While the co-ordinated advice approach has certainly become more popular in recent times, why isn’t it used more broadly?
The reasons can include our own insecurity, high control needs, or our desire to be the best and the smartest in the room.
When you are in the trenches day to day in your business, sometimes innovation is way down the list. It’s not that you don’t want to be innovative; it’s just that running the day to day of what you do is demanding and leaves little time for creativity.
Generally, Australians talk to a mortgage broker at the beginning, or at key stages of their financial life cycle.
So, as a mortgage broker, if you were in a position to offer your clients more than just finance at the beginning of their financial journey, you have a big opportunity to build a relationship based on trust, encourage client loyalty and, diversify and increase your revenue stream.
Consumers know that they should be protecting their ability to earn an income and agree that it is their responsibility to care for their family’s financial wellbeing, and yet roughly half of Australians are still putting off the need to act.
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