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In my last article I discussed how mindset, not skill set, prevents many talented financial services professionals from transitioning from their PAYG safety net to running their own Mortgage Broking business. I covered the value of belonging with a team, and how integration with a team fosters success for the individual. I then concluded with the importance of choosing the team wisely.
Given where I left off, I thought I would use this article to consider the type of support a high performing team should deliver to the individual team members. When considering the support we may need, it’s helpful to understand the responsibilities a business owner may have. Here’s a short breakdown (not an exhaustive list!):
I am now responsible for everything!
🤝 Networking
🤷♂️ Product Knowledge
✍ Process Efficiency
🤳Marketing
✍ Lead Generation
👌Referral Partners
How will I cope?
Starting a career as a Mortgage Broker often feels like stepping into a whirlwind—where you're expected to juggle everything from client relationships and compliance to marketing, IT, and administrative tasks. For those venturing into the industry alone, the sheer volume of responsibilities can be overwhelming, forcing you to wear a dozen hats just to keep the business afloat.
Pivotal has onboarded dozens of New to Industry Brokers and through that experience, we have identified common needs:
.Comprehensive Support Services: Pivotal offers a full spectrum of business support services, ranging from admin assistance to marketing, IT, technical advice, and business planning. This allows brokers to focus their efforts on what matters most—building relationships and winning clients —while Pivotal’s expert teams manage the operational side of the business.
.Cost Efficiency: One of the primary concerns for independent brokers is the financial burden of sourcing these services on their own. With Pivotal, brokers benefit from the scale and buying power of a larger network. This reduces operational costs significantly, providing access to high-quality services at a fraction of the cost it would take to hire independently.
.Expertise in Key Areas: By leveraging Pivotal’s network of experts, brokers gain access to specialized knowledge in areas such as IT, marketing, and compliance. Rather than spending valuable time trying to master skills outside their core expertise, brokers can rely on seasoned professionals who are equipped to drive efficiency and innovation within their business.
.Tailored Solutions for Growth: Pivotal’s support isn’t one-size-fits-all. Whether a broker is just starting out or looking to scale their business, Pivotal offers tailored solutions designed to meet their unique needs. This flexibility ensures that brokers aren’t just supported, but are empowered to grow at their own pace, with resources that evolve alongside their business.
.Proven Track Record: The success of many brokers who have transitioned to Pivotal is a testament to the effectiveness of the model. By partnering with Pivotal, brokers tap into a robust support network that has a proven track record of helping businesses thrive. The guidance and systems in place allow brokers to minimize risks and maximize potential, ensuring sustained success over the long term.
.Scalability and Sustainability: As brokers begin to grow their client base, their needs evolve. Pivotal’s suite of services is scalable, meaning it can grow with the business. This ensures that brokers have the resources they need to handle increased demand, expand their service offerings, and maintain high levels of customer satisfaction without facing the growing pains typically associated with scaling a business on their own.
.Referral Network Opportunities: Being the finance arm of RE/MAX Australia we have an established strategic referral alliance, supporting our partners clients on their home buying journey provides plenty of opportunity.
If you're a finance professional dreaming of independence but hesitant to take the plunge, now is the time to act. With Pivotal's proven
team and tailored support, you won't just start a business—you'll build a thriving one. Don’t let doubt hold you back—discover the
possibilities with Pivotal on your side!
Disclaimer: The content of this article is general in nature and is presented for
informative purposes. It is not intended to constitute tax or financial advice, whether general or personal nor is it intended to imply
any recommendation or opinion about a financial product. It does not take into consideration your personal situation and may not be
relevant to circumstances. Before taking any action, consider your own particular circumstances and seek professional advice. This content
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