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The Successful Adviser by James McCracken

The Successful Adviser is a podcast created for the mortgage and finance professionals who wants to become the preeminent advisor to their clients. James McCracken interviews some of the most successful advisors, influencers and suppliers in the mortgage and finance industry to share expert insights and real-life stories so you can achieve your goals and enjoy more success in your business.
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The Successful Adviser by James McCracken
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Now displaying: December, 2019
Dec 6, 2019

Hearing Hannah Nguyen’s story will be aspirational for many - and rightly so.  She is shooting the lights out with her volumes, though she is far from resting on her laurels.

Currently writing around $86 M with a goal of $100M (and then $150M), Hannah and her team operate with precision and structure to enable deals to flow smoothly through their well-oiled machine without every task being reliant on Hannah’s personal effort.

If you think of a surgical team, which has the prep-nurses, the surgeon and the post-operation support, that’s much like Hannah’s setup.  Where Hannah is the surgeon and sets the tone for how the business operates.

Impressively, her last appointment time slot is at 4 pm, and clients find a way to fit around her schedule, not the other way round.

As you’d expect, Hannah has a strong grasp of loan structuring and though has a highly tuned loan submission process, in my opinion, what’s even more impressive is her capacity to guide and empower her team members to perform their role to the best of their ability.

This skill earns her loyalty, and moreover, gives her the confidence that clients will be well serviced, and provides her with the opportunity to have a work-life balance where she can enjoy the other responsibilities in her life.

Visit Hannah’s website here.

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