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Inhalt bereitgestellt von Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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The Innovators & Investors Podcast
1 Building Trustworthy AI: Navigating the Challenges and Future of Agentic Software with Shane Emmons 38:22
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LVR Podcast
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Inhalt bereitgestellt von Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
The LVR Podcast is a podcast designed for Australian Mortgage Brokers, presented by brokers.
Learning. - The more we learn, the better we deliver. We know what we know, we don’t know what we don’t know. Forever learning.
Validation. - This is an industry of numbers and percentages. As a Third Party we have not only proved our worth, but also our capacity to provide and our innate purpose.
Respect. Respect your clients, your peers, and your distribution channels. And, yourself. We have an industry that we should be proud of, however, it is up to us as individuals to influence better behaviours, better outcomes, and better solutions.
Join Ruan Burger and Marissa Schulze for the LVR Podcast as they present their views on a variety of issues that affect us all as Mortgage Brokers in Australia. Their different and shared perspectives will no doubt inspire, entertain and prove to be of huge value to how you approach your day, and your life.
57 Episoden
Teilen
Alle als (un)gespielt markieren ...
Manage series 3009450
Inhalt bereitgestellt von Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
The LVR Podcast is a podcast designed for Australian Mortgage Brokers, presented by brokers.
Learning. - The more we learn, the better we deliver. We know what we know, we don’t know what we don’t know. Forever learning.
Validation. - This is an industry of numbers and percentages. As a Third Party we have not only proved our worth, but also our capacity to provide and our innate purpose.
Respect. Respect your clients, your peers, and your distribution channels. And, yourself. We have an industry that we should be proud of, however, it is up to us as individuals to influence better behaviours, better outcomes, and better solutions.
Join Ruan Burger and Marissa Schulze for the LVR Podcast as they present their views on a variety of issues that affect us all as Mortgage Brokers in Australia. Their different and shared perspectives will no doubt inspire, entertain and prove to be of huge value to how you approach your day, and your life.
57 Episoden
Alle Folgen
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Send us a text 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…
Send us a text 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…
Send us a text 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…
Send us a text 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…
Send us a text 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…
Send us a text 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…
Send us a text In this episode of The LVR Podcast , hosts Ruan Burger and Marissa Schulze sit down with Matthew Posselt of Elite Finance Australia . With nearly a decade of success under his belt, Matthew shares his journey from starting solo to building a thriving brokerage in Perth. Learn how he balances growth, customer service, and team dynamics while staying true to his vision for sustainable success. Key Takeaways: Starting with overheads like an office and admin staff helped Matthew focus on growth from day one. A smaller, efficient team with a focus on admin support allows for high-quality customer service without diluting the client experience. Simple but impactful touches and involving the team in client interactions, create lasting impressions. Highlighting client successes through photos fosters loyalty, engagement, and social proof. Clarity around business goals and personal values is key to achieving sustainable growth without compromising quality or culture. Quotes: Matt Posselt: On The "Wall of Fame": “And the second thing is it just adds credibility. It shows that when they come to us, we've got happy clients in all sorts of circumstances, and there's proof in the pudding of what we do.” “We don’t burn and churn. We aim to give every client an amazing experience.” “It's all about having a good culture and a team, and that's better when everyone's in the office and talking and sharing. That's where all the benefits really come from." Ruan Burger: “Thinking a little bit different with how how can we use our clients to propel our brand and our identity.” “Little things, like remembering client names, create a personal connection that sets you apart.” “It also means that people working for your business, it's very easy now for them to see the the culture piece, the loyalty piece, how they want to be seen in the market.” Marissa Schulze: “It’s not about growing bigger; it’s about growing smarter to align with your goals.” “Starting a business with a family to support takes bravery and clarity, but it pays off when you stay focused.” “I think it's more about understanding your business goals and understanding your personal goals and then understanding the right structure that's going to support (the business).” 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…
Send us a text In this episode of The LVR Podcast , hosts Ruan Burger and Marissa Schulze sit down with Nick Wilcox from Blue Crane Capital . Nick shares his incredible journey from banking to becoming a $100 million mortgage broker. With insights into building referral networks, managing growth, and setting actionable goals, this episode is a must-listen for brokers looking to take their business to the next level. Key Takeaways: Transitioning from banking to broking requires leveraging existing networks while building new ones. Building referral partnerships is essential, but knowing when to say no is just as important. Setting ambitious, measurable goals helps maintain focus and drive success. Consistent effort and strong support systems are key to scaling a broking business quickly. Larger, more complex deals can enhance growth while maintaining a strong client base. Quotes: Nick Wilcox: "If you tell yourself you can do something, you probably will. Set a $100 million goal, and you might even write $120 million." "There’s a lender for every client - it’s about finding the right fit at the right time." "Building referral partnerships takes time, but consistency and trust make it worth it." Ruan Burger: "Lead flow is cash flow - it's the lifeblood of any brokerage." "Success comes from understanding your clients today and guiding them toward their future goals." "Set a strong foundation for your business, and the growth will follow." Marissa Schultze: "Knowing which referral relationships to say no to is just as important as knowing which ones to say yes to." "Write your goals down, articulate them, and you’ll be amazed at what you can achieve." "Strong lender relationships are the backbone of problem-solving for clients." 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…
Send us a text In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Tim Amourous, Managing Director of Olleh Lending , to discuss how businesses can effectively budget for sustainable growth. Tim shares insights into Olleh Lending's journey from a single-operator brokerage to a multifaceted business, diving deep into the importance of process discipline, team dynamics, and investing in long-term growth strategies. Key Takeaways: Transitioning from a single broker to a multi-broker business requires leaders to adapt and focus on key roles. Tim emphasises the importance of sticking to processes and continuing to reinforce them, even when challenges arise. Growth often requires taking a step back financially before moving forward, investing not only in people but also in internal structures. Building out a diverse offering, including asset finance and commercial lending, has been crucial for Olleh Lending's long-term goals. Tim shares how incorporating an advisory board has provided valuable external insights that contribute to Olleh Lending’s strategy and growth. Listen to the full episode to learn how you can budget for growth in your brokerage and build a sustainable future. Key Quotes: "Growth isn’t just about finances and improving the bottom line. The journey we’ve been on might not be for everyone. There are plenty of successful brokers out there, individual operators with a couple of support making very good money, and they should stick doing exactly what they’re doing." - Tim Amourous "I love what you said about taking a step back before moving forward, because that’s what growth really looks like when you’re building a team and diversifying your services." - Marissa Schulze "When you talk about taking a step back before taking a step forward, I think that’s something every growing broker needs to understand—sometimes growth doesn’t happen without sacrifice." - Ruan Burger "I always challenge people who talk to me around growth, about what it is they’re actually looking to do... there was absolutely a conversation and clarity around the financial investment that was going to be required and clarity on my side that this would mean a step back before it made a step forward." - Tim Amourous "It’s really exciting to see how Olleh Lending has grown, and I think your journey provides a roadmap for brokers looking to transition from a single operator to a multi-broker business." - Marissa Schulze "I love how you’ve been able to bring people with you on this journey. It’s not just about asking people to follow, it’s about showing them a pathway that makes sense." - Ruan Burger 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…
Send us a text In this episode of The LVR Podcast , hosts Marissa Schulze and Ruan Burger are joined by Josh Sherwood, Director of Freedom Property , to discuss how mortgage brokers can effectively collaborate with real estate agents. Josh shares valuable insights on creating strong partnerships between brokers and agents, focusing on trust, providing value, and integrating into the real estate process. He also highlights how brokers can stand out by offering excellent service and playing the long game in relationship-building. Key Takeaways: Brokers need to show agents that they will provide the same level of care to clients as the agent would. Brokers should be proactive in supporting agents, offering ongoing value to remain top of mind. Building relationships takes time, and focusing on long-term growth is key. Brokers must integrate into the workflow seamlessly, helping agents with their clients. Every potential lead is important, whether hot or cold - each represents an opportunity. Focus on providing personalised service to strengthen relationships with both agents and clients. Don’t wait for leads to come to you - proactively engage with agents’ clients and provide support. Key Quotes: Josh Sherwood: “If you want this agent to push you and be your raving fan, you need to treat them well and show them you’ll treat their client the same way.” “This business is about relationships, and if a broker understands the long game, they’ll build solid connections that last.” “The harder you work to build a partnership, the more reliable and profitable that relationship will be.” Marissa Schulze : “Real estate and mortgage brokers go hand in hand, and a successful partnership is all about finding the right balance.” “In broking, we’re so used to educating clients, but the same approach can be applied to referral partners - educating and empowering them to help us help them.” “Every lead is a little miracle, and brokers need to treat it as such, no matter how big or small.” Ruan Burger : “Brokers should see building relationships with agents as recruitment - making a match where both sides benefit.” “A lead is a lead, whether it’s hot or not. It’s up to the broker to nurture it and see it through.” “If you’re not getting leads from an agent, it’s not their fault - it’s yours for not showing you’re the right broker for the job.” 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…
Send us a text In this episode of the LVR Podcast, workplace environment and resilience expert Steve Sharp joins Ruan Burger and Marissa Schulze to share actionable insights on building a workplace culture that fosters connection, clarity, and capability. Discover how to cultivate a team environment where everyone feels valued, empowered, and motivated to go above and beyond. Key Takeaways: Steve's top four tips for business owners with teams to improve the culture of their team to become more effective, productive and more cohesive. The Importance of Connection: Steve emphasises the power of strong relationships and trust, fostering a sense of belonging within your team. Clarity is Key: Unclear expectations and communication lead to uncertainty and negatively impact performance. Establish clear guidelines and maintain open communication to create a thriving work environment. Nurture Capability: Provide opportunities for learning and growth, ensuring your team members feel challenged and supported in their development. Understand Your Team Dynamics: Recognise the unique personalities and strengths within your team, and foster an environment that celebrates diversity and encourages collaboration. Key Quotes: "We are tribal animals by nature. We operate best when we feel a sense of belonging and purpose in the environment in which we operate." - Steve Sharp "One of the big shifts that I had to make mentally...is that, you know, you go from doing client work where you're making [a] massive difference...to leading [a] team. You rarely get someone saying, 'that was an awesome meeting. You did a great job leading that meeting.'" - Marissa Schulze "We talk culture in respect of what we've got to do. But we sometimes in the hiring process, we find ourselves behind the eight ball. And from there then the culture process seems to be a little bit more risque as well, so to speak." - Ruan Burger "Understanding what is involved in growing your business and becoming a leader, adding more people over time to your business adds complexity. And so as you add more people to your business, the further away you get from what you were an expert in." - Steve Sharp "I think it goes beyond capabilities. I think it's also about identifying what type of things you enjoy doing from day-to-day...even if you have the ability to be a great leader, do you actually want to be doing that?" - Marissa Schulze "If you're looking to build capability in your people, understand how to go about it, you must have a strong enough connection for them to be influenced by you to choose to listen." - Steve Sharp "Someone said to me a long time ago: Sometimes you have to do the two things you just like to get to do the one thing you love." - Ruan Burger 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…
Send us a text In the latest episode of the LVR Podcast, our hosts Ruan Burger from Success & Broker and Marissa Schulze from Rise High Financial Solutions dive into the rapidly evolving world of AI with Julian Fayad from Loan Options AI . As AI continues to reshape industries across the globe, we explore its potential impact on the mortgage broking industry. Julian shares his insights into how AI is already transforming the way brokers operate, the future of AI in lending, and the opportunities and challenges that lie ahead. Whether you're curious about the practical applications of AI in your business and wondering how it might affect your role as a broker, this episode is a must-listen. Key points: We discuss the rapid advancements in AI technology over the years, and how quickly AI models are improving and becoming more sophisticated. We explore how AI can streamline the broking process by handling straightforward "vanilla" deals, allowing brokers to focus on more complex cases that require the "human touch". We discuss the future of the role of a broker, and that while AI will be able to handle a significant portion of simpler tasks, the role of the broker will become even more critical as they manage the more complicated and nuanced cases. We highlight how AI can serve as a powerful assistant to brokers, enhancing efficiency and decision-making without replacing the need for human interaction. We talk about the implications for administrative roles and how it might elevate staff to more strategic roles. Key quotes: "The broker needs to be in the driver's seat with the hands on the steering wheel, but the Tesla or the broker technology is going to be sort of keeping them in the lane, making sure they are focused on the road." - Julian "Before you focus on the best deals you need to find out about eligibility first. So if the brokers can do that in seconds or in the case of an API response, 200 milliseconds or less, then how many deals can they assess?" - Julian "AI is going to be disruptive, but it’s about harnessing that power to enhance the client experience and make our roles more impactful, not about being afraid of it." - Marissa "If AI is taking over the simpler deals, brokers will need to adapt by becoming specialists in the more complex cases – that's where we'll truly add value in the future." - Ruan "It's fascinating to see how quickly AI is evolving and what it means for the future of our industry, particularly in how we balance technology with the personal touch that our clients expect." - Marissa "It's not just about AI doing the job faster; it's about using the time it frees up to deepen client relationships and improve t 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…
Send us a text In our latest episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Natalie Howells, a mentor right here at Success & Broker! It's our first time interviewing a mentor, and we're excited to share her wealth of experience and insights into the pivotal role of mentoring in the brokering industry. Whether you're a new broker or an established one, this episode is packed with golden nuggets on the benefits of mentoring and what to look for in a mentor. Natalie dives into her journey, sharing why having real-world brokering experience is crucial to be an effective mentor, she explains how her approach at Success & Broker goes beyond the basics, focusing on behavioural coaching, business development strategies, and the clear vision of a broker's growth and future success. It's not just teaching you knowledge, it's about empowering you to succeed. Key Points: Discover how effective mentoring includes guidance on behavioural coaching and client communicating strategies for long-term success. Find out why it's essential for mentors to have hands-on experience in the industry and how it impacts the quality of mentorship. Discover how mentors can help brokers tackle common industry challenges, such as lead generation and client retention. Understand the significance of maintaining a long-term vision and how mentors can guide brokers to think beyond immediate goals. Discover how even experience brokers can benefit from mentoring. Get tips on the importance of having a financial cushion when starting out to reduce pressure and focus on building your business. Quotes: "It's great to see that there are some good quality mentors in the industry helping our young up and comers and new brokers to the industry." - Marissa Schulze "It's really important for brokers to get the support they need to shape the business that they want to build." - Marissa Schulze "I truly believe if a broker is serious coming into this industry, works with us for that six month time period, I'm confident that they would be running deals by the six months mark, easy." - Natalie Howells "Standing out in the industry isn't just about knowledge; it's about how you interact and build relationships." - Natalie Howells "In the early days, it’s not just about writing loans; it's about finding the opportunities to get you to an appointment." - Ruan Burger "It's about finding the business and then writing the business. What you're (Nat) saying is that you can help with both. It's almost a two for the price of one proposition for a client." - Ruan Burger 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…
Send us a text In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze are joined by Caleb Bax, a rising star in the mortgage broking industry. Despite being relatively new to the field, Caleb has achieved remarkable success, and he shares his journey, challenges, and strategies that have helped him grow. If you're a new broker looking to generate leads and grow your business from the ground up, this episode is for you. Listen in as Caleb discusses his transition from working at K-Mart and studying finance to becoming a successful mortgage broker. Learn how he built strong relationships, leveraged social media, and the importance of mentorship in his early career. This episode is packed with actionable advice for brokers at any stage of their career. Key Takeaways: Caleb emphasises the importance of forming strong client relationships and working closely with real estate agents to generate leads. Discover how Caleb uses social media, particularly reels, to engage with potential clients and grow his brand. Caleb shares how mentorship has played a crucial role in his success, providing guidance and support in the early stages of his career. Learn about the challenges Caleb faced as a sole operator and how he overcame them by implementing efficient processes and time management strategies. Caleb discusses various strategies for generating leads, including attending auctions and building a strong referral network from existing clients, friends, and family. Tune in to hear Caleb’s inspiring story and gain practical tips to boost your lead generation efforts and grow your mortgage broking business. Key Quotes: "Shoot your shot with them [potential clients] because you would be super surprised how many people don't actually have a mortgage broker or anyone in their corner to help out." - Caleb Bax "If you want to have the best chance of attracting the right people to your business, then you do really need to have an employer value proposition." - Marissa Schulze "For you to be successful in this industry, you've got to give more than you get." - Ruan Burger "[On Auctions] Give them a call and understand why they weren't able to win it, what held them back, and seeing if you can get it in there as well." - Caleb Bax "Having that approach of honesty upfront and, you know, transparency with future employees definitely goes a long way." - Marissa Schulze "Would you not go there [auction] when you know there's four bidders but it's only one who can buy the property? If I couldn't talk to the one that bought the property, I'm going to be really interested to talk to the three that didn't." - Ruan Burger 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…
Send us a text 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…
Send us a text In the latest episode of The LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Guest Darren Saul from Saul Recruitment to discuss the crucial steps for recruiting new team members. We address some common challenges faced by business owners when it comes to hiring, especially in a competitive market where finding the right fit is paramount. Darren shares his expertise, offering valuable insights into the initial considerations and strategies for successful recruitment. The episode emphasises the importance of understanding your business needs, leveraging technology and systems, and developing a strong Employee Value Proposition (EVP) to attract top talent. Marissa and Ruan also explore the anxieties small business owners face during the hiring process and provide practical advice on overcoming these hurdles. The conversation is rich with actionable tips and strategies to ensure that business owners can build a cohesive and productive team. Key Learnings: Understanding your actual requirements prevents unnecessary hires and optimises resource allocation. Make your business attractive to potential hires by showcasing your company culture, growth opportunities, and the value you place on employees. Use technology to streamline processes and improve efficiency. Honesty builds trust and attracts candidates who are genuinely interested in being part of your journey. Always be on the lookout for potential talent, even if you’re not actively hiring. Key Quotes: “Recruitment is not just about filling a position, it’s about finding the right person who fits your business culture and vision.” – Ruan “Your Employee Value Proposition should be as strong and well-articulated as your client value proposition to attract the best talent in the market.” – Darren “Treat your employees as your most important clients. If they’re happy, they’ll ensure your clients are happy too.” – Marissa “In recruitment, it’s crucial to ask better questions to understand what the candidate truly values and how they can contribute to your business.” – Ruan “Honesty and transparency with future employees go a long way. It’s about setting the right expectations from the start.” – Marissa “It’s not just about what you offer in terms of salary or persk, it’s about how you come across as a business owner and the culture you create.” - Darren 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…
Send us a text In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze, along with guest Trent Carter from Provident Lending Business Solutions , delve into the pathways for mortgage brokers to integrate commercial lending into their businesses. They address common barriers such as time management and knowledge gaps, and explore strategies for success in commercial lending. The conversation provides valuable insights on maximising opportunities within your existing client base, the importance of education and mentorship, and the potential revenue benefits of diversified brokerage services. Key points from the episode include: Overcoming fear and hesitation related to time and knowledge in commercial lending Importance of time management and delegation to explore commercial opportunities Shift from product-focused to client-focused brokerage to unlock potential in the self-employed sector Commercial lending's significant impact on brokerage revenue Education and mentorship as keys to confidence and success in commercial lending Non-traditional referral sources can be crucial for business expansion Technology's influence on the brokerage industry and the increasing importance of complex lending solutions Key quotes from the episode include: "It's around getting that confidence around you don't need to know everything, and to get comfortable asking the right questions." - Trent "To anyone saying they don't know where to start when it comes to commercial lending, if this is truly a lane that they want to open in their business, you guys have gone and built the highway so to speak." - Ruan "There's more options and opportunities for clients out there with technology, we as brokers need to get a lot better at handling the more complex stuff because that is the stuff that is going to be harder for technology to fill the gap." - Marissa "I actually think that if you do get educated in that commercial lending space, it actually makes you a better resi broker too." - Trent "With human interaction, it's just such a good opportunity for us to not just strengthen our proposition to market and to our clients, but also protect our clients' wellbeing through our engagement." - Ruan "We hope this inspires our listeners to create some time in their busy schedules to invest in their education and upskilling into that commercial space, because there is a huge opportunity." - Marissa 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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Send us a text Welcome to another episode of the LVR Podcast, where we're excited to have Michael Payne from Pinnacle Brokers join us. Transitioning from banker to broker, Michael's journey is nothing short of inspirational. We delve into the motivations, challenges, and triumphs that Michael encountered on the path to becoming a self-employed broker. This episode is a must-listen for anyone interested in the intricacies of making a significant career change or who's just starting out and is itching for some tips! Key points: Strategies for attracting leads and clients, and the crucial role of referral partnerships How flexibility and innovative client engagement strategies contribute to success Overcoming hurdles in attracting referral partners and clients through unique strategies Michael's biggest learnings and some things he wish he knew before he started Insights into Michael and Pinnacle Brokers' plans for growth Key quotes: "We make a commitment [to our referral partners] that we will either call them back or call their clients within 2 hours." - Michael "Lead flow is only the starting point. How we deliver, how we engage, is key and it really makes everything real." - Ruan "I think once you implement the boundaries for them [clients], they actually start respecting your time more as well." - Marissa "The main difference [in broking] is to have that flexibility, that you can build a team that works together to actually get the best outcome for clients." - Michael "And it is all education, we need to educate our clients as much as we educate the referral sources, as much as you educate your staff." - Marissa "One of the things just these last 12 months for you has been communication is key, making sure nothing is left to chance." - Ruan 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…
Send us a text In the ever-evolving landscape of the mortgage industry, establishing a strong professional identity and brand is paramount for mortgage brokers seeking to distinguish themselves from the competition. Sergio Stefano, a forward-thinking broker, has demonstrated the transformative power of social media in achieving this goal. By strategically leveraging platforms like Facebook, Instagram, and LinkedIn, Sergio has not only expanded his reach but also cultivated a community grounded in education and trust. His journey highlights the importance of a broker's ability to adapt and thrive in a digital-first world, making it a compelling case study for brokers across Australia. 5 Key Points for Brokers to Build Their Identity: Embrace Social Media: Utilise platforms where your audience spends their time to share valuable content and engage with potential clients. Content Strategy: Focus on creating educational and relatable content that addresses the needs and challenges of your target audience. Brand Consistency: Maintain a consistent brand voice and visual identity across all channels to build recognition and trust. Engagement and Community Building: Actively engage with your audience to foster a sense of community and loyalty. Analytics and Adaptation: Monitor the performance of your content and adapt your strategy based on insights and trends to ensure maximum impact. By integrating these key strategies, mortgage brokers can significantly enhance their professional identity, increase their visibility online, and attract more clients in today's competitive market. Quotes: Marissa Schulze On Consistency: "I think the key is to stick to something. They say that it's not going to give you a direct return and they might give up too quickly." On Followers: "In your experience, what have you found to be the most effective way to build followers on those platforms rather than just people engaging with your posts?" Sergio Stefano On Referrals: "The way we started everything, essentially one was just to ensure everyone knew about our services, what we could do, what we could offer, and obviously be able to reach as many people as possible." On Starting out: "It's like building your client database. You have to start from somewhere. It might take a year, might take two, might take three. But the more you can get your own brand, get your name out there, the easier everything you know flows through because you're building your own social group." Ruan Burger: On Branding: "At the end of the day, "I want to be part of this." is one of the things that I believe is very important in our industry as we are a client-facing business." On Impact of education: "I've been a bit of an advocate always saying you need to ed 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…
Send us a text This episode of the LVR Podcast delves into the crucial aspects of any successful mortgage broking business: Lead flow, Deal flow, and Work flow. Key insights: The importance of streamlined workflow, dealflow, and leadflow for mortgage brokers. How technology can automate tasks and improve efficiency. The need for customisation to ensure systems reflect brand identity and client experience. The ongoing role of human interaction and relationship building. Tips for choosing and implementing the right technology solutions. The importance of continuous learning and adaptation in the mortgage broking industry. The game-changing potential of technology for client retention and growth. Our hosts Ruan Burger and Marissa Schulze unpack the importance of optimising these flows to ensure seamless client experiences, efficient operations, and ultimately, business growth. They discuss the benefits of technology in streamlining processes, while emphasising the human touch that remains essential for building lasting relationships with clients. Whether you're a seasoned broker or just starting out, this episode offers valuable insights and actionable tips to navigate the ever-evolving mortgage broking landscape. Quotes: "Your business is only as good as its flow. Get the lead, work the lead, and create a deal proposition that makes a client want to come back to you." - Ruan "There's just such great technology out there at the moment that can help you streamline the lead flow, the deal flow, the workflow, and not only streamline it in a way that makes life much easier, it makes the customer experience so much better." - Marissa "You have to look at - when building a system - at what will impact the (client) relationship, what will impact the growth of the experience." - Ruan "What these systems do as well from a compliance perspective, it makes your compliance a lot more rock solid because it means that everything is recorded." - Marissa 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…
Send us a text The rise of Artificial Intelligence (AI) has ushered in a new era in broking (and every other industry, let's be honest), transforming how we navigate and redefine our industry norms. While it's fascinating to witness the exponential growth AI can bring, we want to take a look at Emotional Intelligence (EI/EQ), and what every broker should be mindful of. Amidst this technological renaissance, if you will, Marissa and Ruan discuss the unwavering importance of EI/EQ. At Success & Broker, we've always held the belief that it's the human element that truly sets us apart. We understand that while AI streamlines processes, it's the emotional connections and human insights that forge lasting relationships and elevate client experiences. Join us on this insightful journey as we dissect the interplay between AI and EI/EQ in the realm of mortgage brokers and finance professionals. Through real-life examples and practical insights, Marissa and Ruan highlight how AI's automation complements our industry, empowering brokers to maximise efficiency while preserving the essence of personal connections. Key points: Exploration of AI's role in mortgage broking, focusing on efficiency-boosting capabilities and time-saving potential Emphasising the pivotal role of EI in the broker-client relationships Insights on the delicate balance between leveraging AI for streamlining processes and ensuring personal, emotionally intelligent interactions with clients Discussing the importance of understanding client needs and wants Strategies for leveraging AI to free up time Exploring how the integration of AI prompts an evolution in broking practices, reshaping workflows Key quotes: "We're trying to automate as much as we can behind the scenes so that our brokers and our even our admin team can spend as much customer facing time as possible." - Marissa "When you are looking to implement AI or automation into your business process or your customer journey, you need to weigh up how does the time that it's going to save my team going to impact the customer journey?" - Marissa "Because the reality of it is I'd rather have anyone at a barbecue talk about the way I make them feel versus what I've done for them. I guarantee you today that's what I will remember you for." - Ruan "I think that when people are doing big transactions, when they're buying properties or refinancing their loans, I believe that humans do need humans." - Marissa "The more people you see, the better broker you become." - Ruan "I think the great thing about AI and the technology advancements that we have experienced and are going to experience is that this is going to give us the tools to maybe take it from 20% client facing time to 80 to 90% client facing time over time." - Marissa 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…
Send us a text Are you juggling a busy career while trying to maintain a healthy work and family balance? We've all been there, and sometimes it feels like there's no time for a breather. In our latest episode of the LVR Podcast, our hosts, Ruan and Marissa, explore a crucial topic that's relevant to professionals at all stages of their journey: "Reward and Recognition" through quality time off. Marissa, co-host and experienced professional, shares her incredible three-month adventure with her family across Canada, the USA, Europe, and Africa. An inspiring journey, indeed, but more importantly, it was a lesson in the art of switching off. "It was a test," she says, "to ensure our business could thrive without us." For her and James, her partner, the trip was about stepping away, giving their minds a well-deserved break, and learning to trust their capable team. The result? A thriving business and an incredible experience of clarity and inspiration. One essential lesson from the episode is the importance of "quality over quantity." Whether you have a few days or a few weeks, taking time for yourself and your family, away from work-related distractions, is what truly recharges you. Key quotes: "We are very fortunate with our structure at Rise High that our brokers can take as much time off as they want without impacting their business or their clients because we've got an amazing support structure and process in place where things can still continue without them here and without them having to work whilst they're on holidays." - Marissa "Just taking stock that all the things that you do at work are the very things you shouldn't be doing If you go on holiday." - Ruan "If you do want to be in a position where you can have that flexibility to take that leave, you really have to be part of a team or build a team." - Marissa "You've got to find a system that allows you to take stock, take time out, reward yourself." - Ruan "So I think if you embrace the opportunity to step outside of the business, it is an opportunity to learn and evolve and will only make you stronger as a business owner and as a person." - Marissa "It's the little things that make us think, it's the little steps for the big wins in respect of quality over quantity." - Ruan "We started Rise High because we wanted to make a difference to our clients, but we also wanted to have a really great family life as well." - Marissa 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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Send us a text Whether you're embarking on your journey as a mortgage broker or have an eye on your exit plan, this episode is a must-listen. We explore what exit strategies are, why they should be on your radar, and when it's the right time to start thinking about them. Join us as Marissa Schultze chats with Ruan Burger, a seasoned mortgage broker with a track record of successful business exits. He's here to share his insights on this critical aspect of your broker journey, from understanding the 'when' to considering the 'how.' Tune in to discover: The importance of timing and strategy in your mortgage broker exit plan. Insights from Ruan's personal experiences, exiting not one but two successful broker businesses. Valuable tips to consider on your journey, whether you're just starting or you're well into it. Quotes: "Part of what we do with our clients is discuss exit strategy. We consciously keep them accountable to say: When does such a choice become a reality?" - Ruan "I like shifting that to just having choices, knowing that you may not want to sell, it might not be something that's at the front of your mind at this stage, but maybe it's just about having choices in your business." - Marissa "And from there I built the Family Plan vs Business Plan, because I came to realise what things should be non-negotiable for my family and what can I then build around it." - Ruan "It's just really understanding what it is you want, what are your strengths and weaknesses and what is it going to give you, or help you to achieve your goals and objectives long-term." - Marissa "Action dictates priority. As soon as I knew I wanted to sell, it was the actions that were more important to me than the priority of getting there." - Ruan 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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1 Going Social - What's going to give you the Biggest Bang for your Buck? with Guest Darrell Weekes 22:11
Send us a text In this insightful episode of the LVR Podcast, we sit down with Darrell Weekes from Purple Thread Marketing to unravel the mysteries of the ever-evolving world of social media for mortgage brokers turned business owners. Our engaging conversation explores key strategies for success, and what really works and what doesn't in the realm of social media for brokers turned business owners Here are five key takeaways: Social Media Simplified: Darrell emphasises that social media platforms are tools to deliver your message, not the message itself. Choosing the right platform is essential, and focusing on the message is paramount. Leads, Not Likes: Likes and followers are nice, but what you really want are leads. Darrell explains the importance of turning engagement into tangible business outcomes. Google Business Profile Power: The single most powerful social media tool for mortgage brokers is a Google business profile with five-star reviews. Learn how this can skyrocket your leads. YouTube's Untapped Potential: Discover the immense power of YouTube as a platform for generating leads by providing valuable informational content that your audience is actively searching for. Optimising for Success: Darrell shares tips on optimising your Google Business Profile and YouTube channel to maximise their effectiveness and boost your visibility. Tune in to this episode for a masterclass in navigating the social media landscape for mortgage brokers and discover how to stand out and thrive in the digital age. Key quotes: "Marketing and social media is something probably outside of the comfort zone of most of the people in this industry, but obviously there's a lot of talk around the fact that we need to be doing this to be successful." - Marissa "Us brokers are found more frequently on these platforms, then the chances are brokers tomorrow become the client's first choice." - Ruan "Remember, social media is a collective term for platforms that allow you to engage with an audience. That's all. Some of them have no application for you whatsoever." - Darrell "You've got to pick your tribe, maybe this one first, invest in it, go hard in it, build it. And then, if you want to do another, then go to the next, rather than trying to do them all at once." - Ruan "You've given us so much great insight into some things that we can ALL do." - Marissa "For local mortgage brokers, brand awareness comes through your own work and having people understand the value that you deliver." - Darrell 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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1 What's involved in Recruiting Graduates for my team using a Recruiting Company, and how much does it cost? with Guest Sam Longfield 18:56
Send us a text Welcome to another insightful episode of the LVR Podcast! Hosts Marissa Schulze and Ruan Burger are joined by Samuel Longfield from Fuse Recruitment to explore the world of graduate recruitment within the mortgage broker industry. Discover how Fuse's innovative graduate program aims to bridge the gap between graduates and brokerages. Samuel delves into the strategic approach Fuse takes, including personalised candidate profiles and strategic partnerships, ensuring both graduates and employers are set up for success. Whether you're a brokerage seeking fresh talent or a graduate ready to embark on a fulfilling career journey, this episode has the insights you need. Tune in to explore the strategies that are shaping the future of recruitment in the mortgage broker industry. We discuss in this episode: Challenges of recruitment in the mortgage broker industry due to its cyclical nature. The need for innovative strategies to address evolving market demands. The concept of the graduate program as a solution to the industry's recruitment challenges. The importance of aligning candidates' attitudes and desires with the industry's demand The value of personalised candidate profiles and one-way interviewin Fuse's engagement model is designed to support businesses in finding the right talent. Fostering long-term partnerships between brokerages and candidates. Insights into the dynamic landscape of the mortgage broker industry and its future outlook. Key quotes: "As we all know, recruitment has been a bit of a bane of our existence for a long time. Every time you have to recruit you find yourself in a position where it's almost like you have to remind yourself: How do I play this here?" - Ruan "For us it's about finding clients that are able to facilitate that growth, facilitate their career and also be a fantastic entry point to mortgage brokers." - Samuel "Definitely there’s someone there you can reach out to if you wanted to build your business and get some really good young grads in, you know, some form of investment in the future of your business." - Marissa "I love that you've taken recruitment almost to a similar play like briefs for brokers, where at the end of the day, for me as the client, yes, I do want this type of person. Why? Because I know where I want to go." - Ruan "So before a candidate reaches a client, the client has the ability to watch a one-way interview between the candidate and pre-prepared questions. This is something that Ruan and I have talked about at length is making the question specific to the industry and what the brokerages actually care about." - Samuel "I think that one of the things that we need to solve as an industry is having better career pathways and better ways that people can come into the industry." - Marissa 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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Send us a text WE DISCUSS IN THIS EPISODE As a mortgage broker, staying ahead of the curve and providing valuable insights to your clients is crucial in today's dynamic finance industry. In this thought-provoking episode, we shed light on the role of comparison websites and their impact on brokers. Get ready for a captivating discussion that might just change the way you view comparison websites and their potential as a tool in your broker toolkit. Take a listen now. Find the answers to the following: - Are comparison sites competitors or complementary resources for brokers in helping clients find the right mortgage? - How can everyday finance websites like savings.com.au benefit mortgage brokers and keep them updated on market-relevant information? - How can comparison sites bridge the gap in financial literacy while collaborating with brokers to educate Australians about personal finance? - Will comparison sites adjust and become broker-focused, as they move toward using content from brokers? - Curious about the ever-changing market and finance trends? Discover how savings.com.au keeps pace with new developments and provides insights for everyone. Key quotes: "When 7/10 people use mortgage brokers it's good to know what sites are out there to tell our story, to tell the market what happens in our areas as well as what's market-relevant for us mortgage brokers." - Ruan "I appreciate the value of a site like this because it provides access to another layer of knowledge that we can readily share with our clients." - Ruan "Looks like you're doing some great stuff in terms of the education space, thank you so much for sharing that information with us." - Marissa "That brokering service is always going to be there in Australia. Even some of the people in the team here, who you could consider high-level of expertise in the home-loan space, still prefer to go through a broker, just for convenience." - Dominic 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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1 Australian Lending & Investment Centre's Damian Brander talks Investment Lending & Education. 25:39
Send us a text WE DISCUSS IN THIS EPISODE Join Ruan, Marissa and Damian from Australia Lending and Investment Centre in this engaging conversation as they dive into the world of investment lending and education. Discover the strategies that the ALIC employs to minimise cash flow impact for their investment clients, get the inside scoop on the pros and cons of niche specialisation vs diversifying, and learn more about their unique career pathway program. Plus, uncover how ALIC has fostered a diverse team, celebrating achievements in gender and cultural diversity. Don't miss this enlightening discussion on specialisation, education, and building a skilled and inclusive workforce. Find answers to the following: - How does ALIC see the current market challenges as exciting opportunities for investors? - How does ALIC minimise cash flow impact for their investment clients? - What are some examples of ALIC's successful collaborations with experts from related fields? - What are the advantages and disadvantages of niche specialisation in mortgage brokering? - How does ALIC's career pathway program support the development of expertise and ensure high-quality brokers? - How has ALIC fostered gender and cultural diversity within their team and the benefits they have experienced? KEY QUOTES "What we’ve done is we’ve invested in people at the very beginning, and we’re showing them that you can become a broker, that it’s not this hard cliff you have to jump off and sort of make it on your own." - Damian "I think our industry needs to see more of those career pathways being set up so that we can try and get some good young people into the industry, and make sure the quality and equality is there." - Marissa "There’s a big investment that comes into play because you almost have to build your employees in a certain form to be sure that they deliver on what you’ve been selling to the market in respect to your capacity." - Ruan "For us it makes a lot more sense to invest in people at a very early stage and grow them through all of our business roles to ensure that they are appropriately trained and have the right skills and the right experience and technique to mirror what we expect of our investment lending managers." - Damian "The trust equation is very simple, it’s all about what’s in the best interest of the client." - Damian "A lot of our listeners will be torn between specialising in a niche and diversifying, and you’re obviously a very successful example where specialisation has worked really well for you." - Marissa "The tests are already done. From what ALIC has done in terms of the career pathway program, they've got enough information to show us all that it is working. At a grassroots level we can make our industry ev 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…
Send us a text WE DISCUSS IN THIS EPISODE Discover the keys to thriving in a rising interest rate environment. This podcast episode with Ruan Burger and Marissa Schulze dives deep into the strategies and insights necessary to navigate the changing market landscape. Join us as Ruan and Marissa share expert advice on adapting your approach and prioritising education, and unlock the tools and knowledge you need to optimise your value proposition and stay ahead of the curve. Find answers and insights to the following: Are you equipped to adapt your approach to rising interest rates and ensure client satisfaction? How can you maximise your value proposition in a changing mortgage landscape? What are effective techniques for nurturing long-term client relationships and generating referrals during market fluctuations? How can you support clients facing challenges in the current interest rate environment? What role does education play in providing exceptional client experiences? How can you address the needs of clients impacted by rising interest rates? What are the strategies employed by top-performing brokers to build trust with clients in uncertain times? Key quotes: “I think there’s a lot of mortgage brokers out there in Australia that have never experienced an interest rate rising environment.” - Marissa “It’s really important to have that shift in mindset as to what is really important to our clients moving forward.” - Marissa “You have to slow down before you speed up.” - Ruan “We’re setting an experience trend with our clients to know if this was to happen again, this is what would happen, this is how it’ll work and this is how we will deal with it.” - Ruan “We need to center our value around education, and that needs to be the experience that we provide.” - Marissa “You can’t ask for referrals, you have to educate for referrals.” - Ruan “What has made us who we have become? It’s our clients. It’s not the banks. It was 100% our clients. We have to do the very thing that made them come to us in the first place.” - Ruan “If you stick to the education focus you’ll survive and thrive this period of upswing in interest rates.” - Marissa 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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LVR Podcast
1 Using Technology To Take the Pain Out of Finding the Right Lender for your Client with Guest Eric Dill 21:57
Send us a text We discuss in this episode: Chatting with Eric Dill, Co-founder of Quickli , we cover what’s happening in the tech world and how mortgage brokers can leverage it to support clients further and enhance the overall client experience. We also touch on the gap in the market Quickli (and brokers) have identified and why finding the right balance of tech and human touch is key moving forward. Quickli brings 20+ lender calcs into one, easy-to-use interface that allows brokers to place a deal faster than ever before! Tech like Quickli doesn’t replace but enhances brokers’ capabilities and reach — freeing them up for more time to spend on other key tasks; any good tech only strengthens the brokers’ proposition. Even if products like Quickli were directly available to consumers, they’re still going to welcome the opportunity to get a broker involved — they’re going to want that handholding. Looking ahead, we can expect to see more third-party services popping up, bringing in more technology and opportunities for aggregators. Scaling business will become difficult for brokers unwilling to adopt newer tech — don’t be afraid; embrace it. But don’t become lazy; brokers still have due diligence to tick all the boxes. Key Quotes: “The future of the industry is going to require brokers to adopt the right tech, and there needs to be the right blend of tech and the human element.” — Eric “There’s always an exception to the rule, and good brokers know that good policy is great, but the exception to the rule is better.” — Ruan “Aggregators can help us remain compliant and keep us doing what we do best, and that’s selling compliantly.” — Ruan “The time we’re saving with tools like Quickli, we should be reinvesting into our clients.” — Marissa 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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LVR Podcast
Send us a text We discuss in this episode: How do you build the right team culture and become an amazing leader if you’re new to recruiting or leading? It’s a scary task for many business owners, but it doesn’t have to be. We dive into understanding team culture with Paul Findlay from REACH Ecosystem. Look at team culture from a leader’s perspective; people do their best work in an environment where they want to do their best work. Leaders play a critical role in creating team culture; they must be someone people respect and want to follow. Surveying staff regularly is essential for temperature testing, but only if you take action after. 40% of people are actively disengaged if they don’t get regular feedback 92% of people agree that even if they receive negative feedback, it will improve their performance Strength-based recruitment places the right people in the right role; leverage tools that can help. Monitor your team culture to attract (and keep) the best talent. Key Quotes: “Surveying staff without taking action undermines culture, undermines trust and is a waste of time.” — Paul Findlay “Almost half of your people are actively disengaged, meaning almost half of your staff will actively work against you if you don’t give them regular feedback.” — Paul Findlay 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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