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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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Now displaying: Page 1
Jan 21, 2022

At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became a property owner.

With an avid interest in property investing, Kim turned her back on corporate in search of a more rewarding and flexible role, and naturally, broking became that profession.

With an abundance of life and professional skills to support her vocation, 6 years on, Kim is relishing the decision.

Like many respected brokers, her business is based on trust, relationships and service, which in and of itself, has been a catalyst for growth.

Though, as is always the way, Kim has experienced learnings disguised as mistakes that have helped her become clearer on her business model and how to find the balance between work and life.

Over the past year, Kim has introduced new tools, staff and structure to provide workflow efficiencies, save on travel time and enhance service levels.

These days, not only is Kim nearing capacity and in search of her next team member, she has earned the trust of lender BDM’s who refer their own family for Kim to look after.

If you would like to continue the conversation, you can reach Kim via email.

 

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