Sam Panetta Email & Phone Number

Helping 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 ✌🏼

Brookvale, Nsw, Au

What 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

Sydney, Nsw, Au

This 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.

Accounting

Finance And Mortgage Broking

Financial Planning