Show Notes
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.
In this episode, Corey talks about why he’s merging his brokerage into a larger group, what changed when he stopped protecting the Source brand, and the mistakes he made while building the team so quickly.
For brokers trying to move from writing loans to building something bigger, Corey’s experience is a useful look at growth, ownership and knowing when doing everything yourself stops making sense.
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 Corey Goldby:
LinkedIn: https://www.linkedin.com/in/coreyjgoldby/
Instagram: https://www.instagram.com/financewithcozza/
03:04 Building two businesses with 35 people
08:16 The merger and building a business you can exit
11:08 Going all in on content and the Fat Profits podcast
19:34 Hiring mistakes and getting outside help
24:06 How new mortgage brokers can win business
28:22 Broker onboarding, pay and performance targets
33:56 Using AI for client notes and handovers
39:24 Where Corey’s leads actually come from
44:55 The budget, investor sentiment and lending changes
More from Beyond The Numbers With Christian Stevens
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.
William Tucker is a Director and Senior Finance Broker at Flint who nearly walked away from broking before things started to click.