Back in 2008, just as Bridget MacGregor joined a large franchisee group in the finance industry, she had the privilege of dealing with a broker to buy her first home. She was impressed by the personalised service and open and transparent communication she received throughout the process. This interaction led her to make the decision to join the broking industry.
Fast forward 15 years, and Bridget is the Director of Vision Money, based in Brisbane. A highly prolific business, Bridget recorded an incredible $100 million in settlements in the 2021/22 financial year. In 2020, the business went through a major shareholding sale. As a result, Bridget has one of the largest international Real Estate Agencies as a shareholder, which will guarantee an abundant lead source in the future to enable the business to reach new heights of growth.
Bridget is an expert in building a successful business from the ground up with a keen focus on process and technology, which is why she is the best person to walk us through the top five things that new brokers can do to prepare for success.
Here is her list:
1. Be prepared for the long game
“Being a successful broker takes time,” Bridget says.
“I think entering the business as an assistant or working in the industry first often gives more exposure to the industry from within, and this will enable you to become a successful broker in the long run.”
“Give yourself about 12-18 months before you’re hitting the ground running and creating lead generation through referrals and clients.”
2. Get to know your client
“If you’re like me, then you’re passionate about getting to know your customers on a personal level.”
“There is no better way to help them achieve their financial goals than to truly understand their wants and needs.”
“Achieving a positive outcome for your client should always be your number one priority.”
3. Make your client an advocate for your business
“Word of mouth, when used correctly, can be an extremely powerful tool for your business.”
“There truly is no better way to build a positive reputation than to encourage your clients to refer their friends and family.”
“Personally, when I start the ball rolling with a client who has been referred to me by a family member or a friend, I feel a sense of pride that I’m adding onto trust that I’ve already carefully built.”
4. Build your referral network
“Be the trusted advisor for your own referral network, be quick to action any leads and update the referrer on progress.”
“Obtaining third-party endorsement is more successful than outright selling yourself to a client.”
5. Surround yourself with people with greater levels of expertise
“I am fortunate enough to have some extremely knowledgeable industry professionals around me. They have helped strengthen my business, and I would highly recommend that you do the same.”
“Remember it pays to be bold. Don’t be afraid to ask for help and guidance as often people are more than happy to help you succeed in the broking industry.”
Thinking of joining us?
If you’re interested in becoming a broker with AFG, then why not contact us for more information about how we can support you on your journey.
