During this stage Brokers are entering the industry for the first time and need to learn how to become a competent Loan Writer and a Self-Employed Owner – This is a new JOB-you’re the Rookie.  The business is at its infancy – Brokers will be navigating the market, the needs of consumers in various target markets, developing their own preferences and style to serve their clients and getting a grip on compliance and processes.

Broker will need to BUILD:  Industry Skill & Knowledge; Connections and Clients; Accreditations; Being the Boss; Something from Nothing; Faith, Courage & Confidence; Early Level Processes and Systems; Organic Marketing – Establish Trust and Visibility – start their branding/engage/contribute.

During this stage Brokers have discovered their strengths within a Target Market and specific Niche.  They have established themselves as the AUTHORITY and Known Specialist in this market. Brokers have superior technical knowledge/marketing strategy/tested processes/automations. Brokers are transitioning out of a JOB and into a BUSINESS as the Manager leading their team into the future.

Brokers will need to BUILD: Their Tribe; Diversified Marketing Strategy and Branding; Productivity; Staff/Resources; Standard Operating Procedures/Automations; A Business – Ready to Scale – revenue and cash for resources/capability.

During this stage Brokers are running a successful BUSINESS and overseeing operations at a high level.  As the visionary and Entrepreneur Brokers are making strategic decisions as to SCALING to building an ASSET with a succession plan for eventual exit. Reaching their ultimate level of success Brokers are working towards creating their LEGACY.

Brokers will be BUILDING: Business to scale – a business that works without them; Automated Productivity; Complete Work life Balance; Financial Freedom; Life On Their Own Terms; Contributions to the Industry – setting the bar for success.