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Building a business where 70% of clients come back? That takes more than just good service - it takes a rock-solid system.
In this episode of Broker Bulletin, Loan Market’s number one broker globally, Paulette Trotter, joins LMG’s Grace Ormsby to share how she’s built a business that keeps clients returning time and time again.
She lifts the lid on the processes and team structure that have helped her not only deliver an exceptional client experience but also supercharge her referral network.
With 40 to 50 applications submitted each month, Paulette’s approach is proof that a strong service proposition, backed by the right systems, can drive serious growth.
The game-changing strategies Paulette has in place:
A 6-month check-in with clients
Continuous touchpoints post-settlement
Going into every client interaction with a ‘helping’ mindset
Like this episode?
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We’d love to hear from you!
Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Let’s keep the conversation going.
lmg.broker/broker-bulletin
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You can’t grow a business without a plan. But how do you create one that actually works? And more importantly, how do you make it stick?
In this episode of Broker Bulletin, Loan Market’s Associate Director Alberto Gorgioski, sits down with Broker Success Manager Robert Fares to break down why a solid business plan isn’t just a nice-to-have, it’s essential.
Alberto takes us under the hood of what makes a business plan work, from structuring your team to generating leads and marketing your services. He also shares why tracking key metrics, like lead conversion and staff retention, is the secret to staying on course.
And if you’re looking to kick off 2025 strong, Alberto’s got 3 must-do tips:
Set clear 90-day goals for your business Lock in time to plan - and get the team involved Align your core values with your strategyLike this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
We’d love to hear from you!
Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Let’s keep the conversation going.
lmg.broker/broker-bulletin
See omnystudio.com/listener for privacy information.
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Saknas det avsnitt?
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Growth isn’t just about ambition. It’s about having the right tools, strategies, and support in place to make it happen.
For the official launch of Broker Bulletin, Loan Market CEO David McQueen chats all things business growth strategy with LMG Executive Manager, COO & Communications Lisa Jackson.
David looks back on his first 90 days as CEO, highlights the unique programs spearheading broker success across the network, ponders advancements in AI and reveals how the best businesses will look to embrace growth over the coming 12 months.
He also offers up 3 pieces of advice for brokers gearing up for a busy 12 months:
Make sure you understand the business life cycle
Explore how you can best leverage tech in your business
Don’t make uninformed decisions about staffing and support needs
And much, much more!
Like this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
We’d love to hear from you!
Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Let’s keep the conversation going.
lmg.broker/broker-bulletin
See omnystudio.com/listener for privacy information.
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Alan Walker went from writing $10k per month in 2020 to $40k each month in 2023. How did he do it?
For this episode of Broker Bulletin, LMG Director of Broker Success, Patrick Moore, sits down with Loan Market Asset Finance Specialist Alan Walker to unpack the strategies that enable him to service 450+ transactions per year.
Alan explains how he sets his targets, reveals how he manages his workload efficiently, and unravels the thought process behind his future growth ambitions.
3 ways Alan is able to service 400+ clients per year:
Restricting meetings to 1x per day
Proactively managing customer expectations
Ticking off his to-do list with ever-reliable pen and paper
Like this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
We’d love to hear from you!
Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Let’s keep the conversation going.
lmg.broker/broker-bulletin
See omnystudio.com/listener for privacy information.
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Looming cash rate cuts, Trump tariff tradeoffs, and an upcoming Australian election; How will the next 12 months play out for property?
On the very first episode of Broker Bulletin, Ray White Chief Economist Nerida Conisbee starts the year strong, breaking down what brokers can expect from the Australian property market in 2025 to LMG Executive Manager, COO & Communications Lisa Jackson.
Charting international socio-political and economic factors at play and the public policies set to impact mortgage finance over the coming years, Nerida advises the datasets and datapoints brokers should keep a close eye on, no matter where in Australia they are servicing clients.
3 topics Nerida lends her expert insight to:
What the RBA will do in 2025
How Trump’s recent win could turn the tables on property prices down under
Why Aussies’ quest for space is driving unaffordability
Like this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
We’d love to hear from you!
Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Let’s keep the conversation going.
lmg.broker/broker-bulletin
See omnystudio.com/listener for privacy information.
