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Western Australia’s top broker has said she should be able to triple her volumes by slashing her paperwork.
Bianca Patterson, 28, from Momentum Wealth was named Broker of the Year at last week’s WA Better Business Awards.
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Ms Patterson wrote $38 million of loans in 2012/2013 but forecast that she would do slightly less in 2013/2014 due to training commitments and a long holiday she had taken.
However, she said her volumes were set to explode. “In the next couple of years I’d like to be writing $100 million,” she told The Adviser.
Ms Patterson said the massive growth would come from delegating back-office tasks like data entry so she could spend the vast majority of her time with clients.
She took on her first personal assistant last month – after previously sharing an assistant with another broker – and plans to recruit a second assistant in about a year.
Her paperwork burden has forced her to turn away clients during the past 12 months.
“I was capped at the volumes I was doing because there are only a limited number of hours in the day,” she said.
Ms Patterson told The Adviser she works six days per week and does 10-12 hours per day. Her long-term goal is to shorten her work days and eventually get down to four-day weeks.
She became a broker in 2011 after studying law and politics at university.
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