Buying a Book of Business: Lessons I’ve Learned Along the Way
There are significant resources available to help brokers build our businesses by strengthening / leveraging relationships, creating efficiencies, improving ourselves and our processes, treating our clients like gold …. but no resources available for determining how to go about buying a book of business, let alone how to prepare yourself and your business if you decide to make the leap and take over another broker’s business.
Join Tracy as she walks you through her experiences of buying two books of business and the lessons she learned along the way. This presentation is primarily for brokers looking to buy a book of business and will also touch on setting up a valuable business to sell down the road.
Date: Sunday, November 17
Time: 11:30 am – 12:15 pm
Verico Complete Mortgage Services