INTRODUCING...
...then this is for you!
For the first time ever James Veigli and Ash Playsted will demystify building a profitable and sustainable mortgage business in a live, online 3-part series.
We will work with you to transform your individual success into real, sustainable business success.
This isn't your run-of-the-mill series, it's a no-holds barred, no nonsense pathway for those who demand excellence.
This is the concentrated wisdom of decades of experience, thousands of coaching hours, proven best practice...
Plus cutting edge insights for success in 2024.
What you will learn (and be able to implement) is not taught in our industry.
You won’t hear this at PD days or conferences.
You won’t hear this from any top brokers or podcasts.
It is glossed over at best.
These strategies have generated billions of dollars in loans for our mortgage broker clients.
They have helped double, triple and even 10X settlement numbers and revenue.
They have helped get precious time and lives back.
They have helped build real businesses worth millions.
We will teach these proven methods to you, in detail, so you actually get results.
Live with James Veigli and Ash Playsted.
Get more done in 4 hours than most brokers get done in months!
DATE: 15th December, 2023
TIME: 10am - 2pm, Sydney time
LOCATION: Online
What if you could quickly and easily supercharge your pipeline without digital marketing, advertising, buying leads, or having to share commissions?
In this intensive, we'll show you how to get more quality leads, more consistent referrals and millions in new loans settled.
By the end, you'll have mastered the transition from a Mortgage Broker to a Trusted Advisor so you can unlock a flood of opportunities and solve your competition with other brokers, banks and lenders.
DATE: January, 2024
LOCATION: Online
Want to learn the art and science of leveraging your time, skills and success as a broker into a sustainable mortgage business?
You'll learn how to double, triple or 10X your settlements… without working harder. We'll show you the A-List Hiring Method to build a rock solid team so you aren't trapped managing staff and fixing mistakes.
If you've wanted to go from "doing ok" to generating next level results and finally get your life back... this intensive has got you covered.
DATE: February, 2024
LOCATION: Online
Learn now to maximise the value of your mortgage business by installing growth multipliers and liberate yourself from operations.
You'll learn how to strategically weigh up your exit options using the power of The Earning Matrix and The Multiplier Matrix.
If you've found it hard to create true flexibility and freedom of choice, with a real business that runs and continues to grow without you... this intensive is for you!
CONNECT is the step-by-step solution to becoming a Trusted Advisor, 10X your settlements and building a business that runs without you.
What would normally take months (or years) of research, trial and error and lots of wasted time... can now be learned in a fast, easy and accessible way. And it works whether you're just getting started, or you've been at it a while.
These are some of the exact resources our 10X and Accelerate members apply to double, triple and 10X their settlements without working 100+ hours a week.
You don't need to spend years "grinding it out" trying to figure everything out on your own... this is going to be your shortcut to success.
This End of Year Festive Bundle would normally cost...
$2,050.
And tickets to the Intensive Series will sell for $500 each in 2024.
But because it's the end of the year and we're in the Festive mood... 🎊
We're giving you an insane 73% discount... so you can have some extra cash in your pocket.
Which means you can get the complete End of Year Festive Bundle today... for just one payment of $550.
Yes. Just $550.
You get access to your CONNECT membership instantly.
As soon as you join, you'll get an email with a link to the online portal... so you can start with the right strategies today.
The Attraction Intensive is on Friday 15th December at 10am - 2pm, Sydney time. Live, online with James Veigli and Ash Playsted.
You'll receive your link to join the intensive a couple of days before and again on the day.
In case you're wondering...
If you're thinking; "$550 is cheap... what's the catch?!" then here are three reasons that should put your mind at ease:
1. $550 puts this information within the reach of EVERYONE!
2. It weeds out the freebie seekers. We only want serious brokers who take action. And in our experience, charging gets rid of those who see, but don't do.
3. We're committed to helping 100+ brokers build bigger futures and we want to show you exactly how we can help.
But that's it... just the information you need and the results you want.
We're giving you our entire End of Year Festive Bundle today during this end of year promotion... for just $550.
To prove to you that THIS STUFF WORKS!
But with all that said, there's one thing to keep in mind...
This special 73% discount is VERY LIMITED and once it expires, you'll never see it at this price again.
This is truly a limited offer so claim your spot now before it's gone.
A fraction of what you're getting:
The Acceleration Intensive (Valued at $550) - 15th December, 2023
The Multiply Intensive (Valued at $500) - January, 2024
The Performance Intensive (Valued at $500) - February, 2024
CONNECT Membership (Value $550 p.a.) - Instant Access
Fill your mortgage business with more quality leads, more consistent referrals, and millions in new loans settled... every day like clockwork...without digital marketing, advertising, buying leads, or having to share commissions.
Date: Friday 15th December, 2023
Time: 10am - 2pm, Sydney time.
Location: Online
Value: $500
There are only TWO strategies you need to generate all the business you want.
The first method most brokers have forgotten about, or don't know how to execute correctly, so instead waste their time and money on digital marketing and social media.
The second, and most powerful, nobody has ever shown them. In fact, the industry has failed by teaching the opposite.
We will give you both these strategies, including simple templates and scripts so you can use them immediately to generate opportunities and millions in extra loans.
The bad news is the role of a mortgage broker, as most know it, will be obsolete in the next few years. AI is here and it's coming for our industry.
The good news is you can transition from a Mortgage Broker to a true Trusted Advisor. Smart brokers are doing this now, because it will future-proof your business, plus it's a game-changing strategy for lead generation.
Most brokers are great technicians, can access the best deals, discuss structure and strategy with clients, help them buy their dream home, help invest in multiple properties, introduce to other professionals and of course deliver amazing customer service. But this is NOT being a Trusted Advisor.
One key thing is missed by virtually every broker, even the most successful and experienced. This simple transition will unlock a flood of opportunities and solve your competition with other brokers, banks and lenders... once and for all.
Virtually all mortgage businesses are build using a personal contact strategy. Out and about. Talking to people. Word of mouth. Referrals from other professionals. This works! But, it requires a lot of effort "on the ground".
The holy grail in a mortgage business is to have your referral partners do all the heavy lifting for you and send warm qualified opportunities your way every day.
We call this The Dream Team, and we will show you how to set this up, how to connect your services to your dream team, how to correctly run reach-out campaigns and reviews to partner databases, and how to train your partners to uncover on-the-fly referrals.
If you have referral partners but are not getting referrals from them every day, you need this.
Nobody likes cold-calling. Nobody really likes networking. We'd all just prefer hot leads and million-dollar loans to land in our laps. But of course this doesn't just magically happen. So most brokers resort to digital marketing and buying leads, but we all know exactly how this ends.
So what if there was a real way to bring in new enquiries, new opportunities and new money (you can't just keep refinancing your book, that's not a growing business strategy). We'll show you the easiest, most effective and also most fun 'hacks' for generating new business. One of these is The 8x8 Formula, an easy and fun strategy any broker can do, starting immediately.
Because how you show up, what you say, how you say it, when you say it and more... is the sole reason why you either win or lose the business or relationship. It doesn't matter how good a broker you are.
It doesn't matter how well you get along with clients or partners. This is what's hurting brokers. We'll give you a simple method to adopt the correct mindset and show up like a boss in every situation. We'll also melt away the common objections around sharing commissions, already having a broker or finance, and the worst... apathy.
What you will learn (and be able to implement) is not taught in our industry. You won't hear this at PD days or conferences. You won't hear this from any top brokers or podcasts. It is glossed over at best.
These strategies have generated millions of dollars for our mortgage broker clients. They have helped double, triple and even 10X settlement numbers and revenue.
We will teach these proven methods to you, in detail, so you actually get results.
Leverage your time, skills and success as a broker into a sustainable mortgage business... double, triple or even 10X your settlements... without working harder or being trapped managing staff and fixing mistakes. Finally get your life back.
Date: January, 2024
Location: Online
Value: $500
Without flow you simply have a bunch of skills locked inside your head. Without flow it's impossible to build and more importantly keep, a winning team.
If you want to multiply your settlements, revenue and business, you must become a master at creating an ideal flowstate. This is all about 'canning and cloning' the magic inside your head.
Mapping out the Perfect Client Journey that will create Clients for Life, without you having to do all (or in fact any!) of the work.
The industry preaches systems and technology, but almost all brokers are missing the mark and have a clunky business. We'll show you how to create real flow and unlock your business multiplier.
The single biggest downfall of all brokers is simple. It's a lack of understanding of the concept of Sustainable Capacity and not having true mastery over their time. Running a successful business is all about priority and resource allocation, setting boundaries and sticking to them.
It's about being proactive and 'bossing' your day, otherwise you'll be reactive and controlled by time. This is easier said than done and most brokers fall victim to their business and time, which is why they never achieve real growth.
The industry also perpetuates the idea that a mortgage broker must be a superhero and help everyone no matter what. We will teach you the single hardest word a mortgage broker can use and why it's essential.
It's no secret that you need a solid team to multiply your business, results and life. But there's more to building a team than just offshoring your loan processing or hiring loan writers.
You need the right people in the right jobs at the right time... and you need to create an environment so they want to stay. Most brokers hire reactively, under stress and it falls apart. They are forced to micro-manage and put out fires.
We will teach you the correct model for a mortgage business. We'll show you how the A-List Hiring Method works. How to build a 90-Day Onboarding and Performance Review Framework.
Most importantly, how The Cash Boss can give you clarity and confidence on your numbers before you hire.
Growing a mortgage business is a balancing act. You need to work 'in' the business, writing loans to bring in revenue... but you need to work 'on' the business, building systems and team and so on.
Both of these must happen simultaneously, but you've only got a certain amount of time each day. Most brokers get this wrong and the end up on the see-saw, up and down. They spend all their time writing loans and make zero progress on the business. Or they spend all their time building the business but neglect to write loans and bring in revenue.
Both have poor to disastrous outcomes.
Instead we will teach you how to balance the see-saw, by focusing on the right Metrics, Revenue Generation and Business Foundations with correct prioritisation and resourcing.
Most mortgage brokers operate from the wrong mindset, the wrong frame. If you truly want to multiply, you have to make the jump from being a Mortgage Broker to a Mortgage Business Owner. And just because you are 'the' business owner, doesn't make you a 'true' business owner. There's a big difference.
There are 5 Fundamental Mistakes brokers make with their approach to business. If you don't know what these are how to reprogram your mindset, it's impossible to multiply your business.
We will reveal exactly what these are and exactly how to shift your mind to finally step up as a true business owner.
Maximise the value of your mortgage business by installing growth multipliers and liberate yourself from operations... giving you flexibility and freedom of choice... with a real business that runs and continues to grow without you.
Date: February, 2024
Location: Online
Value: $500
If you don't have a clear vision for what you are trying to achieve in your business and life, what gets you out of bed each day, then like most brokers you will work far longer and harder than you actually need to.
You'll fall victim to other people's agendas. You'll build a business you resent. You will lose your purpose and drive. The whole point of being in business is to achieve a big picture outcome.
If you can't explain right now, with clarity and confidence, what your vision is... then you're not alone. Most brokers and business owners are just 'doing', making money, wanting more... but without a clear outcome in mind.
We will help you extract your Ideal Business Vision so it becomes your guide and motivation.
There are two key strategies you must understand if you want to maximise the value of your mortgage business.
Most brokers only focus on writing loans and accept the industry average multiplier for their trail book... which leaves hundreds of thousands, or even millions, on the table.
We will show you the Earnings Matrix, The Multiplier Matrix, and how to strategically weigh up your Exit Options. There is hidden value locked in your business, it's all about knowing how to unlock it.
We've helped a number of clients build and exit their mortgage businesses for multiple millions. Let's get you clear and focused on your value and end game too.
A wildly successful and valuable mortgage business does not have a superstar performer at the centre. That's all for show and winning awards. The real game changing results are hidden behind the scenes.
A mortgage business that runs without you, with an empowered team to drive the business forward for you, is the real goal.
We will show you how to liberate yourself not just from writing loans, but also from leading and managing your team.
We'll talk about Empowering Team, becoming the Chief Energy Officer, setting up The Board, and most importantly how to make the difficult mental shift from do-er to own-er... which nobody is immune to.
Regardless of your desired outcome for your business, this formula will guarantee a stronger business and a bigger payday.
To maximise the performance and value of your mortgage business, you need to tick off as many areas of The Mortgage Business Blueprint as possible.
There are 9 Strategic Accelerators and a Self-Assessment Exercise we will do for each. Think of this like the ultimate stress-test for your business... because we can guarantee what you 'think' works really well... will probably break-down or fall without you present.
This playbook will force you to consider areas of business you have not paid any attention to, that are in fact essential to its sustainability and success.
True performance in business and life lies on the other side of conventional thinking. Think and act like most do... and you'll achieve the results like most do... which isn't much.
Becoming a Visionary Thinker, understanding how to stay Resilient and when you need to Reinvent, are keys to enduring business success.
We will help you install Performance Enhancers designed to maximise you and your day... and when you maximise you... you will be able to maximise the results in all areas of your business and life.
The secret to becoming a top broker and building a sustainable high-performing mortgage business... is not about how many strategies you learn and how hard you work... it's about learning the right strategies and implementing them at the right time.
Want to speak to a real person? Book a chat with our Growth Coach team: Let's chat!
Having coached and worked with mortgage brokers since 2008, we've developed a professional business development membership leveraging three key elements that drive action and results:
Learning + Events + Community
That's why your CONNECT Membership gives you exclusive access to the essential content and events members in our ACCELERATE and 10X programs use to get amazing results, and connects you with a community of like-minded brokers.
Most importantly... CONNECT isn’t just a bunch of good ideas or disjointed theories - it provides you with a proven set of tools, training and resources linked to a plan that actually works.
When you join CONNECT:
In short, what we do works. We've got your back. Let's make BIG things happen for you and your business.
Learn more about each of these key elements inside CONNECT...
You'll get access to:
The CONNECT Online Portal is available 24/7/365 on demand.
Unlock our industry leading strategies through step-by-step video training. Plus access the scripts, templates and checklists you need so you can bypass the trial and error and get results faster.
If you’re struggling with lead flow...
...our expert positioning, marketing and key partnerships strategies may be where you place your focus.
If you’re overwhelmed with demand...
...our smarter systems and team building strategies may be the missing piece of the puzzle.
These are the resources you can constantly refer to in order to accelerate any area of your mortgage business. Check out all nine accelerators in our Mortgage Business Blueprint.
And most importantly…
What we do works.
Here's a small sample of some of the resources you'll get inside the CONNECT Online Portal.
You'll also get access to:
Your CONNECT Membership gives you exclusive access to both our member-only CONNECT Days and BIG Events.
These are not like any other industry events.
We do not have any sponsors, lenders, suppliers or product pitches.
We develop and deliver the best content and training in the industry. We interview top performers in a way that extracts pure gold. The entire focus is providing you with the insights and strategies you need to immediately improve your business. You’ll leave inspired, and with actionable strategies you can take away and implement immediately.
Here's what you can expect from our events:
CONNECT Days
Held live online nine times a year, these half-day sessions are where we release our latest content workshops, extract best-practice from a top performing member, and facilitate small group mastermind sessions.
At our CONNECT Days:
You can see what's coming up at the next CONNECT Day here.
BIG Events
Held live-in-person twice a year. With strategic sessions, actionable tactics, keynotes, masterminds and social events, these 2-day events are legendary and considered by many to be the best events in the mortgage industry.
Attending BIG Events:
You'll also be invited into the:
At Broker Ideas Group, we value relationships as well as results. A large part of what makes what we do so special, are the member communities that we build.
You don't have to go it alone.
As a CONNECT Member, you'll have access to our CONNECT Facebook Group. This is an exclusive members-only community of mortgage brokers from Australia and New Zealand. You'll get input, ideas, guidance, motivation and insights from other brokers just like you.
Our communities are:
Truth is, there’s nothing that comes close to the CONNECT Community.
Come join us and see for yourself!
Nicole Cannon
Sydney, Australia
A broker for 19 years, Nicole was stuck and unable to propel her business forward. We helped her identify roadblocks and implement systems and team to solve them, within 9 months she was lodging $10M+ each month.
Ryan Baddock
Toowoomba, Australia
Ryan was following the same pattern of working hard for inconsistent results year after year. We supported Ryan in building a genuine business with consistent and diverse lead flow, robust workflows and processes, and effective HR systems.
Ben White
Sydney, Australia
Since working with us in 2019, Ben has implemented systems, technology, staffing, and processes, growing his business year-on-year by 60%, 110%, and then 180%. His business is now more bulletproof, able to handle growth, as well as providing a 6-star performance to clients.
A fraction of what you're getting:
The Acceleration Intensive (Valued at $550) - 15th December, 2023
The Multiply Intensive (Valued at $500) - January, 2024
The Performance Intensive (Valued at $500) - February, 2024
CONNECT Membership (Value $550 p.a.) - Instant Access
Mark Kevin
Sydney, Australia
Mark has built his business from $1-2M per month to $100M in the first full financial year. The value he gets from the coaching, the community and professional development is second-to-none and we will be a long term partner for his continue business growth and success.
Tim Cavanagh
Perth, Australia
Tim and his business partner went from struggling to make their business plans happen, to building an efficient and automated process, clear roles for their growing team and a strong customer proposition. Achieving an 3x increase in their results in 18-months, they are now ready to scale significantly.
Corey Goldby
New South Wales, Australia
Corey wasn't writing enough to support his family and he struggled with visibility of workflows in his business. The business model and systems he installed have taken him from $1.5-$2M per month, to $10M+ per month with far less reliance on him.
THIS OFFER IS NOW CLOSED
Please contact us at hello@brokerideasgroup.com.au for further information
Sanket Patel
Melbourne, Australia
We provided Sanket with the coaching, support and resources to establish his team roles and systems, so he can focus on client acquisition and business growth. His revenue is now consistently growing, and he is working towards an end-to-end fully online client process.
Gayle Stapleton
Brisbane, Australia
Gayle wanted to scale her business and with our help has grown her volume 40% this year. The more she utilises the support and resources, the more value she gets. Gayle particularly loves being part of the broker community.
Parth Shah
Melbourne, Australia
Within 9 months of starting work with us, Parth increased volume 200% and cut work hours 25%. With a clear process and support he now writes $15M+ a month and has a solid plan to continue growth. UPDATE Parth is now an MPA Top 100 Broker!
Nadia Davison
Melbourne, Australia
We gave Nadia the structure and support she needed to get out of her comfort zone, build momentum and consistently work ON her business. She established two strong referral partnerships and now has confidence in and appreciation of the true value she provides - both to her partners and clients.
Nicole Kennedy
WA, Australia
We helped Nicole move from overwhelm to setting her business up for 3-month off each year, writing $6-7M per month. She loves bouncing ideas and appreciates the tailored support to build her ideal business.
Giorgio Stefanatos
Melbourne, Australia
Georgio was a solo operator writing less than $2M per month with no support - but he knew he needed help. With our help, in just over 12-months he brought on two support staff and systemised his whole process. Georgio is now freed up to focus on business growth and wrote $13M in the last two months.
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Established in 2008, we help mortgage businesses grow easier and faster, through industry-leading advice, resources and support.
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