Building a Great Team with Liz Wilson
03/12/20 • 36 min
In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems.
Like all mortgage brokers, Liz has needed to embrace the change of recent time so she and her team can remain relevant to their clients and continue to deliver outstanding levels of service.
What interesting to hear is Liz’s mindset and openness to personal change, growth and thinking differently in order to achieve different outcomes.
Not only does she embrace change, but moreover, Liz also engages her people in the process so there is buy-in at the ground level. As Liz would know first-hand, the more the buy-in, the easier the transition.
In terms of Liz’ personal growth, as she eloquently said, “The only way to survive is to grow”, and that’s a very healthy mindset so she can continue to explore new avenues for optimising the engagement and focus that her team members bring on a daily basis.
Liz also touches on how employing and engaging the right people and helping the wrong people get off the bus has made a profound difference to how their business operates and the energy & attitudes that are brought into the office.
If you’d like to find out more about Liz and her team, you can visit their website here.
In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems.
Like all mortgage brokers, Liz has needed to embrace the change of recent time so she and her team can remain relevant to their clients and continue to deliver outstanding levels of service.
What interesting to hear is Liz’s mindset and openness to personal change, growth and thinking differently in order to achieve different outcomes.
Not only does she embrace change, but moreover, Liz also engages her people in the process so there is buy-in at the ground level. As Liz would know first-hand, the more the buy-in, the easier the transition.
In terms of Liz’ personal growth, as she eloquently said, “The only way to survive is to grow”, and that’s a very healthy mindset so she can continue to explore new avenues for optimising the engagement and focus that her team members bring on a daily basis.
Liz also touches on how employing and engaging the right people and helping the wrong people get off the bus has made a profound difference to how their business operates and the energy & attitudes that are brought into the office.
If you’d like to find out more about Liz and her team, you can visit their website here.
Previous Episode
How Cathy Brown Uses Offshore Talent to Grow her Broking Business
With a love of people, processes and numbers, though Cathy Brown started life as an accountant, she has found her calling as a mortgage broker.
From the early days of smashing out long hours and driving all over town, Cathy has restructured her business to fit around her life all while leveraging processes, technology and an off-shore team to deliver exceptional client outcomes.
Like many a broker, Cathy found it difficult to relinquish control but has found that with continual & effective communication, she can empower, upskill and support her team to take as much ownership over the delivery of service so her time can be spent on clients appointments and acquiring new business.
Cathy would be the first to admit that having an offshore team has provided both challenges and new learning opportunities for her. In particular, the proximity of distance has forced her to improve her communication skills so her team understand the ‘why’ and the ‘what’, not just the ‘how’.
Moreover, in her downtime, she can also tweak processes and system so they continue to stay relevant and enable her and the team to deliver on exceptional client experience.
Next Episode
How Gerard Heffernan has built a Highly Respected Reputation
As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers alike.
Having joined forces with his brother Bernard in 2015, their business hasn’t looked back. And, like many a bespoke brokerage, Gerard and Bernie understand intimately the need to provide personalised service and advice according to the needs of every client.
It’s with this premise that they have continued to grow their volumes year-on-year in what is clearly a forever changing and dynamic lending landscape.
Seeing the need for additional admin support, their business has invested in back-office staff which frees up Gerard’s time to do what he excels at - conducting client interviews and structuring their loans.
In the interview, Gerard goes into detail on the core strategies that allow their business to continue growing despite all the challenges in the marketplace today.
Like to continue the conversation with Gerard? You can reach him on 0402 026 246.
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