokers fail to build efficient businesses and end up being overworked. And they also share the key steps you need to take to simplify your business and get more freedom.

The Key Questions

• Why is it so hard to build a simple (i.e. successful) mortgage business? (4:23)
• How do you beat complexity and build a simple yet successful business? (7:32)
• What mindset shift do you need to stop overcomplicating your business? (10:21)
• How do you make better business decisions (and avoid adding complexity)? (16:19)
  
  

What You’ll Discover

• The #1 reason why mortgage brokers keep overcomplicating their business (5:43)
• The secret behind some of the most successful business models (11:18)
• The key elements of a successful mortgage business (14:54)
• Why having an external partner can help your business (18:09)
  
  

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!

“I don’t need help. I can do everything myself!” It’s an all-too-familiar line for many mortgage brokers. The problem is, they sometimes become so proud that they’re unwilling to consider making changes when their business actually needs it. But the truth is, trying to do everything yourself costs you time and money. And if you’re unable to outsource any work, you’re not building a business - you’re building yourself a high-paying job.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss one of the biggest traps mortgage brokers fall into – the pride trap. They talk about why it’s so easy to fall into it (especially if you’re a successful broker) and share some great tips and mindset shift ideas that’ll help you escape the trap.

The Key Questions

• What is a pride trap and what makes it so dangerous? (1:33)
• Why is it so hard to escape the pride trap? (13:27)
• How do you approach pride the “healthy” way? (16:36)
• What are the three steps to escaping (or avoiding) the pride trap? (19:33)
  
  

What You’ll Discover

• The good and bad sides of pride in business (5:04)
• The mindset you need to succeed in business (and overcome the pride trap) (10:22)
• How you can start escaping the pride trap right now  (14:34)
• The #1 reason why successful people struggle with the pride trap the most (17:45)
  
  

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!

So many people preach about the crucial role of daily success habits to take you from where you are to where you want to be. Unfortunately, they don’t teach the answer to this important question - what are the specific habits you need to make it happen for YOU?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted take a different approach to answer this question. Instead of telling you the habits you must follow, they tell you how they created their own daily success habits - so you can figure out your own list.

The Key Questions

• How do your daily success habits affect your transformation process - moving from having a job to having a business? (3:52)
• Why can’t people stick to these habits, even if they know it’ll lead to success? (6:44)
• Is there a framework that’ll define your daily success habits? (17:22)
• How can you prevent your personal and business life from competing against each other? (22:17)
  
  

What You’ll Discover

• Two words that should define your daily success habits (7:27)
• The mindset shift that helps you identify the habits that lead to your success (13:35)
• The role of happiness in ensuring the success of your mortgage business (15:05)
• How to reverse-engineer your vision of a perfect future (19:12)
  
  

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!

LinkedIn is a powerful social media platform to build your network. It offers a lot of opportunities to make connections and build relationships. Unfortunately, not all mortgage brokers use it to their advantage, mostly because they don’t know how to... But that’s about to change.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why LinkedIn is the best networking platform on the planet. They uncover important truths about this platform and discuss the various benefits of using it - and how you can use it to widen the reach of your mortgage business.

The Key Questions

• What’s the biggest opportunity that LinkedIn can offer to mortgage businesses? (3:16)
• How do you build an audience of potential client prospects on LinkedIn? (5:31)
• What’s the best strategy to get thousands of connections on LinkedIn? (20:24)
• How do you convert and take all your connections to the next level? (28:45)
  
  

What You’ll Discover

• The power of LinkedIn and how mortgage brokers can use it (1:24)
• Branding benefits of using LinkedIn (4:17)
• The best platform that allows speed networking (8:00)
• Dos and don’ts of using LinkedIn (11:58)
• The importance of having a social media strategy to network on LinkedIn (19:00)
• How to build quality connections on the platform (22:12)
  
  

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!

Cross-selling in your mortgage business is a very bad idea. It’s a tricky strategy. And to make it work, you must know how and when to apply it. Unfortunately, some mortgage brokers want to diversify early on in their business by cross-selling. And if you’re one of them... Know that there’s an alternative that offers better results.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the drawbacks of cross-selling and why integrated selling is the best way to diversify your mortgage business to increase revenue.

The Key Questions

• What is integrated selling? (8:52)
• When is the right time to do integrated selling? (12:08)
• How can “mastering the business methodology” help your mortgage business scale? (14:28)
• What’s the best way to deliver irresistible propositions to potential referral partners? (18:23)
  
  

What You’ll Discover

• Different ways cross-selling dilutes your expertise as a mortgage broker (3:37)
• The dangers of having a One-Stop-Shop business model (5:33)
• The ONLY way to make cross-selling work in a mortgage business (8:34)
• Three things you need to master to do integrated selling (12:07)
• The benefits of having integrated selling solutions (17:30)
  
  

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!

Some mortgage brokers use knowledge as an excuse for inaction. They hide behind their need to learn more to delay taking action, as they fear the risks associated with it. But the reality is that too much knowledge without implementation will do you more harm than good.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted focus on the difference between knowing and doing. They discuss why you need to find the balance between the two and how you can bridge the gap so you can start applying what you know and get better results.

The Key Questions

• How do you go from gaining knowledge to getting better results? (1:13)
• How can you measure if more knowledge will be useful to you? (13:35)
• What does it take to change your mindset and overcome the fear of the unknown? (16:53)
• When is the right time to either sit back or take action? (18:07)
  
  

What You’ll Discover

• Why continuous knowledge without improved results is useless (1:03)
• The subtle difference between knowing and doing (6:45)
• The foundation of most successful mortgage brokers (11:19)
• A key element to finally push yourself from knowing to more doing (16:08)
• The importance of getting the right guidance (23:45)
  
  

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!

“The leads are no good. They waste my time!” Many brokers believe that the only reason they can’t convert leads has to do with quality… but they could not be more wrong! The reality is, there's a difference between a warm and a cold prospect (based on the lead source) and you must treat them differently if you want to convert. Otherwise you'll get frustrated, lose time and miss opportunities worth thousands of dollars.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss some of the secrets of effective lead conversion. They talk about the importance of intent and share tips for positioning yourself as an expert and boosting your conversion.

The Key Questions

• Why do most brokers fail to close online leads? (3:45)
• Why do most brokers approach lead generation all wrong? (10:49)
• How do you take control of the conversation with your lead? (14:43)
• How can you multiply your conversion exponentially? (16:49)
  
  

What You’ll Discover

• The importance of intent (5:11)
• The secret to success in lead generation (7:49)
• The lead generation opportunity many brokers miss (12:56)
• The #1 thing you need to do when dealing with online leads (18:34)
  
  

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!