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In Focus: Scaling your brokerage through strategic outsourcing

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As mortgage brokers look to transition from sole traders to small businesses, many are turning to offshore support to free up their time for high-value client engagement and sustainable growth.

Sponsored by: VA Platinum

In this episode of In Focus, sponsored by VA Platinum, Annie Kane sits down with Kate Garrett, director of Littlespring Finance, to explore her journey of doubling her business volume through strategic outsourcing.

Together, they discuss the practicalities of embedding a virtual assistant (VA) into a brokerage and the mental clarity that comes with having a trusted support team.

Tune in to learn:

  • How utilising full-time offshore support can provide the momentum needed to manage exponential growth.
  • Why investing time in initial training is critical for long-term success and trust.
  • The impact of outsourcing on a broker’s wellbeing during high-capacity periods.

And much more!

Click here to listen on your device

Did you like this episode? Show your support by rating us or leaving a review and by following The Adviser on social media: Facebook, X (formerly known as Twitter) and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

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