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

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

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