Explorez tous les épisodes du podcast Mortgage Broker Broadcast

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Change has arrived for mortgage brokers, and it looks less like robots taking jobs and more like hours of admin melting away so real advice can shine. We sit down with Ifthikar Mohamed chartered accountant, broker, and founder behind Mortgage X and the AI Toolkit—to map how practical AI can speed the journey from inquiry to offer without losing the human touch that clients rely on.

We start with the big shifts since last year: streamlined onboarding that pulls bank statements, credit files, and ID in minutes, plus integrated sourcing that handles the bulk of criteria matching while leaving exceptions to expert judgment. Property data and automated valuations flag mismatches early, saving you from down valuation headaches and awkward calls later. Then we dive into communications: zero-inbox workflows that draft emails in your tone, proactive rate and criteria alerts to your team, and voice features that let you dictate, summarize, and respond faster without sacrificing quality.

If you’ve ever wished your fact finds felt like real conversations, you’ll love Colibri. It cues the right questions, tracks progress live, and remembers soft facts that make relationships stick. It also spins long chats into short, shareable clips so you can practice GEO—search everywhere optimization—and stay visible where clients actually look. Along the way, Ifthikar lays out a smart adoption plan: start with outcomes, try no-code agents, avoid tool sprawl, and keep compliance and transparency front and center.

The future may bring aggressive AI-native competition from big tech and banks, but brokers who combine operational sharpness with genuine human advice will win. Make your process effortless and your presence memorable. If this conversation helps you think differently about your firm’s next step, follow the show, share it with a colleague, and leave a quick review. It helps more brokers find ideas they can use today.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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The ground just shifted for UK mortgages, and the ripple effects will hit every broker-client relationship. The FCA has removed the automatic “advice trigger,” allowing consumers to receive personalised information and still choose execution-only—if they actively opt out of suitability protections. That sounds like frictionless choice, but it also raises the stakes on clarity, risk, and long-term fit. We dig into what this means for brokers and borrowers, and why the smartest response is not panic—it’s a sharper value proposition.

We unpack the core risks: borrower confusion between information and advice, the temptation to chase “cheap” over suitable, and the reality that life events—job loss, a new child, rate shocks—turn neat products into complex decisions. We explore the new responsibilities on lenders to identify vulnerability and prevent foreseeable harm, and how advisors can position themselves as the human guardrail: context, stress testing, and ongoing support that a website or call centre can’t replicate. You’ll hear practical tactics to protect clients under Consumer Duty while proving why advice is worth paying for.

From retention strategies to tech-enabled service, we share a playbook you can put to work now: year-round touchpoints with market updates, proactive mortgage reviews, clear education on information versus advice, and digital journeys that match speed without sacrificing suitability. We talk CRM, automation, secure document portals, milestone messaging, and early outreach to clients likely to opt for execution-only or showing signs of financial stress. The theme is simple: compete on expertise, empathy, and outcomes—not just on price.

If you’re ready to future-proof your pipeline and grow a resilient, client-first business, this conversation is your map. Subscribe, share with a fellow broker, and leave a review to tell us how you’re adapting your retention and advice strategy.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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What does it take to leave behind a successful 20-year career and start completely fresh in a new industry? In this candid conversation, Dave Tindall of DLI Mortgages reveals the reality of transitioning from automotive marketing to establishing his own mortgage brokerage at age 38.

Dave shares the moment he decided to make this life-changing move—how he methodically assessed his strengths and desires on a blank piece of paper, and why mortgage broking emerged as his path forward. With refreshing honesty, he discusses the initial fear, the unwavering support from his now-wife, and that strange first Monday morning sitting at his desk with no boss and no corporate structure to fall back on.

For anyone contemplating a similar leap, Dave's insights about "employee guilt" are particularly valuable. He describes the six-month journey to overcome the ingrained belief that working hard means putting in specific hours rather than focusing on results. His marketing background gave him advantages in building his brand, though stepping in front of the camera for social media content required pushing past significant discomfort.

What resonates most powerfully is Dave's reflection on finding greater fulfillment in helping people achieve homeownership than he ever experienced in his previous career. The moment when clients receive their keys and his role in making that life-changing event happen provides satisfaction that selling luxury cars never could.

Looking ahead, Dave has intentionally chosen to build a business that prioritizes lifestyle and values over rapid expansion. His plans to create a husband-and-wife team reflect a thoughtful approach to success on his own terms.

Whether you're considering a career change, thinking about self-employment, or simply curious about the mortgage industry, this episode offers valuable wisdom about having the courage to make brave choices and defining success in ways that truly matter to you.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Building A Brand Using A Website & SEO Content
 
My guest this week is Ross McMillan from Blue Fish Mortgage Mortgage Solutions.

In the podcast Ross explains why he has focused on his website and SEO to help him build his brand and generate leads.

👉 How He Has Taken Control Of His Marketing
 
👉 How His Website Has Become His Office
 
👉 Why Having A Presence On Google Is Important

It was great to get Ross back on to the podcast to talk about what he has been up to in the past twelve months since launching his own brand and business.

Here's a link to his website https://bluefishmortgagesolutions.co.uk/

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Working With Estate Agents
 
Is working with an estate agent who refer their opportunities right for you? In this weeks solo podcast, I talk about the benefits of working with an introducer along with the issues you can face.

👉 Is Working With An Estate Agent Right For You
 
👉 Don't Let An Introducer Take Your Focus Away Of Building Your Own Brand
 
👉 How Do You Win & Maintain The Relationship

Working with an introducer is normally part of the plan for any employed mortgage broker going self employed, however, working with an estate agent is not for everyone. This week's podcast looks at the steps you should take to win their business if their business is right for you.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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How Does Underwrite Me Benefit Mortgage Brokers
 
My guest this week is Katie Dennehy from Underwrite Me. In the podcast Katie explains how the platform helps Mortgage Brokers and Protection Advisors with their protection sales.

👉 How It Helps With The Process
 
👉 How It Saves Time For Both The Advisor & The Client
 
👉 And It's Free To Use

It was great to get Katie on to the podcast to explain the benefits of Underwrite Me. Any tech or platform which can help with the protection sales process to ensure the right outcome for the client is good for the industry. 

If you are interested on hearing more about the platform and how it can help with your process and stop duplication, contact Katie so you can arrange a demo.

Katie's LinkedIn https://www.linkedin.com/in/katie-dennehy-3290aa46/

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Are You Scared Of The Specialist Mortgage Market
 
My guest this week is David Coleman from Positive Lending. David is back on the podcast (his first appearance was episode 47) giving his take on the mortgage market and why the specialist market is busy right now.

👉 Do You Use Social Media To Build Client Relationships
 
👉 How You Can Increase Your Conversion
 
👉 Are Your Eyes Open To The Specialist Market
 
It was great to catch up with Dave as so much has happened in his personal and business life over the past twelve months.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Barista To Mortgage Broker 
 
My guest this week is Elliott Benson from Sett Mortgages. It was good to hear Elliott's journey in financial services and how a chance meet in Costa got him into estate agency and then into mortgage broking.

👉 How His Role At Costa Prepared Him For Mortgage Broking
 
👉 CeMap Doesn't Prepare For The Real World Of Mortgages
 
👉 Why He Didn't Give Up At The First Hurdle
 
It was great to catch up with Elliott and a guest appearance for Pepsi, to hear his experiences as a business owner and the challenges he has faced so far.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Happy 2nd Birthday Mortgage Broker Broadcast

The podcast is two years old this week and so to celebrate this, this weeks episode is slightly different. This week is a montage of clips from a few of the podcast episodes from the past twelve months. As you can imagine, there are so many clips that we could use, so many amazing guests sharing some amazing pieces of advice and so my advice would be, listen back to any of the episodes you have missed since April 2022 and make sure you listen and subscribe each week to benefit from the great pieces of advice given in every episode.

I have been so lucky over the past twelve months to have some amazing first time guests and some returning one's. Guests who have taken time out just to talk to me about their specialist subject, either in the mortgage industry or not. All for the benefit of Mortgage Brokers 

As I've said before, this podcast was created to help people looking to become brokers, help brokers be better brokers, help brokers make the decision to go from employed to self employed and to help brokers build a successful mortgage broker business.

Thank you to every guest, every listener, every subscriber and everyone who has reached out to share their takeaways from the episodes and the show.

I am looking forward to another year recording the Mortgage Broker Broadcast.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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A New Approach To Gaining New Clients with Chris Targett 
 
My returning guest this week is Chris Targett from Social For Brokers, Chris is back on to the podcast to talk about a unique way to gain new clients as a Mortgage Broker.

👉 Give As Much Value As You Can
 
 👉 What Is The Strength Of Your Brand Colours
 
 👉 How You Can Be Local To Build A Brand
 
It was great to catch up with Chris and get his take lead generation for Mortgage Brokers.

If you are looking for someone to create your social media content, who knows the Mortgage Broker industry, here's a link to Chris's social media profiles.

LinkedIn https://www.linkedin.com/in/chris-targett-%F0%9F%9F%A0-%F0%9F%94%B5-926886115/

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

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Build Trust To Generate Leads with Dan Reddish 
 
 My guest this week is Dan Reddish of Dan Reddish Consulting. Dan is back on the podcast to talk about how he is helping Mortgage Brokers generate quality leads.
 
👉 Build Trust To Generate Leads
 
 👉 Why You Should Generate Rather Than Buy
 
 👉 What Are The Touch Points
 
 It was great to catch up with Dan and what is happening at New Age and also to get his take on generating leads rather than buying them.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Which Network Should I Choose

This weeks podcast is networks and the three things I would consider when you are either looking to change networks, or starting out your journey with a network for the first time. 

👉 It's About The Right Network For You 

👉 Do Your Research

👉 What Does Your Proposition Look Like Today & The Future

When choosing a network, its about what is right for you. You’ve already made the big decision to go self employed and set up your own business, the next big decision is where do you go with your new firm.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Milestones with Rosalia Lazzara-Tilley

My guest this week is CEO of Manuka Media, Rosalia Lazzara-Tilley. Ros has been a guest before in both season one and season two, so it was inevitable that she would return in season three to talk about the past twelve months for both her and her business. 

👉 Why She Decided To Rebrand

👉 Quitting Is Not For Losers

👉 Less Clients Is More

It was great to catch up with Ros and talk about being a business owner and how lifestyle is so important to her.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Feeling isolated as a mortgage broker? You're not alone. In this candid conversation, Craig Skelton welcomes back Jonathan Needham to explore the evolution of the Broker Foundry and address the unspoken challenges facing today's mortgage professionals.
 
 The pair reflect on their recent "Foundations to Freedom" webinar and the overwhelming feedback from brokers hungry for unbiased industry guidance. What began as a live event is now transforming into something more accessible and impactful – a monthly conversation series designed to build a modern broker community without the barriers of registration or hidden agendas.
 
 At the heart of their discussion lies a troubling reality: broker isolation. Whether you're a successful lone wolf operation or managing a growing team, the feeling of professional isolation affects brokers at every level. Existing communities often fail to provide truly neutral spaces where professionals can seek advice without encountering commercial motivations.
 
 Craig and Jonathan dive deep into the concept of playing "devil's advocate" – offering perspectives that challenge thinking without steering brokers toward particular products or networks. This authentic dialogue represents something increasingly rare in an industry where advice typically comes with strings attached.
 
 Against a backdrop of sweeping industry changes – AI integration, CMAP qualification updates, evolving FCA regulations, and a flood of new technology – brokers need straightforward guidance more than ever. The reimagined Broker Foundry aims to cut through the noise with practical insights delivered by two industry veterans who put their faces to their opinions.
 
 Ready to break free from isolation and join a community built on transparency? Subscribe now and discover why this evolving platform might be exactly what you've been searching for as a mortgage professional navigating today's complex landscape 

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Habits With Alice Dartnell

My guest this week is Life & Success Coach, Alice Dartnell. Alice was on the podcast in season two and we talked about time management, energy management and just started to talk about habits at the end of the podcast. I wanted to get Alice back on to the podcast to explore her take on habits in more detail.

👉 How Habits Form Your Daily Routine

👉 What Life Are You Trying To Build

👉 Consistency Of Who You Want Be

It was great to get Alice back on to the podcast to talk about habits and so much more.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Over Promising Under Delivering

This weeks podcast is all about the consequences of over promising and under delivering.

It's important to understand what impact that over promising, under delivering has on the relationship with you're clients.

👉 You Have To Build Trust With Clients

👉 Treat People How You Expect To Be Treated

👉 Break The Habit

Understanding the impact over promising and over delivering does to your client relationship and how to react to that, is important to build a long term Mortgage Broker business.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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The Financial Marketer

My guest this week is The Financial Marketer, Rachel Southcott. Rachel has worked in marketing for nine years with eight years of those niching in financial services. In 2018 she set up The Digital Marketer. 

👉 You Still Need To Have Input Even If You Are Paying Someone To Create Content

👉 How Do You Get Results From Digital Marketing

👉 Patience And Consistency Is Key 

It was great to get Rachel on to the podcast for the first time and understand why she decided to niche in financial services when she went freelance five years ago.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Habit Forming With Christian Hoyle

My guest this week is Mindset & Performance Coach, Christian Hoyle.

Christian first came on to the podcast on episode 34 back in November 2021 and we discussed growth mindset. So I thought it was a good idea to get him back on to talk more about what he does, how he helps individuals and businesses create new habits.

👉 Why The Environment You Work In Is Important

👉 It's All About Tiny Improvements

👉 Creating The Right Habits For The Long Term

It was great to get Christian back on to the podcast to get his take on habit forming and why it's so important for growth, not only as an individual, but also as a self employed Mortgage Broker.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Invest In Yourself

This weeks podcast is all about investing and I'm not talking about investing from a financial advice point of view, so stock, shares and ISA’s, I’m talking about investing in you, the most important thing in your business.

👉 Why It's Important to Focus On Your Development

👉 Does Investing In Yourself Cost

👉 Where Do I Start

Self employment gives you freedom to invest in yourself and what is right for you, not someone else. Investing in yourself is the most important thing to invest in as that is investment that can never be taken away.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Is AI The Biggest Shift In Content Creating For Mortgage Brokers

This weeks podcast is about the world of content marketing and my guest is Ash Borland. We talk about the introduction of AI and how Mortgage Brokers should and shouldn't be using it when creating content.

👉 How Software Helps Mortgage Brokers Create Content

👉 Is AI A Good Thing

👉 AI Will Never Replace Personality

It was great to get Ash back on the podcast to get his take on the biggest changes in content marketing right now and how AI can help Mortgage Brokers create content.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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You Need A Website As A Self Employed Mortgage Broker

This weeks podcast is about the importance of having a website as a self employed Mortgage Broker and I invited Alex Curtis of The Lead Engine to talk more about this.

👉 What Are My Options When Looking To Create A Website 

👉 Clients Will Still Google You Even If They Find You On Social Media

👉 Building A Website & SEO Is Not A Dark Art

👉 Does The Domain Really Matter

It was great to get Alex back on to the podcast to talk about the importance of having a website and the options available to self employed Mortgage Brokers.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Get Rid Of The Distractions & Take Action

When you are employed as a Mortgage Broker, you are told where to go and by when. Day in, day out, your employer tells you where to go, what to do and you show up with no distractions. So when you go self employed and have the new found freedom, you can easily get distracted rather than focus on your business.

👉 Don't Lose All The Employed Habits

👉 Structure Your Days & Weeks

👉 Take Action

It's now your business, not someone else's so you need to make sure you turn up when you say you are going to turn up with no distractions.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Growing My Own Business

My guest this week is Leigh Rowland of Mortgages Made Easy. Leigh is currently recruiting self employed mortgage brokers and growing his business, so I wanted to understand more about this along with his long term plans and goals.

👉 Was Growing Mortgages Made Easy Always The Plan

👉 How He Is Drawing On His Past Experience To Build His Team

👉 Why The Time Is Now To Grow

Leigh talks about his values and his firms key drivers and how he will use these to build a successful Mortgage Broker business.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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No Need For New Year Resolutions

Happy New Year and the first podcast of 2023 is about New Year resolutions

👉 Why I Am Not A Fan Of New Year Resolutions

👉 Why 80% Of People Give Up On Their Resolutions By The End Of January

👉 Why Small Changes Are For The Long Term

👉 What Is Habit Stacking

Goals and target setting is important, however, daily actions and habits is how you are going to achieve them.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Securing your clients' futures doesn't stop at arranging their mortgage and protection. Estate planning remains one of the most overlooked yet crucial components of financial wellbeing, with over 80% of people under 50 lacking a will. This missing piece creates vulnerability not only for clients but for your broker-client relationship.

Colin Gill, founder of The Will Place, shares his journey from corporate financial services to creating a platform that transforms how brokers approach estate planning. Drawing from his 11 years at Connells and subsequent entrepreneurial ventures, Colin identified a critical gap in how mortgage professionals address will writing – often recognizing the need but lacking a streamlined solution to offer clients.

The conversation reveals how will fact-finds expose clients' entire financial situations – including details about mortgages, protection, pensions, and investments – making them particularly vulnerable to poaching when seeking estate planning elsewhere. By integrating will writing into their proposition, brokers not only protect these relationships but uncover significant business opportunities that might otherwise be missed.

What sets The Will Place apart is its dual focus on client experience and broker business generation. The platform identifies protection gaps and financial planning needs during the will creation process, then directs these opportunities back to the originating broker. Even more valuable is the executor and guardian notification system that creates new qualified introductions from a client's close connections – people you might never otherwise meet.

Whether you're a newly self-employed broker looking to differentiate your proposition or an established business seeking to enhance client retention, this episode provides practical insights into transforming a traditional pain point into a powerful business advantage. The future of mortgage advice isn't just about finding the right mortgage – it's about protecting client relationships by addressing their complete financial journey.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Happy New Year 

No topic or guest in this weeks podcast, I just wanted to take the opportunity to Thank You.

👉 Thank You To The Amazing Guests

👉 Thank You For The Comments & Feedback

👉 Thank You To The Listeners & Subscribers

The podcast will be back to normal next week & the first one of the New Year.

The podcast will see a few changes in 2023, one of which is that we will see more guests shows next year and I've got some amazing guests lined up which I cannot wait to record and share.

Have an amazing New Year and I'm looking forward to another year of recording and sharing The Mortgage Broker Broadcast 🥂

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Merry Christmas to all our listeners & subscribers.

Reviewing Your Day, Week, Month & Year

In this week's episode, I'm looking at why it's important to take the time to reflect and review. It's a topic that came up on a recent podcast so I thought I would dig a big deeper on this important part of a Mortgage Brokers working day.

👉 What Do I Mean By Reviewing

👉 How Often Should You Be Reviewing Your Wins & Losses

👉 Are You Drifting Or Taking Action

Reviewing, reflecting, checking in, what ever you want to call it, I believe it's important to take the time each day to reflect on what has gone well or not so well in order to accelerate your growth.

Work With Me

I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/consulting

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Lets Connect

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Linkedin https://www.linkedin.com/in/craigskeltonuk/

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

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Listen To The Mortgage Broker Broadcast

Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4

Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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It Is Easy To Become A Self Employed Mortgage Broker

In this week's episode, I'm looking at why it's easy to become a self employment , however, how easy is it staying as one.

👉 It's So Much More Than Your CeMap

👉 Why Are Newly Qualified Inexperienced Mortgage Brokers Leaving The Industry

👉 Why You Have To Be Persistent

It easy becoming a self employed mortgage broker, there is always firms recruiting, there's always networks recruiting, however, are you prepared to be one.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Now is the time to review what you’ve achieved in 2022 & plan for 2023

In this week's episode, I'm looking at why it's important to review what you have achieved this year and to get your plan's in place for 2023.

👉 Still Time To Influence Your 2022 Result

👉 Plan For Impact In Week One Of 2023

👉 Reward Yourself For What You Have Achieved This Year

You want to get a flying start next year, so if you know what your plan is and your actions to achieve your plan, you will create the right habit from week one. 

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Three Things That Will Help You Thrive in 2023 As A Mortgage Broker

In this week's episode, I'm looking at what 2023 could look like as a mortgage broker and what three things you need to get right next year.

👉 2023 Will Be A Great Year For Mortgage Brokers

👉 Inexperienced And Unsupported Brokers Are Leaving The Industry

👉 Client's Need Mortgage Brokers

Are you prepared for next year? Is your plan already in place? Do you know actions you are going to take to make sure you thrive in 2023

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Is Giving Mortgages A New Concept In Buying Leads As A Mortgage Broker?

In this week's episode, my guests are Osman Emin and Steve Davies from Giving Mortgages. Steve and Osman talk about the concept of Giving Mortgages and how it differs from the other lead buying platforms out there in the market

👉 How Does Giving Mortgages Differ?

👉 How Does The Client Journey Differ To Other Platforms?

👉 What Are The Benefits Of Registering As A Broker?

If you are interested in hearing more about Giving Mortgages, here is a link to Osman's diary and he will walk you through the platform and help you register.

https://contact.givingmortgages.co.uk/meetings/osman-emin

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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The Importance Of Client Reviews
 
This weeks podcast is all about client reviews.
 
Building trust is important as a mortgage broker and one of the ways to build trust is by getting reviews from clients. 
 
👉 How Are You Collecting Reviews
 
👉 Is Getting Feedback From Clients Part Of Your Process
 
👉 What Do You Do When You Receive a Review From A Client
 
It’s important to get feedback from your clients and one way is to get reviews, this will help build trust with any potential client that you don’t yet know.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Time Management & Energy Management

In this week's episode, my guest is Time & Energy Management Coach, Alice Dartnell.

We don't have many guests on the podcast that are none industry, however, given that time management and energy management of a self employed, remote working mortgage broker is key, Alice provides a great insight into her specialist subject.

👉 Creating The Right Habits That Work For You

👉 What Is A Life By Design

👉 You Don't Need More Hours In The Day Like You Think You Do

👉 Why Every Hour Is Not The Same

If you are interested in hearing more from Alice or connecting with her, here are her links to her social profiles and upcoming events. She has a “Time Management Challenge” coming up in November too that is starting w/c 14th November.

Instagram – https://www.instagram.com/alice_dartnell/?hl=en
To book in a free call with me – https://calendly.com/alice_dartnell
Sign up to my newsletter - www.alicedartnell.com/newsletter/
Free mini training - www.alicedartnell.com/productivityandbalance/
Email - alice@alicedartnell.com
Website - www.alicedartnell.com

Work With Me 

1-1 Consulting https://craigskelton.co.uk/consulting 
My Brand My Way https://craigskelton.co.uk/mybrandmyway

Lets Connect 
Instagram https://www.instagram.com/craigskeltonuk/ 
Linkedin https://www.linkedin.com/in/craigskeltonuk/ 
Facebook https://www.facebook.com/cskelts 
YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Fear Of Rejection

This weeks podcast is all about Fear Of Rejection.

Fear of rejection is a natural, it’s built within us, we want to be liked, what you’ve got to work out is how to get over that. 

👉 Take Action Or Don't Take Action

👉 Focus On The Results

👉 How Will You Feel When You Have Got Over That FOR

Fear of rejection is natural, however, you can and have to retrain your brain in order to beat it. And after all, what is the worse that can happen.

Work With Me 

1-1 Consulting https://craigskelton.co.uk/consulting 
My Brand My Way https://craigskelton.co.uk/mybrandmyway

Lets Connect 
Instagram https://www.instagram.com/craigskeltonuk/ 
Linkedin https://www.linkedin.com/in/craigskeltonuk/ 
Facebook https://www.facebook.com/cskelts 
YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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What Is Your Process

This weeks episode is about process, it doesn't matter if you are an employed or self employed Mortgage Broker, having a well structured process is key to your success.

👉 Process Creates Habits & Habits Means Less Friction

👉 Use Your CRM Or Support To Automate Your Process As Much As Possible

👉 Build The Multiple Layers Within Your Process

👉 A Process For Every Step In The Client's Journey

You might not have a process currently, you might have your own process already that works for you,  however, getting a structured process that works will help you build a successful Mortgage Broker business.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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A seismic shift is coming to the mortgage advice profession in the UK. The Certificate in Mortgage Advice and Practice (CeMAP) – the qualification that opens the door to a career as a mortgage advisor – is about to undergo its most significant transformation in years. Whether you're studying now, managing a team of advisors, or considering entering the industry, these changes will directly impact your professional journey.

From September 30, 2025, CeMAP will feature a completely redesigned structure. The regulatory foundation is moving from Level 3 to Level 4 with a new FSRE qualification replacing Module 1, reflecting higher standards and greater emphasis on ethics. Module 2 is being streamlined from four units to two, while Module 3 will incorporate protection advice – a change that acknowledges what successful brokers have always known: mortgages and protection go hand in hand. The critical date to remember is January 12, 2026 – the final day to complete exams under the current structure before the transition becomes mandatory.

This redesign isn't just bureaucratic reshuffling; it's a reflection of where our industry is heading. Under Consumer Duty, the regulatory bar has been raised, and clients expect more comprehensive advice that considers their overall financial wellbeing. For brokers committed to excellence, these changes represent an opportunity to distinguish yourself in a competitive market. Those currently mid-qualification face a choice: accelerate your studies to beat the deadline or prepare to embrace the new framework. Either way, understanding these changes now allows you to transform potential disruption into strategic advantage. Listen to explore exactly what's changing, when it takes effect, and how to position yourself for success in this new chapter of mortgage advice.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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What Is Proportunity

In this weeks episode, my guest is Vadim Toader and we are talking about Proportunity. What is Proportunity, why he created Proportunity and how Proportunity helps potential mortgage clients and home owners. 

👉 How Does Proportunity Solve A Problem

👉 Why It's A Different Perspective To Home Ownership

👉 What Does The Future Look Like

It was great to talk to Vadim and hear first hand what exactly is Proportunity. He is clearly passionate about Proportunity and how it is another option for mortgage clients.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Leaving Your Current Firm

In this weeks episode, I talk about what you should do when you are thinking about leaving your current firm.

 👉 Do You Really Want To Leave Or Is It A Cry For Help
 
 👉 It's All About The Right Timing For You
 
 👉 Don't Be Surprised By Your Current Firm's Response
 
Leaving your current firm can be exciting and can also fill you with dread, however, you have made your decision and no matter what happens or what is thrown at you, focus on the future and what you want to achieve.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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In this weeks episode, my guest is Regional Business Consultant, Julia Smith from The Openwork Partnership. 

 👉 What Have Been The Four Parts To Her Career So Far
 
 👉 How She Helps Business Owners Within Openwork
 
 👉 Why There Needs To Be Trust In Relationships

 👉 Why It’s Important To Have Support
 
Julia and I talk about a lot of things that are happening in the mortgage world right now. Yes, it was guaranteed that we would go off on a tangent, however, we did discuss the challenges that both Mortgage Brokers and business owners currently face. 

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Run Your Own Race

In this weeks episode, I talk about why you should your own race and don't worry too much about how other Mortgage Brokers are running theirs.

 👉 Every Self Employed Mortgage Brokers Goals Will Be Different
 
 👉 Focus On What You Want To Achieve
 
 👉 Break The Habit Of Comparing Yourself To Others
 
Focus on what you want to achieve, your goals and how you are going to get there.

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Work With Me
1-1 Consulting https://craigskelton.co.uk/consulting 

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Lets Connect 

Instagram https://www.instagram.com/craigskeltonuk/
Linkedin https://www.linkedin.com/in/craigskeltonuk/
Facebook https://www.facebook.com/cskelts
YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Why Do I Care So Much About The Pipeline 
 
 In this weeks episode, I talk about why I care so much about the pipeline.

 👉 Why You Should Be Reviewing Your Pipeline At Least Once A Week
 
 👉 How Your Pipeline Helps Assess Your Quality Of Business
 
 👉 How Your Pipeline helps Understand What Your Next Three Months Of Income Will Look Like
 
 Going from employed to self employed, one of the concerns or things you have to deal with is instability of your income, especially when you are starting out.  There are various things you can do to help this and one of those is knowing your pipeline. Why, there are three reasons why you should care about your pipeline.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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How Did I Prepare To Go Self Employed
 
 In this weeks episode, I talk about how I prepared to go self employed.

 👉 What About My Income
 
 👉 What About Finding Clients
 
 👉 When Is It The Right Time To Go Self Employed
 
 With many experienced and inexperienced mortgage brokers looking to leave the employed world behind and go self employed, this weeks podcast looks at what you can do to prepare yourself for this.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Estate Planning Referrals

In this weeks episode, my guest is Michael O'Brien and we are talking about why you should be referring all your estate planning opportunities.

👉 What Is Estate Planning

👉 How To Spot Estate Planning Opportunities

👉 What Are The Benefits Of Referring Your Clients To An Estate Planning Specialist

👉 What Are The Consequences Of Not Referring Your Clients

It was great to get Mike back on the podcast to get into detail on estate planning and to gain a better understanding of why mortgage brokers should be referring all their opportunities.

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Work With Me 

1-1 Consulting https://craigskelton.co.uk/consulting 
My Brand My Way https://craigskelton.co.uk/mybrandmyway

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Lets Connect 

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

Linkedin https://www.linkedin.com/in/craigskeltonuk/ 

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

YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

---------------------------------------------------

Listen To The Mortgage Broker Broadcast

Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4

Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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How & Why I Structure My Days & My Week

In this weeks episode, I talk about how and why I structure my days and my weeks.

👉 Why It's Important To Form Habits

👉 Your Diary Is Your Diary

👉 Working When It Is Right For You

👉 Structure In The Work Life Balance

When going self employed as a mortgage broker, one of the issues newly self employed brokers have is what to do and when to do it. Structuring your week will create habits to make sure you achieve what you want to achieve each week.


Work With Me 

1-1 Consulting https://craigskelton.co.uk/consulting 

My Brand My Way https://craigskelton.co.uk/mybrandmyway



Lets Connect 

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

Linkedin https://www.linkedin.com/in/craigskeltonuk/ 

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

YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg



Listen To The Mortgage Broker Broadcast

Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4

Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Mortgage Marketing Blueprint with Ash Borland

In this week's episode, we are talking with Ash Borland about the mortgage marketing blueprint that he has created to help brokers with their marketing process.

Ash shares why he has come back into the industry with a lot of effort and how he created this blueprint that helps mortgage advisers of all levels.

get the blueprint here and use code MMP15 for 15% OFF
https://ashborland.teachable.com/p/mortgage-marketing-blueprint 


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Work With Me 

1-1 Consulting https://craigskelton.co.uk/consulting 

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Lets Connect 

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

Linkedin https://www.linkedin.com/in/craigskeltonuk/ 

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

YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

Listen To The Mortgage Broker Broadcast

Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4

Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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When Did I Decide To Be A None Selling Principal

In this weeks episode, I talk about the pro's and the con's of being a none selling principal. 

👉 What Is A None Selling Principal

👉 Was It Always The Plan

👉 When Is It The Right Time To No Longer Sell

👉 It's All About The Service

I loved my external clients, I loved my internal one's too, however, I had to chose when the time was right to focus on one of them.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Ever notice how marketing is the first thing to go when client work piles up? That feast-or-famine cycle is killing your long-term growth, and it's completely unnecessary in today's AI-powered world.

After nine weeks of exploring artificial intelligence for mortgage brokers, we're tackling perhaps the most practical application: using AI to maintain consistent marketing even during your busiest periods. The brokers who truly succeed aren't necessarily the most skilled or experienced – they're the ones who stay visible regardless of how swamped they are with client work.

What if you could create an entire month's content calendar in under 10 minutes? What if writer's block became a thing of the past? What would change if you could script videos, craft personalized email sequences, and maintain a steady social media presence without sacrificing hours of precious time?

This episode breaks down exactly how to use ChatGPT to eliminate marketing decision fatigue, generate on-brand content that sounds authentically like you, and keep your pipeline flowing even when you're at maximum capacity. You'll learn specific prompts that transform hours of marketing work into minutes, allowing you to focus on what matters most – serving your clients and growing your business.

The most successful mortgage professionals aren't working harder on their marketing – they're working smarter. Learn how to stay consistent, remain visible, and build your brand effortlessly using AI tools that are available to every broker right now.

Ready to transform your marketing approach? Listen now, then take the four simple action steps outlined at the end of the episode to immediately implement AI in your marketing strategy. Your future self (and your steady pipeline of new clients) will thank you.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Being Brave and Going Self Employed

In this weeks episode, my guest is Business Marketing Coach, Sarah Johnston of Sarah Johnston Consulting. 

Sarah talks about why she left her employed role within the estate agency world and set up her own lettings business. Why she then sold that business and is now focusing on consulting and helping other business owners in her local area.

👉 How She Felt When She Set Up Her Own Business

👉 How She Used Digital Marketing To Build Trust

👉 Why It's Important To Be Honest

👉 Why She Has Now Moved Into Consulting

I loved catching up with Sarah and hearing her honest account of what she has faced over the past five years. It's also great to hear what the future holds and we also have a guest appearance from Peggy the Pug.

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Why Should You Be Working With A Coach

In this episode, Craig explains why you would work with a business consultant or a business coach as a Mortgage Broker.

👉 Why A Coach Can Help Scale Your Business Quicker

👉 A Coach Will Hold You Accountable

👉 What To Expect When Working With A Coach

Craig talks about the benefits of working with a coach and how they will help you grow your business.

Work With Craig

1-1 Consulting https://craigskelton.co.uk/consulting 

My Brand My Way https://craigskelton.co.uk/mybrandmyway


Connect With Craig 

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

Linkedin https://www.linkedin.com/in/craigskeltonuk/ 

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

YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...

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Mortgage Brokers work so hard to generate leads but do they work as hard to keep them?

In this episode, Craig explains why it’s important to spend as much time on client retention as it is generating the client in the first place.

👉 Why You Need To Follow Up

👉 How To Keep Those Clients For Life

👉 What Is Your Post Completion Contact Strategy

Craig talks about the three main points to retain your client and why your process is the key to client retention success.

Work With Me 

1-1 Consulting https://craigskelton.co.uk/consulting 

My Brand My Way https://craigskelton.co.uk/mybrandmyway

Lets Connect 

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

Linkedin https://www.linkedin.com/in/craigskeltonuk/ 

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

YouTube https://www.youtube.com/channel/UCGLopmj0_aXAZB_VW3wtYPg

Listen To The Mortgage Broker Broadcast

Apple https://podcasts.apple.com/us/podcast/mortgage-broker-broadcast/id1560964722?uo=4

Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 

I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring  #selfemployed...