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Broker Bulletin

More deals, less effort: how smart brokers win with referrals

27 Jul 2025

Description

If you’re only talking to your clients when they need a home loan, you’re leaving money on the table… and leaving the door open for someone else to steal the relationship. In this episode of Broker Bulletin, Jason Masri from eCarz Group sits down with LMG Asset Finance Group Executive Tom Caesar to unpack how referral networks can turn a single deal into years of repeat business. From cars to boats to business loans, Jason explains how smart brokers position themselves as the go-to finance partner for every stage of a client’s life, not just the property purchase. You’ll hear: How to stop losing deals to dealers (and win the finance conversation first) Why being seen as ‘just a mortgage broker’ is killing your pipeline Simple ways to build stronger relationships and keep them for life If you’re ready to turn one-off transactions into an always-on stream of referrals, this episode will show you how.  Like this episode? Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service. Got questions, ideas, or a guest suggestion? Drop us a line at [email protected] can also connect with us on Instagram @lmg.broker and on LinkedIn. Let’s keep the conversation going.lmg.broker/broker-bulletinSee omnystudio.com/listener for privacy information.

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