Paladin Partners 

Shift your thinking ➤ SUCCESSION PLANNING IS BUSINESS STRATEGY

Our primary focus is helping Mortgage Brokers establish and execute a succession plan that encapsulates and combines the three key areas of a highly profitable and valuable business >>> 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 + 𝐏𝐄𝐑𝐒𝐎𝐍𝐀𝐋 + 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 success. 

This is your 𝐌𝐀𝐒𝐓𝐄𝐑 𝐏𝐋𝐀𝐍 that links and aligns these 3 key aspects.

> 𝐁𝐔𝐒𝐈𝐍𝐄𝐒𝐒 - Unfortunately, although they may be good businesses, the large majority of broking businesses are not succession, exit or sale ready. Instead, a large proportion are owner dependent and often lack effective systems and processes – these issues can limit the value of the business and impact its ‘sellability’. While the business in question may be quite large in terms of settlements and may even be an industry award winner, some of them run as though they are much smaller.

> 𝐏𝐄𝐑𝐒𝐎𝐍𝐀𝐋 - Owning a Mortgage Broking business is an important part of you the owner’s life, that’s why many business owners are very strongly attached to their business. A business owner will identify with the business in what is called role-identity fusion and will need time and space to get comfortable about what the exit actually looks like and importantly what does life after business mean.

> 𝐅𝐈𝐍𝐀𝐍𝐂𝐈𝐀𝐋 - The business, the owner/s and their finances are often complicated and interwoven and therefore hard to separate. We estimate that up to 80% of a brokerage owners wealth is tied up in and/or linked to the business – this needs to be resolved before a succession plan and/or exit can take place and to make sure the owner and their family are adequately funded into the next phase of life or post retirement.

For a discreet and straight talking private chat reach me as follows ...

Ph: +61 419808885
E: ash@playsted.com.au
DM on LinkedIN

Or book directly into my calendar here --> https://go.oncehub.com/AshPlaystedCoaching

Value Creation & Succession Advisor ➤ For Leading Mortgage Broking Business Owners

Succession Plus

I am a fully accredited advisor with Succession Plus, and my business Paladin Partners, is trained and licenced to use the Succession Plus and Capitaliz tools and processes to provide exit and succession planning advice to Mortgage and Finance Broking business owners. Succession Plus are also leading advisers to companies wishing to implement ESOPs (Employee Share Ownership Plans).

Succession Plus is the largest Business Succession and Exit planning consulting firm in Australia and is entirely focused on designing and implementing successful exit strategies which achieve the owners' goals, release them from the business they have been so heavily invested in and provide the financial reward they deserve.

Partner and Accredited Advisor ➤ Specializing in the Australian Mortgage and Finance Industry

Broker Ideas Group

🚀 Our exclusive program for High Performing Brokers,𝟏𝟎𝐗𝐏𝐋𝐔𝐒, is my private master level coaching, accountability, strategy and support mastermind group exclusive to experienced Mortgage Brokers who want to grow fast and who wish to have a business that works with or without them; even if they never plan to leave. And it goes well beyond that, to help you design the life you want to live around the business you want to own. This includes next level strategic advice and mentoring, succession planning, ninja growth tactics, access to my deep personal industry network, and much more. You will also have unlimited access to our proven, industry leading resources to implement best practice into your business. 𝗪𝗲 𝗮𝗿𝗲 𝗮𝗻 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝘂𝘀 𝗮𝗻𝗱 𝗵𝗶𝗴𝗵 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝘁𝗵𝗮𝘁 𝗽𝗹𝗮𝘆𝘀 𝘁𝗼 𝘄𝗶𝗻.

Mortgage Industry Best Practice ➤ Strategy Advisor For High Performing Brokers

Mental Fitness Institute Australia

𝗬𝗢𝗨𝗥 𝗠𝗜𝗡𝗗 𝗜𝗦 𝐘𝐎𝐔𝐑 𝗠𝗢𝐒𝐓 𝗜𝗠𝗣𝗢𝗥𝗧𝗔𝗡𝗧 𝐀𝐒𝐒𝐄𝐓.

Here at the Mental Fitness Institute Australia we hold a mission of redefining the way people in the Mortgage and Finance Broking industry approach mental health. Rather than seeing mental health as something to treat, our methodology takes a more positive psychology based approach by adapting and applying the language of physical ‘fitness’ to mental health.

Mental Fitness ➤ Advocating, Educating & Training Individual and Workplace Wellbeing

Mortgage National

Established and built a multiple award winning wholesale mortgage management and distribution business centred around exceptional client experience and delivering high value outcomes for all stakeholders.

Founder and Owner

Provincial Group

Built, trained and mentored a team of 40+ Mortgage Consultants - delivering exceptional industry leading financial solutions and experiences.

Senior Mortgage Consultant and Master Agent

Aussie Home Loans

I started in the Mortgage Broking industry at Aussie after 14 years in corporate banking and finance. And what an amazing place to work Aussie was!

Roles included:
Sourcing new referral networks
Promoting the brand
Servicing all leads in regional Victoria

Senior Credit Advisor

Latitude Financial Services

Formerly AVCO Financial Services which was acquired by GE Capital which was acquired by Latitude Financial Services. Leraned a heck of a lot here --> AVCO people are regarded as the very best trained people.

Branch Manager

My start in financial services - straight out of school.

Account Executive

I partner with Australia’s leading Mortgage Brokers and together we build the most profitable and valuable businesses in the industry 👉 DM or email me to learn more.

DO YOU FEEL LIKE YOU'RE TREADING WATER IN YOUR MORTGAGE BROKING BUSINESS? 

Often the owners I work with are stressed and perhaps struggling to make big decisions. They might find their financial results haven't been moving for the past few years and they feel trapped in their business without a way out. They are scared to take the next step. Does that resonate with you?

I work with owners of small to medium-sized Mortgage and Finance Broking businesses (> 5 employees) to help them achieve objectives that matter. 

𝐈 𝐚𝐦 𝐭𝐲𝐩𝐢𝐜𝐚𝐥𝐥𝐲 𝐞𝐧𝐠𝐚𝐠𝐞𝐝 𝐭𝐨 𝐚𝐬𝐬𝐢𝐬𝐭 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬 𝐢𝐧 𝐨𝐧𝐞 𝐨𝐫 𝐦𝐨𝐫𝐞 𝐨𝐟 𝐟𝐢𝐯𝐞 𝐤𝐞𝐲 𝐚𝐫𝐞𝐚𝐬:
1 ➤ Business performance improvement
2 ➤ Business succession and ownership transition (including sale / M&A assistance)
3 ➤ Business owner Master Planning [work-life-money balance]
4 ➤ Business under-performance turnarounds
5 ➤ Advisory Board

𝐌𝐲 𝐞𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞 𝐚𝐧𝐝 𝐟𝐨𝐜𝐮𝐬 𝐬𝐩𝐚𝐧𝐬 𝐭𝐡𝐞 𝐟𝐨𝐥𝐥𝐨𝐰𝐢𝐧𝐠:
✔️Business Strategy and Execution
✔️Succession and Exit Planning
✔️Increased Business Profits & Personal Wealth 
✔️Mergers and Acquisitions
✔️Business Process Improvement 
✔️Family Business Consulting
✔️Executive Mentoring 

Ensure the success of your business by contacting me below. 
✉ ash@playsted.com.au
☎ +61 419 808885
📅 https://go.oncehub.com/AshPlaystedCoaching 
🌐 https://www.paladinpartners.com.au/about-us

𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐈𝐂 𝐒𝐔𝐂𝐂𝐄𝐒𝐒𝐈𝐎𝐍 𝐏𝐋𝐀𝐍𝐍𝐈𝐍𝐆 - Newsletter edition 44

𝐒𝐮𝐛𝐣𝐞𝐜𝐭: Scale and Volume - How To Add Value To Your Business

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Hopefully by now, as a #MortgageBroking business owner, you recognise that focusing on #valuecreation should be your central objective.

One of the keys to accelerating value creation is the ability to grow #revenue and #profit; and to do this you'll need to grow #sales. In order to do that you'll need to be able to #scale your business.

Let's look into scaling more closely in this weeks article.

Enjoy the read!

Ash Playsted | Founder - Paladin Partners

Ash Playsted

Ash Playsted on LinkedIn • 3 min read

Scale and Volume: How To
Add Value To Your
Business.

𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐈𝐂 𝐒𝐔𝐂𝐂𝐄𝐒𝐒𝐈𝐎𝐍 𝐏𝐋𝐀𝐍𝐍𝐈𝐍𝐆 - Newsletter edition 43


𝐒𝐮𝐛𝐣𝐞𝐜𝐭: Intellectual Property - What's Unique To Your Business IS Your True Value

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As a #MortgageBroker you probably think (believe) the #value of your business is some multiple of annual trail income. 

Whilst that is clearly a very important factor, it may surprise you to learn that up to 80% of full value currently locked inside your business is linked to your intangibles, your #intellectualproperty.

Your #mission from here should be to understand this better and work towards #unlocking that #truevalue. I dive deeper into this vital topic in this weeks article.

Enjoy the read!

Ash Playsted | Founder - Paladin Partners

Intellectual Property:
What’s Unique to Your
Business IS Your True Value

𝐒𝐓𝐑𝐀𝐓𝐄𝐆𝐈𝐂 𝐒𝐔𝐂𝐂𝐄𝐒𝐒𝐈𝐎𝐍 𝐏𝐋𝐀𝐍𝐍𝐈𝐍𝐆 - Newsletter edition 45

𝐒𝐮𝐛𝐣𝐞𝐜𝐭: Preparing To Sell A Mid Market Business

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There is a lot of activity in the #mergers and #acquisitions space right now in the #mortgagebroking industry. This is a natural progression of the maturing of the industry combined with many #babyboomer owners looking to exit.

When i talk about #exit and #succession planning it's important to keep in mind this is a #presenttense topic; it's not about some random date in the future when you might get around to preparing to sell.

I dive further into the notion that 'succession planning IS business strategy' in this article.

Enjoy the read!

Ash Playsted | Founder - Paladin Partners

Preparing to Sell a Mid-
Market Business

Do you practice the skill of 'Knowing Thyself'?


This #discipline helps you 𝘣𝘦 yourself more than 𝘬𝘯𝘰𝘸 yourself. But you can't be yourself until you first know yourself. Seems #logical right.

To start, you need to be #comfortable and ready to let your freak flag fly ... which simply means you being fully, unapolagetically you.

When we are fully ourselves, we appear as #quirky to others.

The fact is that the world wants to #judge us, and that can easily squash our light.

The sooner you decide to be yourself 100% of the time, the sooner you'll have more #energy and #innerpeace. Because you won't have to #fake it anymore. 

Don't wake up one day in your future regretting the time you wasted trying to be something or someone you are not.

Start today on knowing yourself better so you can start being truly you.
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#mentalfitness #mindset #selfesteem #identity #authenticity

𝐌𝐎𝐑𝐓𝐆𝐀𝐆𝐄 𝐁𝐑𝐎𝐊𝐄𝐑𝐒 - What your employees don't know can harm your business. 

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The first problem when employees think the business they work for is making wheelbarrows of money, is that they can easily become wasteful. There is almost a bitterness going on in the back of their minds ... "𝘸𝘩𝘺 𝘨𝘰 𝘵𝘩𝘦 𝘦𝘹𝘵𝘳𝘢 𝘺𝘢𝘳𝘥 𝘰𝘳 𝘴𝘢𝘷𝘦 𝘵𝘩𝘦 𝘦𝘹𝘵𝘳𝘢 𝘥𝘰𝘭𝘭𝘢𝘳, 𝘸𝘦'𝘳𝘦 𝘳𝘰𝘭𝘭𝘪𝘯𝘨 𝘪𝘯 𝘵𝘩𝘦 𝘥𝘰𝘶𝘨𝘩."

One of the keys to building a loyal, happy and highly productive team is the concept of #ownershipthinking. And educating your team about #business and #finance is a vital part of this.

Remember, in the absence of the facts, people will make up their own.

Teach your team about how the #dollars and #cents actually works, then trust and empower them to create #value with you.
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Paladin Partners | #ownership #mindset #trust #financialeducation

𝐌𝐎𝐓𝐈𝐕𝐀𝐓𝐈𝐍𝐆 𝐘𝐎𝐔𝐑 𝐓𝐄𝐀𝐌: 𝐁𝐎𝐍𝐔𝐒 𝐕𝐒. 𝐈𝐍𝐂𝐄𝐍𝐓𝐈𝐕𝐄


I should point out some #precautions that i see, as they relate to your #choice of words when creating and communicating your incentive plan to your employees.

I’m not a big fan of the word #bonus ➤ “Something given or paid in addition to what is usual or expected.” The key word in this sentence is given, which infers a gift or a freebee.

I prefer the word #incentive ➤ “Something that incites or is likely to incite to determination or action.” An incentive, or incentive plan, therefore, is provided on the condition of a behavioral change and a positive, measurable outcome to that behavior.

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An incentive plan should shape employee behavior toward improving #financialperformance. Try to use the word opportunity whenever you are describing an incentive plan to #employees, which should emphasize that incentives must be #earned through specific performance requirements above and beyond the standard job description. 

An incentive plan is an #opportunity to create more personal #wealth, and it is not to be considered a #compensation.

An incentive, or incentive plan, therefore, is provided on the condition of a behavioural change and a #positive, #measurable outcome to that behaviour.
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Paladin Partners | #value #valuecreation #succession #strategy #mortgagebrokers #brokersarebetter #planning

To get food unstuck from a frying pan, just pour water in the pan and wait. After a while the food loosens on it's own.

Time heals all wounds.

Leo Tolstoy is correct.

I think it’s fair to say there’s a few things going on the world we’d all like to change/improve … right?

Here’s the thing though … any positive change in the external world starts with positive change in your inner world.
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#LeoTolstoy #change #growth #positivepsychology #mentalfitnrss

Change the world through knowing thyself.

McDonald's is a true scale business – firstly it is large (though this is not the most important factor), it is highly systemized and structured, its 

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