The Successful Adviser by James McCracken - Aaron Christie - David on the importance of business processes and how he grew Atelier Wealth to over $67 million

Aaron Christie - David on the importance of business processes and how he grew Atelier Wealth to over $67 million

02/13/20 • 40 min

The Successful Adviser by James McCracken

In this interview, Aaron Christie-David pulls back the curtain on some of the business processes and optimisation techniques that are helping him and his team operate an efficient and productive brokerage that delivers a smooth lending experience for their astute clientele.

As a marketer turned broker, Aaron has a keen eye for the small details that help influence consumer perception of him and his brand. For example, Aaron is masterful at communicating online and recognising and appreciating his clients and his team for the joint success experienced. It’s one of many subtle yet powerful positioning techniques he incorporates to drive advocacy, repeat and referral business.

To complement his outstanding broking and human skills, Aaron’s wife Bernadette has helped transform business operations through her knowledge of systems, processes and measuring tasks to optimise their ROE (return on effort) so they understand the cost and value of the work being delivered.

In a few short years, together, they have built a respected brokerage and client base of predominantly astute investors that recognise exceptional advice and service.

To connect with Aaron, visit the Atelier Wealth website or email him here.

In a few short years, together, they have built a respected brokerage and client base of predominantly astute investors that recognise exceptional advice and service.

To connect with Aaron, visit the Atelier Wealth website or email him here.

Previous Episode

How Otto Dargan went from a business of 1 to more than 150

When Otto Dargan started his mortgage broking journey, he had a modest vision of having 3 staff members and to service a local client base.

But, while trekking in Nepal, he broadened his horizons in more ways than one. With a more worldly view, he came back to Australia inspired about what else was possible.

With the newfound energy, he started experimenting with his business, and though not all experiments worked out, he failed often enough and quick enough to let go of the bad ideas and follow through on the good ones.

These days, his company, Home Loan Experts looked very different from those early days. With 150+ staff in Australia and Nepal, he operates an efficient, effective business from their Sydney office.

In a complementary way, Otto’s approach to business reminds me of Frederick Winslow Taylor, father of the principles of ‘scientific management’, as Otto, just like Frederick before him, has mapped out the various functions of the role to ensure the broker maximises their revenue per hour worked with all other functions being looked after by their support staff.

Further to this, Home Loan Experts have set up a significant Nepalese based operation that provides white-labelled loan processing and credit analyst services for brokers.

If you’d like to find out more about the services available from Home Loan Experts, you can contact Otto via his email.

Next Episode

How Kelly Cameron Retired at Age 30 and Has Since Built a 7-Figure Loan Book

Some brokers go quietly about their business, making an impact where it matters most - with the outcomes and relationships they have with clients.

This is certainly true for Kelly Cameron, the entrepreneurial director of Get Real Finance.

At age 30, Kelly sold her first brokerage and ‘retired’ from the workforce, though boredom, the need to be challenged and passion for making a difference soon brought her back to the finance industry.

Having since established Get Real Finance, Kelly has since brought on a total of 8 other staff members to accommodate the continuing need to service existing and new clients.

In contrast to some others, Kelly is a fervent believer that the PAYG model ensures her loan writers and admin staff are only ever focused on what’s best for the client. As she says, “keep it small and keep it all.”

And if the business results and loan book size are anything to go by, there’s merit to her philosophy, as her staff continue to grow in skill and confidence and Kelly is progressively transitioning from being in front of clients to overseeing business operations.

You can visit the Get Real Finance website here.