Win The Client Presentation

Standing out as a broker can be a challenge. Knowing how to set yourself apart from everyone else talking about the same rates and lenders is crucial.

We've cracked the code on a game-changing process that transforms how brokers win trust and seal the deal.

In this latest episode of Mortgage Broker Acceleration, James Veigli and Ash Playsted spill the beans on how brokers can shine as experts and build relationships that keep clients coming back for more.

Discover the strategic approach that goes beyond simply getting the best deal… and become a trusted financial partner that provides a smooth, value-packed client journey.

The Key Questions

• How can mortgage brokers differentiate themselves in a competitive landscape?
• What strategies can brokers employ to win clients without focusing solely on rates and lenders?
• What are the crucial steps in a client presentation that lead to successful conversion?

What You'll Discover

• The four-step process to differentiate yourself from other brokers and win client trust effectively (2:57) 
• How to use smart questions to establish yourself as the expert (6:45)
• How your role as a broker goes beyond simply ‘getting the best deal’ to become a trusted financial partner (14:38) 

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!