Welcome to Lead to Close. Between Greg and James, there's been a lot of learning, growing, and laughing. Now, there's a desire to share their experiences with mortgage brokers in a way that's very transparent.
This podcast will cover pragmatic topics, but it will also touch on lifestyle topics and other subjects that some podcasts are too afraid to talk about. Today's episode is all about the obstacles to scaling and how you can overcome them.
On this episode of Lead to Close:
- A brief summary of how the podcast started.
- How to know when it's time for you to scale.
- The biggest obstacle to scaling if you haven't already done it.
- The importance of having support in place before scaling.
- Reasons you may want to scale that have nothing to do with money.
- Common mental barriers to scaling.
- What it means to "shrink the change".
- How scaling has allowed Greg to do what he does best.
- The one thing that's consistent for all mortgage brokers.
- The motivation of scaling for freedom.
- Top tips for new brokers or those just beginning to hit their stride.
- Why the barrier to entry is so high in this industry.
- What you need to think about when considering your split.
- How the model of the industry has changed over the years.
- Why agents and broker owners should negotiate their journey at the beginning.
- Why Finmo was created, it's benefits, and why you should support it.
- New innovations that have been introduced with Finmo.
- My Top Things segment: their favourite tools and resources right now.
Peoples Bank: https://www.peoplesbank.ca/en/
Finmo: https://www.lendesk.com/finmo
Top things segment links: Whoop, Apollo, Ben Greenfield's Instagram, Paul Sklar Instagram, Apple Watch
