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Rising Client - From Self Doubt to Industry Leader with Pilot Lending Solutions Founder, Sarah Allen
Manage episode 453039102 series 3450359
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In this episode, I sit down with Sarah Allen, an accomplished mortgage broker and a complete disruptor in the self-employed lending space. Sarah shares her journey from corporate banking to entrepreneurship, overcoming personal and professional challenges, and building a business rooted in trust and client-centered solutions.
Highlights:
- The emotional journey of entrepreneurship: Overcoming impostor syndrome and self-doubt to create a business that reflects her authentic values.
- Client-centric practices: Advocating for deeper client relationships, collaboration with accountants, and customized financial solutions.
- Supporting self-employed clients: Insights into helping clients with tailored strategies for navigating financial complexities, mental health challenges, and personal growth.
- Overcoming childhood conditioning: Sarah discusses how early experiences shaped her approach to visibility, vulnerability, and fostering deep client relationships.
- Breaking barriers in a male-dominated industry: Redefining traditional broker roles with a focus on service and trust.
- Financial empowerment: From building long-term trust with clients to emphasizing holistic discussions about future financial goals, Sarah highlights the importance of informed decision-making.
Connect with Sarah:
For obligation-free home loan reviews, reach out to Sarah on Instagram @pilotlendingsolutions or visit her website. She’s passionate about supporting clients to achieve their goals with confidence and clarity.
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