Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Feb 18, 2025•18 min•Ep. 57
Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Jan 28, 2025•16 min•Ep. 56
Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Jan 07, 2025•19 min•Ep. 55
Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Dec 17, 2024•24 min•Ep. 54
Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Nov 26, 2024•19 min•Ep. 53
Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Nov 05, 2024•21 min•Ep. 52
Send us a text In this episode of The LVR Podcast , hosts Ruan Burger and Marissa Schulze sit down with Matthew Posselt of Elite Finance Australia . With nearly a decade of success under his belt, Matthew shares his journey from starting solo to building a thriving brokerage in Perth. Learn how he balances growth, customer service, and team dynamics while staying true to his vision for sustainable success. Key Takeaways: Starting with overheads like an office and admin staff helped Matthew focus...
Oct 15, 2024•18 min•Ep. 51
Send us a text 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 existin...
Sep 24, 2024•16 min•Ep. 50
Send us a text In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Tim Amourous, Managing Director of Olleh Lending , to discuss how businesses can effectively budget for sustainable growth. Tim shares insights into Olleh Lending's journey from a single-operator brokerage to a multifaceted business, diving deep into the importance of process discipline, team dynamics, and investing in long-term growth strategies. Key Takeaways: Transitioning from a single brok...
Sep 03, 2024•21 min•Ep. 49
Send us a text In this episode of The LVR Podcast , hosts Marissa Schulze and Ruan Burger are joined by Josh Sherwood, Director of Freedom Property , to discuss how mortgage brokers can effectively collaborate with real estate agents. Josh shares valuable insights on creating strong partnerships between brokers and agents, focusing on trust, providing value, and integrating into the real estate process. He also highlights how brokers can stand out by offering excellent service and playing the lo...
Aug 13, 2024•19 min•Ep. 48
Send us a text In this episode of the LVR Podcast, workplace environment and resilience expert Steve Sharp joins Ruan Burger and Marissa Schulze to share actionable insights on building a workplace culture that fosters connection, clarity, and capability. Discover how to cultivate a team environment where everyone feels valued, empowered, and motivated to go above and beyond. Key Takeaways: Steve's top four tips for business owners with teams to improve the culture of their team to become more e...
Jul 23, 2024•23 min•Ep. 47
Send us a text In the latest episode of the LVR Podcast, our hosts Ruan Burger from Success & Broker and Marissa Schulze from Rise High Financial Solutions dive into the rapidly evolving world of AI with Julian Fayad from Loan Options AI . As AI continues to reshape industries across the globe, we explore its potential impact on the mortgage broking industry. Julian shares his insights into how AI is already transforming the way brokers operate, the future of AI in lending, and the opportuni...
Jul 02, 2024•30 min•Ep. 46
Send us a text In our latest episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Natalie Howells, a mentor right here at Success & Broker! It's our first time interviewing a mentor, and we're excited to share her wealth of experience and insights into the pivotal role of mentoring in the brokering industry. Whether you're a new broker or an established one, this episode is packed with golden nuggets on the benefits of mentoring and what to look for in a mentor. Na...
Jun 11, 2024•15 min•Ep. 45
Send us a text In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze are joined by Caleb Bax, a rising star in the mortgage broking industry. Despite being relatively new to the field, Caleb has achieved remarkable success, and he shares his journey, challenges, and strategies that have helped him grow. If you're a new broker looking to generate leads and grow your business from the ground up, this episode is for you. Listen in as Caleb discusses his transition from working a...
May 21, 2024•14 min•Ep. 44
Send us a text Thank You To Our Hosts: Ruan Burger and Marissa Schulze More From Marissa and her company, Rise High Financial Solutions: Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial Solutions More From Ruan and his company, Success and Broker: Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker...
Apr 30, 2024•23 min•Ep. 43
Send us a text In the latest episode of The LVR Podcast, hosts Ruan Burger and Marissa Schulze sit down with Guest Darren Saul from Saul Recruitment to discuss the crucial steps for recruiting new team members. We address some common challenges faced by business owners when it comes to hiring, especially in a competitive market where finding the right fit is paramount. Darren shares his expertise, offering valuable insights into the initial considerations and strategies for successful recruitmen...
Apr 09, 2024•24 min•Ep. 42
Send us a text In this episode of the LVR Podcast, hosts Ruan Burger and Marissa Schulze, along with guest Trent Carter from Provident Lending Business Solutions , delve into the pathways for mortgage brokers to integrate commercial lending into their businesses. They address common barriers such as time management and knowledge gaps, and explore strategies for success in commercial lending. The conversation provides valuable insights on maximising opportunities within your existing client base,...
Mar 12, 2024•23 min•Ep. 41
Send us a text Welcome to another episode of the LVR Podcast, where we're excited to have Michael Payne from Pinnacle Brokers join us. Transitioning from banker to broker, Michael's journey is nothing short of inspirational. We delve into the motivations, challenges, and triumphs that Michael encountered on the path to becoming a self-employed broker. This episode is a must-listen for anyone interested in the intricacies of making a significant career change or who's just starting out and is itc...
Feb 13, 2024•22 min•Ep. 40
Send us a text In the ever-evolving landscape of the mortgage industry, establishing a strong professional identity and brand is paramount for mortgage brokers seeking to distinguish themselves from the competition. Sergio Stefano, a forward-thinking broker, has demonstrated the transformative power of social media in achieving this goal. By strategically leveraging platforms like Facebook, Instagram, and LinkedIn, Sergio has not only expanded his reach but also cultivated a community grounded i...
Jan 09, 2024•21 min•Ep. 39
Send us a text This episode of the LVR Podcast delves into the crucial aspects of any successful mortgage broking business: Lead flow, Deal flow, and Work flow. Key insights: The importance of streamlined workflow, dealflow, and leadflow for mortgage brokers. How technology can automate tasks and improve efficiency. The need for customisation to ensure systems reflect brand identity and client experience. The ongoing role of human interaction and relationship building. Tips for choosing and impl...
Dec 12, 2023•20 min•Ep. 38
Send us a text The rise of Artificial Intelligence (AI) has ushered in a new era in broking (and every other industry, let's be honest), transforming how we navigate and redefine our industry norms. While it's fascinating to witness the exponential growth AI can bring, we want to take a look at Emotional Intelligence (EI/EQ), and what every broker should be mindful of. Amidst this technological renaissance, if you will, Marissa and Ruan discuss the unwavering importance of EI/EQ. At Success &...
Nov 07, 2023•18 min•Ep. 37
Send us a text Are you juggling a busy career while trying to maintain a healthy work and family balance? We've all been there, and sometimes it feels like there's no time for a breather. In our latest episode of the LVR Podcast, our hosts, Ruan and Marissa, explore a crucial topic that's relevant to professionals at all stages of their journey: "Reward and Recognition" through quality time off. Marissa, co-host and experienced professional, shares her incredible three-month adventure with her f...
Oct 10, 2023•20 min•Ep. 36
Send us a text Whether you're embarking on your journey as a mortgage broker or have an eye on your exit plan, this episode is a must-listen. We explore what exit strategies are, why they should be on your radar, and when it's the right time to start thinking about them. Join us as Marissa Schultze chats with Ruan Burger, a seasoned mortgage broker with a track record of successful business exits. He's here to share his insights on this critical aspect of your broker journey, from understanding ...
Sep 12, 2023•17 min•Ep. 35
Send us a text In this insightful episode of the LVR Podcast, we sit down with Darrell Weekes from Purple Thread Marketing to unravel the mysteries of the ever-evolving world of social media for mortgage brokers turned business owners. Our engaging conversation explores key strategies for success, and what really works and what doesn't in the realm of social media for brokers turned business owners Here are five key takeaways: Social Media Simplified: Darrell emphasises that social media platfor...
Aug 08, 2023•22 min•Ep. 34
Send us a text Welcome to another insightful episode of the LVR Podcast! Hosts Marissa Schulze and Ruan Burger are joined by Samuel Longfield from Fuse Recruitment to explore the world of graduate recruitment within the mortgage broker industry. Discover how Fuse's innovative graduate program aims to bridge the gap between graduates and brokerages. Samuel delves into the strategic approach Fuse takes, including personalised candidate profiles and strategic partnerships, ensuring both graduates a...
Jul 11, 2023•19 min•Ep. 33
Send us a text WE DISCUSS IN THIS EPISODE As a mortgage broker, staying ahead of the curve and providing valuable insights to your clients is crucial in today's dynamic finance industry. In this thought-provoking episode, we shed light on the role of comparison websites and their impact on brokers. Get ready for a captivating discussion that might just change the way you view comparison websites and their potential as a tool in your broker toolkit. Take a listen now. Find the answers to the foll...
Jun 13, 2023•14 min•Ep. 32
Send us a text WE DISCUSS IN THIS EPISODE Join Ruan, Marissa and Damian from Australia Lending and Investment Centre in this engaging conversation as they dive into the world of investment lending and education. Discover the strategies that the ALIC employs to minimise cash flow impact for their investment clients, get the inside scoop on the pros and cons of niche specialisation vs diversifying, and learn more about their unique career pathway program. Plus, uncover how ALIC has fostered a dive...
May 09, 2023•26 min•Ep. 31
Send us a text WE DISCUSS IN THIS EPISODE Discover the keys to thriving in a rising interest rate environment. This podcast episode with Ruan Burger and Marissa Schulze dives deep into the strategies and insights necessary to navigate the changing market landscape. Join us as Ruan and Marissa share expert advice on adapting your approach and prioritising education, and unlock the tools and knowledge you need to optimise your value proposition and stay ahead of the curve. Find answers and insight...
Apr 11, 2023•17 min•Ep. 30
Send us a text We discuss in this episode: Chatting with Eric Dill, Co-founder of Quickli , we cover what’s happening in the tech world and how mortgage brokers can leverage it to support clients further and enhance the overall client experience. We also touch on the gap in the market Quickli (and brokers) have identified and why finding the right balance of tech and human touch is key moving forward. Quickli brings 20+ lender calcs into one, easy-to-use interface that allows brokers to place a ...
Mar 07, 2023•22 min•Ep. 29
Send us a text We discuss in this episode: How do you build the right team culture and become an amazing leader if you’re new to recruiting or leading? It’s a scary task for many business owners, but it doesn’t have to be. We dive into understanding team culture with Paul Findlay from REACH Ecosystem. Look at team culture from a leader’s perspective; people do their best work in an environment where they want to do their best work. Leaders play a critical role in creating team culture; they must...
Feb 07, 2023•36 min•Ep. 28