
18 episodes

Mortgage Broker Acceleration James Veigli & Ash Playsted
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- Management
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5.0 • 10 Ratings
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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
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Mortgage Marketing (Don't Try This At Home!)
Amongst all the shiny objects, online marketing is right at the top of the pile. Online “gurus” and courses have made it seem so easy that many brokers believe it to be the holy grail of lead generation. The problem is… it’s FAR from easy! Often, online marketing is just another distraction that takes brokers away from proven methods that can grow their business. And many of them end up wasting 10s of 1000s of dollars on ads with little or no results!
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Turn Your Phone And Email OFF
Many mortgage brokers believe turning off their phone and email might seem like the dumbest thing to do. In fact, most pride themselves on being available at the drop of a hat! They also keep worrying that if they switch off their phones and emails, they’ll lose business and their referral partners will ditch them… but will they, really?
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Client Referral Secrets
Client referrals: the average broker is missing far more than they are getting! Thankfully, you don’t need any fancy ninja sales scripts to generate more referrals. And if you know what you’re doing, closing referrals is easier than you think and can boost your profits significantly!
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Running A Virtual Team
Should you start hiring people remotely? Almost all the brokers that we work with either consider working with a virtual team. Or, at least, in the process of doing so. This doesn’t surprise us one bit! Because thanks to all the tools we now have at our disposal, working remotely is easier than ever before. But it’s not the only reason why you should start building a virtual team.
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How To Charge Fees
There's a big myth in the mortgage industry that if you charge fees you will lose business to your competitors. "Why should a client pay your fee if they can get help elsewhere for free" - is the default argument. But it's not as simple as that. In fact, charging fees can actually increase demand for your business - if you position it correctly.
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Why It Gets HARDER Before It Gets EASIER
Don't quit when things get hard! The truth is, when growing a mortgage business and team, it will actually get harder before it gets easier. Growing a team creates more work and challenges, but when it's working well you reap the benefits. Unfortunately, many mortgage brokers give up and miss all the rewards.
Customer Reviews
Fantastic! Hooked from the first pod cast
Highly recommend pod cast. Extremely informative. Cancelled drinks.... Saturday night is now being spent listening to every episode. Thank you!
Great podcast
Great podcast with actionable items to takeaway in each episode!
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.