Mortgage Broker Acceleration

Your Ideal Client


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Brokers often work with every type of client, simply because “that's just how it's done."

There is a more efficient way, yet 99% of brokers don't do it.

Why? The fear of missing out.

The thought of saying no to a potential client raises eyebrows. How could turning away business possibly support growth?

Focusing on your ideal client might feel like stepping out of your comfort zone, but here's the thing… When you focus on your ideal clients, the work becomes easier and faster.

In this week’s episode of the Mortgage Broker Acceleration podcast, James Veigli and Ash Playsted discuss the concept of identifying your ideal client and the pivotal role of niche selection in business growth.

The Key Questions 

  • Why is identifying an ideal client crucial?
  • How can focusing on your ideal client increase efficiency and effectiveness?
  • What strategies can be employed to gradually transition to an ideal client without risking existing client relationships?


What You’ll Discover

  • The main reason most brokers don’t adopt a niche-focused strategy (1:31) 
  • How established brokers can transition into a niche strategy without risking existing business commitments (3:16)
  • How focusing on your ideal client ensures easier client interactions, streamlined processes, and a better service (6:46)


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!
...more
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Mortgage Broker AccelerationBy Broker Ideas Group

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