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Вміст надано James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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How to Build a Sustainable and Successful Broking Firm with Blake Buchanan

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Manage episode 463535128 series 1211684
Вміст надано James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.

Some of our discussion points with Blake include:

  • That being a successful broker isn’t necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income

  • Insights on the strategy sessions he runs with brokers – where he asks brokers about the # of active clients in their book, knowing their trail income and understanding their P&L and how often it is reviewed against their goals and target

  • The $4 billion dollar curse and how the principle applies to firms of all sizes

  • The systems, support frameworks and value proposition for a broker’s firm to operate a sustainable, profitable and effective firm

  • The capacity thresholds brokers should know so they can forward plan for growth

  • And more….

  continue reading

103 епізодів

Artwork
iconПоширити
 
Manage episode 463535128 series 1211684
Вміст надано James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.

Some of our discussion points with Blake include:

  • That being a successful broker isn’t necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income

  • Insights on the strategy sessions he runs with brokers – where he asks brokers about the # of active clients in their book, knowing their trail income and understanding their P&L and how often it is reviewed against their goals and target

  • The $4 billion dollar curse and how the principle applies to firms of all sizes

  • The systems, support frameworks and value proposition for a broker’s firm to operate a sustainable, profitable and effective firm

  • The capacity thresholds brokers should know so they can forward plan for growth

  • And more….

  continue reading

103 епізодів

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