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Mortgage Broker Acceleration - A Wrap And Bow On 2023

A Wrap And Bow On 2023

12/24/23 • 21 min

Mortgage Broker Acceleration

Wow, 2023 was quite a ride. Reflecting back, there's a ton to celebrate...
Our members hit it out of the park, achieving their dream business visions, snagging awards, and some even made more money while working less. That's the sweet spot, right?
Let's not forget the incredible Mr. Rob Barton who rowed solo from Australia to Africa, breaking a world record along the way!
And we scored BIG too, nabbing two MFAA awards—the Professional Development Award and the Support Service Provider Award. Proud moment, for sure.
Catch the last Mortgage Broker Acceleration podcast episode of the year, join James Veigli and Ash Playsted as they reflect on the year's wins and share why it's crucial to glance back before diving into the new year.
And most importantly, Merry Christmas listeners! We hope you take time for yourself, practice self-care, and look forward to a promising 2024.
The Key Questions

  • Why is it important to reflect on the past year's successes and failures?
  • What mindset shift is necessary to embrace challenges as learning opportunities?
  • What's the secret to balancing past accomplishments with setting future goals?

What You’ll Discover

  • The importance of reflection to acknowledge personal growth and lessons learned from both successes and failures. (2:05)
  • James and Ash’s personal and business highlights of 2023 (9:45)
  • A simple end of year self-reflection exercise (13:00)

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!
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Wow, 2023 was quite a ride. Reflecting back, there's a ton to celebrate...
Our members hit it out of the park, achieving their dream business visions, snagging awards, and some even made more money while working less. That's the sweet spot, right?
Let's not forget the incredible Mr. Rob Barton who rowed solo from Australia to Africa, breaking a world record along the way!
And we scored BIG too, nabbing two MFAA awards—the Professional Development Award and the Support Service Provider Award. Proud moment, for sure.
Catch the last Mortgage Broker Acceleration podcast episode of the year, join James Veigli and Ash Playsted as they reflect on the year's wins and share why it's crucial to glance back before diving into the new year.
And most importantly, Merry Christmas listeners! We hope you take time for yourself, practice self-care, and look forward to a promising 2024.
The Key Questions

  • Why is it important to reflect on the past year's successes and failures?
  • What mindset shift is necessary to embrace challenges as learning opportunities?
  • What's the secret to balancing past accomplishments with setting future goals?

What You’ll Discover

  • The importance of reflection to acknowledge personal growth and lessons learned from both successes and failures. (2:05)
  • James and Ash’s personal and business highlights of 2023 (9:45)
  • A simple end of year self-reflection exercise (13:00)

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!

Previous Episode

undefined - Your Ideal Client

Your Ideal Client

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!

Next Episode

undefined - 2024 Predictions: What To Do. What Not To Do.

2024 Predictions: What To Do. What Not To Do.

Happy New Year.
We hope you had a fantastic break and managed to relax, recharge and are ready to tackle 2024.
For brokers, now is the time to lay the groundwork for a successful year ahead.
So, how can you reach your goals and stay on top of the mortgage industry's shifts?
Tune in to the first 2024 episode of the Mortgage Broker Acceleration Podcast with James Veigli and Ash Playsted. We're diving into upcoming trends and forecasts, discussing market expansions, industry changes, and strategies to thrive amidst it all.
Remember, a clear roadmap leads to success...
The Key Questions

  • What trends are anticipated in the mortgage industry for 2024?
  • What are the potential strategies for mortgage brokers to maximise their businesses?
  • How can brokers prepare for future market changes and shifts?

What You’ll Discover

  • A rise in broker market share and how this will create more opportunities (0:35)
  • How brokers can build a substantial businesses by focusing on systems, processes, and nurturing a growth-oriented mindset (6:08)
  • The significance of customised coaching and guidance aligned with individual goals and the importance of steering clear of generic industry advice (13:01)

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!

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