005: Ortus Financial - Adam Rakowski - Building a Brokerage That Doesn't Depend on You copertina

005: Ortus Financial - Adam Rakowski - Building a Brokerage That Doesn't Depend on You

005: Ortus Financial - Adam Rakowski - Building a Brokerage That Doesn't Depend on You

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 Growth eventually forces you to make a choice: keep writing the deals yourself, or build a brokerage that can grow without depending on you.In Episode 005 of Brokers in Progress, we sit down with Adam Rakowski, founder of Ortus Financial. After 15 years at Macquarie, Adam started Ortus in 2019. Today, the business is settling around $1.5 billion a year through approximately 30 brokers. Last year, Ortus also took on a $2 billion loan book and around 20 brokers through a major acquisition.That growth has pushed Adam further off the tools and into a different role. He shares what he is learning about delegation, leadership, building the right team and creating a business that can continue delivering for clients without everything running through him.In this episode:→ Why growth will eventually force you away from writing the deals yourself→ What Adam learned from taking on a $2 billion loan book and integrating around 20 brokers→ Why having different employment and incentive models became difficult as Ortus scaled→ Why Adam believes in getting good people around you before you need them→ The value of developing people who can eventually replace you and creating genuine career progression→ Why Ortus is leaning further into private client and agricultural finance, where the team has deeper experience→ Adam's view on specialisation, and why he sees it as an abundance mindset rather than limiting opportunity→ Why the human and cultural side matters just as much as the numbers when considering an acquisition→ How Adam sees consolidation changing the broking industry and the opportunities it could create for larger firmsFor brokers and business owners working out how to step back from being the person who does everything, this episode is a practical look at building the people, structure and focus needed to grow beyond yourself.Episode Highlights02:14 - How Macquarie Shaped Adam’s Approach03:29 - Taking On A $2 Billion Loan Book06:31 - What The Acquisition Changed08:43 - Stepping Off The Tools To Lead11:42 - Simplifying The Model As Ortus Scales15:29 - Going Deeper Through Specialisation19:32 - Why Adam Sees Consolidation Coming27:58 - Get The People Before You Need Them31:24 - Building Trust As The Team Grows35:30 - Wrap Up And Next EpisodeAbout the GuestAdam Rakowski is the founder of Ortus Financial, a finance brokerage focused on building long-term client relationships and delivering a private banking-style experience.Before starting Ortus Financial in 2019, Adam spent 15 years at Macquarie, where he gained experience across sales, credit and operations. That background continues to shape his approach to broking, particularly his focus on understanding the full client journey and building relationships around trust, empathy and consistency.Today, Ortus Financial is settling around $1.5 billion a year through approximately 30 brokers. The business has also grown through acquisition, taking on a $2 billion loan book and around 20 brokers last year.As Ortus has grown, Adam’s own role has evolved from writing deals to spending more time on leadership, strategy and developing his team. He is a strong believer in getting good people around you early, leaning into what you do best and building a business that can continue delivering for clients without depending on one person.Connect with AdamLinkedInWebsite (Ortus Financial)Instagram (Adam)Instagram (Ortus Financial)Enjoyed this episode? Subscribe to Brokers in Progress for more real conversations about growth, systems, leadership, and what it actually takes to build a successful brokerage.🎬Produced by Chris Bates and the studio team at www.alcove.com.auThe information provided in this podcast is for general informational purposes only and should not be relied upon as financial, investment, or credit advice. It does not take into account your personal objectives, financial situation, or needs. You should consider the appropriateness of the information to your circumstances and seek advice from a licensed financial adviser, mortgage broker, or other qualified professional before making any decision. Canopy Private Pty Ltd holds Australian Credit Licence 558709.
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