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