The operators actually running finance businesses
We sit down with award-winning mortgage brokers, accountants and advisers to pull apart the exact systems behind their growth: leads, diversification, team structure and nurture. Listen on Spotify, or read the full breakdown.
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The Adviser Who Stayed When Half the Profession Left: Brendan on High-Touch Advice, AI and the Best Decade Yet
Half the financial advice profession walked out after the Banking Royal Commission. Brendan from Access Wealth Group stayed, built a boutique firm on relationships his clients still drive across town for, and now uses AI to hand back the one thing advice always ate: his evenings.
The Broker Who Grew a Nationwide Client Base From Her Phone: Ellie King on Content, Consistency and Caring Less
Ellie King had no client book and nothing to bring to referral partners. So she picked up her phone, posted every day for 100 days straight, and built a mortgage business that now serves clients in every state. Here is exactly how.
The Broker Who Built a Business That Runs Without Him: Emmanuel Guignard on Retention, Teams and AI
Most brokers dream of a business that runs without them. Emmanuel Guignard built one, where 74% of loans come from returning clients and the whole thing keeps humming when he takes three weeks off. Here is exactly how.
The Mortgage Broker Who Writes 5x the Loans: Tony Bice on Diversification, Teams and Leads
Most brokers live loan to loan. Tony Bice built the opposite: a business that writes four to five times the volume of a typical broker and keeps clients for decades. Here is exactly how he did it.