Mortgage Broker Acceleration

Building a successful mortgage business goes beyond a predetermined playbook.

It demands strategic thinking, systems development, and leadership skills not typically offered by franchise or licence models.

In this episode of the Mortgage Broker Acceleration podcast, James Veigli and Ash Playsted present a compelling case study featuring dynamic duo, Max and Mary. Their journey showcases how they transformed into effective business leaders, significantly boosting their business's volume and profitability in just 3 years!

Max and Mary's path from aspiring brokers to thriving business owners offers valuable lessons on leadership development, the importance of clear roles in partnerships and the impact of strategic mentorship in achieving business growth and true work-life balance.

The Key Questions

• What challenges do brokers face when transitioning from being sole operators to effective business owners? (2:20)
• How can business partnerships be optimised for success, and what roles should each party play? (11:15)
• What key strategies can brokers employ to scale their businesses while maintaining profitability and work-life balance? (15:30)
  
  

What You’ll Discover

• Key components for success beyond franchise models (5:40)
• The significance of clear roles within a dynamic duo (11:00)
• Essential elements for evolution from chaos to clarity (12:00)
• How to create a thriving business culture (15:40)
• The one thing brokers need to ensure continued business success (18:00)
  
  

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!

Halloween is just around the corner. As kids and parents prepare to dress up, knock on doors, and ask for candy, brokers should get ready to pick up some lessons from these trick-or-treaters. At the same time, take special note of the houses that do get knocked on. Why? Because they’ve got a lot to teach you about what to do as a broker. That is, ask for candy, you get candy. Make it clear that you’re open for business and people will come knocking.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share important lessons for brokers right in time for Halloween. Tune in to find out the best Halloween secrets you can use to grow your business.

The Key Questions

• What can brokers learn from kids who go trick-or-treating on Halloween? (2:01)
• Why do brokers need to be bolder when asking for what they want? (5:30)
• Does transparency matter when asking for referrals? (8:57)
• How can brokers make it clear that they’re open for business? (12:10)
  
  

What You’ll Discover

• The best practices brokers can learn from Halloween trick-or-treaters (2:43)
• How brokers can be more insistent on getting what they want from clients & partners (6:52)
• The difference between asking consistently and demanding what you want as a broker (10:24)
• The amount of effort it actually takes for brokers to get referrals (12:35)
  
  

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!

It’s typical for brokers to get lost in a mountain of tasks. But before you burn yet another midnight oil, take a moment to ask yourself: Is this bringing you closer to your goals? If not, it might be time to pause, reflect, and assess your situation. What is it that you truly want to achieve as a mortgage broker? And what should you be doing to reach your ultimate goals?

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share their personal stories on how they became more focused on their business. They also talk about why success is not about having an endless to-do list and what brokers should be doing instead. Tune in to find out how you can work towards reaching your goals.

The Key Questions

• How can brokers get a clear focus on their goals? (2:31)
• How should brokers work towards their ideal life? (8:59)
• Is coaching really important for brokers? (12:29)
• What should brokers do to reach their goals? (14:49)
  
  

What You’ll Discover

• It’s what you don’t do that matters most (1:03)
• What to do daily to achieve your desired outcomes (3:46)
• The biggest challenge brokers face that they don’t realise (7:15)
• What brokers actually face when simplifying their processes (11:23)
  
  

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 concept of leadership has drastically changed over the past years. From having a “follow me” attitude, leaders must now become the hardest workers so they’ll get the best results. And instead of being the boss, they should be working to make their team and clients happy. This is true, especially in the broking industry, where collaboration is of utmost importance to become successful.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about the changes in leadership styles over the years. They emphasise the importance of leaders being team players to become more productive and reach goals faster. Tune in to learn the benefits of this shift.

The Key Questions

• Is it enough for brokers to expect their teams to do their best and be their best? (5:37)
• Should brokers base their happiness on their client’s happiness? (8:41)
• What should brokers do to have happier clients and better outcomes? (12:21)
• How can brokers and their team be truly happy? (18:28)
  
  

What You’ll Discover

• The old-school style of leadership (3:28)
• The #1 desire most mortgage brokers have (6:58)
• What leadership is really about (13:44)
• What’s at the heart of good leadership (15:31)
  
  

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!

Do people really know what you do as a mortgage broker? If you talk to your closest friends, loved ones, and even your referral partners, can they accurately describe what you do? The reality is that most people don’t know the full extent of a mortgage broker’s job. And this is something you must effectively communicate to make your broking business grow.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted zone in on the value of demystifying the role of mortgage brokers. They share a simple and practical way for brokers to show their true value to others so they can help more clients. Tune in to find out how you can apply this to your mortgage broking business.

The Key Questions

• Do people really know what mortgage brokers do? (00:57)
• How can mortgage brokers let people know what they do? (8:51)
• How can brokers attract more clients to their business? (10:23)
• What should brokers do to get referrals? (17:56)
  
  

What You’ll Discover

• Why brokers have to keep reminding people what they do (4:05)
• Why the broker is like the conductor of the orchestra (7:34)
• One very dangerous thing to do in business (13:55)
• How to avoid getting tangled up in the complex stuff that you do (16:08)
  
  

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!

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!

Love it or hate it, one thing is for sure: Your mortgage broker business needs social media. While it may be plagued with fake news or sensational stories that you want nothing to do with... it is also filled with prospects that can turn into your valuable clients! That’s why you need to be smart about using social media for your mortgage broking business.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted reveal their personal love-hate relationship with social media. They also share how they use it to scale their business. Tune in to find out how to make the most out of social media today.

The Key Questions

• Do brokers have to love social media? (2:13)
• How can brokers use social media for their mortgage broking business? (5:56)
• Do brokers really need to go on social media? (9:11)
• How can brokers avoid getting distracted by social media? (12:32)
  
  

What You’ll Discover

• The typical broker’s love-hate relationship with social media (00:48)
• Why your broking business needs social media (4:26)
• The multi-point validation strategy (7:10)
• Why you need to separate your personal and business social media (10:09)
  
  

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!

The mortgage broking industry is known to be serious. And brokers are stereotyped as intense people who only wear three-piece suits. But guess what? It doesn’t have to be that way! You can insert humour and a little bit of fun every day in your broking business. After all, it’s no longer the 1950s! Even if you start to be more of yourself, your clients will trust you—as long as you get the job done, of course.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about why the mortgage broking industry should not be serious all the time. They emphasise the importance of authenticity in gaining the trust and confidence of clients. Tune in to find out how your mortgage broking business can be more fun starting today!

The Key Questions

• How can brokers make their mortgage broking businesses fun? (3:13)
• Why do most mortgage brokers feel they need to be serious? (9:55)
• How can brokers ensure that their clients will still trust them if they let loose? (15:01)
• What makes clients choose a certain broker over another? (15:20)
  
  

What You’ll Discover

• Why the default for most brokers is to be serious (5:18)
• A perfect example of why brokers should have fun in business (7:35)
• Why you can be who you are (11:21)
• How to make your business fun for you (16:19)
  
  

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!

Distractions are an inevitable part of a broker’s life. And they pose significant challenges, especially in our hyper-connected world. But if you want to make a name for yourself, you must learn how to get rid of distractions. Otherwise, it’ll slow down your progress, making it difficult for you to reach your goals and remain productive and more profitable every single year.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted openly share their personal experiences with distractions. They explore the common reasons why business owners—including brokers—frequently succumb to distractions. And, more importantly, how they managed to overcome them. Tune in to find out how you can do it, too.

The Key Questions

• How can brokers remove distractions in their mortgage broking business? (12:29)
• What are some common sources of distractions for brokers? (16:10)
• Should brokers master multitasking? (20:01)
• How can brokers ensure that their team members are not distracted? (25:26)
  
  

What You’ll Discover

• The dark side of productivity (2:54)
• The big challenge with distraction (14:25)
• Why unread notifications are elevating your stress levels (18:55)
• The Tim Tam Strategy (22:59)
  
  

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!

Artificial intelligence is taking the world by storm. And you might be wondering... how would this affect the mortgage broking industry? Would it mean that brokers would soon be jobless? Far from it. After all, the mortgage broking industry is based on trust. And trust relies on basic human connection, something that AI—no matter how much they develop—can never achieve.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk more about their predictions on AI and how it would reshape the mortgage broking industry. They also share valuable advice on how brokers can navigate this ever changing world. Tune in to find out what the AI revolution means for mortgage brokers.

The Key Questions

• How will technology affect the mortgage broking industry? (13:13)
• Is there a future for mortgage brokers amidst the ongoing AI revolution? (16:53)
• Will clients still prefer human mortgage brokers over AI? (23:30)
• Can brokers rely on AI for coaching? (29:30)
  
  

What You’ll Discover

• The evolving role of mortgage brokers (9:42)
• Future-proofing your mortgage broking business (18:30)
• The value of trust and belief in the broking industry (20:23)
• Why it matters that everyone is different (31:19)
  
  

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!