How to create clients that keep coming back; Tactics from #1 global broker, Paulette Trotter

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 [email protected]. You can also connect with us on Instagram @lmg.broker and on LinkedIn.  Let’s keep the conversation going.  lmg.broker/broker-bulletin  See omnystudio.com/listener for privacy information.

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