with Guest Darren Saul from Saul Recruitment

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

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In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze, along with guest Trent Carter from Provident Lending Business Solutions, delve into the pathways for mortgage brokers to integrate commercial lending into their businesses.

They address common barriers such as time management and knowledge gaps, and explore strategies for success in commercial lending. The conversation provides valuable insights on maximising opportunities within your existing client base, the importance of education and mentorship, and the potential revenue benefits of diversified brokerage services.

Key points from the episode include:

• Overcoming fear and hesitation related to time and knowledge in commercial lending
• Importance of time management and delegation to explore commercial opportunities
• Shift from product-focused to client-focused brokerage to unlock potential in the self-employed sector
• Commercial lending's significant impact on brokerage revenue
• Education and mentorship as keys to confidence and success in commercial lending
• Non-traditional referral sources can be crucial for business expansion
• Technology's influence on the brokerage industry and the increasing importance of complex lending solutions

Key quotes from the episode include:

"It's around getting that confidence around you don't need to know everything, and to get comfortable asking the right questions." - Trent

"To anyone saying they don't know where to start when it comes to commercial lending, if this is truly a lane that they want to open in their business, you guys have gone and built the highway so to speak." - Ruan

"There's more options and opportunities for clients out there with technology, we as brokers need to get a lot better at handling the more complex stuff because that is the stuff that is going to be harder for technology to fill the gap." - Marissa

"I actually think that if you do get educated in that commercial lending space, it actually makes you a better resi broker too." - Trent

"With human interaction, it's just such a good opportunity for us to not just strengthen our proposition to market and to our clients, but also protect our clients' wellbeing through our engagement." - Ruan

"We hope this inspires our listeners to create some time in their busy schedules to invest in their education and upskilling into that commercial space, because there is a huge opportunity." - Marissa

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker

Welcome to another episode of the LVR Podcast, where we're excited to have Michael Payne from Pinnacle Brokers join us. Transitioning from banker to broker, Michael's journey is nothing short of inspirational. We delve into the motivations, challenges, and triumphs that Michael encountered on the path to becoming a self-employed broker. This episode is a must-listen for anyone interested in the intricacies of making a significant career change or who's just starting out and is itching for some tips!

Key points:

• Strategies for attracting leads and clients, and the crucial role of referral partnerships
• How flexibility and innovative client engagement strategies contribute to success
• Overcoming hurdles in attracting referral partners and clients through unique strategies
• Michael's biggest learnings and some things he wish he knew before he started
• Insights into Michael and Pinnacle Brokers' plans for growth

Key quotes:

"We make a commitment [to our referral partners] that we will either call them back or call their clients within 2 hours." - Michael

"Lead flow is only the starting point. How we deliver, how we engage, is key and it really makes everything real." - Ruan

"I think once you implement the boundaries for them [clients], they actually start respecting your time more as well." - Marissa

"The main difference [in broking] is to have that flexibility, that you can build a team that works together to actually get the best outcome for clients." - Michael

"And it is all education, we need to educate our clients as much as we educate the referral sources, as much as you educate your staff." - Marissa

"One of the things just these last 12 months for you has been communication is key, making sure nothing is left to chance." - Ruan

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

Marissa Schulze Linkedin

Marissa Schulze Instagram

Marissa Schulze Facebook

Rise High Financial Solutions

More From Ruan and his company, Success and Broker:

Ruan Burger Linkedin

Ruan Burger Instagram

Ruan Burger Facebook

Success and Broker