Building a business where 70% of clients come back? That takes more than just good service - it takes a rock-solid system.
In this episode of Broker Bulletin, Loan Market’s number one broker globally, Paulette Trotter, joins LMG’s Grace Ormsby to share how she’s built a business that keeps clients returning time and time again.
She lifts the lid on the processes and team structure that have helped her not only deliver an exceptional client experience but also supercharge her referral network.
With 40 to 50 applications submitted each month, Paulette’s approach is proof that a strong service proposition, backed by the right systems, can drive serious growth.
The game-changing strategies Paulette has in place:
-
A 6-month check-in with clients
-
Continuous touchpoints post-settlement
-
Going into every client interaction with a ‘helping’ mindset
Like this episode?
Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.
We’d love to hear from you!
Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at podcast@lmg.broker.
You can also connect with us on Instagram @lmg.broker and on LinkedIn.
Let’s keep the conversation going.
See omnystudio.com/listener for privacy information.
Popular Podcasts
Are You A Charlotte?
In 1997, actress Kristin Davis’ life was forever changed when she took on the role of Charlotte York in Sex and the City. As we watched Carrie, Samantha, Miranda and Charlotte navigate relationships in NYC, the show helped push once unacceptable conversation topics out of the shadows and altered the narrative around women and sex. We all saw ourselves in them as they searched for fulfillment in life, sex and friendships. Now, Kristin Davis wants to connect with you, the fans, and share untold stories and all the behind the scenes. Together, with Kristin and special guests, what will begin with Sex and the City will evolve into talks about themes that are still so relevant today. "Are you a Charlotte?" is much more than just rewatching this beloved show, it brings the past and the present together as we talk with heart, humor and of course some optimism.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com