Broker Mentoring

MY MISSION TO HELP NEW TO INDUSTRY BROKERS TO BUILD SUCCESSFUL BROKER BUSINESSES

If It Wasn’t For My Mentor Alex, I’m Not Sure Where I Would Be!

Let’s face it, a good mentor and coach we feel aligned with, can save us years of time and frustration, by learning from their experience of what to do to succeed.

Hi, I’m Trevor Russell, broker, and business growth coach with over two decades of experience in finance, sales, and entrepreneurship. Like many starting out, I launched my broker business with zero clients, no industry background, and a lot to learn.

If we get to speak, Ill tell you how if it wasn’t for Alex who mentored me when I started in this business, I’m sure how I would have made it.

But with a good mentor, and my drive to succeed, persistence, and consistent action, I built a six-figure brokerage, settled over $450 million in loans, and helped hundreds of people create financial freedom. And I can, so can you!

It would be a pleasure to speak and meet and discover if and how I can help you make your broker business into all you want it to be.

What Brokers Have Shared About My Mentoring

I am not here to boast, but I am proud to share a few words from brokers I’ve mentored. Their feedback means the world to me because helping others develop the skills to succeed isn’t just business, it’s life-changing work and deeply rewarding.

Lauren – Mortgage Broker – Queensland “Trevor has been an invaluable resource in helping me grow my broker business. He took the time to truly understand my goals, evaluate what’s working and what isn’t, offering tailored advice to best support my needs. “One area where he provided immense value was in developing effective social media marketing strategies to generate leads. Before working with Trevor, my target market was unclear, and I was trying to reach everyone. After our discussions, and doing the homework exercises he provided, I was able to narrow down and define my true target market. “This clarity allowed me to focus my social media efforts on a specific niche, and it’s been a game changer. Trevor has provided invaluable advice on specific messaging when needed, and his passion for business growth and success is truly contagious.”

Joel – Broker “Trevor’s broker business-building process has been a game-changer for me! The niche market identification framework allowed me to clearly define my ideal clients, while the ‘Connect and Convert’ conversation techniques completely transformed how I approach and close sales.

“This training has not only boosted my confidence but also helped me feel more aligned with my clients, making the client-building and conversion process more effective and enjoyable.

I highly recommend it to anyone looking to take their broker business to the next level!”

Harry – Aussie Mobile Broker “I have learnt that applying my knowledge and expertise into a niche market will help me not only write a higher quantity of applications, but a much higher quality of application submission for my clients loans.

“Trevor has provided unparalleled training in how to target the niche market that is most applicable to me.

We have worked on Word documents and Excel spreadsheets to learn how to be most productive. In addition to creating social media posts and learning how to structure conversations to my target market.”

Alex Knight – Director – Knight Accounting “My business partner and I engaged the training and consulting services of Trevor Russell to assist with improving our lead generation and sales cycle process. We required greater clarity in our scripting and engagement with leads through qualification and moving into potential clients. From working with Trevor, we gained clarity around the sales cycle process, how to move clients through the process. How to generate leads and establish relationships script and structure client meetings, how to build value in our client proposals and convert to ideal clients that fit our ethos of our business. Trevor’s friendly, motivating approach kept us accountable in delivery of the outcomes required and mindset when engaging with new clients. It gave us confident in enrolling new clients, how to build the value of our service and convert clients more successfully. Recommended!”

Achievements I’m Proud To Share

It’s never ceases to amaze me, what we can achieve when we put our mind to something. I share these not to impress, but to show what’s possible with the right mindset, strategy, and consistent action.

Some Career Highlights:

Mentored and trained 150+ new and experience brokers skills and businesses.

With some growing their client base and income by 300% and more!

Trained 700+ business owners and teams through my coaching and consulting company.

Built my broker business from scratch with no finance background… to settling 567 loans worth over $450 million.

Achieved $350,000 annual income within four years of starting in broking.

Ranked in the top 5 brokers at my aggregator for five consecutive years.

Named Westpac’s top loan-submitting broker for consistent performance.

Created How to Build a Successful Broker Business program to over 150+ broker.

Designed How to Generate All the Clients You Need, helping brokers multiply their income.

Delivered keynote talks on business growth, sales mastery, and SMSF wealth creation.

Authored multiple books including How to Double Your Sales in 90 Days or Less and How to Get Clients, Sales and Money Today.

Built a multi-property portfolio and multiple income streams for lasting financial security.

Create the How To Retire Wealthy With SMSF Property Investing Guide and support loan, set up and property sourcing services.

Recently created and launch the Retire Rich YouTube channel, dedicated to help educate people on how to borrow money, use SMSF and invest the smart way.

My Mentoring Style and Approach

My approach is practical, personalised, and rooted in real experience.

Yes, I’ll help you master loan preparation and settlements—because that’s how you get paid. But beyond that, I’ll help you build confidence, habits, business structures, and a mindset that supports long-term success.

I care deeply about seeing people win. I bring everything I’ve learned in my own journey to help you succeed in yours—often faster and with fewer missteps than I made.

I’m here to guide you to turn your ‘why’ into a reality, and to help you build a client-rich, fulfilling, and profitable brokerage that you’re proud of.

Education and Qualifications

To support my experience and ability to mentor brokers and others I have worked with, I have achieved the following educational qualifications.

Master of Marketing – Macquarie University

Bachelor of Business – University of Technology Sydney (UTS)

Advanced Diploma in Marketing Management – North Sydney Institute

Diploma of Finance and Mortgage Management – Finance Training Institute

Certificate IV in Mortgage Broking – Finance Training Institute

Certificate IV in Financial Services – Kings International College

Certificate IV in General Financial Advice – Kaplan International

Certificate IV in Training and Assessment – Executive Institute Management

Certificate in Real Estate Agent Practice – Real Estate Institute of Australia

Certificate in Crisis Counselling – Lifeline Australia

Certificate in Business Growth Mentoring – CBA Business Partners

Unique Skills and Qualities I Bring to Mentoring

I’ve been where you are. I started with no finance background, no clients, and a lot to learn. I mentor with empathy, but also with clarity and accountability. Together, we’ll cut through confusion and focus on what moves the needle—like marketing, making calls, and having the right mindset when it’s tough.

Here’s what I bring to the table:

Deep experience as a broker, mentor, and business coach
A genuine desire to see you succeed
Creative, modern marketing strategies that actually work
Sales and personal growth tools to shift your mindset and results
Insights that go far beyond loan writing and into full business success

If you’re willing to show up, stay open, and do the work, I’ll guide you step-by-step until you’re confidently flying solo.

Key Focus Areas in My Mentoring

To succeed, you need a clear path—and consistent implementation. That’s why I created the 6 Pillar Broker Business Success Plan, which we’ll use as your blueprint.

Here’s a quick snapshot:

1. Broker Business Success Foundations: Get clear on your goals, build unshakeable confidence, and develop the systems, support, and mindset needed to thrive.

2. Loan Proficiency & Approval Strategy: Master structuring deals, working with lenders, managing expectations, and getting deals settled smoothly.

3. Time & Energy Management: Learn how to focus your time on high-impact tasks, avoid burnout, and keep momentum week after week.

4. Marketing & Client Attraction Mastery: Build a steady pipeline of ideal clients through social media, video, referrals, and other proven strategies.

5. Connecting and Converting Prospects to Clients: Become skilled at engaging prospects, building trust, overcoming objections, and confidently converting them into loyal clients.

6. Delivery On Your Promise: Deliver standout service, generate ongoing referrals, and stay consistent so you achieve and exceed your business goals.

If you’re driven, open to learning, and ready to build a profitable broker business you’re proud of, I’ll be in your corner. My mentoring focuses on what truly matters—business broker building, mindset, confidence, marketing, client attraction, and sustainable success.

This isn’t theory—it’s practical, real-world mentoring from someone who’s done it, and helped others do it too. If you’re ready to start strong, stay focused, and build a future-proof broker business, I’d love to connect.

Let’s build your path to broker success—together.

Trevor

Head of Broker Mentoring

trevor@resultsinvestmentgroup.com