Should My Overseas Team Talk To Clients?

Business owners today – including brokers – have easy access to hiring offshore employees. But there are differing opinions on whether or not these employees should communicate with clients. The right answer? Often, it comes down to knowing when and how to maximise client relationships.

In this episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted discuss the different biases involving overseas employees. They outline the benefits of allowing clients to connect with overseas team members and when doing so is most effective. Tune in to find out more about how to do it right.

The Key Questions

• What are the beliefs around offshore teams connecting with clients? (2:05)
• Where does the aversion to telemarketers come from? (06:55)
• How do successful brokers exhibit stability? (08:21)
• What should brokers focus on to ensure good relationships with clients? (18:47)
  
  

What You’ll Discover

• Are clients really concerned about who sells them your service (04:29)
• An essential sales process feature that builds enduring client relationships (07:27)
• A business approach to elevate your expertise and authority (13:56)
• The self-fulfilling prophecy effective brokers should avoid (17:13)
  
  

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!