Broker Bulletin

Juggling clients, kids and chaos: How this broker seeks out balance

Broker Bulletin

Published: 30 March 2025 at 18:30 Europe/London

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Episode notes

From the craziness of start-up life to building a thriving business with a fully remote team, Dr Lisa Bridgett shares how she juggles it all – and still makes it to school cross-country carnivals!

This week on Broker Bulletin, Loan Market Associate Director Alberto Gorgioski sits down with Dr Lisa, a former biomechanist turned broker, mum, and all-round powerhouse. If you’re a business owner trying to wear all the hats (without dropping them), this episode is for you.

She gets real about the emotional weight many clients carry, especially women navigating financial independence post-separation, and the simple systems she’s put in place to protect her time, her health, and her sanity. From colour-coded calendars to values-driven leadership, Lisa’s approach is intentional, practical and packed with heart.

Here’s her top tips for brokers who are struggling with the juggle:
Pipeline meetings mean nothing gets missed
Take your family on the business ownership journey with you
Find a mentor you vibe with

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