How to build out your broker business blueprint – and why strategy is king

09/02/2025 17 min Temporada 1 Episodio 4
How to build out your broker business blueprint – and why strategy is king

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Episode Synopsis

You can’t grow a business without a plan. But how do you create one that actually works? And more importantly, how do you make it stick? In this episode of Broker Bulletin, Loan Market’s Associate Director Alberto Gorgioski, sits down with Broker Success Manager Robert Fares to break down why a solid business plan isn’t just a nice-to-have, it’s essential. Alberto takes us under the hood of what makes a business plan work, from structuring your team to generating leads and marketing your services. He also shares why tracking key metrics, like lead conversion and staff retention, is the secret to staying on course. And if you’re looking to kick off 2025 strong, Alberto’s got 3 must-do tips: Set clear 90-day goals for your business Lock in time to plan - and get the team involved Align your core values with your strategy Like this episode?  Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.  We’d love to hear from you!Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected]. You can also connect with us on Instagram @lmg.broker and on LinkedIn.  Let’s keep the conversation going.  lmg.broker/broker-bulletin Want to know more about LMG? Click here.See omnystudio.com/listener for privacy information.