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TitreDateDurée
25 Years Experience in Mortgages & Process Led Growth with Jude Clayton23 Sep 202400:34:04

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!


Promote Yourself Within Your Own Business with Vikki Jeffries08 Sep 202400:31:56

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.

Get More Local Leads With This Coffee Shop Hack01 Jul 202400:10:49

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.

🎙 Episode 59 - Persistency & Consistency of Social Media with Gary Stewart🎙14 Jun 202200:36:42

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. 

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 58 - Staying in your lane on Social Media with Pam & Nina Brown🎙07 Jun 202200:36:32
This week we have two special guests on our podcast, Pam and Nina from Pam Brown Mortgages! 😌 Pam and Nina are proud to fly the flag for women in the industry, and eager to welcome more women and working Mum's to the mortgage world! 🌎 We talk about posting personal on socials, how you'll always find a reason not to post a photo, and staying in your lane!  As a Thank You for coming on the podcast we have made a £10 donation Crohns & Colitis UK. Search "Social For Brokers" in your podcast provider! 🎧
🎙 Episode 57 - Building a Billion Pound Business with Jon Stones🎙31 May 202200:40:12

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! 

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 56 - How acting locally secures leads with Faye Jennings🎙24 May 202200:34:25

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.

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 55 - Helping Clients First with Jonathan Southgate🎙17 May 202200:36:59

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. 

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 54 - A customer transacts once, clients transact multiple times with Dipesh Shah 🎙10 May 202200:34:25

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.

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 53 - The secret to avoiding Social Media burnout with Sam Lappin 🎙03 May 202200:35:22

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.

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 52 - Leaning in to your brilliance with Ash Borland 🎙26 Apr 202200:47:46

This week we speak with Ash Borland! 🙌🏼

Ash talks us through where it started for him, and how being the unpolished you on video and online is the best way to engage an audience.  

We also talk about being great at one thing mastering one social network and being in a flow state. 

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

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 51 - How Finova can help Brokers & their Clients with Melanie Spencer🎙19 Apr 202200:37:45

In this episode, we speak with Melanie Spencer who is the Business Development Director at Finova Connect 🙌🏼

We discuss how technology can be personal and how processes can give the fit of time without taking away your clients personal experience. 

As a Thank You for coming on the podcast we have made a £10 donation to Ukraine Crisi Appeal 

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 50 - The balance between personal and business social media content with Sam Mason 🎙12 Apr 202200:36:38

In this episode, we speak with Sam Mason who is a Mortgage & Protection Broker at Mortgage Medics 🙌🏼 

We discuss how using social media to reflect on the day, educate and catching the eye of the everyday person 👀

Balancing personal and business content can be something tricky to balance, Sam goes in to how he balances this.

Listen to the end to hear how Sam is using voice notes to change the way he interacts with new clients.

As a Thank You for coming on the podcast we have made a £10 donation to British Heart Foundation.   

Search "Social For Brokers" in your podcast provider! 🎧

Content That Wins on Tik Tok For Mortgage Advisers with Kylie Ann Gatecliffe25 Jun 202400:30:36

Kylie-Ann from KAG Financial takes us behind the scenes of her journey in revolutionising mortgage marketing through the power of social media. Discover how leveraging platforms like TikTok has been a game-changer for her business, transforming the landscape of lead generation for mortgage advisers. Kylie-Ann delves into her personal strategy for crafting engaging content that resonates with her audience. She shares invaluable insights on the importance of tapping into social media for mortgage advisers, revealing her secrets to creating videos that not only inform but also entertain. Learn how she utilises real-life questions from her followers as the backbone of her content, ensuring it's always relevant and impactful. Moreover, Kylie-Ann discusses the pivotal role of platforms such as Facebook forums and Reddit in gathering fresh ideas and staying connected with the community's pulse. She underscores the significance of revisiting successful past content and the simplicity of her production process – proving you don't need high-end equipment to make a splash on social media. This episode is packed with practical tips on mortgage marketing, highlighting the effectiveness of personal and relatable posts in building a strong, local brand presence. Whether you're a seasoned mortgage adviser looking to up your social media game or just starting out, Kylie-Ann's strategies for lead generation will provide you with the tools you need to stand out in a crowded market. Tune in to learn how to harness the power of social media for mortgage advisers, and start winning more business today through innovative and compelling content

🎙 Episode 49 - How to repurpose your Social Media content with Anish Patel 🎙05 Apr 202200:37:02

In this episode I'm really excited to speak to TikTok, broker extraordinaire Anish Patel who runs A Niche Mortgages.   

If you've been worried about doing videos, or skeptical about TikTok or reels, take a listen to how Anish makes it work. 📹

We talk video content, creating a genuine online brand and how to make the most of your content. 

As a Thank You for coming on the podcast we have made a £10 donation to Suicide Prevention Helpline.   

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 48 - There is no substitute for your face, or a dog! with Paul Travers 🎙29 Mar 202200:46:19

I'm really excited about this episode, as I speak to Paul Travers who runs "Husband" a company that creates content with style and substance. 

We discuss how "Husband" began and what they do. 

We talk about how important your personality is in your social media posts, and how blog posts could be the key to website traffic. 💻

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 47 - Cash For Kids - Completion For Toys with Marcus Nanson 🎙22 Mar 202200:38:45

In this episode, we speak with Marcus Nanson from NRG Resourcing. 🙌🏼 

Marcus talks being a Dad, making the move to recruitment and nurturing relationships 🏆 

We also discuss how important it is to discuss pain points, especially on social media. 

As a Thank You for coming on the podcast we have made a £10 donation to Cash For Kids.   

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 46 - The Michael Jordan of Life Insurance: Lee Flanagan 🎙15 Mar 202200:39:19

In this episode we speak to the one and only Lee Flanagan! 🥳

We talk about his new venture, the changes in the sales industry and how Lee manages his Social Media. 

If you're seeking the motivation to start taking action, listen to the end for Lee's motivation for us all to just get it done! 

Search "Social For Brokers" in your podcast provider!

🎙 Episode 45 - Interact to WIN on Instagram with Lee Fitzpatrick 🎙08 Mar 202200:34:19

In this episode we speak with Lee Fitzpatrick who specialises in Protection and General Insurance.

We discuss the shift of the spotlight on insurance and protection in a post covid world. 🌎

We talk about making your social media about you, even if it is a business account! 

As a Thank You for coming on the podcast we have made a £10 donation to Northern Ireland Children's Hospice. 

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 44 - 0 to 3000 followers in 18 months on Facebook with Samantha Cerrone 🎙01 Mar 202200:40:21

In this episode, we speak with Samantha Cerrone Bespoke Estate Agent powered by Exp 🙌🏼 

Sam has achieved 3000 followers in 18 months, starting from 0 which is a massive achievement 🏆 

We talk being yourself, the power of Facebook and Sam has a special announcement! 🤔 

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Episode 43 - #1 Protection Advisor for Primis in the UK with Brad Rathbone 🎙24 Feb 202200:37:53

In this episode, we speak with Brad Rathbone from the Bespoke Financial Group. 🙌🏼

Brad has recently named number 1 protection adviser in Primis in the UK which is a huge achievement 🏆

We talk about Brad's approach to his success, the importance of interacting on social media and what his conversation starters are! 

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

Search "Social For Brokers" in your podcast provider! 🎧

🎙 Ep 42- Creating content customers want with Katie Todd 🎙16 Nov 202100:36:11

In this episode, we speak with Katie Todd, who is part of the Digital Marketing team for Lettingaproperty.com.

We discuss scheduling posts, coming up with content, and being responsive on all of your social media platforms.

We talk about leaning into your fears of "not being relevant" on social media, that what you have to say and share, could be a massive boost to your brand! 

As a Thank You for coming on the podcast we have made a £10 donation to Harry Bennett Foundation ⚽

Search "Social For Brokers" in your podcast provider! 🎧

📷 Ep 41 - DJ'ing to 5,000 people or landing a new client With David Coleman 📷11 Nov 202100:35:40

We see it frequently on LinkedIn these days, the question of:

"Why do you post personal stuff?"

We discuss with David his use and love of LinkedIn, and why posting personal content is more beneficial than business posts.

Search for "Social For Brokers" podcast on any of the major podcast providers 📱

As a Thank You for coming on the podcast we have made a £10 donation to Teens Unite 📸

🎙 Ep 40 - Getting to Know You With Sophie Johnson 🎙20 Oct 202100:36:58

This week on the podcast we are chatting to our very own Sophie Johnson who joined us at the beginning of September. This episode is an opportunity for everyone to hear the less Brummie part of the team, and the voice behind the screen! 📺

Sophie goes through what past experiences, and roles, helped her get to Social For Brokers today, discusses what inspires her to create new content every week and her passion for writing. ✍🏼

We also have a Social For Brokers announcement as well, so make sure you tune in 🎧

Let me know what you think!

Search "Social For Brokers" in your podcast provider 📱

How To Build Your Brand on LinkedIn with Katie Dennehy17 Jun 202400:28:29

This week we delve into the world of mortgage marketing with the dynamic Katie Dennehy, digital account manager at Underwrite Me. Discover the transformative power of LinkedIn in enhancing mortgage adviser social media presence, from building a standout personal brand to mastering lead generation for mortgage advisers. Katie reveals her secrets to leveraging LinkedIn not just for networking but as a potent tool for mortgage advisers to attract more clients and seal more deals. Dive into a treasure trove of practical advice on crafting compelling LinkedIn posts that resonate with your audience by pinpointing their challenges and offering genuine solutions. Explore how embracing vulnerability on social media can foster deeper connections with your audience and highlight the groundbreaking Women in Protection initiative. Plus, Katie underscores the invaluable role of local networking and the impact of connecting in person to supercharge your online interactions. Whether you're a seasoned mortgage adviser looking to sharpen your social media for mortgage advisers strategy, or you're new to the field and eager for effective mortgage marketing tips to kickstart your journey, this episode is packed with actionable insights. Get ready to transform your approach to social media, enhance your time management skills, and drive your business forward with the power of personal connection and digital savvy.

🎙 Ep 39 - Building Digital Relationships With Matt McCullough 🎙12 Oct 202100:45:16

If you're not on social media now, you've been asleep for the last two years - Matt McCullough, the guy who joined social media 18 months ago and has taken the bull by the horns! 📱

In this episode, Matt and I go into the depths of presence on Social Media, the powers of humour, and making the audience stop scrolling!

We even delve into having a presence on social media, the importance of social media for the person and the brand, as well as how slow interactions from your audience doesn't mean they're not aware of your brand!

Let me know what you think!

Search "Social For Brokers" in your podcast provider

Ep 38 - How To Generate Mortgage Leads Using Instagram with Daniel Knott 29 Sep 202100:41:51

Daniel started out as a mortgage broker only 11 months ago and had a plan right from the start.

Instead of using local networking events he realised the power of Instagram.

Uploading topical videos and having a plan behind each type of post, Daniel talks us through:

- How he started on Instagram

- How one of his videos got over 500,000 views

- How he comes up with topical content

- What the difference with his grid posts, IGTV, Reels & Stories strategy is.

If you want to know how to utilise the power of Instagram this is the episode for you!

As a Thank You I have made a donation to St Benedicts Hospice in Sunderland

🎙 Ep 37 - How To Step Back From The Business With Craig Skelton 🎙15 Sep 202100:56:28

It's a question that Craig is asked all the time:  

"How do I stop being a mortgage broker and grow my business?"  

He talks through how he did this first hand, how he helps other brokers do this and how a scheduled week allows him to focus on one task at a time ⏰ 

We also chat about how to create fulfilling relationships with estate agents and the importance of branding! ♥️ (Everyone know this is something we love!)  

Search for "Social For Brokers" podcast on any of the major podcast providers 🎧

As a Thank You for coming on the podcast we have made a £10 donation to The Foxes Project 🦊

Ep 36 - Joe The Homebuyer Coach chats about the power of social media01 Sep 202100:39:17

🍿 1.2 Million views of one video 

🎵 55,000 followers on Tik Tok

 📸 30,000 followers on Instagram  


All of this has been done in the last 18 months by Joe - The HomeBuyer Coach 🤯  Take a listen to how Joe started, how he still feels the fear when doing videos and how much time he spends interacting with leads on social media 👨🏻‍💻 


💥 You can't miss this one! 💥

Ep 35 - Speaking To The Google Ads Expert David Miles18 Aug 202100:45:09

Ever wondered how to use Google Ads effectively?

Wondered what the difference between SEO and PPC is?

How to find keywords that work for your business?

We cover it all in this episode. With over 18 year's experience with Google Ads, David knows what to do to get the best results, so pay close attention to this one!


You can join David's Facebook Group here: http://www.mortgagebrokermarketing.co.uk

Or learn more about Google Ads here: Free Google Ads Training Webinar - https://theppcmachine.co.uk/webinar


£10 has been donated to NAPAC to say Thank You to David coming on the podcast 

Ep 34 - How To Hire & Train Apprentices with Matt Coulson11 Aug 202100:58:41

If you've been thinking about hiring staff, then the apprenticeship scheme could be a fulfilling and budget friendly way to do so 👏 

Matt Coulson of Heron Financial has hired over 10 apprentices in the last 9 years, and they have all been a roaring success.  

This is due to the hiring, induction and training process he has put in place.  


We talk about:  

👀 Where to find suitable applicants 

✍️ How to advertise for applicants 

✅ The benefits of the scheme 


💪 How to train these young hungry staff members  Search "Social For Brokers" in your podcast provider! 🎧

🎙Ep 33 - Social Media Masterclass With Ben Moore🎙04 Aug 202101:05:13

Ben built up one of the biggest estate agency businesses under Exp by winning on social media.

During this podcast you'll hear about how he thinks of follower's motivation as a dart board, and you need to throw a fair few darts to appeal to everyone.

He also talks about how to gain followers by bringing them into your ecosystem on social media and get them to leave as fans! 

We also talk about the famous coffee with two sugars story, where he'd won an instruction off social media before he even walked through the door.

£10 has also been donated to Pancreatic Cancer Charity as a Thank You for Ben's time on the podcast

🎙🥂 Ep 32 - How social media helped launch Think Wine In lockdown with Katherine Jones🥂 🎙28 Jul 202100:47:48

🎙🥂 Ep 32 - How social media helped launch Think Wine In lockdown with Katherine Jones🥂 🎙

 Katherine Jones is my first guest on the podcast who isn't involved in the mortgage industry at all, she's in a much more important industry- the wine industry! 🥂

 Think Wine offer reduced calorie, reduced sugar vegan Prosecco and as well as tasting amazing (we had a glass on the podcast) their brand is fantastic! 👏 

Katherine talks through how she got influencers to promote the brand at the start and how you could do the same for your business with 'local celebrities'   Take a listen and check out their website, search "Think Wine Group" 

£10 has also been donated to the Anti Bullying charity Kidscape

Ep 31 - Getting 100 Genuine Google Reviews In 4 Days with Michael Edmunds23 Jul 202100:43:45

Don't let the title of this episode make you think it's all about Google reviews!

Michael talks through how he's created an extremely successful company within just 5 months using traditional and social marketing techniques to gain leads.

We talk about the importance of referrals, why you shouldn't approach estate agents for leads and another very clever way or generating leads!

On top of that he talks us through how he got over 100 genuine Google reviews in 4 days!

There's so much good stuff, take a listen!

Ep30 - Recapping The Last Awesome 29 Episodes With Me Chris Targett14 Jul 202100:28:26

So we've hit the 30 Episode mark & raised £290 for charities! 

Listen to me recap some of the episodes that gained some really good feedback and ones that stuck out in my mind over the last 29 episodes!

We've had so many incredible guests on the podcast and I couldn't mention them all, but this was a great way for me to give a little index of what some of the episodes have to offer!

For every guest I have on I donate £10 for each person to a charity of their choice to say thank you for their time, so it's great to see some local and national charities helped.

Use The 80/20 Rule To Stop Proposing On The First Date10 Jun 202400:13:47

Chris unpacks the secrets to building lasting relationships with clients through social media. Discover the power of engaging content, learn about the crucial 80-20 rule, and find out how to craft compelling proposals that stand out. This episode is a treasure trove of actionable strategies designed to help mortgage advisers harness social media for mortgage advisers, turning digital platforms into a vibrant source of lead generation. Whether you're looking to resonate with your audience, build trust, or engage with clients more effectively, these insights are tailored to elevate your online presence and win more business. Perfect for mortgage advisers eager to master mortgage marketing and utilise social media for maximum impact.

Ep 29 - Mark Seddon: Some Will, Some Wont, So What, Next.01 Jul 202100:47:47

It was great to have a chat with Mark about his near 10 years in business with Fortune Financial 🥳  

We speak about how he trains all his new staff on social media, what he does to get people to leave him reviews and his thought process behind each social media post   

An interesting part of the podcast is when we speak about his staff's work hours- how he gives them flexibility to get the best results 👊

£10 has also been donated to the MIND Mental health Charity as a Thank You for having Mark on the podcast

Ep 28 - Kim McGinley How To Create A 'Vibe' On Social23 Jun 202100:43:50

If anyone had told you that posting personal content on LinkedIn a few years ago would gain you business leads, they'd have shot you down straight away!

Kim is the perfect example of how to use personal content on LinkedIn the right way to build an audience.

Vibe Finance is such a dynamic brand and this is seen throughout their branding, approach to business and the staff that work there.

We speak about how much time Kim spends on LinkedIn, how long it's taken to get to this point and how they got the perfect colour on their walls in the office.

Kim is phenomenal at what she does and the team fully buy into her ethos, it was a pleasure to have a chat on the podcast.

£10 has also been donated to the Solar Mind Charity as a Thank You for having Kim on the podcast

Ep 27 - Leigh Rowland: How To Use Facebook To It's Fullest16 Jun 202100:50:37

If you don't know where to start with Facebook then this is your man to listen to.

Interacting with local companies, getting his face known and saying Happy Birthday to everyone he knows on Facebook - Leigh is winning with 80% of his leads coming through Facebook alone!

Leigh talks us through, step by step, how he has increased his online following exponentially in the last 12 months!

He's even releasing a record about mortgages soon - keep your eyes peeled!

£10 has also been donated to the Swansea Music Arts Digital as a Thank You for having Leigh on the podcast

Ep 26 - Kate McTernan How to generate 60% of your leads online09 Jun 202100:50:59

Kate is one of the hardest working people I know, and the success of her business "Redditch Mortgage Advice" hasn't come over night, we talk about all the factors that have influenced this rapid growth from just her to 13 members of staff in just 2 years!

Covering how to win on Facebook (which generates 30% of her leads), the different approach she has on Instagram and how Google My Business brings in another 30% of leads.

It's interesting to hear how Kate responded when people told her to "stop spending so long with your clients" 

£10 has also been donated to the British Heart Foundation as a Thank You for having Kate on the podcast

🎙Ep 25 - Lee Flanagan: How To Build A Business On Referrals02 Jun 202100:47:59

You'd be surprised to know that just over 12 months ago Lee wasn't on social media at all, that's what makes the strength of his online presence even more impressive! 🥳  

We talk about how he's achieved this status over the last 12 months with the help of Ash Borland and Wander Films, alongside his tried & tested way of gaining clients with his 'referral grid' 

 He's also trying to set up the Champion's League of protection advisors, allowing adviser across the UK to pitch against each other to being named the ultimate! 🏆 

With this he's looking to raise £50,000 for charity so get in touch with him to register your interest   This one is epic!! 👏 

£10 has also been donated to the Prader Willi syndrome as a Thank You for having Lee on the podcast 

Ep 24 - How To Get Google Reviews With Sean Rogers From The Mortgage Broker Club25 May 202101:02:04

Sean Rogers heads up The Mortgage Broker Club, a one stop shop for every mortgage broker.

They offer over 25 categories of mortgage brokers tools to help them find solutions for every case and any area of their business.

One area that impressed me, although a small part of a huge machine that they’re running, was the support they can give with Google reviews, which I’m constantly banging on about in my content!

Take a listen about how Sean has grown his LinkedIn following and what he helps brokers with on a day to day basis.

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Sean has decided to volunteer his donation to the NSPCC.

Ep 23 - Better Call Paul For Estate Planning11 May 202100:44:30

With 25 years experience in the financial services field, Paul McGowan is the one to listen to!

His catchy branding under 'Better Call Paul' (a tip of the hat to the Netflix series "Better Call Saul") definitely makes you stop and take note when you see him online!

Paul talks about how you can't please everyone on social media and has had some negative comments around the 'Better Call Paul' brand, but the majority of people love it, me included and it really helps him stand out.

He realised how important estate planning was years ago and recommended that every advisor should offer it as a service, so much so that his passion is now in training other mortgage brokers on how to help clients in this area.

Paul spends most of his time on LinkedIn so you can catch him on there if you'd like to have a chat to him about how his training works.

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Paul has decided to nominate his donation for Space 4 Autism towards their minibus that was vandalised a few weeks ago.

Ep 22 - Building Your Personal Brand With LinkedIn Legend Paul Lewis05 May 202100:46:14

Why pay an event £12,000 for a space to speak at a huge event when you can use LinkedIn to upload a video and reach 63,000 people - for free!!

From videos with Paul Merson, to jumping into his paddling pool 'suited up' Paul's done it all to grab attention on LinkedIn. That attention landed him 'LinkedIn account of the year' from The Money Group and ultimately led to his new career in taking the TMG Mortgage Club to new heights.

We discuss how he used LinkedIn effectively, how many hours he spends on it per day and the most important of all how long it took for him to start getting leads through the social media platform.

Paul's background was in sales and training, so we also touch on the best way to train up your new member of staff to get the best results.

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Paul has decided to nominate his donation for Seed Eating Disorders Support Services


Ep 21 - How To Use 'Facebook Lives' To The Max 27 Apr 202100:57:37

This one's just short of an hour with Mark & Nathan from Mewstone Mortgage Advice, but trust me it's not short of value!


You'll hear about:

Why business partnership CAN be a good idea

How Mark & Nathan used Facebook Lives to give value

Nathan talks us through Google My Business

How they review their processes twice a week!


This one covers it all, from setting up a business, to tweaking the business to shouting about the business on social media.


Give it a listen, and you can connect with these guys on Instagram, Facebook & LinkedIn.


As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Mark & Nathan have asked me to donate to the "Raffle for Hunter" charity which is a local charity to where they live.

Ep20 - Hiring A Double Decker Bus & Business With Friends - Sam Murphy30 Mar 202100:44:38

Sam Murphy runs the very successful Mortgage Medics company, with a team of 13 staff, in Brighton & Hove on the South coast 🏥

We discuss how social media has been a huge part of his success in his business alongside working extremely hard to get it to where it is today.

Sam talks about how getting involved with the local community, not just on social media, has helped them interact with local people and increase their brand awareness.

There's a great story in there as well about the double decker, open top bus they hired for Brighton Pride festival, leading the way with local businesses getting involved with the local community 🚌

If you want to connect with Sam, or check out their social media channels you can do so here:

Linkedin: https://www.linkedin.com/in/sam-murphy-a6bb369/detail/photo/

Facebook: https://www.facebook.com/MortgageMedics

Instagram: https://www.instagram.com/mortgage.medics/

Twitter: https://twitter.com/mortgagemedics?lang=en

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Sam has decide to donate to Sussex Nightstop who are the who provide access to a safe, non-judgemental, inclusive place to stay for people who are homelessness or at risk of homelessness.


How To Create More Engaging Content Using Your Family & Friends03 Jun 202400:16:17

Discover ingenious strategies that hinge on the familiar networks of family and friends to craft content that resonates and engages. From mastering WhatsApp broadcast lists to harnessing the authenticity of photo and video testimonials, and the dynamic impact of live interviews, this episode is packed with actionable insights. Learn how to effortlessly generate social proof and captivate your audience, boosting your online presence and lead generation for mortgage advisers. Whether you're looking to freshen up your approach or dive deeper into mortgage adviser social media use, Chris's tips provide easy-to-implement tactics to enhance your digital marketing game. Join us for a session designed to amplify your success in the digital realm, making it simpler to connect with clients and widen your influence without breaking a sweat.

Ep19 - Heron Financial - Matt Coulson Talks Teams & Technology23 Mar 202100:38:11

2021 marks the 10 years anniversary of Heron Financial, I'm not sure if Matt ever had to foresight to see how big it would actually grow with a team of over 30 staff and it's own bespoke 'Everglades' software that he has been an integral part of developing.

We talk about what he looks for when hiring staff and it was great to hear how fondly he talks about hiring apprentices and see them grow over the years that he works with.

One thing you'll notice is how Matt always talks about how great his team are, that he hires people who know more than him and he actually distracts the team when he goes into the office- they eventually tell him to get lost so they can get on with their work!

Matt talks about how important outsourcing his social media is, especially to free up time but to give his company verification when people search him online.

He's a lovely guy and it was a pleasure interviewing Matt, you'll get tonnes of value from this episode. If you wanted to connect with Matt:

LinkedIn: https://www.linkedin.com/in/matt-coulson-98a82340/

Facebook: https://www.facebook.com/heronfinancialltd

Instagram: https://www.instagram.com/heronfinancial/

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Matt has decide to donate to "Create" who are the UK’s leading charity empowering lives through the creative arts.

Ep18 - How To Build An Award Winning Independent Estate Agents16 Mar 202100:41:36

Based in Harborne, Birmingham, Katie & Jack have taken Wentworth & Rose from a brand new estate agents to one of the leading estate agents in the area.

We talk about how they started, the importance of being recognised in the local area and how their impressive offices just off Harborne High Street are a great base for their clients to visit (when they were allowed) which really puts them on the map.

Katie & Jack not only have an extensive knowledge of Harborne but also of the market in the Birmingham City Centre, after heading up a lettings agency there in the past. We talk about how this market has been affected by COVID and the interesting shifts that they have seen in the investment market.

This will give you a great insight into the Birmingham market as well as how to run a successful estate agency year on year!

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Katie has decide to donate to Age UK and Jack to St. Mary's Hospice.

Ep17 - Find A Mentor That's Been There & Done It with Bob Scott09 Mar 202100:46:01

Bob is the oracle when it comes to building up businesses! He's responsible for establishing and building 5 successful National Companies, so you know he's 'been there and done it' when he talks about best practices in this podcast

Bob has some great tips on what to look for when hiring staff, working with your friends and how to set up processes to ensure your business runs smoothly.

We also had a good chat about how, when looking for advice, we should take it from people who have 'walked the walk' Look for past and real life experience to ensure you're getting value for your money when it comes to training and development.

Chatting about the last 12 months we discuss how important social media has been for businesses to grow, but also how different age ranges can learn different skills, online and offline, from each other.

If you wanted to have a chat with Bob you can connect with him here:

LinkedIn: https://www.linkedin.com/in/bob-scott-1505a6a/

Mobile: 07967 648315

As with all my guests I donate £10 to a chosen charity as a way of saying Thank You for coming on. Bobb has decided to make his donation of £10 to Macmillan Cancer Support.

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