The Journey from Banker to Broker - Nick Wilcox (Blue Crane Capital)

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In this episode of The LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Nick Wilcox from Blue Crane Capital. Nick shares his incredible journey from banking to becoming a $100 million mortgage broker. With insights into building referral networks, managing growth, and setting actionable goals, this episode is a must-listen for brokers looking to take their business to the next level.

Key Takeaways:

• Transitioning from banking to broking requires leveraging existing networks while building new ones.
• Building referral partnerships is essential, but knowing when to say no is just as important.
• Setting ambitious, measurable goals helps maintain focus and drive success.
• Consistent effort and strong support systems are key to scaling a broking business quickly.
• Larger, more complex deals can enhance growth while maintaining a strong client base.

Quotes:

Nick Wilcox:

1. "If you tell yourself you can do something, you probably will. Set a $100 million goal, and you might even write $120 million."
2. "There’s a lender for every client - it’s about finding the right fit at the right time."
3. "Building referral partnerships takes time, but consistency and trust make it worth it."

Ruan Burger:

1. "Lead flow is cash flow - it's the lifeblood of any brokerage."
2. "Success comes from understanding your clients today and guiding them toward their future goals."
3. "Set a strong foundation for your business, and the growth will follow."

Marissa Schultze:

1. "Knowing which referral relationships to say no to is just as important as knowing which ones to say yes to."
2. "Write your goals down, articulate them, and you’ll be amazed at what you can achieve."
3. "Strong lender relationships are the backbone of problem-solving for clients."

Thank You To Our Hosts: Ruan Burger and Marissa Schulze

More From Marissa and her company, Rise High Financial Solutions:

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More From Ruan and his company, Success and Broker:

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