LVR Podcast
The LVR Podcast is a podcast designed for Australian Mortgage Brokers, presented by brokers.
Learning. - The more we learn, the better we deliver. We know what we know, we don’t know what we don’t know. Forever learning.
Validation. - This is an industry of numbers and percentages. As a Third Party we have not only proved our worth, but also our capacity to provide and our innate purpose.
Respect. Respect your clients, your peers, and your distribution channels. And, yourself. We have an industry that we should be proud of, however, it is up to us as individuals to influence better behaviours, better outcomes, and better solutions.
Join Ruan Burger and Marissa Schulze for the LVR Podcast as they present their views on a variety of issues that affect us all as Mortgage Brokers in Australia. Their different and shared perspectives will no doubt inspire, entertain and prove to be of huge value to how you approach your day, and your life.
LVR Podcast
Do Your Clients Really Know Who You Are?
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In this episode of The LVR Podcast, Ruan Burger and Marissa Schulze dig into one of the most important questions a broker can ask themselves: do your clients actually know who you are? The topic, drawn from the Broker Journal, is the Willow or Oak concept — and it's all about identity, consistency, and the clarity that comes from truly knowing what you stand for.
Ruan makes the point that a broker's niche often reveals itself through the clients they attract, not just the ones they pursue. If you asked your last ten clients to describe their experience with you and got ten different answers, that's a signal — there's no clear, consistent brand coming through. The brokers who build lasting businesses are the ones who can articulate their proposition with conviction, because clarity breeds confidence, and confidence retains clients.
Marissa takes it further, highlighting how brand consistency becomes even more critical as a business grows. When team members are delivering the client experience on your behalf, they need to understand not just the process but the personality behind the brand. She shares a practical exercise — writing out your brand as if it were a person — that helped her team at Rise High stay aligned on how the business showed up for clients, through marketing, through service interactions, and through every touchpoint in between.
The challenge this week: sit down and write out your brand personality. What do you want clients to say about you — and what do you definitely not want them to say?
Ready to get clear on who you are as a broker? Explore the Broker Journal at successandbroker.com.au/the-broker-journal
Thank You To Our Hosts: Ruan Burger and Marissa Schulze
More From Marissa and her company, Rise High Financial Solutions:
More From Ruan and his company, Success and Broker: