How I exited 2 mortgage & protection firms - And What I’d Do Differently

15/05/2025 57 min Temporada 1
How I exited 2 mortgage & protection firms - And What I’d Do Differently

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Episode Synopsis


In this exclusive episode, Terry Blackburn sits down to reveal the untold story of how he built and exited two powerhouse financial services firms — Bespoke Financial and The Mortgage Genie. Terry dives deep into: Why he regretted selling (for a while) What most brokers get wrong when trying to scale The 3 BIGGEST problems mortgage businesses face How to build a business that runs without you Real, usable tips to generate mortgage & protection leads TODAY (both paid & free) Why every broker needs to see themselves as a salesperson first This episode is a goldmine for any financial adviser, mortgage broker, or protection specialist who wants to grow their business, close more clients, and create true wealth. 👑 Learn more about The Wealthy Adviser Club — Terry’s new Skool community where he teaches how to: 1️⃣ Generate leads 2️⃣ Sell more protection & mortgages 3️⃣ Reinvest profits into property to build passive income
https://www.skool.com/the-wealthy-advisers-club/about

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