As a mortgage broker, your role doesn’t end when the deal is closed. In fact, it’s just the beginning of an ongoing relationship that can shape the success of your business. Staying connected with clients beyond the closing helps you remain a trusted advisor in their financial journey, whether they’re considering refinancing, buying a new property, or recommending your services to friends and family. 

For mortgage brokers, finding steady client leads is crucial—and challenging. Over my 15+ years in the industry, I’ve discovered that client acquisition takes more than just people skills. The Bullseye Framework from Traction by Gabriel Weinberg and Justin Mares helped me focus on what works. This approach lets you test, refine, and commit to the best marketing channels, from SEO to partnerships. In this post, I’ll guide you through applying the Bullseye Framework to boost your client acquisition strategy and grow your business.

Why do we do hard things? Exploring the adventure of a challenging mountain bike ride through the remote South Chilcotin wilderness, this article delves into the physical and mental endurance required to push through tough situations. From facing grizzlies to navigating fatigue, discover how taking on difficult challenges builds resilience, sharpens focus, and enhances decision-making skills. Learn why preparation, teamwork, and perseverance are key to overcoming obstacles in both outdoor adventures and everyday life.

By focusing on authentic interactions and strategic partnerships, brokers can forge lasting relationships and effectively expand their networks.

Looking to strengthen your professional network in alternative lending? Face-to-face connections offer unmatched value. Discover the benefits of direct interactions that drive long-term success and career growth in the lending industry.

While digital tools have their rightful place in our professional toolkit, the intrinsic value of in-person interactions at industry conferences and tradeshows remains unmatched. These events aren't just about networking; they are incubators for substantial professional growth and success.

Director shares the importance of having a structured plan to navigate your goals

Using AI tools doesn't need to be difficult. Here's how to use AI to maximize your marketing impact

Dive into the transformative power of AI in digital marketing for mortgage brokers, as detailed in our latest blog post, where we reveal key strategies to attract and engage your ideal clients in a competitive digital world.

Discover how easy it is to incorporate this Habit Tracker into your routine, helping you to identify patterns, manage time effectively, and stay on the path to professional growth.

The path to success is seldom linear. The 90-day plan champions dynamism—it evolves based on continuous feedback, evaluations, and the ever-shifting landscape of market conditions.

This article was originally published on Canadian Mortgage Professional.

This article was originally published on Canadian Mortgage Professional.

Access valuable resources and email templates to effectively communicate and guide borrowers toward mitigating climate risks and protecting their properties.