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TMM survey of Young Mortgage Advisers
TMM - The Mortgage Magazine is looking at young mortgage advisers and why they joined the industry and how they are finding it. If you could take a moment to complete this survey.
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1.
What age bracket do you fit into?
Under 20
21-25
26-35
36 and over
2.
What is your gender?
Male
Female
3.
What is your designation?
RFA
AFA
QFE
Other (please specify)
4.
Which mortgage group do you belong too?
NZFSG
Loan Market
Mortgage Express
Mortgage Link
Mike Pero
Lifetime
Kepa
The Mortgage Supply Company/NZMA
Newpark
NZ Home Loans
Preferred/Answers
Prosper
Q Group
SHARE
Other (please specify)
5.
What were you doing before you became a broker?
Financial institution, such as a bank or non-bank lender
Wealth-knowledge industry, such as financial planner or accountant
High school
University
Non-finance industry - white collar
Non-finance industry - blue collar
Other (please specify)
6.
How did you first hear about finance broking as a profession?
Friend/family member
I had engaged a broker for my personal needs
Online research
Media coverage/advertising
From working in the financial services industry
From working as support staff at a brokerage
Through studies at University
Other (please specify)
7.
Why did you decide to become a mortgage adviser? Select up to three answers
Income growth potential
Lifestyle factors
To become my own boss
Better future prospects
A challenge
Wanting an interesting career
Other (please specify)
8.
What professional challenges do you often face? Select up to three answers
Lead generation and marketing
Staying up-to-date with lender product and policy changes
Time and workload management
Staying up-to-date with legal and compliance changes
Earning trust, respect, and recognition
Too much competition
Recruiting and training quality staff
Client management and relationships
Motivation
Other (please specify)
9.
What areas of business would you like more support in? Select up to three answers
Marketing, branding, and lead generation
Referrals and sales skills
Legislative changes and regulation
Starting and growing a business
Service diversification
Technology
Other (please specify)
10.
What might you have done differently in your career so far? Select up to three answers
Become a broker a lot earlier in my career
Spent more time and effort on lead generation and marketing
Set up better initial business systems and processes
Organised my time and workload better
Spent more time maintaining my customer database/book
Made more use of industry networks and industry connections
Hired support staff sooner
Researched the industry and profession more
Spent more time and attention servicing clients
I would have listened to my mentor more
Other (please specify)
11.
Name up to three things that you believe make you a successful broker
1.
2.
3.
12.
Where do you see the future of the industry going?
13.
To ensure you see the results of the survey add your details.
Name
Company
Address
City/Town
ZIP/Postal Code
Email Address
Current Progress,
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