Shows
The Wealth Guide PodcastThe BEST Mortgage Brokers Don’t Sell—They Educate! Here’s Why | Ep. 50Want to learn how our proven wealth-building strategies can help you create lasting financial security? Book a FREE consultation today: https://subscribepage.io/BookAConsult -----In this episode, we have Julian Mattatia, General Manager of Sales and Marketing at the MoneyQuest Group, and Matthew Phelps, State Manager for NSW/ACT at MoneyQuest.They talk about why mortgage brokers must shift from a transactional model to a long-term client advisory approach, how referral partnerships with financial planners can dramatically boost business growth, and the biggest mistakes new brokers make when transitioning into the i...2025-03-1626 minThe Wealth Guide PodcastHow TOP Mortgage Brokers Leverage Financial Planners to Scale Fast | Ep. 49Want to learn how our proven wealth-building strategies can help you create lasting financial security? Book a FREE consultation today: https://subscribepage.io/BookAConsult -----In this episode, we have Julian Mattatia, General Manager of Sales and Marketing at the MoneyQuest Group, and Paul Wright, National Growth Manager at the MoneyQuest Group.They talk about why the traditional, transactional mortgage broker model is dying, how brokers can transform into trusted advisors who retain clients for life, and the biggest mistakes new brokers m...2025-03-0233 min