Planner Pulse 005: Malcolm Simpson — Building an advice business, pricing services and continual referrals

Today I’m joined by Malcolm Simpson who is a financial planner at Mortgage Choice in Glenelg, South Australia. He was one of the first planners with Mortgage Choice, and has been in business since April 2013.

Listen and learn

In this episode you'll discover:

  • How the Mortgage Choice business model works, and their plans for growth

  • How Malcolm receives a constant stream of referrals as part of one of the busiest Mortgage Choice franchises in the country

  • Why purchasing a property is a good trigger to think about financial advice

  • What the Mortgage Choice pricing menu is, and how it works

The people skills...meeting people is always more important than the analytical side of it
— Malcolm Simpson

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