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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: November, 2020
Nov 26, 2020

In this interview, Caroline Jean-Baptiste talks about what it takes to be an active and involved mother while also operating a successful mortgage broking business.  Who says you can’t have both!

Having previously worked in the cruise liner industry, Caroline talks about how she made the transition into broking, and then into operating a successful broking business.

With a legion of fans who advocate for her service, Caroline earns plenty of referrals, which is coupled with a host of marketing activities that have built her reputation as a legitimate expert in finance.

This includes using LinkedIn to generate new enquiries - a strategy Caroline has been using with a high degree of success.

In our interview, Caroline also touches on tech tools, building a team, and strategies for streamlining the lodgement process.

If you want to connect with Caroline, you can do so right here.  

Double Your Settlements:

Watch this free training so you can double your settlement volumes with structure and consistency.

Nov 18, 2020

As a multi-award winning broker and perhaps one of the most respected brokers in the country, Peita Davies has seen a lot in her 17+ years in the industry.

Transitioning from the dental industry, Peita shares how the core principles of great service have been the bedrock of building her business, reputation, and loyal customer base.

With an entrepreneurial flare, Peita also talks about the various business models she has deployed over the years to grow the business while also having a team of great people whom she can lead, inspire and contribute to career success.

If I was to describe Peita in a word, it’d be “integrity”.  No pretension, easy to get along with, and incredibly straightforward.  

It’s no wonder the bulk of her business is repeat and referral.

I hope you enjoy learning about Peita’s journey and taking away some insights you can apply to your business.  

And, if you want to reach out to Peita, you can reach her here.

Double Your Settlements:

Watch this free training so you can double your settlement volumes with structure and consistency.

 

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