CASE STUDY: How "Phil" Setup His Business To Take 12-Months Off

The ultimate dream of the average broker is to build a successful mortgage broking business that operates without them. This way, they can afford to step out of the business, spend quality time with their families, and do things they wish to do without worrying about what’ll happen to their business.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted share an inspirational case study. They tell the story of a client who has built a self-sufficient business and is taking the whole year off to see the world with their family. Tune in to find out what they did to build a business that works without them.

The Key Questions

• How can a mortgage broker make their business run by itself? (12:16)
• Why is it difficult for businesses to be self-reliant even though they have a large team? (13:49)
• What do brokers need to build a broking business that works without them? (17:18)
• Why must brokers be open-minded to coaching? (21:38)
  
  

What You’ll Discover

• An inspirational story of a successful broker who plans to take the year off to see the world while his business runs itself (2:21)
• The qualities of a business culture that makes a business self-sufficient (15:40)
• The reason most businesses fall apart when the owner is absent (16:15)
• One fundamental requirement to build a self-sufficient mortgage broking practice (18:58)
  
  

Accelerate Faster

• You can visit Broker Ideas Group to learn more about us, access special events and download useful resources designed exclusively for mortgage brokers.
• Want to work with James, Ash and the BIG team to grow your mortgage business faster? Our Growth Coach team can help you. Let's talk!