In this week's episode of Business Accelerator, Alex Whitlock and Jason Back unpack the crucial role of "Know Your Customer" (KYC) in mortgage broking and the strategic choice between being a generalist and a specialist.
As the year winds down, the hosts urge brokers to use this period for reflection and planning, emphasising that understanding client needs is not just a compliance task, but a significant competitive advantage.
The duo also highlight a major industry challenge: managing client expectations and how brokers who effectively communicate their value – and foster a deep, trusting relationship – are better positioned.
Tune in to hear how exceptional brokers are defining their ideal client, developing a signature process, and using a client-centric approach to thrive.
