Podcast #157 - Thriving, Not Just Surviving: What Sets Top Brokers Apart

In episode #157 of the Growth Series podcast, Iain Cunningham, Strategic Partnerships & Propositions Manager at Accord Mortgages, is joined by Terry Blackburn, Founder of The Wealthy Advisor Club, to explore what separates the brokers who are thriving from those who are simply getting by.

Through The Wealthy Advisor Club, Terry works with advisers across a wide range of networks and mortgage clubs. That gives him a rare view of what the most successful brokers are doing differently, and where others are getting stuck.

If you’ve ever wondered why some brokerages always seem to have a full pipeline, this episode is worth a listen. Terry shares the lead generation strategies he believes every adviser should have in place, and which ones to start with if time or budget is tight.

He also covers

• Why asking better questions can transform your protection conversations
  
  
• How top performers make better use of the same hours in the week
  
  
• Simple ways to keep clients engaged between transactions
  
  
• A practical first step for working out where technology could save you time

Terry rounds off with three things he’d recommend any broker focus on to elevate their business.

Whether you’re looking to grow or just want to make your brokerage more resilient, there’s plenty here you can put into practice straight away.

Listen to more podcasts in the Growth Series here.

The Growth Series is a dedicated and FREE resource for mortgage brokers, containing blogs, guides and podcasts to help you scale and grow your business. For more hints and tips on how to grow your business, access for free here.

00:43 - 52:32

• 06:25 - The six core lead generation strategies
• 09:11 - What sets thriving brokers apart
• 21:54 - How top performers use their time differently
• 29:12 - Keeping clients engaged between transactions
• 35:24 - How the best advisers use technology
• 46:32 - Three things to elevate your business