Former Time Home Loans director Ruan Burger has launched a new coaching business for brokers, Success & Broker.
Ruan Burger, the former broker and director of Time Home Loans, has officially launched his new training and coaching business, Success & Broker (Success and Broker), in partnership with his wife, Kylie Burger.
While the broker had been working with Australian Finance Group (AFG) brokers to deliver his training program via a contracted role, he has now launched the training and coaching services to industry more broadly.
The main Success and Broker model consists of an online coaching program, The Broker Journal™, which provides 52 weeks of video lessons and supporting materials including action checklists.
It is positioned as a broker business plan and ongoing coaching program focused on broker processes, systems and methods of sourcing, retaining and managing clients.
Brokers can earn CPD points from both the Finance Brokers Association of Australia (FBAA) and the Mortgage & Finance Association of Australia (MFAA) if they complete The Broker Journal™, which costs $60 a month for 12 months.
Success and Broker also offers additional services such as one-on-one training and webinar access.
Reflecting on The Broker Journal™, Mr Burger added: “You commit to your plan year after year as you start co-parking your activities, outcomes and therefore your settlements.
“It is a great tool for anyone already established in the industry or wanting to become a broker or loan writer. The Broker Journal™ will give a bird’s eye view on what it takes to ensure you deliver for your clients, day after day, month after month and year after year.
“Ultimately, brokers are pulling many strings together for the one outcome for the client. It can be a balancing act that takes time to perfect.
“The Broker Journal™ will set any broker up for success in that journey. It can also be used for lender and aggregator relationships and by partnership managers to help understand the broker’s role, their goals and outcomes more effectively.”
You can hear from Ruan Burger and his coaching and training program at the upcoming New Broker Academy 2021, taking place online on the mornings of 12 and 13 October.
Annie Kane is the editor of The Adviser and Mortgage Business.
As well as writing about the Australian broking industry, the mortgage market, financial regulation, fintechs and the wider lending landscape – Annie is also the host of the Elite Broker and In Focus podcasts and The Adviser Live webcasts.
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