How Cathy Brown Uses Offshore Talent to Grow her Broking Business

03/05/20 • 30 min

The Successful Adviser by James McCracken

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.

Visit Activ8Finance website here.

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.

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.

Visit Activ8Finance website here.

Previous Episode

Ilse Strauss Shares How to be In Sync With Your Purpose

In today’s interview, you’re going to hear from Ilse Strauss, a leadership consultant and advisor for people who want to ensure there is alignment between their values and their business.

In this interview, you’ll hear Ilse share specific insights into how having clarity of your value can and does make it easier to operate your business in a way that feels authentic for each person.

The reason for asking Ilse to share light on this very important topic is because quite often, in the cut and thrust of getting deals done, it can be easy to operate in a task-centric manner without having the clarity of purpose or being able to calibrate if or how the tasks are contributing to organisational success.

Ilse shares her perspective on mission, vision, values and clarity of purpose.

Yes, this interview is different, and by intention, so it can provide the opportunity for you to consider what else, if anything, you could be doing to help you, your business, team members and clients progress to the next level.

If you’d like to connect with Ilse, you can visit her website or connect on with her on LinkedIn.

Next Episode

Building a Great Team with Liz Wilson

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.