Newsletter Edition 86
On the Bow or Pulling on the Oars? A Leadership Paradox in Mortgage Broking
In the business of mortgage broking, leadership is often framed through the lens of strategy and execution. But the metaphor of being on the bow of the ship versus pulling on the oars paints a more dynamic, human picture of what leadership really entails. Read more ...
Newsletter Edition 85
Focus, Simplicity, and the Art of Creating Transferable Value in a Mortgage Broking Business
The mortgage broking industry in 2025 is as dynamic and complex as ever. Navigating this landscape requires more than technical know-how and compliance with regulatory frameworks. It demands vision, discipline, and a strategic focus that many overlook. One of the most misunderstood yet vital aspects of building a business that can outlast its founders is creating transferable value. Read more ...
Newsletter Edition 84
The Great Reset: The Pros and Cons of New Year's Resolutions for Mortgage Brokers in 2025
In the dynamic and ever-evolving landscape of Mortgage Broking in Australia, the concept of setting annual goals holds both promise and peril. Let’s delve into the nuances of New Year’s resolutions. Read more ...
Newsletter Edition 83
The Role of Succession Planning in Achieving a Mortgage Brokerage Business Owners Personal and Financial Goals
Whether you started your brokerage with a vision of creating financial independence, serving your clients with distinction, or building a legacy, one reality is universal: at some point, the business will transition. Read more ...
Newsletter Edition 82
Simplify to Greatness: Lessons From Elon Musk Slashing 6500 Jobs at 'X'
The Elon Musk story with Twitter/X offers a striking lesson for every business owner, including those of us in the mortgage broking industry. Musk took a bold step by slashing Twitter’s workforce from 7,500 to just 1,000 and, against all odds, made it work better than ever. How did he do it?
Read more ...
Newsletter Edition 81
The M&A Playbook for Mortgage Brokers: Navigating Challenges and Finding Solutions
So, what makes the difference between a value-creating M&A and a deal that becomes a drain on resources, reputation, and relationships? In my experience, it boils down to understanding and navigating the unique challenges of M&A in the mortgage broking space while focusing on proactive solutions.
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Newsletter Edition 80
5 Keys to Attracting, Recruiting, and Retaining the Best Sales Talent for Your Mortgage Broking Business
As many of us have learned, running a successful mortgage broking business requires more than just great lending products and well-refined processes. It’s the people who drive these businesses, especially in sales, where skills and talent directly correlate to results.
Read more ...
Newsletter Edition 79
The 6 Core Business Management Skills Every Mortgage Broker Needs for Sustained Success
What is it about some brokers? They seem to grow their business with ease. The business is getting bigger and better and they seem to be working LESS not more. This common refrain probably drives you a little bonkers ... well, in this newsletter i'll dive deeper into why developing your business management skills can be the difference in growing beyond your sales skills.
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Newsletter Edition 78
The Seven Key Business Exit Strategies for Mortgage Brokers in Australia
Brokers often reach out and ask me about different ways to exit their business ... so as a follow up to last weeks edition on 'selling without exiting' in this edition i'm going into deeper detail about 7 different types of exit strategies.
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Newsletter Edition 77
Exiting Without Selling: Exploring Non-Traditional Exits for Mortgage Brokers
One of the most commonly asked questions i get from brokers looking to exit their business is "how do i stay involved after i exit?". I've put this edition together to further answer that question.
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Newsletter Edition 76
The Dynamic Shifts in Mortgage Broking: Top 6 Aspects to Master
Change: Threat or Opportunity?,
The answer is probably both, depending on your mindset and how you prepare. The landscape of owning and operating a mortgage broking business in Australia continues to evolve at a rapid pace. As a participant in the industry for three decades now, I’ve seen first-hand how the ground beneath our feet can feel uncertain. Read more ....
Newsletter edition 74
The 7 Hidden Dangers of Not Having a Documented Exit Plan for You and Your Business.
As Mortgage Brokers, we pour our hearts and souls into growing our businesses. The relationships we nurture, the clients we help, the deals we close—it all adds up to a life’s work. But what happens when it's time to step back, to retire, or perhaps pivot to another adventure? This is where an exit plan comes into play. Yet so many brokers operate without one. It’s like driving a car with no destination in mind. Eventually, you’ll have to stop, but the question is, where and how?
Read more ...
Newsletter edition 73
Succession Planning in the Australian Mortgage Broking Industry.
Succession planning, at its core, is about creating a sustainable business model that can outlive its founder. It ensures that clients are not left in the lurch when a broker retires, sells, or steps back from the business. It’s also about preserving the value brokers have worked hard to build — because, without a clear plan, the value of a brokerage can dissipate quickly if not managed properly.
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Newsletter edition 75
To Accelerate Value Creation in Your Mortgage Broking Business, Implement These 5 Things.
As a Mortgage Broker, it’s likely you’ve heard the old saying: “time is money.” In our world, this couldn’t be more true. The faster you can create value in your business, the faster you’ll see results in terms of growth, client satisfaction, and profitability. But where should you focus your efforts to accelerate value creation? What are the most impactful strategies that will transform your business from surviving to thriving?
Read more ...
Newsletter edition 72
Unlocking the true value of your Mortgage Broking business. It's what's 'under the hood' that counts.
A shiny exterior will always attract attention when selling your car, and make no mistake a shiny attractive exterior is a good thing, but it's whats 'under the hood' that ultimately determines the final sale price you'll get. It's no different with selling your Mortgage Broking business, and in this weeks newsletter 𝗥𝗲𝗰𝗹𝘂𝗱𝗼 𝗚𝗿𝗼𝘂𝗽'𝘀 GM Broker Performance Ash Playsted dives further into what this means. Read it on LinkedIN ...
Newsletter edition 68
The SEVEN habits of highly successful sellers.
Most of us have read Steven Covey's famous bestseller 'The 7 Habits of Highly Successful People'
or are at the very least aware of it. Covey distilled the accumulated knowledge, experience and earned wisdom of many people from different walks of life, then translated it into an easy to read and understand book full of gold nuggets.
Let's take what Covey did and apply it to the process of preparing for and selling your business.. Read it on LinkedIN ...
Newsletter edition 65
The 4 Intangible Capitals of Accelerated Value Creation.
In the Mortgage Broking world there are only two ways to extract asset value from your business. The liquidation value of your trail book - or - a multiple of EBIT based upon how attractive and ready your business is to be sold and run by someone other than you. This week i am diving much deeper into one of the key components of readiness - The Four Intangible Capitals.
Read it on LinkedIn ...
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