How to Build Lasting Client Loyalty in Your Mortgage Brokerage
While attracting new clients is essential in today’s competitive mortgage brokerage landscape, nurturing your existing book may deliver the greatest long-term value. Building lasting client loyalty could transform one-off borrowers into lifelong advocates who return time and again and refer friends and family. Here’s why it matters and how you could make it happen. Why client loyalty is a game changer A loyal client base provides […]
Succession Planning for Mortgage Brokers: Why Starting Early Pays Off
Succession planning might feel like a distant priority, but for mortgage brokers looking to safeguard their business and legacy, starting early is crucial. Whether you plan to retire, shift focus or eventually sell your brokerage, a well-thought-out plan protects your clients, income and reputation. What is succession planning? In short, it’s about mapping out how your business will transition […]
Preparing Your Mortgage Brokerage for a Successful Exit
Whether you’re planning to sell, merge or hand over your mortgage brokerage, preparation is key to maximising value and ensuring a smooth transition. Many brokers make the mistake of rushing their exit, but early and thoughtful planning pays off – both financially and emotionally. Common pitfalls to avoid It’s easy to underestimate how much work goes into preparing […]
How to successfully exit the franchise model and start your own business
Making the move from the franchise model to running your own independent brokerage is one of the biggest, and potentially most rewarding, decisions you can make in your career. As a business owner, you have the chance to build something that’s truly yours, with no cap on your earning potential, no limits on your brand […]
