89 episodes

Being a successful mortgage broker or loan officer is not just about offering great rates and great service. You must become the best marketer, leader and strategist to out-think your competition. James Veigli has been helping mortgage professionals around the world double, triple and even 10X their commissions, since 2008. Ash Playsted, the industry veteran, has been there and done that. If you want to grow your mortgage business, and do it smarter, listen in. If you want to accelerate even faster, visit www.brokerworkshop.com

Mortgage Broker Acceleration James Veigli & Ash Playsted

    • Business
    • 5.0 • 15 Ratings

Being a successful mortgage broker or loan officer is not just about offering great rates and great service. You must become the best marketer, leader and strategist to out-think your competition. James Veigli has been helping mortgage professionals around the world double, triple and even 10X their commissions, since 2008. Ash Playsted, the industry veteran, has been there and done that. If you want to grow your mortgage business, and do it smarter, listen in. If you want to accelerate even faster, visit www.brokerworkshop.com

    WOW

    WOW

    Most mortgage brokers think that giving their clients what they ask is enough to create a great customer experience. But the little things matter more than they realise. Sometimes, the best way to wow clients is to tug at their feelings and give them something truly unique.

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted talk about how listeners can create wow moments. They encourage mortgage brokers to find unexpected ways to create memorable experiences for their clients. Tune in to discover how you can tap into your clients’ emotions so you can wow them beyond their expectations.

    The Key Questions
    Why is it essential to wow your clients? (2:19)How can wow moments be integrated into the client care system? (4:24)What is the difference between a settlement gift and a wow moment? (13:45)What is the process for planning out wow moments? (18:37)
    What You’ll Discover
    The evolution of wow moments within the mortgage broking industry (5:31)Different ways to personalize customer experiences (8:03)How to understand your target market (9:41)The benefits of using technology to wow clients (12:28)
    Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 22 min
    The #1 Lead Funnel All Brokers Must Have

    The #1 Lead Funnel All Brokers Must Have

    Modern marketing trends often overcomplicate things. In practice, however, a lead funnel is a simple concept. It's a predetermined sequence of actions that are presented to potential customers, like booking an appointment or sharing their contact details. And at the end of the day, the #1 lead funnel that all mortgage brokers must have is actually super simple.

    This episode of Mortgage Broker Acceleration is all about going back to the basics of digital marketing. James Veigli and Ash Playsted explain how any broker – no matter how tech unsavvy – can get their foundations right. Tune in to master the basics of digital strategy and set yourself up for more advanced approaches.

    The Key Questions
    What is a lead funnel? (1:18)What’s the #1 lead funnel that all mortgage brokers should have? (6:50)Do you need complicated software or tech know-how to be effective? (10:35)How can you take your digital marketing strategy one step further? (12:57)What You’ll Discover
    How digital marketers overcomplicate things (3:18)The McDonald’s analogy (5:30)A shocking statistic about mortgage brokers today (7:48)A simple hack that you can implement immediately (9:13)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 17 min
    Local Community Goldmine

    Local Community Goldmine

    In this digital-centric day and age, it’s easier than ever for mortgage brokers to overlook local communities. This isn’t to say that internet-focused marketing efforts don’t work. Rather, many brokers are missing the opportunity to complement and augment them. There’s much to gain from incorporating traditional networking and face-to-face interactions.

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted focus on why local communities matter. They explain why brokers must be prepared to invest time and effort in their respective local communities. Tune in to discover how you can tap into the DNA of your local neighbourhood, suburb, town, or city.

    The Key Questions
    Are offline and online approaches to marketing mutually exclusive? (1:30)Can big brands and businesses afford to ignore local communities? (4:27)How can brokers start getting involved with your local community? (8:00)Does investing so much time in face-to-face interactions actually pay off? (15:42)What You’ll Discover
    Ash’s observations of the local dynamic in a town outside Melbourne (2:32)A walk-the-street strategy vs. digital strategy (13:25)The 3 golden rules to mortgage broking (17:32)One way to set yourself apart from the competition in our post-COVID environment (21:51)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 24 min
    Business In A Box

    Business In A Box

    There’s a key difference between being a mortgage broker and being the owner of a broking business. As a business owner, your mission is to put yourself out of a job. That means you should build your business for you, not around you. And you should be doing this from day one.

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain how you can do this. They unpack their "Business in a Box'' mindset, which aims to systemise everything so it doesn't rely on anybody – including you. Tune in to learn how you can achieve this nirvana of business and mortgage broking.

    The Key Questions
    What is the “Business in a Box” mindset? (1:28)When is the right time to systemise? (3:07)How do you get started with a “Business in a Box” mindset? (7:36)Does the “Business in a Box” mindset help you grow your team? (14:11)What You’ll Discover
    A common stumbling block for many mortgage broking business owners (10:02)The importance of proper documentation (15:20)The number one driver of business value and freedom (15:57)What you achieve by putting yourself out of a job (21:04)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 24 min
    Lead Don't Follow

    Lead Don't Follow

    There’s too many followers in the industry. Too many mortgage brokers simply latch on to someone else's strategy and follow them blindly. And in most cases, that doesn’t work out well for them. While there are common benchmarks and best practices, customisation – not copying – is the way to go.

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why it pays to stand out. They encourage mortgage brokers to step out into the role of an industry leader. Tune in to discover how you can set yourself apart from your colleagues and competitors by taking on the mantle of leadership.

    The Key Questions
    How do you start to transition from follower to leader? (3:20)What does leadership mean when you’re an introvert? (4:11)What does leadership look like in the 21st century? (10:15)Why is customisation necessary for mortgage brokers? (12:34)
    What You’ll Discover
    What happens when you stop hiding behind your laptop (6:57)The limitations of relying on the internet for leads (8:39)Ash’s eureka moment about leadership (16:42)The difference between leading and following (17:50)
    Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 21 min
    5 Harsh And Less Known Secrets Of Life

    5 Harsh And Less Known Secrets Of Life

    As mortgage brokers, we all have a set of personal hang-ups that are holding us back. Whether we realise it or not, these internal setbacks are compromising our progress. They affect our conversion rates and the quality of referrals we attract. What’s more, they inevitably limit how quickly and effectively our business grows.

    This episode of Mortgage Broker Acceleration focuses on achieving a successful mindset transformation. Ash Playsted shares five harsh and less well-known secrets of life with James Veigli and their listeners. Tune to learn how to overcome the common hang-ups that are keeping many of us from achieving our true potential.

    The Key Questions
    Who holds the most responsibility for holding us back? (0:47)Are we aware of our own potential? (1:08)Can you outperform your own self-image? (2:33)Do we hold an accurate view of our past experiences? (3:02)What You’ll Discover
    Internal vs. external influences on our thoughts and feelings (1:36)The logic behind Ash’s personal mantra (1:44)The common problem of cognitive bias (3:32)The first steps to transforming your mindset (5:08)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 6 min

Customer Reviews

5.0 out of 5
15 Ratings

15 Ratings

asparks26 ,

Great podcast

Great podcast with actionable items to takeaway in each episode!

Cooko55 ,

Jason Cook

James and the team are a wealth of practical knowledge when it comes to growing a finance broking business. Can’t recommend highly enough.

Laurz-e ,

A refreshing perspective!

Wonderful to stumble across a new and exciting podcast for the mortgage broking industry that offers a very refreshing perspective. Can’t wait for more episodes!

Top Podcasts In Business

Pushkin Industries
Victoria Devine
Steven Bartlett
The Australian Financial Review
Tim Ferriss: Bestselling Author, Human Guinea Pig
Rask Australia

You Might Also Like

Momentum Media
Ross Le Quesne
I Love Mortgage Brokering
Momentum Media
Momentum Media
Mentored.com.au