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Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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From Banker to Broker

22:01
 
공유
 

Manage episode 400798342 series 3009450
Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Send us a text

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

  continue reading

54 에피소드

Artwork
icon공유
 
Manage episode 400798342 series 3009450
Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ruan Burger and Marissa Schulze, Ruan Burger, and Marissa Schulze 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Send us a text

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

  continue reading

54 에피소드

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