Want to learn how our proven wealth-building strategies can help you create lasting financial security? Book a FREE consultation today: https://subscribepage.io/BookAConsult -----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!-----SHOW NOTES LINKShttps://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-----LISTEN TO THE PODCASTSpotify: https://spoti.fi/3qJL8w4 Apple Podcast: https://apple.co/3QPF3ch Amazon Music: https://amzn.to/3YMZjgD Google Podcast: https://bit.ly/3swIVEF-----FIND US HEREFacebook: https://bit.ly/3RsO5Mr LinkedIn: https://bit.ly/3Rs0Qah Instagram: https://bit.ly/46kZvGp TikTok: https://bit.ly/3PSbK7U YouTube: https://bit.ly/3rsKxPG -----CONTACT [email protected]   Client Enquiries: 1300 179 537Careers & Press: 1300 179 537----TIME STAMPS:00:00 - Intro01:11 - Strategies in Expanding MoneyQuest Group02:12 - What is the value ad that Julian provides to the members?03:26 - Primary Goals for MoneyQuest Expansion04:58 - How Does Having a background in Mortgage Broking Help in Coaching & Mentoring Clients?05:46 - The Mortgage Broking and Financial Planning Relationship08:21 - The Importance of Having a Team of Financial Team to Back You09:14 - Benefits of Mortgage Brokers working with Financial Planners10:34 - Benefits of The MoneyQuest Pathways12:50 - Paul's Pearls of Financial Wisdom17:32 - The Multi-faceted role of a Financial Planner Working with Brokers20:20 - Mortgage Brokers vs Traditional Banks23:02 - Conversations between Mortgage Brokers, Financial Planners and Clients24:17 - Professional Development Initiatives at MoneyQuest27:24 - Adapting to Technology31:21 - Conclusi

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