The Wealth Guide Podcast
Welcome to The Wealth Guide Podcast, where we discuss and explore ways of helping individuals and businesses achieve their financial goals.
Discover a plethora of knowledge in each episode from our hosts, and industry guest speakers and gain deeper insights and tools to help you make the right choice for a brighter future.
Disclaimer: The information provided in this podcast is for general purposes only and should not be considered personal advice. Always consult with qualified professionals or experts in the relevant field for personalised advice tailored to your specific situation.
The Wealth Guide Podcast is proudly brought to you by Ryker Capital.
The Wealth Guide Podcast
How TOP Mortgage Brokers Leverage Financial Planners to Scale Fast | Ep. 49
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In this episode, we have Julian Mattatia, General Manager of Sales and Marketing at the MoneyQuest Group, and Paul Wright, National Growth Manager at the MoneyQuest Group.
They talk about why the traditional, transactional mortgage broker model is dying, how brokers can transform into trusted advisors who retain clients for life, and the biggest mistakes new brokers make when starting out (and how to avoid them).
They also discuss the power of financial planning partnerships in scaling a mortgage broking business, how technology and AI are reshaping the industry, and what it really takes to reach $1 billion in mortgage settlements.
If you want to future-proof your mortgage broking business, attract high-value clients, and scale sustainably without burning out, then make sure to listen to this episode!
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SHOW NOTES LINKS
https://www.linkedin.com/in/julianmattatia/
https://www.linkedin.com/in/paul-wright-brokercoaching/
https://www.moneyquest.com.au/
https://www.facebook.com/MoneyQuestAustralia/
https://www.instagram.com/moneyquestaustralia/
https://www.linkedin.com/company/moneyquest-australia
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LISTEN TO THE PODCAST
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Google Podcast: https://bit.ly/3swIVEF
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CONTACT US
hello@rykercapital.com.au
Client Enquiries: 1300 179 537
Careers & Press: 1300 179 537
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TIME STAMPS:
00:00 - Intro
01:11 - Strategies in Expanding MoneyQuest Group
02:12 - What is the value ad that Julian provides to the members?
03:26 - Primary Goals for MoneyQuest Expansion
04:58 - How Does Having a background in Mortgage Broking Help in Coaching & Mentoring Clients?
05:46 - The Mortgage Broking and Financial Planning Relationship
08:21 - The Importance of Having a Team of Financial Team to Back You
09:14 - Benefits of Mortgage Brokers working with Financial Planners
10:34 - Benefits of The MoneyQuest Pathways
12:50 - Paul's Pearls of Financial Wisdom
17:32 - The Multi-faceted role of a Financial Planner Working with Brokers
20:20 - Mortgage Brokers vs Traditional Banks
23:02 - Conversations between Mortgage Brokers, Financial Planners and Clients
24:17 - Professional Development Initiatives at MoneyQuest
27:24 - Adapting to Technology
31:21 - Conclusi