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Ever wondered how financial services can be successfully operated remotely? We caught up with Stephanie Leather, the genius mind behind Remote Financial Services Assistance. Her journey from being a broker to a pioneer in the remote financial services industry is as captivating as it is enlightening. Stephanie's insights into the world of remote financial administration will have you rethinking your traditional business approach, and her unique retainer-only model is a game-changer. 

Stephanie spills the beans on the power of delegation, flexibility, and trust within her business. Highlighting the immense value that mortgage brokers can tap into, she lets us into her world of remote operations. In this episode, you'll find out how Stephanie navigates the challenges of running her business and how her background firmly anchors her in this space. Get a glimpse of what it's like to work with her as she talks about how her services are tailored to individual client needs, and the tools she uses to stay organized.

We discuss the benefits for mortgage brokers of working with freelance admin support – an untapped goldmine in the industry. Stephanie illuminates the otherwise obscure realm of mortgage administration, the profound impact it can have on businesses, and why she chose to transform her business to a retainer-only model. She also touches on the importance of maintaining a work-life balance when running your own business and the trade-offs of outsourcing services. So buckle up, get ready for a roller coaster ride into the world of remote financial services!

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry

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