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Episode Description:
In this episode, we have Julian Mattatia, General Manager of Sales and Marketing at the MoneyQuest Group, and Matthew Phelps, State Manager for NSW/ACT at MoneyQuest.
They talk about why mortgage brokers must shift from a transactional model to a long-term client advisory approach, how referral partnerships with financial planners can dramatically boost business growth, and the biggest mistakes new brokers make when transitioning into the industry (and how to avoid them).
They also discuss how social media is transforming the mortgage broking landscape, why niching down can help you stand out in a saturated market, and how top brokers use automation and AI to streamline their processes and attract more clients effortlessly.
If you want to attract high-value clients, stand out in a competitive industry, and build a mortgage broking business that lasts, then make sure to listen to this episode!