• How to Build a Sustainable and Successful Broking Firm with Blake Buchanan

  • Jan 28 2025
  • Length: 53 mins
  • Podcast

How to Build a Sustainable and Successful Broking Firm with Blake Buchanan

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  • Summary

  • There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

    Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.

    Some of our discussion points with Blake include:

    • That being a successful broker isn’t necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income

    • Insights on the strategy sessions he runs with brokers – where he asks brokers about the # of active clients in their book, knowing their trail income and understanding their P&L and how often it is reviewed against their goals and target

    • The $4 billion dollar curse and how the principle applies to firms of all sizes

    • The systems, support frameworks and value proposition for a broker’s firm to operate a sustainable, profitable and effective firm

    • The capacity thresholds brokers should know so they can forward plan for growth

    • And more….
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