How to Build a Sustainable and Successful Broking Firm with Blake Buchanan

The Successful Adviser by James McCracken

There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.

Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview.

Some of our discussion points with Blake include:

• That being a successful broker isn’t necessarily just about writing more volume or growing, and it can definitely be about achieving and enjoying quality of life, not just quality of income

• Insights on the strategy sessions he runs with brokers – where he asks brokers about the # of active clients in their book, knowing their trail income and understanding their P&L and how often it is reviewed against their goals and target

• The $4 billion dollar curse and how the principle applies to firms of all sizes

• The systems, support frameworks and value proposition for a broker’s firm to operate a sustainable, profitable and effective firm

• The capacity thresholds brokers should know so they can forward plan for growth

• And more….