752: What’s Your Move? Case #002 | Why Is the Business Messier After You Hire?
I Love Mortgage BrokeringShow Notes
I’m back with Episode 2 of What’s Your Move?This time, a broker has been in the business for more than a decade, does about $25 to $30 million a year, and recently hired his first assistant. She is great, but somehow the business feels messier than before.They are stepping on each other, replying to the same emails, and creating confusion. The bigger issue is that he wants to double his business next year.So what would you do: add new technology, fix the process, or is the real problem somewhere else?In this episode, I cover:
The Setup - A successful broker finally hires help, but the business starts feeling less organized. People, Process, or Technology? - The three places I look when something starts breaking down. Why More Software May Not Help - Sometimes the problem is not the system you are using. The Shared Inbox Fix - A simple tagging system that can create clearer ownership. Learning to Let Go - Why doing your assistant’s job can become the exact thing that stops you from growing.
If you hire someone great, you have to let them own the role. Otherwise, you become the bottleneck you were trying to remove.—We’re bringing BrokerTalks back to Vancouver, Toronto, and Calgary this October.Toronto - Oct 14Calgary - Oct 16Vancouver - Oct 20If you want to learn from brokers who are actually doing the work, check out https://brokertalks.com/.ILMB PROMOUse code ‘SCOTT’ for $50 OFF—Follow me on Instagram: www.instagram.com/scottpeckford/I Love Mortgage Brokering: www.ilovemortgagebrokering.comFind out more about BRX Mortgage: www.whybrx.com Subscribe to my email list, Peckford's PlaybookJoin the Mortgage Mindset DailyGamify your prospecting with the 10@10 AppI Love Mortgage Brokering is in partnership with Ownwell.To see how top brokers are keeping clients engaged and generating leads from their database, visit ownwell.ca/scott.
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