Being a successful mortgage broker is not about how many loans you write, working hard, or winning awards. It’s about building a sustainable, high-performing business that works with or without you. James Veigli has been a part of the mortgage industry for over 20 years; as a mortgage broker, business owner and strategy adviser. He is known internationally for helping mortgage brokers double, triple and even 10x their revenue, while building a sustainable mortgage business that can run without them. If you want to grow your mortgage business, and do it smarter, listen in to the weekly show.
Grow your mortgage business.
Build your mortgage business.
Scale your mortgage business.
You’ve gotta build a business!
…says who???
Forget what everyone else is saying, doing, or telling you to do.
The fa…
Building a team is easy.
Any broker can hire people.
But keeping a team long-term, high-performing, happy and sustainable… and have them treat your business like their own… is a completely different st…
Being seen as a micro-celebrity is a good thing for business.
A customer choosing a mortgage broker will… all other things being equal... gravitate to the person who has a higher level of (real or per…
Should you invest the time and resources to enter awards?
You might think the answer is a straightforward Yes or No.
But it’s not.
Because it takes a fair chunk of time to submit entries in all the indu…
I currently live in Melbourne, Australia.
It’s winter.
And everyone wears black.
It’s kinda dull, boring and depressing.
But… I’m not here to critique the fashion choices of an entire city.
Afterall, I do…
Public speaking is one of the most valuable things you can do in business.
Why?
1:MANY
The fact you can connect with, educate, inspire and motivate a group of people… all at the same time… is a scale ga…
Today marks the first day of the new financial year, at least in Australia.
So what should you do to start strong?
First, you should have started at least 3-months ago, but we’ll skip that since we don…
The world is obsessed with technology.
The mortgage industry is obsessed too.
Conversations centre around using technology, the latest and greatest CRM, chatbots and AI, video meetings, systems, proces…
Direct Messaging is actually not new.
SMS has been around for 25 years.
Messenger and WhatsApp have been around for 15 years.
What is new… is how people are using these communication channels.
The game h…
Hyper-engaged clients are more secure and refer more.
This means they make brokers a lot more money and make a mortgage business a lot more valuable.
Problem is… most don’t put the effort and resources…
Mortgages are boring.
And mortgage brokers are being boring.
Because they talk about mortgages.
Let that sink in for a minute.
Now I’m not trying to be pointlessly rude or knock people down just to cause…
For a real life case study in personal productivity, tactics and hacks, mindset and performance… we look no further than the man and co-host himself, Ash Playsted.
Over the last few episodes we’ve cov…
Do you know what Peak Performance actually means?
If you’re guessing things like:
Then you’re…
Here are two fast, easy and powerful productivity hacks you can use right now.
Magic Minute… you can learn and start doing instantly, today. It’ll help you break free from the noise and busy-ness of y…
Energy is like time, you only have a fixed amount of it.
So use it wisely.
Most don’t.
They follow the normal (and outdated) model followed by schools, workplaces, corporates and other businesses. Show …
Do you want to know how to win the client every single time?
(and have them actually convert into a settled deal and not fall off the radar)
Before you do any work. Before you invest time and effort. B…
There are two methods you can use to build rapport and trust.
One is being a friend, which is how most brokers do it. Be friendly, pat the dog, have coffee, help them, be available anytime… write thei…
McDonald’s made the “Do you want fries with that?” upsell famous.
Business owners and mortgage brokers have copied and continued in this vein for years… decades… trying to offer additional products an…
All client meetings (we call them Strategy Sessions) should follow this simple 3-step format:
Now → Goal → Bridge
Most brokers don’t use this format. They just follow their nose based on what the clien…
Do you know what your customers really want from a mortgage broker?
The best deal (rate, fees, etc)... expert knowledge or advice… help selecting and applying for a loan… friendly and convenient servi…