How Marissa Schulze Built A Team of 30+ staff

The Successful Adviser by James McCracken

Contenido proporcionado por James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente James McCracken, James McCracken interviews today's most inspiring, Successful advisers, Entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn, Tim Ferriss, Seth Godin, and Tony Robbins o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

2+ y ago 31:39

MP3•Episodio en casa

The sole operator mentality can only take mortgage brokers so far. At some point, brokers will need to delegate key responsibilities to their team members. This will allow them to focus on the strategic and operational decisions and actions that keep their broking practices moving forward.

Marissa Schulze, the director of Rise High Financial Solutions, joins me for this episode of The Successful Adviser. She and I discuss common growing pains and how she grew from a practice of one to a thriving practice of more than 30 team members. Tune in to discover how to maintain a cohesive working culture and how to maintain a great client experience as your practice expands.

The Key Questions:

Why do many mortgage brokers hesitate to hire more staff? (9:17)
How do you know when you should hire an additional team member? (11:13)
How do you maintain a great company culture while growing your team? (20:30)
How can you maintain a great client experience after leaving the trenches? (26:03)

What You’ll Discover:

How Marissa achieves work-life balance as a mother of two (7:29)
Hiring employees vs. subcontractors (12:51)
Marissa’s approach to team-building exercises and events (23:04)
The importance of trust in broker-client relationships (29:23)

103 episodios