59 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 • 1 Rating

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

    Standing In Quicksand (Oblivious)

    Standing In Quicksand (Oblivious)

    Many brokers don’t have a clear sense of where their business is – or where it’s going. It’s almost as if they’re walking around with a blindfold on. That’s why it’s so easy for them to step into the metaphorical quicksand of this industry. Their mortgage business starts to slowly sink... And by the time they realise it, it’s often too late.

    In episode 59 of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the best way for brokers to break free of this quicksand. Tune in to discover practical tips and strategies that will help you turn a sinking business around.

    The Key Questions
    How can brokers escape the metaphorical quicksand? (4:56)How do you know if you are actually trapped in quicksand? (8:49)What is the biggest problem that most brokers face? (12:41)How can brokers stay clear of the quicksand? (17:17)What You’ll Discover
    The quicksand analogy (1:26)Why the instinctive tendency to panic is counterproductive (5:35)The two common mindsets that get brokers stuck (16:41)The mountaineering analogy (17:51)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 23 min
    Forget Tech: Start With Pen & Paper

    Forget Tech: Start With Pen & Paper

    Everyone knows that technology is essential to a successful 21st century mortgage broking business. But there is always a danger of going overboard with high tech solutions. If you’re not clear about what your mortgage broking business really needs, you’ll end up with Frankenstein’s monster of expensive tech solutions you hardly use.

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why you should start with pen and paper when it comes to tech. Tune in to learn how to create an effective roadmap for your business – and incorporate all the technology you need.

    The Key Questions
    What is the common tech-related mistake that most brokers make? (1:11)How can you resist the shiny object syndrome? (6:07)Do you need to go to the drawing board when thinking about technology? (6:55)Should your business vision come before your tech investments? (10:25)What You’ll Discover
    Why the presumption that technology will solve all your problems is dangerous (4:09)Why many brokers only use 50% of the tech solutions they pay for (5:05)The old adage that still applies to brokers today (12:29)The old-school yet transformative power of using pen and paper (14:07)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 15 min
    CASE STUDY: The 1-Touch Broker

    CASE STUDY: The 1-Touch Broker

    Many brokers dream of having a successful mortgage broking business that doesn’t require much of their time. However, most still struggle to enjoy the lifestyle and freedom they want. How do you grow a successful mortgage broking business that doesn’t require you to be so deeply involved in it?

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain how you can achieve this elusive goal. They use Sam as a case study. He’s the ‘one-touch broker’ who just needs to hold a 15-minute phone call with a prospective client. But how does he do it? Tune in to find out and learn how to replicate the one-touch system in your business.

    The Key Questions
    What is a one-touch broker? (2:25)Is there a “miracle cure” that will ensure you get your desired outcome? (8:53)What are the two crucial traits brokers need to have? (11:09)Do competent brokers really need only 10-15 minutes to secure a prospective client? (18:22)What You’ll Discover
    The 3 things that a one-touch broker does (6:33)The main challenge in implementing the one-touch system (10:06)The secret sauce to becoming a one-touch broker (10:40)The important difference between coaching and doing (15:46)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 26 min
    Connecting With Potential Partners Made Easy

    Connecting With Potential Partners Made Easy

    Getting referrals is the lifeblood of a good mortgage business. Whether you are a brand new or experienced broker, you’ll encounter many opportunities to connect with potential partners. But how can you make the most out of each of them?

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted explain why brokers should actively and deliberately seek out referral opportunities. They discuss the importance of treating everyone like a potential referral partner, even if not every connection will lead to a referral partnership. Tune in to learn all about the mindset shift and practical strategies you need to open more doors.

    The Key Questions
    How can we get referral partners from our loan process? (5:27)How can we get partners from our existing contacts and networks? (8:45)Do you need a clear process for getting referral partners? (13:36)Why do you need a 180° mindset shift towards connection building? (15:17)What You’ll Discover
    Why you should capitalise on normal, everyday conversations about mortgages (9:18)How to use warm connection statements (16:15)How to overcome that big initial hurdle in making a new connection (18:11)What happens when you take “commission breath” out of the discussion (21:22)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 25 min
    Living And Working With Your Partner

    Living And Working With Your Partner

    What do you make of brokers who are life partners and business partners? It’s actually quite common for a broker’s partner to become more and more involved in the business over time. It's the reason why there are many life-and-business-partner teams out there. Naturally, there are many pros and cons to this common arrangement.

    In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the common mistakes and missteps that broker couples make – and what they should do instead. Tune in to learn how to make living and working with your partner in your mortgage broking business work for you.

    The Key Questions
    Why is it crucial to have clear mutual expectations? (7:37)Why should you have a clear separation between work and life? (14:30)What is the difference between a partner being a formal vs. informal part of the business? (11:49) Why is having a bigger purpose behind the partnership important? (18:33)What You’ll Discover
    A major mistake that many brokers make (5:44)How to think about the business as having a frontstage and backstage environment (9:48)How to empower your partner in their business role (13:13)The importance of discussing your end game (16:36)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
    Working With Accountants

    Working With Accountants

    When you think of working with accountants, do you think of running in the other direction? It is true that you need a different mindset when working with accountants. However, they can be a reliable source of regular referrals – IF you have the right mindset and strategy.

    In episode 54 of Mortgage Broker Acceleration James Veigli and Ash Playsted help brokers put themselves in an accountant’s shoes. They break down the key differences between real estate agents and accountants. Tune in to discover practical tips that will help you create invaluable long-term relationships with accountants.

    The Key Questions
    What’s the difference between having accountants and real estate agents as referral partners? (2:42)How can we add value to an accountant’s clients? (7:57)How can you create strategic long-term partnerships with accountants? (10:42)Why do you have to be proactive when working with accountants as referral partners (14:57)What You’ll Discover
    Why accountants are generally uncomfortable with referring their clients for a mortgage (8:54)The importance of having a clear value proposition (12:39)How to share the commission (16:30)The 3 things you should do when working with accountants (25:36)Learn More
    Visit Mortgage Broker Acceleration to grow your business faster.Get deep-dive training from James and Ash at www.BrokerWorkshop.com.

    • 32 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

danny kos ,

Strong Knowledge and Mindset Fundamentals

I stumbled across this podcast because I wanted to learn more about the mortgage broker business.

After listening to one episode, I was surprised at how many practical takeaways there were for sales, mindset, and client interactions.

Many of the tips apply across industries.

Thanks!

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