In this episode of The LVR Podcast, Ruan Burger and Marissa Schulze explore Week 8 of the Broker Journal: The Devil Is in the Details. It's a topic that might not be the most glamorous, but it's one of the most important — because in broking, the details you miss today can become the problems that define your business tomorrow.
Ruan is direct: most brokers are not naturally detail-oriented people, and that's okay — as long as you build systems and structures that compensate for it. He shares the "as per" rule from his own businesses, where every client instruction, every follow-up, and every key piece of communication had to be documented in writing. A phone call or voicemail was never enough. If you can't say "as per my email" or "as per my notes," you don't have a leg to stand on when something goes wrong.
Marissa expands on the team dimension — noting that a compliance culture has to be led from the top. You can't expect your team to follow protocols you're not following yourself. As a business grows, having well-documented processes isn't just good compliance practice, it's what allows a team to function cohesively and deliver a consistent client experience regardless of who's handling the file.
The challenge this week: how confident are you that the Ts are being crossed and the Is are being dotted — every single time?
Ready to build a business that runs on solid foundations? Explore the Broker Journal at successandbroker.com.au/the-broker-journal
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker:
