Sam Panetta Email and Phone Number
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This story starts way back in ‘03. It was time to get to work. Dropped out of school. Started my apprenticeship. It was tough work. With tough blokes. My Nonno put it elegantly:“You are going to go in a boy and come out a man” He was right. I was just 15. These guys were 50. It was time to grow up quickly. And despite the hard yakka. This was my first lucky break. My boss was a legendary property investor. Spent time with me. Taught me the business. And changed the trajectory for the rest of my life. Fast forward ten years. And my back was cooked. Went too hard, too young. Time for a new plan. My dream was always to work in finance. These bank CEOs on the tv were making millions. Surely I can buy Ferraris with that sort of money. So with a kick up the arse from my lovely wife. I got on the phones. If I call enough brokers, someone will give me a shot. Surely. Handful of rejections, and jagged an interview. Went in guns blazing. I’ll work for free. I’ll get your coffee. I’ll clean your office. I’ll do whatever it takes. Just give me a go. I got my chance. And BOOM, second lucky break. Enter my Yellow Brick Road era. (more deets in the Experience section below 👇🏼)After an amazing opportunity there. Time to step up with the big boys. And have a crack at building my own thing.Teamed up with my business partner. And have a red hot crack we did. BOOM, third lucky break. Entered my Aureus Financial era. (again more deets in the Experience section below 👇🏼)This was graduation. From good broker. To thinking like a business person. Operating like a business person. Being a business person. Starting. Scaling. Selling. And all the emotions that journey brings. The beginning. One part scary. One part exciting. The middle. One part messy. One part thrilling. The end. One part nostalgia. One part euphoria. Which brings us to today. Entering my BROKER COACH era. My fourth lucky break. (you guessed it, more deets in the Experience section below 👇🏼)Giving back to the industry that gave so much to me. Excited to be working with brokers that I admire and respect. Armed with all this firsthand experience. Lessons from tough losses. Learnings from big wins. And the energy to pass it all on. To brokers just like you. So you can build your very own valuable business. Make the money you want to make. Build the book you want to build. Invest the time you want to invest. And enjoying the entire experience along the way!
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FounderBroker Coach 2024 - PresentHelping mortgage brokers build valuable businessesThat is the mission.Outcomes.Cashflow. Value. Time. FeelingCashflow. Money we take out of our business to be rewarded for our efforts.Value. Secret sauce of a mortgage business, building valuable trail book.Time. Using time to buy money, then using money to buy time.Feeling. Business is tough.Sometimes it can feel like this 👇🏼Inconsistent. Overwhelmed. Uncertain. Exhausted.Valuable business feels like this 👇🏼Consistent. Successful. Awesome. Grateful. Accomplished.Those are outcomes. These are inputs.Leads. Strategies. Lodgements. SettlementsWe need to know where we are today. To set the targets for tomorrow. So we can make strategic decisions in our business. And produce more effective results. Almost impossible without knowing the numbers.Time and money can only be invested in four placesMarketing. Selling. Delivering. Operating.I guarantee you.Outcomes that you are getting today.Are directly correlated to your input into these four quadrants.To change our outcomes.We gotta change our inputs.And this is how BROKER COACH helps brokers just like you 👇🏼Strategy. Accountability. Community.Strategy. BIG and miniBIG Coaching Calls are big picture. Unpacking today. Understanding tomorrow. Identifying gaps. Implementing solutions. mini Coaching Calls are laser focused. “Do this next” style adviceNo fluff, no filler.What you need to do. And how you do it.Accountability. Being able to reach out at any time 👋🏼And being held accountable 👋🏼Both keep you moving towards your goals.Community. Crews.Create. Zero to two mil a month.Build. Two to ten mil a month.Scale. More than ten mil a month. When you join.You go into one of the Crews. Full of brokers just like you.Similar stage. Challenges. And solutions.Rising tides lift all ships.You want to build a valuable mortgage business. I got the recipe. Message me ✌🏼
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Co FounderAureus Financial 2017 - 2024Brookvale, Nsw, AuWhat an amazing journey. 2017. My wife was pregnant with our first. After multiple rounds of IVF. Getting ready to launch the Aureus Financial business. In the spare bedroom of my mother in laws home. My business partner was a planner. I was a broker. It was a match made in heaven. We had dreams building a one stop shop. Reality sets in. Business is hard.We were talented technically.We could write loans and plans.All day. Every day.But we were not trying to be brokers.We were not trying to be planners.We wanted to be business people.It was time to learn a whole new skill set.So we did.Courses. Events. Mentoring. Coaching. Reading. Watching. Listening.Devoured every resource we could get our hands on.Then, took massive action.Built methodologies to grow.Systems to support the growth.Teams to execute on the vision.Finally hit our stride.Time to expand.Launched into business coaching. Alright, three businesses running well.Time to grow faster.Bright idea. Acquisitions.One acquisition. Two. Three.Starting to take off.We need more help.Managers, yes. Leaders, yes.Bright idea. Mergers.One merger. Two. Three.First, broking business.Then, planning business.Rolled in an accounting firm too.Four businesses.All with leadership.But wait.Turns out that generating leads for four people.Is a lot easier than generating leads for forty people.Back to basics. Marketing and sales.On steroids.Built a sales department.Built a marketing department.The vision had been realised.In only seven years.Happened slowly.Then happened quickly.As with most things in life.And the journey was not without challenges.Too many to name.But each an opportunity.To improve. To grow. To learn.And most importantly, to become a better person.The Aureus era had made me.And now, it was time for my exit.My well earned liquidity event.To pursue the next era in my life.The BROKER COACH era -
Wealth CoachYellow Brick Road 2015 - 2017Sydney, Nsw, AuThis was my first big break. My baptism into the mortgage game. Story goes a bit like this. Begged for a shot. And got given a go. Work two weeks for free. Like promised. No phone call from the bosses afterwards. “Damn I must suck”Monday morning rolls around. Phone rings. Boss man. “Sam, get to the office”“And make sure you got your suit on” BOOM. Here we go! Worked diligently. Learned everything I could.Wanted to be the best support staff that ever existed.Started to figure out the commercial aspect of the business. Pipelines. Targets. Remuneration. Staff. When I found out about trailing commissions almost fell off my chair. Knew straight away that this was the game for me. Got promoted to broker.And done my first sales call ever. And I mean ever. I had never sold anything before in my entire life. The girl I talked to on the phone that day ended up being an amazing client. And stayed with me for the rest of my career. As did her mother. Three of her girlfriends. And their partners too. I was absolutely loving it. And the results were starting to show. Took out a couple of gongs. Young Gun of the Year. Top 30 under 30. New Broker of the Year. I was hooked. Passionate. Curious. And deeply interested. And also very lucky. Right place. Right time. Right people.If my boss never gave me a shot. Would not have worked. If my boss was not such a gun. Would not have worked. And if I was not there. Would not have met my future business partner. And started work on my next era. The Aureus era.
Sam Panetta Skills
Sam Panetta Education Details
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Kaplan Business SchoolAccounting -
Kaplan Business SchoolFinance And Mortgage Broking
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Kaplan Business SchoolFinancial Planning
Frequently Asked Questions about Sam Panetta
What company does Sam Panetta work for?
Sam Panetta works for Broker Coach
What is Sam Panetta's role at the current company?
Sam Panetta's current role is BROKER COACH | helping mortgage brokers build valuable businesses.
What is Sam Panetta's email address?
Sam Panetta's email address is sa****@****.com.au
What schools did Sam Panetta attend?
Sam Panetta attended Kaplan Business School, Kaplan Business School, Kaplan Business School.
What are some of Sam Panetta's interests?
Sam Panetta has interest in Education, Economic Empowerment.
What skills is Sam Panetta known for?
Sam Panetta has skills like Finance, Investment Properties, Wealth Management, Investments, Customer Service, Derivatives, Financial Analysis, Trading, Automotive, Vehicles, Microsoft Excel, Financial Markets.
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