Do Your Clients Really Know Who You Are? episode artwork

EPISODE · Feb 8, 2026 · 10 MIN

Do Your Clients Really Know Who You Are?

from LVR Podcast · host Ruan Burger and Marissa Schulze

Send us Fan MailIn this episode of The LVR Podcast, Ruan Burger and Marissa Schulze dig into one of the most important questions a broker can ask themselves: do your clients actually know who you are? The topic, drawn from the Broker Journal, is the Willow or Oak concept — and it's all about identity, consistency, and the clarity that comes from truly knowing what you stand for.Ruan makes the point that a broker's niche often reveals itself through the clients they attract, not just the ones they pursue. If you asked your last ten clients to describe their experience with you and got ten different answers, that's a signal — there's no clear, consistent brand coming through. The brokers who build lasting businesses are the ones who can articulate their proposition with conviction, because clarity breeds confidence, and confidence retains clients.Marissa takes it further, highlighting how brand consistency becomes even more critical as a business grows. When team members are delivering the client experience on your behalf, they need to understand not just the process but the personality behind the brand. She shares a practical exercise — writing out your brand as if it were a person — that helped her team at Rise High stay aligned on how the business showed up for clients, through marketing, through service interactions, and through every touchpoint in between.The challenge this week: sit down and write out your brand personality. What do you want clients to say about you — and what do you definitely not want them to say?Ready to get clear on who you are as a broker? Explore the Broker Journal at successandbroker.com.au/the-broker-journalThank You To Our Hosts: Ruan Burger and Marissa SchulzeMore From Marissa and her company, Rise High Financial Solutions:Marissa Schulze Linkedin Marissa Schulze Instagram Marissa Schulze Facebook Rise High Financial SolutionsMore From Ruan and his company, Success and Broker:Ruan Burger Linkedin Ruan Burger Instagram Ruan Burger Facebook Success and Broker

Episode metadata supplied by the publisher feed · Published Feb 8, 2026

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Send us Fan Mail In this episode of The LVR Podcast, Ruan Burger and Marissa Schulze dig into one of the most important questions a broker can ask themselves: do your clients actually know who you are? The topic, drawn from the Broker Journal, is the Willow or Oak concept — and it's all about identity, consistency, and the clarity that comes from truly knowing what you stand for. Ruan makes the point that a broker's niche often reveals itself through the clients they attract, not just the one...

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