Tony Spies is one of the long-standing successful mortgage brokers in his space. He has been servicing his clients with excellent financial services and helping them find the right finance deal for their needs. His business continues to run and thrive in the mortgage broking industry. But Tony wanted to create an exit strategy to take a setback and remove himself from the day-to-day business.
CHALLENGES OF A TENURED MORTGAGE BROKER
Even for a tenured mortgage broker like Tony, a few bumps in the road is inevitable. He came across business challenges whilst he’s growing and running his business. But the biggest problem he had was the problem of building a new client base for the next five years.
“One of the challenges we’ve experienced was we wanted to build up our trail book more over the next five years. I want to add a lot of value to the assets of the business. A lot of it has to do with putting systems and processes in place.”
FROM EXPERT TECHNICIAN TO BUSINESS LEADER
Most business owners started their own business because they are expert technicians in their industry and saw an opportunity to continue what they do best on their terms. But as their business grew, they noticed that the hours they spent working in their business grew. Tony wanted to rebuild his business to allow him to put in fewer hours as he currently did.
“I needed to create a structure so I don’t need to put in as many hours. I needed to move out of the technician, and day-to-day manager role, so I can be more of a leader and entrepreneur of the business.”
Tony knew what he wanted to achieve but he didn’t exactly know how to get there. He’s been struggling to try to work through different solutions for a year but not making any ground in that process. So he looked elsewhere and discovered Aureus Financial and the Wealth Accelerator program.
“I’ve been struggling with coming up with solutions for a year or so and not making any progress. And then I saw you and your course in another group. I thought it went well”
THE 3 BIGGEST BENEFITS TONY GOT FROM THE WEALTH ACCELERATOR PROGRAM
- Wealth and business tools
- Business strategies
- Optimise and streamline business processes
THE GREATEST VALUE
Despite Tony’s years of experience as a business owner and a mortgage broker, he still learned a lot on the Wealth Accelerator program. It also gave him the proper tools to push his wealth and business journey forward.
“The course gave me tools to measure the performance of my business. It also gave me a lot of ideas to improve the performance of his business, and several strategies to optimise and streamline our process.”
SO, WHAT DID THE PROGRAM DO TO TONY SPIES’ BUSINESS?
“I feel quite comfortable that if we were having this conversation in 12 months, my business would look quite different. It would probably be a lot more automated and a lot more professional in each of the steps that the client goes through in the journey that they have with us.”
WHAT CAN ANGUS SAY TO OTHER FINANCIAL ADVISORY BUSINESS OWNERS CONSIDERING THE WEALTH ACCELERATOR PROGRAM?
“The course is worth doing. I was in a place where I wasn’t clear on where I was going to go next. I didn’t know what steps I needed to take and wasn’t sure of what aspects I needed to revisit and measure. The course had everything and it was presented in a digestible and actionable way.”
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