Broker Bulletin
How to create clients that keep coming back; Tactics from #1 global broker, Paulette Trotter
Published: 16 February 2025 at 17:30 Europe/London
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Episode notes
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:
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A 6-month check-in with clients
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Continuous touchpoints post-settlement
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Going into every client interaction with a ‘helping’ mindset
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