Show Notes
He started alone in 2019. Now he's building the next generation of brokers from his own office.Rob Flynn launched Vorteil Financial Group the hard way. The Royal Commission had just wrapped. COVID was around the corner. And he was doing it solo in Perth. Six years on, he runs a lean, values-led brokerage with his wife Kat as business partner, a structured university internship programme (the only one of its kind in WA), and a client base built almost entirely on trust and referrals. In this episode, LMG's Simon Munkelt sits down with Rob at the LMG Growth Summit in Melbourne for one of the most honest conversations we've had on Broker Bulletin. No spin. No silver bullets. Just the real stuff. In this episode, you'll hear: Why diversifying into SMSF and commercial was the best business decision Rob made — and why he waited way too long
How hiring on attitude (not just skill) led to WA's first finance internship programme — and three new staff members
The one daily habit that changed Rob's growth trajectory: blocking an hour every morning to pick up the phone
A grounded, practical conversation for brokers at any stage — whether you're just starting out or wondering what the next phase of growth actually looks like. Like this episode? Leave a review. Don't miss an episode: subscribe to Broker Bulletin on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at [email protected]. Connect with us on Instagram @lmg.broker and on LinkedIn. Want to know more about LMG? Show Notes: 00:27 — Rob Flynn introduced: founder of Forteal Financial Group, live at LMG Growth Summit Melbourne 00:56 — Navigating the Royal Commission, COVID and a WA market on its own cycle 02:33 — The decision to get an office early and signal intention from day one 03:30 — Bringing Kat into the business and learning to let go of control 05:00 — Why diversifying into SMSF and commercial was the biggest game-changer 11:30 — How the internship programme started — and why Rob now hosts six interns a year 20:43 — Systems, AI and how Rob thinks about scaling without compromising quality 25:00 — The trusted advisor model: being the person clients call with problems, not just loans 26:41 — Six-monthly reviews and why getting back on the phone changed everything 33:36 — Rob's 1% tip: block an hour every morning and just pick up the phone 35:00 — Final advice: build the right support network before you need it See omnystudio.com/listener for privacy information.
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