Top broker shares his four pillars of success

Group director provides sneak peek into insights he’ll give at second Broker Connect event on 19 June

Top broker shares his four pillars of success


By Madison Utley

The second edition of Australia's only virtual event dedicated exclusively to mortgage professionals is set to take place next week. 

On 19 June, lenders, aggregators and brokers will once again gather in real-time to network, learn and together tackle the industry’s biggest questions. 

A keynote panel of top brokers will kick off the event, giving insight into how they have managed to adapt their businesses to find stability and success, even amidst a pandemic.

Following on from the preview provided by panellists Otto Dargan and Vishal Gupta, director of SMS Finance Colin Mason also shared a sneak peak into what he will discuss on the day. 

According to Mason, the four key pillars that support a successful business are: 

  1. Constant communication – Mason and his team are committed to keeping referral partners informed around key policy changes and lender updates 
  2. Seasoned stability – each member of the more than 25 strong SMS Finance team has been with the business for at least three years, creating the strong base necessary to consistently meet client expectations
  3. Encouraging all enquiries – SMS Finance practices a ‘client for life strategy’ through inviting customers to reach out with any finance related matters, even if the problem seems too large or too insignificant; if the group cannot help directly, it can point them in the right direction while cultivating the contact and getting an indication of what the client is up to
  4. Networking, networking and more networking – the company's staff are constantly attending sessions and meeting potential referral partners, an approach which has “been gold” for the group over the years

“The team and I are constantly thinking of ways to improve our offering to the market,” Mason added.

“What we do is not rocket science; staying in touch with our referral partners, returning phone calls in a timely manner and over-servicing our clients’ expectations allows us to deliver a brand that is known in households across the Sunshine Coast and beyond.”

To hear more from Mason, Dargan and Gupta, make sure not to miss the second Broker Connect event.

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