How Brokerwheel tripled my business
In this episode of The Deal Room Podcast, host Joanna Oakey of Aspect Legal speaks with Steve Fine, Managing Director of Growth Focus, about how process automation transformed his broking business — tripling its efficiency and growth.
With over 15 years in the industry, Steve shares how his firm, which specializes in accounting and financial planning business sales across Australia, leveraged automation and technology (particularly Salesforce) to streamline operations, enhance client communication, and boost broker productivity.
Steve explains how a single insight — that time is the biggest growth constraint — led him to rethink every step of his business processes. By introducing systems for tasks such as prospect management, NDA automation, and buyer Q&A tracking, his team significantly reduced administrative workload and freed up more time for revenue-generating activities.
Joanna and Steve also discuss:
The power of support teams and technology in scaling service-based businesses
How automation smooths out the “revenue rollercoaster” brokers often face
Continuous improvement and collaboration as keys to sustainable growth
The conversation highlights how smart process design and technology adoption can drive efficiency, profitability, and client satisfaction — not just in broking, but across any professional services business.
If you’re a broker, accountant, or professional service provider looking to improve your systems and streamline your workflow, this episode offers practical insights and inspiration to start your automation journey.
🎧 Listen now to learn how to work on your business, not just in it — and discover how automation can help you scale smarter.
