Business Accelerator: Why brokers must escape the transactional trap

Drawing on Whitlock’s recent experiences as a property investor, the conversation unpacks how buyers are surrounded by short-term, transactional relationships across real estate, property management, and finance and why brokers are uniquely positioned to become long-term partners rather than just loan facilitators.

The duo examine the critical difference between customer service and customer experience; the dangers of compliance paralysis; and how subtle shifts in conversations, positioning, and process can dramatically deepen client loyalty, reduce churn, and drive referrals.

Tune in to hear why reframing your role as a guide, not just a broker, could be one of the most powerful strategic moves you make in 2026 and beyond.