How I exited 2 mortgage & protection firms - And What I’d Do Differently episode artwork

EPISODE · May 15, 2025 · 57 MIN

How I exited 2 mortgage & protection firms - And What I’d Do Differently

from Rags To Riches · host Terry Blackburn

In this exclusive episode, Terry Blackburn sits down to reveal the untold story of how he built and exited two powerhouse financial services firms — Bespoke Financial and The Mortgage Genie. Terry dives deep into: Why he regretted selling (for a while) What most brokers get wrong when trying to scale The 3 BIGGEST problems mortgage businesses face How to build a business that runs without you Real, usable tips to generate mortgage & protection leads TODAY (both paid & free) Why every broker needs to see themselves as a salesperson first This episode is a goldmine for any financial adviser, mortgage broker, or protection specialist who wants to grow their business, close more clients, and create true wealth. 👑 Learn more about The Wealthy Adviser Club — Terry’s new Skool community where he teaches how to: 1️⃣ Generate leads 2️⃣ Sell more protection & mortgages 3️⃣ Reinvest profits into property to build passive income https://www.skool.com/the-wealthy-advisers-club/about

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How I exited 2 mortgage & protection firms - And What I’d Do Differently

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This episode is 57 minutes long.

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This episode was published on May 15, 2025.

What is this episode about?

In this exclusive episode, Terry Blackburn sits down to reveal the untold story of how he built and exited two powerhouse financial services firms — Bespoke Financial and The Mortgage Genie. Terry dives deep into: Why he regretted selling (for a...

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