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In this episode of The LVR Podcast, Ruan Burger and Marissa Schulze explore Week 8 of the Broker Journal: The Devil Is in the Details. It's a topic that might not be the most glamorous, but it's one of the most important — because in broking, the details you miss today can become the problems that define your business tomorrow.
Ruan is direct: most brokers are not naturally detail-oriented people, and that's okay — as long as you build systems and structures that compensate for it. He shares the "as per" rule from his own businesses, where every client instruction, every follow-up, and every key piece of communication had to be documented in writing. A phone call or voicemail was never enough. If you can't say "as per my email" or "as per my notes," you don't have a leg to stand on when something goes wrong.
Marissa expands on the team dimension — noting that a compliance culture has to be led from the top. You can't expect your team to follow protocols you're not following yourself. As a business grows, having well-documented processes isn't just good compliance practice, it's what allows a team to function cohesively and deliver a consistent client experience regardless of who's handling the file.
The challenge this week: how confident are you that the Ts are being crossed and the Is are being dotted — every single time?
Ready to build a business that runs on solid foundations? Explore the Broker Journal at successandbroker.com.au/the-broker-journal
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
Marissa Schulze Linkedin
Marissa Schulze Instagram
Marissa Schulze Facebook
Rise High Financial Solutions
More From Ruan and his company, Success and Broker:
Ruan Burger Linkedin
Ruan Burger Instagram
Ruan Burger Facebook
Success and Broker
By Ruan Burger and Marissa SchulzeSend us Fan Mail
In this episode of The LVR Podcast, Ruan Burger and Marissa Schulze explore Week 8 of the Broker Journal: The Devil Is in the Details. It's a topic that might not be the most glamorous, but it's one of the most important — because in broking, the details you miss today can become the problems that define your business tomorrow.
Ruan is direct: most brokers are not naturally detail-oriented people, and that's okay — as long as you build systems and structures that compensate for it. He shares the "as per" rule from his own businesses, where every client instruction, every follow-up, and every key piece of communication had to be documented in writing. A phone call or voicemail was never enough. If you can't say "as per my email" or "as per my notes," you don't have a leg to stand on when something goes wrong.
Marissa expands on the team dimension — noting that a compliance culture has to be led from the top. You can't expect your team to follow protocols you're not following yourself. As a business grows, having well-documented processes isn't just good compliance practice, it's what allows a team to function cohesively and deliver a consistent client experience regardless of who's handling the file.
The challenge this week: how confident are you that the Ts are being crossed and the Is are being dotted — every single time?
Ready to build a business that runs on solid foundations? Explore the Broker Journal at successandbroker.com.au/the-broker-journal
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
Marissa Schulze Linkedin
Marissa Schulze Instagram
Marissa Schulze Facebook
Rise High Financial Solutions
More From Ruan and his company, Success and Broker:
Ruan Burger Linkedin
Ruan Burger Instagram
Ruan Burger Facebook
Success and Broker

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