Show Notes
Sam Panetta is the Founder of Broker Coach and host of the Broker Coach Podcast — built around helping mortgage brokers grow stronger, more valuable businesses through strategy, accountability, community, marketing and sales. After starting in smash repairs, moving through futures trading, mortgage broking, credit, financial services and business ownership, Sam has turned Broker Coach into one of the fastest-growing coaching communities in the broking industry.
But this conversation goes well beyond coaching.
Sam breaks down why most brokers are not struggling because they cannot write loans — they are struggling because they do not know how to market, sell, choose a niche, build attention or position themselves properly. He explains why Broker Coach was built around strategy, accountability and community, how the crew has grown to more than 70 brokers in just 18 months, and why the next wave of broking will reward specialists who understand content, paid ads, personal brand and attention. From $12 million month milestones to AI making loan writing easier, influencer-style brokers, peer-to-peer learning and the future of broker consolidation, this is a direct look at what modern mortgage brokers need to understand next.
If you're a mortgage broker trying to grow lead flow, build a stronger brand, find your niche and move from being “just the broker” to running a real business — this one's for you.
0:34 — From Smash Repairs To Finance — Property, Trading & Finding Broking
5:23 — From Broker To Coach — Building Aureus, Selling Up & Starting Again
8:39 — Marketing Times Ten — Why Sam Decided To Out-Market The Industry
11:14 — Inside The Crew — WhatsApp, Help Desk, Masterclasses & Long Lunches
14:06 — Joining Broker Coach — Game Plans, Coaching Tiers & Content Library
15:41 — FY27 Goal — 125 Members And A Hard Cap
18:01 — Where The Industry Is Heading — AI, Attention & Specialist Brokers
19:50 — The Average Broker Problem — Why $18M A Year Is Not Enough
20:26 — Marketing, Sales & Niches — The Skills Brokers Must Learn
25:30 — Broker Coach Success Stories — Harley, Nathan, Loop Loans & Attention
29:36 — Advice For New Brokers — Niche, Paid Ads & Content
31:33 — Girl Dad & Emotional Intelligence — Family, Leadership & Coaching
Learn more about Flint: https://flintgroup.au/
Connect with Christian Stevens:
LinkedIn: https://www.linkedin.com/in/propertyfinance/
Instagram: https://www.instagram.com/cmrstevens/
Connect with Sam Panetta:
LinkedIn: https://www.linkedin.com/in/sampanetta/
Instagram: https://www.instagram.com/sampanetta_/
More from Beyond The Numbers With Christian Stevens
Corey Goldby is the Managing Partner of Source Financial and the founder of the Fat Profits Podcast. In just three years, he’s grown his broking and accounting businesses to a team of 35 — and is now preparing for the next major stage of that growth.
Damien Roylance and Vincent Moore have spent the last decade growing Entourage from a small brokerage into a five-office business with more than 50 people and a multi-billion-dollar loan book.
Mackenzie Jones is a finance broker at Flint and one of the newest faces in the industry. After starting at CBA, she made the jump into broking at just 22, bringing the same discipline, competitiveness and consistency that made her a two-time martial arts world champion.
Ryan Sweeney is the Founder and CEO of Front Financial, and at just 25 he’s already gone from broker to running a fast-growing finance business.
*Content warning: This episode includes an open conversation around suicide and mental health, including personal experiences with loss. Viewer discretion is advised. If you or someone you know is struggling, please reach out to a support service.