Marketing Mortgages | Social For Brokers – Détails, épisodes et analyse

Chris Targett as chats with mortgage industry expert, Jude Clayton, founder of House of Mortgages and the brain behind the innovative CRM system, Mizu. Delve into Jude's inspiring journey from her early days in an estate agency to her ascension as a top-tier mortgage adviser, leading to the inception of her own thriving business. This candid conversation sheds light on the current mortgage market trends and the intriguing effect of politics on mortgage rates.

Discover the secrets behind Jude's unwavering commitment to outstanding customer service and fostering a nurturing team environment. Get a behind-the-scenes look at her typical week steering the mortgage business ship— from crucial team huddles, her indispensable personal routines, to the grit of working extended hours. Jude highlights the pivotal role of meticulous processes and the integration of fresh talents into the team.

Furthermore, Jude unveils the game-changer for her business, the custom-built CRM system, Mizu, which revolutionised her operational workflows. But that’s not all; peek into her strategic approach to social media for mortgage advisers, where she leverages personal narratives and champions local enterprises to deepen connections within the community.

For mortgage advisers keen on lead generation and expanding their client base, Jude shares her strategy of cultivating lasting relationships with estate agents and embedding herself within the local community as a cornerstone for success.

Whether you're a newbie or a seasoned mortgage adviser looking to harness the power of social media for mortgage advisers, this is worth a listen!

Listen to Vicki Jefferies, an expert in the financial services sector. Vicki unpacks her treasure trove of insights and practical advice tailored for mortgage brokers looking to elevate their game. From honing the art of building robust professional networks to mastering the nuances of personalized services through the meticulous collection of client information, this episode is a goldmine for those eager to make their mark. Vicki doesn't stop there; she delves into the pivotal role of self-confidence, underpinned by solid qualifications and an unquenchable thirst for continuous learning. For mortgage advisers stepping into or aspiring for leadership roles, Vicki shares her valuable strategy on time management and the essential gradual delegation of tasks, ensuring you lead your team to victory without succumbing to burnout. Moreover, Vicki highlights the indispensable skills of effective communication and active listening—keys that unlock the door to forging deeper connections and understanding with clients. This episode is perfectly designed for mortgage advisers seeking to harness the power of mortgage marketing and lead generation for mortgage adviser success. Whether you're a newcomer to the realm of mortgage adviser social media or looking to sharpen your skills, this episode offers actionable strategies and insights to help you win more business and stand out in the digital landscape. Join us as we explore these topics and more, guiding you through the journey of leveraging social media for mortgage advisers to achieve unparalleled success.

Dive into the power of community and clever marketing as we explore with Chris Targett a unique strategy for mortgage advisers looking to enhance their visibility and win more business. Discover the secret sauce to pairing up with your local coffee shop, a move that not only boosts your brand’s image but also solidifies your standing within the community. Learn the ins and outs of a simple three-step process: selecting a coffee shop that resonates with your brand’s core values, the art of creating and distributing eye-catching loyalty cards, and the effective use of social media for mortgage advisers to launch this innovative loyalty program. This episode is a treasure trove for any mortgage adviser seeking fresh avenues for lead generation and keen on leveraging mortgage marketing tactics that really work. Chris lays out how this strategy doesn’t just elevate your brand but also engages your community, fostering a sense of support and keeping you front and center in the minds of potential clients. Whether you’re a seasoned mortgage marketing pro or just dipping your toes into social media for mortgage advisers, you’ll walk away with valuable insights to expand your reach and cement your presence in the industry. Don’t miss out on this game-changing approach to win more business and make meaningful community connections.

In this episode, we speak with Gary Stewart from Octane Solutions ⚡️

Gary speaks about swapping the oil rigs to mortgages, and how he sought the opportunity to fill a gap in the market with utility switching. 

We talk about how Octane Solutions helps Mortgage advisors sell protection, the importance of building relationships & engagement on socials.

As a Thank You for coming on the podcast we have made a £10 donation to Cancer Research UK. 

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In this episode, we speak with Jon Stones from Mortgage 1st which as a 14 year old business with 43 employees wrote 1/4 Billion pounds in 2021. 

Jon speaks about how he transitioned from advising to managing people, to recruiting managers to take on the day to day runnings of the business. 

We talk recruitment, finding good staff, and how social media can actually be your key ingredient. 

As a Thank You for coming on the podcast we have made a £10 donation to Paul Lewis' JustGiving for Cancer Research! 

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In this episode, we speak with Faye Jennings from Tranquillity Financial Services who set up their business during the grips of the pandemic. 

We discuss how to make social media less scary, what tools Faye uses to keep on top of her social media and keeping it consistent. 📆

Faye also divulges how interacting locally, in groups and playing the long game on social media can equal gains. 🙌🏼

As a Thank You for coming on the podcast we have made a £10 donation to Action on Homelessness Folkestone.

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In this episode, we speak with Jonathan from Sterling Southgate who has taken social media by the horns with daily posts! 🤩

Jonathan explains how he uses experience and knowledge, by putting himself in to the different clients minds he creates content that they want. 

We talk content, the importance of reusing videos, guides and engaging with local businesses. 

As a Thank You for coming on the podcast we have made a £10 donation to Tommy's. 

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In this episode, we speak with Dipesh Shah Director of Sierra Mortgages! 🙌🏼

Together we discuss how Dipesh took the leap from the corporate world to going at it from zero. How he translates his values in to day to day business action. We also go in to how you've got to get people to know, like & trust you, and how your image online does that with a developed strategy. 

As a Thank You for coming on the podcast we have made a £10 donation to Alzheimers Society.

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In this episode, we speak with Sam Lappin who is a Regional Sales Manager for Primis! 🤩

Sam and I discuss the importance of branding, knowing who you are and being personal on socials! We also discuss the unspoken culture pressures of LinkedIn and how it has changed over recent years.  

We talk about how to integrate yourself on the right social media platforms, getting out of your own set box, and being confident in what you're posting! 

As a Thank You for coming on the podcast we have made a £10 donation to Chrohns & Colitis UK.

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