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Broker Coach Podcast

How Alex Gee Scaled from $2M to $16M a Month

Sam Panetta sits down with Alex Gee from Kingfisher Finance to unpack how he scaled from $2 million to $16 million in monthly volume, and the strategies behind that growth.

Watch the episode on YouTube
Guest: Alex Gee (Kingfisher Finance) Host: Sam Panetta Topic: Speed + Niche

Alex grew Kingfisher Finance from $2M to $16M in monthly volume. Speed to approval was the edge, and a strong team made it possible at scale.

1) From $2M to $16M a month

Alex scaled Kingfisher Finance from $2 million to $16 million in monthly volume.

  • $2M months.
  • Then $16M months.

2) Speed to approval is the edge

Alex identifies speed to approval as his primary competitive advantage.

  • Fast approvals win clients.

3) Give clients certainty

Speed matters because it gives clients certainty, and certainty is what they value most.

  • Certainty builds trust.
  • Speed delivers certainty.

4) Build a high-performing team

To keep volume high without sacrificing quality, Alex built a high-performing team, bringing on staff to handle credit and administrative tasks.

  • Hire for credit.
  • Hire for admin.

5) Volume without losing quality

Systemising the work through the team is how Alex keeps service quality up as volume grows.

  • Systems protect quality.
  • The team carries the volume.

6) Niche down: self-employed business owners

As the business scaled, Alex narrowed his focus to specific client types, particularly self-employed business owners.

  • Focus on self-employed business owners.

7) A niche brings better referrals

The narrower focus led to better outcomes and more consistent referrals.

  • Better outcomes.
  • More consistent referrals.

8) Build self-belief

Alex credits much of his success to developing self-belief.

  • Self-belief drives growth.

9) A methodical approach from construction

Alex’s background in the construction industry gave him a methodical approach to running the business.

  • Bring your past experience with you.
  • Run the business methodically.

10) Inputs over outputs

Alex focuses on daily inputs rather than fixating on monthly settlements, which are lagging indicators of past effort.

  • Track leads, proposals and submissions.
  • Settlements lag.
  • Win the day, and the month follows.

The biggest lesson from Alex Gee

Make speed and certainty your edge, build a team that protects quality at volume, niche down, and focus on the daily inputs rather than the monthly result.

Ready to Level Up?

Mortgage broker coaching with Sam Panetta is your next move.