Mortgage Broker Broadcast: Recent Episodes
Craig Skelton
Developing your knowledge to help you build a successful Mortgage Broker business. Craig Skelton shares his thoughts and experiences on all aspects of mortgage advice covering everything from operating in the banking world, estate agency based advisers all the way up to working as a self employed broker. He will be joined by experts from within the industry and other business sectors which all play a key part in becoming a successful mortgage broker in the modern world.
Send us Fan Mail
The network you choose as an appointed representative can change far more than your commission split. It can shape how free you feel, how confident you operate, and whether your day-to-day work feels like the business you meant to build or a new version of the corporate machine you tried to leave behind. We dig into what “network culture” really means for a mortgage broker, beyond slogans, shiny onboarding, and a good-looking deal sheet.
We talk through the practical moments where culture shows itself: when you need case help, when a compliance issue lands, when you want to try something new, or when you challenge a decision. I share better questions to ask networks, how to spot when support is reactive instead of proactive, and why you should speak to existing AR firms you find yourself, not just the ones you are introduced to. We also get clear on values-led mortgage advice, why values are business foundations (not fluffy words), and how alignment affects client outcomes, standards, and long-term growth.
If you want to recruit advisers and build a firm, this becomes even more important. Your network becomes part of your employer brand through its systems, supervision, training, tone, and accessibility. We finish with a direct set of fit-check questions to help you choose a mortgage network that matches your stage of business and the stage you are trying to reach. This is also the last Mortgage Broker Broadcast for a while, so thank you for listening over the years. If this helped, please subscribe, share it with another broker, and leave a review so more people can find it.
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...
Send us Fan Mail
Starting your own mortgage firm sounds exciting right up until you hit the compliance wall. We unpack the Appointed Representative (AR) model in the UK and explain, in plain English, what it means to operate under a principal firm’s FCA permissions, how the oversight works, and why mortgage networks use this structure so often.
We talk through the biggest reasons brokers choose the AR route: faster setup than direct authorisation, lower upfront costs, and built-in compliance support that can save you months of building policies, systems, and reporting from scratch. If you’re moving from employed to self-employed, AR can be a practical way to test the waters, build a client bank, and learn what it takes to run a business while sharing the regulatory load.
Then we get honest about the downsides that can quietly shape your future: less control over processes and product panels, ongoing fees or commission splits, and the risk of being tied to your principal’s reputation. We also dig into the details many people miss like data ownership, client relationship portability, branding rules, tech compatibility, cultural fit, growth limits, and how your exit strategy affects the long-term value of your brokerage.
If you’re weighing AR vs FCA direct authorisation, this gives you a clear decision framework and a due diligence checklist to protect your business. Subscribe for upcoming guidance on choosing the right network and planning a move from AR to DA, and if the episode helps, share it and leave a review so more brokers can find it.
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...
Send us Fan Mail
Inflation is back in the headlines, but the real story shows up in your clients’ bank accounts and in your clawback reports. When fuel, energy, and food costs rise at the same time as mortgage rates, people start cutting anything that feels optional and protection insurance is often first on the chopping block. I want to stop that knee-jerk decision before it harms the client’s home security and before it hits your income through indemnity commission clawbacks.
I break down the three pressures shaping the market right now: rising living costs, higher mortgage rates with fewer products available, and the knock-on effect on protection budgets. From there, we get practical about why cancelling life insurance, critical illness cover, or income protection is usually short-sighted. Clients lose the benefit of locked-in premiums, and reapplying later can mean higher costs or tougher underwriting. The better move is almost always a review and a reset: reduce the sum assured, shorten the term, or restructure cover so something stays in force.
We also dig into a moment that drives lapses every year: the annual policy anniversary statement. If clients call the provider first, “quick fixes” can turn into cancellations. If they call us first, we can explain what changed, check suitability, and present affordable options that keep them protected. I share a simple playbook for proactive anniversary reviews, budget reprioritisation, staying visible with regular updates, considering non-indemnity or mixed commission, and documenting everything to support Consumer Duty.
If you want fewer clawbacks and stronger client trust during a cost of living squeeze, press play. Subscribe, share this with a broker who needs it, and leave a review with the one process you’re tightening up this month.
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...
Send us Fan Mail
Procrastination rarely looks like doing nothing. More often, it looks like a mortgage broker “staying productive” all day while the real work keeps slipping to next week. When swap rates jump, lenders pull deals, and clients need calm guidance fast, it’s easy to tell ourselves we’ll get back to marketing, systems, and long-term planning once things settle. But if we’re not careful, firefighting turns into a pattern of avoidance that quietly stalls business growth.
We unpack what procrastination actually is: not laziness, but discomfort. We dig into the common drivers for self-employed people such as fear of failure, perfectionism, low motivation after a heavy client day, and anxiety about making the wrong decision. Then we shine a light on “productive avoidance,” where researching the perfect CRM, polishing website copy, or tweaking brand colours feels responsible while you dodge the outreach, content, and follow-ups that genuinely move the needle. A simple question helps you spot it fast: is this task directly tied to revenue, client service, or long-term growth?
From there, we get practical. You’ll hear how to shrink the first step, set deadlines that matter, add accountability, and design your environment for focus. We also cover making progress visible, protecting energy with single-tasking, using CRM automation and delegation to remove admin friction, and reinforcing momentum by celebrating small wins. The thread running through it all is progress over perfection, because “done” creates feedback and traction, while “perfect” often creates delay.
If it helps, subscribe, share the show with a broker mate, and leave a review so more self-employed business owners can find it.
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...
Send us Fan Mail
Estate agency and mortgage broking sit on the same fault line: consumers want straight answers, but too many big firms reward scripts, vanity pricing, and long contracts. I’m joined by John Savage, a self-employed estate agent, podcaster, and ex-military negotiator who does not hold back on what he’s seen inside the industry and why sellers keep ending up stressed, stuck, and unsure who to trust.
We get practical fast. John explains why inviting three agents round for valuations often produces the same outcome: the best talker wins, not the best operator. We dig into a simple way to flip that dynamic using a set of direct questions that test an agent’s track record, pricing accuracy, and ability to manage risk. We also talk about what “good” looks like when you treat a home sale like a project, from getting the legal pack ready early to building a plan for when viewings stall or chains wobble.
Then we connect it back to mortgage brokers and the wider property transaction. We unpack conditional selling, the pressure to use an in-house mortgage broker, and how that tactic can spike buyer anxiety while undermining the trust a client has already built with their own adviser. Along the way, we look at why personal brand and social media education are driving an overhaul in both industries, and why AI will raise expectations without replacing the human job of calming, qualifying, and steering decisions.
If you care about ethical property advice, better client outcomes, and building a business on trust rather than targets, listen now. Subscribe, share this with a broker or agent who wants to do it properly, and leave a review with your biggest frustration about the home-moving process.
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...
Send us Fan Mail
Q1 2026 didn’t just feel busy, it felt unstable. Inflation pushed up household bills, mortgage rates climbed, and lenders pulled products at speed. Many of us spent weeks calming anxious clients, racing to secure deals, and reacting to whatever changed that day. When business runs like that for long enough, firefighting becomes the default and the long term plan quietly disappears.
We slow things down and do the work that actually creates momentum: a clear quarter one review built for mortgage brokers. We start with a simple KPI check that doesn’t drown you in spreadsheets. Leads and conversions show whether your pipeline is healthy. Protection metrics highlight retention issues, cancellations, and clawbacks. A remortgage pipeline review reveals how proactive you really are ahead of deal expiries. Then we go one level deeper and ask the question that matters most: why did the numbers move, and what patterns kept showing up in your diary and your daily habits?
From there, we turn reflection into action for Q2. We talk through building an annual contact strategy with CRM reminders, using annual statements to trigger protection reviews, staying consistent online by repurposing content, and reassessing indemnity versus non indemnity commission to reduce cash flow shocks. We also make space for something brokers often ignore: how your energy and routines shape your results.
If you want a sustainable mortgage broker business that can handle chaos without losing direction, press play. Subscribe, share this with another broker who’s been in the trenches, and leave a review with the one KPI you’re prioritising for Q2.
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...
Send us Fan Mail
CeMAP gives you a qualification. It doesn’t give you confidence in a first client meeting, a clean process for packaging a case, or a playbook for handling underwriters, lender criteria, and follow-ups when the pressure is on. That’s why we brought Ross McMillan back to The Mortgage Broker Broadcast to explain Fear Academy and why we built it inside Fair Financial for advisers who want to be truly self-employed and build a brokerage with their own brand.
We talk honestly about the gap we see in the UK mortgage broker journey: lots of focus on compliance (which matters), not enough on the practical reality of giving mortgage advice. Ross breaks down what new advisers actually need to practise, including running a real fact find, sourcing with nuance, understanding criteria, using a CRM properly, managing documents, working with BDMs, and taking a case from first lead to completion while protecting the client relationship.
We also get into mindset and culture. Self-employed means no guaranteed payslip, so support has to be real, human, and judgement-free. We explain how the academy’s first phase uses flexible modules over roughly 12 weeks with weekly 90-minute sessions, then continues into longer-term business development and community support across the appointed representative network. No egos, no competition, just people sharing what works and what didn’t.
If you’re CeMAP-qualified and weighing up your next move, listen through and then reach out. Subscribe, share this with a broker who needs it, and leave us a review so more new advisers can find the support they’re looking for.
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...
Send us Fan Mail
Mortgage rates don’t drift up anymore, they lurch. One day the deals are there, the next day they’re gone, and suddenly you’re fielding anxious messages from clients who can feel their payments rising. With energy costs climbing and inflation fears pushing swap rates higher, lenders are withdrawing products and repricing fixed rate mortgages at speed, and the pressure on mortgage brokers is real.
We talk through what’s happening in the UK mortgage market, why two- and five-year fixes moving above 5% changes the tone of every remortgage conversation, and how to communicate without adding to the panic. I share why “firefighting” is sometimes the job: calling clients whose deals are expiring, securing rate switches early, and protecting borrowers from sudden jumps in borrowing costs. But I also draw a hard line, because crisis mode cannot be your business model.
The most resilient brokers are not the ones with superhuman stamina. They’re the ones with structure: a CRM that tells you who needs action, templates that stop you rewriting the same messages under pressure, and systems that keep the rest of your pipeline alive while you deal with urgent cases. We also cover practical steps you can take right now: extend your review window to nine months, set expectations that the “4% deals” are largely gone, keep protection conversations on the agenda as living costs rise, and set a clear date to return to normal routines like annual reviews and proactive check-ins.
If you found this useful, subscribe, share it with a broker who’s in the thick of it, and leave a review so more advisers can find the show.
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...
Send us Fan Mail
Your clients don’t wake up thinking about interest rates. They wake up thinking about retirement, family security, rising costs, and whether they’re making the most of what they’ve built and as mortgage brokers, we’re often the first professional they tell the full story to.
We close the Think Like A Financial Advisor mini-series by getting practical about financial advisor partnerships and why they matter now. With a UK wealth boom underway and retail wealth projected to climb toward £5 trillion by 2030, more clients want holistic financial advice across pensions, investments, retirement planning, and estate planning, yet the advice gap keeps widening. That’s a risk if a client turns to a holistic planner who also does mortgages, but it’s also an opportunity: we can stay at the centre by coordinating the right specialists at the right time.
We break down the real benefits of a financial advisor referral partnership: deeper client retention, potential fee share revenue without taking on regulated advice, and reciprocal referrals that can create a steady flow of higher-quality leads. Then we get into the “how” inside the mortgage fact find, including the signals that suggest a wealth review and the simple questions that unlock meaningful conversations like pension readiness, aligning mortgage term with retirement age, and whether savings are working hard enough.
Finally, we lay out next steps to build your own network: identifying client needs, researching local advisors, checking fit and values, formalising a compliant referral process, and rolling it out gradually with feedback. If you want a more sustainable, client-centred mortgage business built for any market, subscribe, share with a broker colleague, and leave a review.
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...
Send us Fan Mail
Fear of clawbacks should never dictate advice. We take a clear, practical look at how protection commission choices indemnity, non‑indemnity (drip), and blended models shape cash flow, client outcomes, and the long‑term value of a self‑employed mortgage business. With plain‑English examples and simple rules you can apply today, we unpack what really changes when you shift from lump‑sum advances to steady monthly income.
We start by demystifying indemnity: how two and four‑year periods work, why higher advances mean longer exposure, and how clawback can distort behavior if you are chasing short term spikes. Then we turn to non‑indemnity and show why drip income can smooth revenue, reduce stress, and often match or beat total indemnity over time. You will hear how recurring commissions fund admin support, marketing, and rent, and why a dependable base elevates your firm’s valuation when you plan an exit.
From there, we map out blended strategies that keep cash coming in while building stability. Set a simple premium threshold, split by product type, or decide case by case life cover on indemnity, income protection on drip so you are balancing immediacy with durability. We cover the operational moves that make it work: checking provider terms, planning for the transition dip, using your CRM to drive reviews, placing policies in trust, and protecting persistency to safeguard both clients and revenue.
The heart of the episode is a mindset shift from transaction to stewardship. When you align commission structure with Consumer Duty and long‑term client care, you create better advice, better retention, and a calmer business you can scale. If this conversation resonates, take ten minutes after listening to review your commission mix and set one simple rule you will apply on your next protection case.
Enjoyed the conversation? Subscribe, leave a review, and share this with a broker who needs a smarter approach to protection income.
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...
Send us Fan Mail
Waiting on one case to land shouldn’t decide your future. Craig sits down with returning guest Leigh Rowland to unpack how a broker can build real stability by diversifying income, owning more of the funnel, and joining a community that actually mirrors the self-employed reality. From launching Fear Financial—a network run by self-employed founders—to opening a plain-speaking estate agency, Leigh walks through the decisions, systems, and setbacks that turned fear into freedom.
We dig into the messy middle of going self-employed: the cash-flow lag, the pressure at months three to six, and the temptation of “quick fixes” that cost more than they promise. Leigh shares a pivotal moment when one delayed protection case nearly ended his run, and why patience, pipeline, and protection depth are the antidote to panic. We also explore why many brokers feel boxed in under corporate-style networks, and how a values-led alternative with clear communication and zero vanity targets can change the game.
You’ll hear how simplicity and honesty win local markets, why equity release belongs in your diversification plan, and how complementary teams—spanning social, operations, and compliance—create compounding momentum. Most importantly, we highlight a practical pathway for new and transitioning advisors: mentoring, community support, and steady, foundation-first growth instead of empty slogans and moving goalposts.
If you’re a mortgage broker craving autonomy, community, and a smarter way to grow—without selling your soul—this is your map. Subscribe, share with a broker who needs a lift, and leave a review with the one income stream you’ll add this quarter. Ready to run your own race?
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...
Send us Fan Mail
The rules just changed, and so should the way we advise. With the advice trigger removed, we now have room to ask better questions, understand real goals, and guide clients without rushing into formal recommendations. That freedom raises the stakes: consumer duty demands good outcomes and protection against foreseeable harm. We walk through a practical playbook that helps mortgage brokers operate with a financial advisor’s mindset—without stepping outside permissions—so every conversation becomes clearer, safer, and more valuable.
We start by reordering the client journey: goals before products, risks before rates, and cash flow before clever deals. You will hear how to turn remortgage moments into annual, goals-led reviews; how to make protection a normal part of the talk; and how simple cash flow scenarios demystify overpayments, term changes, and budget trade-offs. We also dig into building trustworthy partnerships with financial planners for pensions, investments, and estate planning, creating a two-way referral flow that widens your service while keeping compliance tight.
Finally, we share the systems that make it all stick. A smarter CRM becomes your memory for life events, protection needs, and check-ins that feel human, not automated. Pair that with ongoing CPD to speak the language of wealth management and you will spot risks earlier and serve broader needs. The payoff is commercial and personal: stronger loyalty, more referrals, and less of the transactional treadmill. If you want to future-proof your brokerage with holistic, client-first advice that meets regulatory expectations and real-life complexity, this conversation lays out the steps.
Subscribe for more mindset, habits, and practical frameworks for self-employed brokers. If the Academy caught your ear and you are ready to go from CeMAP and theory to confident practice, message me to learn how the program works. And if this helped, share it with a broker who needs a nudge toward holistic 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...
Send us Fan Mail
Headlines about AI in lending can feel distant—until lenders start engaging your clients directly, trimming PT procuration fees, and hinting at new retention tools. We tackle the real-world implications of the FCA’s advice trigger change and the growing possibility that product transfers become leaner, faster, and less profitable for brokers who treat them as a business model. Our goal isn’t fear—it’s focus. We break down how to adapt now, so your revenue and reputation aren’t at risk later.
We dive into where human advice holds its ground: later life lending and equity release, bridging, second charge, and complex scenarios that need judgment, not scripts. We look at how AI will likely compress admin and accelerate decisions, freeing advisors to do the human work—listening, educating, planning—that actually drives client loyalty and better outcomes. We also borrow from wealth management’s playbook: schedule annual reviews, diarise protection follow-ups, and turn single transactions into long-term stewardship. This shift from order taking to ongoing advice is how you defend your client book and make Consumer Duty a competitive edge.
If you’re thinking about firm value, we get practical: build a GI book with renewal stickiness, move part of your protection commission to non-indemnity for recurring income, and create a simple, consistent 12-month client communication plan. Buyers pay for predictability, not personalities. We share a starter framework for new and evolving brokerages—pick two or three defensible specialisms, treat your website and social as a clear shop window, invest in systems that record meaningful data, and commit to product density so every mortgage links to protection, GI, and signposted wealth support.
Underneath it all is a simple discipline: when you’re at work, do the work that moves the business. Technology will help, but the decision to diversify, specialize, and show up for clients is yours. If you’re ready to build a firm that lasts, hit play, subscribe for more straight-talking strategy, and tell us: what’s the first change you’ll make this quarter?
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...
Send us Fan Mail
The easiest way to lose a client is to let someone else speak to them first. With a remortgage wave cresting in 2026, lenders are already nudging borrowers with slick retention offers. We break down a simple, durable system that keeps you ahead of those emails and makes your advice the obvious choice.
We start with why retention matters more than ever, using hard numbers to show how many borrowers default to product transfers when brokers fall silent. From there, we unpack the three-part annual review: how to prepare, how to lead a client-centred conversation that compares product transfers to full remortgages in plain English; and how to follow up with clear timelines, written summaries, and booked next steps. You’ll hear how to widen the lens beyond the mortgage to review protection, rainy day savings, and wills, so clients feel guided on their whole picture, not just their rate.
We also share a contact strategy that works: a friendly check-in at 12 months, a formal review at six months, and light-touch education in between through newsletters and short videos. You’ll learn where automation helps CRM tasks, templates, reminders and where the human touch must lead, so tech supports trust instead of replacing it. Then we zoom out to growth, showing how a clear remortgage page, FAQs, market explainers, webinars, testimonials, and professional partnerships bring in new clients without sacrificing the ones who already believe in you.
Finally, we talk mindset. Schedule time to work on the business, protect your energy, and remember the promise you made when you became a broker. Consistency compounds. Start early, explain simply, follow up faithfully, and you won’t just protect revenue you’ll build a brand clients return to year after year. If this helped, subscribe, share it with a broker who needs it, and leave a review so more advisors can find the show.
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...
Send us Fan Mail
A surge is coming to the mortgage market, and the brokers who prepare now will be the ones who thrive. We walk through a clear, actionable plan to meet the 2026 remortgage wave with confidence—starting with a January review that reveals your true lead sources, conversion leaks, and time drains. From there, we map out a client retention engine that starts 12 months before product end dates, pairs warm check‑ins with practical updates, and keeps you front of mind long before lenders make their pitch.
We also dig into sustainable growth for new business. That means building a dedicated remortgage page that demystifies the process, answering the exact questions borrowers search for, and publishing short, useful content across your channels. Education earns trust, and trust drives enquiries. To scale without burning out, we break down the toolkit: a CRM that flags renewals early, integrations that reduce admin, property data that clarifies LTV at a glance, and AI‑assisted templates that draft routine messages while you focus on advice. Automation should amplify your relationships, not replace them.
None of this matters if you run out of steam. We share practical routines to protect your mindset: set boundaries on working hours, create a weekly reset, and reconnect with your reasons for doing the work. Discipline and persistence separate brokers who ride the wave from those who get swamped. We close with a preview of our non‑CAST to AR Academy—structured training, mentoring, and a peer community designed to help new advisors become competent and ultimately appointed representatives. If this resonated, subscribe, share with a fellow broker, and leave a review with your biggest 2026 priority. Your preparation starts 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...
Send us Fan Mail
Tired of goals that fade as soon as the January buzz wears off? We unpack why self-doubt always shows up when the work matters, why motivation is a shaky fuel source, and how discipline becomes the steady engine that carries you through slow seasons, quiet inboxes, and days when you’re not feeling it. As mortgage brokers and self-employed owners, freedom is powerful—but without structure it quickly turns into drift. We share a practical path to build simple systems that remove daily decision fatigue, turn action into routine, and help you keep promises to yourself.
Across this January mini-series wrap-up, we connect the dots between mindset and execution: self-doubt questions your path, motivation gets you moving, and discipline keeps you moving. You’ll hear how to design standards that fit your business, why small, repeatable habits beat big, inconsistent bursts, and what a disciplined day actually looks like when no one is watching. Expect clear examples like fixed outreach blocks, weekly pipeline reviews, and non-negotiable deep work sessions that protect your most valuable tasks. The throughline is trust: every kept promise is proof you can rely on yourself, which reduces the power of doubt and makes motivation optional rather than essential.
If you’re building a sustainable mortgage practice or leading a small firm, this conversation gives you a simple, durable framework for consistency: decide in advance, remove negotiation, execute without drama. Start with one habit, define the when and how, and keep the chain unbroken even on rough days. Subscribe for more mindset, habits, and business strategies designed to help you build a practice that supports the life you want. If this resonated, share it with a colleague and leave a quick review to help others find the show.
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...
Send us Fan Mail
Motivation fades faster than we like to admit, especially when results lag or life gets busy. Today we unpack a practical path forward for mortgage brokers and business owners who want progress without relying on a mood. We connect the dots between self-doubt, motivation, and habits, and show how to build a system that moves even when you don’t feel like it.
We start by reframing a common myth: nobody is naturally self-motivated. The difference is that effective people stop negotiating with themselves. Instead of asking, “Do I feel like it?” they ask, “What am I committed to?” That shift removes emotion from the decision and opens the door to consistent action. From there, we explore how evidence creates motivation—showing up for small, unglamorous tasks, following through when no one is watching, and keeping promises to yourself. Each kept promise builds trust, and that trust becomes quiet, steady fuel.
For self-employed pros, structure becomes a competitive advantage. With no manager to nudge you, your calendar and habits become the system that protects your goals. We lay out simple, low-friction ways to make action non-negotiable: time blocks for outreach, a daily pipeline review, short follow-up sprints, and weekly check-ins that keep you honest. If motivation feels low, we challenge you to pick one small action that a serious person would do and do only that—today. Action creates evidence, evidence builds belief, and belief weakens doubt.
We close by previewing what comes next: discipline, not as punishment, but as a clear, humane system that carries you when motivation dips and self-doubt gets loud. If you’re ready to trade hype for habits and build a business that supports the life you want, this conversation will give you the tools to start now. Subscribe, share with a colleague who needs it, and leave a quick review to tell us the one small promise you’ll keep 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...
Send us Fan Mail
The middle of January can feel like a hangover from early-year hype. Goals look bigger, energy looks smaller, and a quiet voice starts asking what’s the point. We shine a light on that whisper of self-doubt, explain how it quietly unravels consistency, and share a practical reset that helps you keep promises to yourself without chasing motivation or waiting to feel ready.
We break down why confidence is overrated at the start of any change and how consistency is the engine that actually builds confidence over time. You’ll learn to spot the subtle questions that stall progress, replace outcome-chasing with evidence of daily execution, and treat habits like a safety net that carries you when belief dips. For self-employed pros and mortgage brokers, we talk candidly about working without applause, staying accountable without a boss, and protecting the most valuable asset you own: trust in yourself.
By the end, you’ll have a simple, durable approach to resetting a habit you’ve already slipped on: pick one action, make it smaller, do it even when you don’t feel like it, and log the win. We close with a reminder to run your own race, ignore comparison, and let identity catch up to your actions through quiet, repeated proof. If this resonates, subscribe, share the episode with a friend who needs it, and leave a quick review so others can find the show. Your next rep starts 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...
Send us Fan Mail
Resolutions spark hype, then disappear. We’re starting 2026 by choosing a smarter path: one small habit you can do in under 10 minutes that builds identity, steadies your mind, and grows your mortgage business. No overwhelm, no guilt—just a system you’ll actually keep.
We break down why traditional New Year goals fail—loss aversion, all‑or‑nothing thinking, and pressure—and replace them with habits that run on autopilot. You’ll hear practical examples built for brokers: a daily outreach routine to reconnect with past clients ahead of fixed‑rate maturities, a five‑minute morning mindset to lower anxiety and boost decision quality, and end‑of‑day time blocking that protects tomorrow’s top priorities. Each tactic ties to a clear cue, uses a simple tracker, and leans on light accountability so momentum grows week by week.
We also scan the 2026 mortgage market with a clear lens: signs point to steady growth, more house purchases, and a strong remortgage and product transfer pipeline, while arrears and repossessions ease. That means opportunity for advisers who show up early and often. By focusing on one habit now, you position yourself as the trusted guide clients call first, not last. When your first habit feels automatic, stack the next—without adding stress or complexity.
Ready to trade broken promises for predictable progress? Pick your one habit, tie it to a cue, and run your own race. If this resonated, subscribe, share with a colleague, and leave a quick review—what single habit are you committing to this January?
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...
Send us Fan Mail
Planning doesn’t start on January 1; it starts the moment you decide what matters. We close out 2025 by turning a clear vision for 2026 into a plan you can actually follow, weaving together revenue goals, referral growth, and client focus with family time, self-care, and real rest. You’ll hear how to define what “winning” looks like next year, then break it into quarterly and monthly milestones supported by simple habit tracking, honest reviews, and a not-to-do list that frees the hours you need for deep work.
We dig into practical systems that keep you on track without burning you out: shorter meetings with built-in buffers, pre-booked holidays and mental health days, and recurring review sessions that steer your course before problems compound. We also make space for the meaningful intangibles—side projects, learning, and hobbies that boost creativity and confidence even when they don’t fit neatly on a spreadsheet. Gratitude threads through it all: celebrating small wins, thanking the people who lift you up, and writing three things you’re grateful for to shift your focus toward momentum.
Flexibility is the throughline. Business is unpredictable, brokerage is unpredictable, and life certainly is, so we share how to design a plan that breathes: clear goals, adaptable schedules, and the mindset to respond rather than react. Along the way, we reflect on five years of the Mortgage Broker Broadcast, the guests who shared AI, mindset, and frontline insights, and the growing community whose questions shape every conversation. Subscribe, share this with a colleague who needs a smarter 2026 plan, and leave a quick review so more brokers can find these strategies. What’s the first habit you’ll lock into your calendar?
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...
Send us Fan Mail
Big goals don’t need heroic days; they need repeatable days. We walk through a practical, low-friction system for turning long-term vision into daily action using habits that support mental health and time blocking that protects deep work. Instead of letting urgency dictate your schedule, you’ll learn how to make your calendar reflect your priorities and your energy, so the work that actually moves the needle gets done first.
We break down the essentials with a builder’s mindset: why consistent habits like journaling, meditation, and affirmations improve resilience; how the Pomodoro Technique sustains focus without burnout; and why “eat the frog” in the morning clears the biggest mental weight. You’ll hear a simple approach to daily resets and rewards to keep momentum steady, plus a concrete system to plan tomorrow’s blocks before you log off today. From grouping similar tasks to adding buffer time, from silencing notifications to communicating boundaries with clients and teams, the structure here is clear, humane, and effective.
To help you start fast, we share a one-day starter plan: choose one daily habit as your first block, list one high-impact task each evening as your frog, and time block a single day with breaks and a quick review. You’ll also learn how to run weekly reviews to spot time leaks, adjust for your energy curve, and keep improving without chasing perfection. If you’re ready to trade scattered effort for calm progress, this conversation gives you the tools and the guardrails to run your own race with confidence.
Enjoyed the show? Share it with a friend, leave a quick review, and hit subscribe so you never miss new tactics that help you focus on what matters most.
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...
Send us Fan Mail
Ready to finish 2025 strong and start 2026 even stronger? We dive into a calm, step-by-step year-end reflection that turns data, feedback, and honest self-assessment into momentum you can feel. Instead of rehashing regrets, we map a practical review you can run in a single sitting: gather KPIs and P&L, connect them to client feedback, and ask what each number truly represents in behavior, channels, and offers. The goal is simple—spot what worked, retire what didn’t, and make smarter bets next year.
We also get real about the emotional side of performance. Celebration fuels consistency, so we call out how to recognize wins, share them with your team or family, and build loyalty with genuine appreciation. On the other side of the ledger, we reframe mistakes as data: identify assumptions that failed, document what happened, and outline how you’ll handle a similar situation differently. You’ll hear clear tactics for mental health during the year-end crunch—micro breaks, right-sized daily goals, time blocking, and asking for help when overwhelm hits.
Finally, we turn insight into action with SMART micro goals for 2026. If admin crowds strategy, we show you how to delegate and protect deep work. If you underestimate timelines, we add buffers and reduce parallel projects. If procrastination lingers, we front-load tough tasks and track streaks. By the end, you’ll have a focused action list: run your year-end review, write three daily gratitudes this week, journal one key mistake into a playbook, and schedule a feedback session with your team or mentor. Subscribe, share this with a friend who needs clarity before January, and leave a quick review to tell us the one metric you’ll track weekly next year.
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...
Send us a text
Ready to stop reacting and start directing your next year with clarity? We launch our Set Yourself Up for 2026 mini-series by laying the inner foundations that shape every choice you make: a vivid long-term vision, a small set of non‑negotiable values, and a simple system to protect your time and attention. Instead of chasing quick wins or drowning in advice, we show how to design a compass you trust and use it to make better decisions, faster.
We start by painting a five-year picture of your life and work—how you spend your time, the clients you serve, and the impact you want to create. Then we translate “values” from buzzwords into daily standards through a short exercise that surfaces what truly matters and where you’ve been compromising. You’ll learn how a vision-and-values filter cuts through noise from friends, colleagues, and social media, helping you stay authentic while still learning from feedback.
From there, we tackle the mental roadblocks that hold many of us back: limiting beliefs, procrastination, and the lies we tell ourselves when confidence dips. With a practical left-right column exercise, you’ll replace unhelpful stories with evidence-based statements that rebuild momentum. We round it out with the focus toolkit—using the 80-20 rule to identify high-leverage work, saying no to low-value tasks, and time blocking your week for strategy, clients, marketing, learning, and rest. With the holiday season approaching, we also share how to set work days, rest days, and planning days so you hit January refreshed and prepared.
You’ll leave with five concrete actions for the week: write your vision statement, choose your top three values, create a values filter for new opportunities, reframe one limiting belief, and time block your calendar. Subscribe, share with a fellow broker or business owner, and leave a quick review so you don’t miss next week’s deep dive on reflecting on 2025 and turning lessons into leverage.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
A six‑week window can change your entire year. With rates easing, swap markets stabilizing, and millions of fixed deals expiring in the next 18 months, this is the moment to act with precision and purpose. We break down what’s moving the mortgage market, why lenders are sharpening prices, and how a short December can derail clients who wait until January. Most importantly, we share a step‑by‑step outreach plan to protect relationships, secure competitive options early, and build momentum for 2026.
We start with a clear market snapshot—base rate steady, lenders competing on two‑ and five‑year fixes, and affordability nudging in the right direction—then zoom into the operational realities that matter: holiday staffing gaps, potential repricing after the Autumn Statement, and lender retention engines pushing product transfers direct to your clients. You’ll learn how to segment your database for 2026 expiries, craft concise messages that cut through inbox noise, and use calls, texts, and WhatsApp to book quick “rate check” reviews that turn intent into action.
From there, we tackle the human side. Payment shock is real even as rates soften, so we map practical steps to review budgets, stress test repayments, and add resilience with income protection, life cover, and critical illness where suitable. For landlords, we outline portfolio restructuring options amid tax and regulatory shifts. We also share how to educate clients around the budget—what could change on stamp duty, landlord reliefs, or green incentives—and why timely updates position you as the advisor they call first. Finally, we look ahead to AI: as lenders scale retention tech, brokers who pair smart tools with personal advice will win the long game.
If today’s plan helps, tap follow, share this with a broker who needs a nudge, and leave a quick review so more advisers can find it. Ready to run your own race and make the most of the remortgage surge?
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
A quiet revolution is reshaping mortgage retention in the UK: lenders now use AI to spot churn, price smarter, and send personalized offers long before a fixed rate ends. We unpack how those engines work, why they’re so effective at capturing product transfers, and what that means for brokers who have built pipelines around renewals. The story isn’t doom and gloom; it’s about timing, experience, and the kind of advice that a one-click journey can’t replicate.
Together we map the new retention funnel from data to decision: servicing history, property values, and behavior signals feed models that predict who will switch and when. Then come targeted prompts via email, text, and apps, with pre-filled applications and instant eligibility checks. We explore dynamic pricing, segmentation for landlords and high-net-worth borrowers, and the commercial reality of PT fees. You’ll hear where lenders gain ground through convenience and where they still fall short when clients need capital raising, term changes, debt consolidation, or later-life solutions that demand real guidance.
We share a practical broker playbook to stay indispensable: use AI-powered CRM triggers to contact clients months before the bank, deliver clear comparisons and scenario planning, and match digital ease with secure portals, e-signatures, and video reviews. Educate clients on the difference between information and advice, lean into Consumer Duty to demonstrate suitability, and diversify into specialist lending and protection to reduce reliance on simple PTs. The takeaway is simple: algorithms can nudge, but trust wins decisions when stakes are high.
If this conversation helps you rethink your strategy, subscribe, leave a review, and share it with a colleague who needs a fresh retention plan.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Ten weeks to Christmas, darker days setting in, and the urge to coast is real yet this is where great brokerages pull ahead. We dive into a clear, no-fluff plan to close the year with momentum: reflect on Q3, set SMART goals you can actually hit, and redirect energy into the marketing channels that turn into completed applications. You’ll hear how to use data instead of guesswork, why consolidating tools beats adding more apps, and where tax-savvy prepay decisions (with your accountant’s guidance) can set you up to hit January running.
We also unpack the rising role of bridging finance as a legitimate tool for speed-sensitive clients. From building lender relationships to spotting ideal cases, chain breaks, auctions, light refurb we outline the steps to upskill quickly and deliver quick wins before year-end. Alongside the revenue plays, we tackle the operational work that creates real lift: clearing backlogs, tightening CRM hygiene, strengthening feedback loops with introducers, and celebrating wins that often get ignored in the rush.
Looking ahead, we map a practical runway into 2026: a one-page plan, realistic content cadence, smarter tech choices, and intentional culture design if you lead a team. If you’re solo, we share ways to build accountability and support that prevent burnout and improve decisions. Throughout, we emphasize mental health: set boundaries, take breaks, move daily, and avoid midnight email spirals. Most of all, resist knee-jerk moves—research big decisions and align them with your long-term values and goals. If this resonates, subscribe, share with a broker who needs it, and leave a review so we can help more people finish strong and start smarter.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Forecasts don’t build a pipeline—systems do. We take a clear-eyed look at what 2026 is likely to bring for mortgage brokers and explain how to turn easing interest rates, rising lending volumes, and a remortgage surge into steady growth. Rather than chasing headlines, we map out practical steps to get ahead: when to contact clients, how to compare two-year and five-year fixes with confidence, and where brokers can add value that comparison sites can’t.
We walk through the signals that matter—swaps, inflation trends, MPC guidance—and translate them into plain-English advice you can share with your clients. Expect a modestly healthier purchase market and a meaningful lift in refinancing as borrowers come off 2023–2024 highs. For landlords, cheaper finance and higher rents may support a buy-to-let rebound, but regulatory headwinds and EPC scrutiny demand sober planning. We dig into stress testing portfolios, weighing personal vs. limited company structures, and preparing contingency buffers to manage arrears risk in a tight rental market.
If you’re building for resilience, this is your playbook: identify 2026 renewals now, build a proactive retention cadence, and use AI to automate admin so you can focus on advice and speed. We also share simple marketing moves—client updates tied to macro data, search-friendly content on remortgages and BTL, and CRM segmentation—that help you win attention before renewal dates hit. Ready to convert a steady outlook into real momentum? Follow the plan, subscribe for weekly tactics, and leave a review to tell us which niche you’re tackling next.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Thinking about leaving your mortgage network—or wondering if you should stay and push for change? We walk through a clear, practical way to make the call without burning bridges or bleeding income. You’ll learn how to separate short‑term frustration from long‑term fit, the exact contract clauses that shape your exit, and the steps that protect your pipeline, renewals, and client trust during a move.
We start with the big trap: reacting to a bad month or peer pressure. Then we dig into the paperwork that actually decides outcomes—exit fees, notice periods, commission freezes, client ownership, novation rights, and those quiet costs like PI run‑off and data transfer fees. We also unpack restrictive covenants in plain English, including what non‑dealing means in practice and how client choice fits within your obligations. From there, we pivot to reasons you might stay: strong compliance support, reliable tech, fair fees, and a culture that matches your standards. If the issues are fixable, we show you how to ask for change; if they’re structural, we lay out a precise plan to leave well.
Finally, we map the move itself: coordinating authorization dates to reduce downtime, completing file checks, safeguarding data legally, and communicating with clients at the right time with the right message. We share what to look for in a new home beyond the headline split—transparent terms, consistent compliance, integrated technology, and real coaching and marketing support. Whether you decide to stay or switch, you’ll finish with a checklist that keeps you in control, protects your reputation, and aligns your business with your values.
If this guide helps you or someone on your team, share it with a fellow broker, hit follow, and leave a quick review so more people can find the show.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
If your calendar runs your life, this conversation hands you the keys back. We unpack a practical framework for self‑employed mortgage brokers to protect energy, sharpen focus, and grow a sustainable business without living on email at midnight. From smart structure to flexible routines, we walk through the habits, systems, and boundaries that turn constant busyness into repeatable momentum.
We start with the why—how unmanaged stress quietly chips away at health, client care, and decision quality—then move into the how. You’ll hear simple ways to plan your day around high‑impact tasks, break big goals into doable steps, and use light automation for scheduling, email follow‑ups, and social posts so you win back hours each week. We talk about building flexibility into your diary, taking guilt‑free breaks, and using sound cues to shift focus on demand. Communication gets its own spotlight: setting clear expectations with virtual assistants, compliance partners, and marketers so projects move without you babysitting them.
Mindset and environment matter just as much. We dig into self‑compassion when deals fall through, practical boundaries when you work from home, and the power of saying no to misaligned commitments. Community, health, and recovery are woven throughout—exercise as a meeting with yourself, consistent sleep as a performance edge, meal prep to stabilise energy, and when to seek professional support. Then we zoom out to strategy: align your business to the life you actually want, document simple SOPs, maintain a clean advice trail for compliance confidence, and set aside weekly time to work on the business—brand, marketing, pipeline—so growth becomes intentional, not accidental.
This is a builder’s guide to balance: clear steps, realistic tools, and a steady pace you can keep. If you’re ready to trade frantic days for focused progress, follow the show, share it with a broker friend, and leave a quick review to help more people find it. What’s the first boundary you’ll set this week?
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Ready to transform how you work as a mortgage broker? This episode bridges the gap between AI theory and everyday practice, showing you exactly how to implement artificial intelligence tools that will revolutionize your business.
The mortgage industry is changing rapidly, with major UK banks investing billions in AI technology. As brokers, we've reached the point where AI adoption isn't just advantageous—it's becoming necessary to remain competitive. But where should you start?
We break down three essential categories of AI tools every mortgage broker should consider: custom GPTs that can be trained on your specific business materials, transcription services like Otter that automatically document client meetings, and chatbots that handle routine inquiries while you focus on high-value activities. What's particularly exciting is the emergence of AI agents capable of executing multi-step processes from document collection to preliminary recommendations.
Throughout the episode, we emphasize that technology enhances rather than replaces human expertise. Clients will always value the trust, empathy, and personalized guidance that only an experienced broker can provide. The most successful professionals will be those who leverage AI for efficiency while doubling down on relationship-building and strategic advice.
Looking ahead to 2026, we explore how AI might reshape the mortgage landscape through blockchain integration, regulatory adaptation, and predictive analytics that transform customer service from reactive to proactive. As we enter what could be a significant remortgaging period, the brokers who thrive will be those who position themselves as both tech-savvy and deeply human.
Ready to start your AI journey? Check out the Broker Foundry community or subscribe to our YouTube channel for monthly insights. If you found this episode valuable, please share it with colleagues and leave a review to help other brokers discover these essential strategies for the future.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
The contractual foundations of your mortgage broker business deserve more scrutiny than they typically receive. While most advisors focus exclusively on commission splits when joining networks, the real devils lurk in overlooked details that can dramatically impact your future flexibility and financial success.
Client ownership stands as perhaps the most critical consideration. Many brokers are shocked to discover that some networks claim ownership of client relationships even after departure, potentially allowing reassignment of your hard-earned clients to other advisors. Understanding exactly who maintains these relationships post-separation can make the difference between business continuity and starting from scratch. Similarly, commission structures demand scrutiny beyond headline percentages – hidden overrides, technology fees, compliance charges, and supervision costs significantly affect your actual take-home pay.
Technology infrastructure, compliance support, and exit conditions represent equally crucial considerations. Networks should provide systems that enhance rather than hinder your productivity, with guaranteed data portability should you leave. Effective compliance frameworks should protect without unnecessarily impeding your business. Most critically, understand your notice periods, exit fees, and any restrictive covenants before committing. Under English law, post-termination restrictions are only enforceable if protecting legitimate business interests and remaining reasonably limited in scope and duration – typically no more than 12 months for non-compete provisions.
When preparing to leave a network, careful planning becomes essential. Coordinate notice periods with new authorization, fulfill all exit requirements meticulously, and negotiate pipeline transfers where possible. Throughout this process, maintain professionalism as future references may depend on it. Remember that contracts typically favor the party that drafted them, making professional legal advice a worthwhile investment compared to the potential costs of unfavorable agreements. For additional support with self-employment transitions, explore the Broker Foundry community resources or connect directly to discuss personalized pathways toward greater independence.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Maintaining mental resilience isn't just helpful for mortgage brokers—it's essential for survival in our ever-changing industry. The constant juggling of applications, client expectations, and market shifts creates a perfect storm for stress, but your response to these pressures remains entirely within your control.
This episode dives deep into practical mindset strategies that transform how you navigate professional challenges. We explore the profound difference between experiencing events and choosing your response to them—a distinction that puts you back in the driver's seat of your wellbeing. By focusing exclusively on what you can influence rather than external factors, you'll reclaim valuable mental energy and enhance your effectiveness.
Discover actionable techniques like setting micro-goals, practicing negative visualization, cognitive distancing, and "not suffering twice" by staying present instead of catastrophizing. Learn how to structure your workday with deliberate breaks, flexible scheduling, and strategic task management to prevent burnout while maximizing productivity. The episode also addresses rejection management—an unavoidable aspect of broker life—with approaches that help you depersonalize setbacks and extract valuable lessons without questioning your worth.
Beyond individual strategies, we examine how aligning your work with deeper values creates resilience against industry turbulence. When you view your role through the lens of helping families secure homes and providing trustworthy guidance, market fluctuations become less threatening to your sense of purpose. Combined with physical wellbeing practices and strong support networks, these mindset tools create a foundation for sustainable success.
Ready to transform how you experience the mortgage industry's challenges? Listen now, then share with a fellow broker who might benefit. Check out Broker Foundry and our YouTube channel for more resources, or explore Self-Employed Broker Pathways on my website if you're considering independent practice. What mindset shift will you implement today to enhance your resilience?
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
September brings that back-to-school energy—a perfect moment to reset, refocus, and chart your course for the months ahead. After the summer lull, it's time to think about how you want your mortgage broker business to look by December 2025.
Most brokers live deal-to-deal in an industry where everything changes overnight—rates shift, criteria evolve, and client circumstances transform without warning. This reactive approach leaves you perpetually treading water. But what if you could build a business that not only survives these fluctuations but genuinely thrives through them?
True resilience isn't gritting your teeth and powering through. It's developing adaptability and bounce-back capacity that turns challenges into growth opportunities. This begins with a simple yet powerful mindset shift: focus exclusively on what's within your control (your planning, reactions, and systems) while accepting what isn't (market conditions, underwriter decisions). The energy wasted on uncontrollable factors is energy stolen from meaningful progress.
Want practical ways to strengthen your resilience muscle? Start by setting micro-goals alongside your bigger ambitions—small weekly wins that build momentum. Schedule just 10 minutes each week for honest reflection on what worked and what didn't. Protect your energy by taking genuine breaks (and no, scrolling social media doesn't count). Connect with other brokers who understand your challenges—sometimes a quick conversation resets your entire perspective.
Ready to finish 2025 stronger than ever? Review your year-end goals now, break them into monthly milestones, and schedule strategic thinking time in your calendar. Remember, running your own race doesn't mean running alone. What's one small step you could take this week toward your December 2025 vision? Your future self will thank you for starting 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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Looking squarely at the mortgage industry's future, one undeniable truth stands out: while AI won't replace mortgage brokers, brokers who harness AI will absolutely eclipse those who resist it. This reality check frames our exploration into how forward-thinking mortgage professionals are revolutionizing their practices through strategic AI integration.
The real magic of AI for mortgage brokers isn't about replacing human connection—it's about enhancing it. When you delegate repetitive tasks like meeting notes, email drafting, and administrative paperwork to AI tools, you create valuable space to be fully present with clients. Imagine conducting fact-finding without frantically typing, discussing protection needs without watching the clock, or exploring clients' genuine financial concerns without distraction. This is the transformative power of AI: it handles the mundane so you can focus on what truly matters—building relationships and providing nuanced, personalized advice that algorithms simply cannot replicate.
The hesitation to adopt new technology is natural, but the cost of inaction is growing steeper by the day. You don't need technical expertise to start benefiting from AI—just a willingness to experiment with one small implementation. The brokers who will dominate the industry in the coming years aren't necessarily working longer hours; they're working smarter by automating low-value tasks, maintaining consistent client communication, and delivering exceptional service with less personal strain. Their competitive edge comes not from replacing human judgment with AI but from strategically deploying technology to amplify their uniquely human capabilities. Ready to transform your practice? The time to start isn't some distant future date—it's today. Take ten minutes to reflect on what's holding you back, select just one AI application to try this week, and join the ranks of brokers who are redefining what's possible in mortgage advising.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Nathan Hill didn't follow the typical path into mortgage broking. As a Royal Marine Commando for six years, he developed extraordinary resilience in some of the most challenging environments imaginable – from the harsh Scottish wilderness to deployments in the Middle East. Now, he's applying that same determination to building a successful career as a self-employed mortgage advisor.
What drives someone to make such a dramatic career shift? For Nathan, it came down to finding his "why." Despite thriving in the military environment, he recognized that service life would never allow him to be fully present for his partner and future family. "You are married to the military, as they say, and wherever His Majesty will send you, you've got to go," Nathan explains. This realization became the catalyst for change.
While deployed overseas, Nathan began studying for his CeMAP qualifications, using his limited downtime to prepare for civilian life. Rather than taking the seemingly safer employed route, he chose to embrace self-employment from the start – a decision that reflects both his confidence and clear vision for the future. The transition hasn't been without challenges. Moving from the intense camaraderie of military life to working independently required adjustment, which he's balanced by maintaining connections through the Royal Marines Reserve while building new relationships in the mortgage industry.
What's particularly striking about Nathan's approach is his methodical preparation. Before committing to this path, he contacted numerous brokers to gain industry insights, building knowledge before making the leap. He emphasizes the importance of financial planning when transitioning to self-employment, ensuring sufficient savings to avoid the pressure of "chasing leads" from day one. For anyone considering a career change, especially those from military backgrounds, Nathan's journey demonstrates how discipline, structure, and resilience can translate perfectly to entrepreneurial success in the mortgage sector.
Ready to transform your mortgage business or start your journey as a broker? Visit craigskelton.co.uk to discover how personalized coaching can help you achieve your goals, whether you're just starting out or looking to scale your existing practice.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Have you wondered how to reclaim precious time in your mortgage business while still delivering exceptional client service? The secret might be sitting right in front of you.
Artificial intelligence isn't just a buzzword—it's becoming an essential tool for forward-thinking mortgage brokers. From crafting personalized social media content to transforming client meetings into comprehensive documentation, AI can revolutionize your entire client journey. Imagine recording your fact-finding meetings and letting AI generate detailed notes, follow-up emails, and even complete fact-finding documents while you focus solely on building client relationships.
The mid-year point offers the perfect opportunity to implement these systems. If the first half of 2025 felt chaotic or inconsistent, now is the time to honestly assess what's working and what isn't. Taking just 30 minutes away from your desk to reflect on your progress can completely transform your approach to the remainder of the year. Ask yourself: Did you show up consistently? Did you stick to your January goals? Did you use your time efficiently?
By combining a thorough mid-year review with targeted AI implementation, you'll create more headspace for the aspects of your business that truly require your expertise. Start small by selecting just one stage of your client journey for enhancement. Write one effective prompt, test it, refine it, and watch as it becomes an invaluable part of your workflow.
Ready to take your mortgage business to the next level? Book a discovery call at craigskelton.co.uk or reach out via WhatsApp to discuss how personalized coaching can help you achieve your goals for the remainder of 2025 and beyond.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Ready to leverage AI in your mortgage business but not sure which tools actually work? This episode cuts through the hype to deliver exactly what self-employed mortgage brokers need.
Tired of hearing about AI without practical advice on what to actually use? I've got you covered. After exploring how to write prompts and integrate AI into your workflows in previous episodes, today we're getting specific about the software that's worth your time. These aren't overhyped tech solutions – they're practical tools designed for busy mortgage professionals who want to save time and stay consistent.
I break down six essential AI tools: ChatGPT for content creation and explaining mortgage terms; Grammarly for polishing your communications; Otter AI for transcribing client meetings; Notion AI for organizing your tasks and pipeline; Descript for creating video content without technical skills; and Zapier for connecting your apps and automating repetitive tasks. For each tool, I explain exactly what it does, how mortgage brokers can use it, why it matters, and whether the free version is sufficient.
The best part? You don't need to become a tech wizard overnight. These tools are designed to be user-friendly, and you can start with just one that addresses your biggest pain point. Remember, AI won't replace you – it just handles the boring tasks so you can focus on what you do best: building relationships and providing expert mortgage advice. Set aside 30 minutes this week to explore just one tool and apply it to a real business task. Those small steps will set you apart from brokers still doing everything manually.
Looking to take your mortgage business to the next level? Book a discovery call through my website craigskelton.co.uk and let's discuss how I can help you achieve your goals in the second half of 2025.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Looking to reclaim hours in your workweek and eliminate the frustration of repetitive tasks? This episode tackles the game-changing potential of integrating AI into your daily mortgage broker workflow.
Most brokers have dabbled with AI tools, but the real transformation happens when artificial intelligence becomes embedded in your regular processes. I walk through a practical Monday-to-Friday framework showing exactly how AI can support different aspects of your business throughout the week: content creation on Mondays, document follow-ups on Tuesdays, meeting summaries on Wednesdays, client education content on Thursdays, and review/planning on Fridays.
The benefits extend far beyond mere time-saving. When AI becomes part of your routine, you'll experience more consistency in your business, gain valuable headspace by eliminating the need to constantly reinvent the wheel, reclaim hours that can be invested elsewhere, and preserve your mental energy for tasks that truly require your expertise and human touch.
I address the common concerns that hold brokers back from fully embracing AI: fears about sounding robotic (easily fixed by tweaking AI output to match your voice), compliance worries (AI is compliant when used appropriately), and concerns about the learning curve (which is much gentler than most anticipate).
Ready to start? I provide clear, actionable steps to begin building AI into your workflow this week: pick one task that consistently slows you down, write one good prompt using the role-task-tone-context framework I shared in last week's episode, schedule just 20 minutes daily to implement this solution, and build from there by adding one new task weekly.
Don't forget to register for our free "Foundations to Freedom" webinar on Thursday July 3rd if you're considering self-employment or looking to level up your existing mortgage business. Visit craigskelton.co.uk to book a discovery call and learn how I can help you reach your goals for the second half of the year.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Struggling to make AI tools work for your mortgage business? You're not alone. Many brokers try ChatGPT but end up disappointed because they're missing the fundamental skill that transforms AI from mediocre to magnificent: writing effective prompts.
This episode breaks down the simple four-part formula that will immediately improve your AI results. Think of ChatGPT like a new, eager employee who doesn't yet understand your business or communication style—without clear guidance, you'll get generic content that wastes your time and doesn't reflect your voice.
We explore the critical ingredients every prompt needs: Role (who the AI should act as), Task (exactly what you want created), Tone (the style and feeling you want conveyed), and Context (your audience and purpose). This straightforward approach eliminates frustration and ensures consistency across all your content.
You'll discover practical examples you can use immediately, from client follow-up emails and social media posts for self-employed clients to video scripts for your website. Plus, learn which common prompt mistakes sabotage your results and how to build a personal prompt library that saves you hours each week.
The AI revolution is transforming how mortgage brokers work, but only for those who master prompt writing. Take the weekly challenge: craft one high-quality prompt using our formula and create something valuable for your business. Share your results—I'd love to hear how this approach works for you!
Don't miss our upcoming "Foundations to Freedom" webinar on July 3rd, where Jonathan Needham and I will cover what it takes to succeed as a self-employed mortgage broker. Register through the link in the show notes or message me directly for details.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
The explosive growth of AI tools has created both opportunity and confusion for mortgage professionals. Are you leveraging this technology effectively, or falling into common traps that could harm your business?
In this practical episode, we cut through the AI hype to explore the five most damaging mistakes mortgage brokers make when implementing tools like ChatGPT. From writing vague prompts that produce generic content to the dangerous practice of using AI for regulated advice, these pitfalls can quickly transform AI from helpful assistant to business liability.
The secret to successful AI implementation lies in understanding its proper role in your business. Rather than viewing it as a replacement for your expertise, savvy brokers use AI to handle the administrative tasks and routine communications that consume valuable time. When properly deployed, AI becomes a 24/7 assistant that enhances your efficiency without compromising your authentic voice or professional judgment.
You'll discover how to write effective prompts that generate useful content, properly edit AI outputs to maintain your unique voice, identify which tasks should remain human-centered, and integrate these powerful tools into workflows that genuinely reduce your stress rather than creating new problems. The goal isn't AI dependence, but rather strategic implementation that allows you to focus on the client relationships and expert service that truly differentiate your business.
Stay tuned for next week's episode, where we'll dive deeper into prompt engineering techniques that will help you get the absolute most from ChatGPT and similar tools. And don't forget to register for our free "Foundations to Freedom" webinar on July 3rd, where Jonathan Needham and I will guide you through the journey to successful self-employment as a mortgage broker.
Ready to transform your relationship with technology and build a more efficient, less stressful mortgage practice? Listen now and discover how to make AI work for you – not the other way around.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Ready to save hours every week without becoming a tech expert? This practical episode delivers exactly what busy mortgage brokers need - 10 ready-to-use ChatGPT prompts that tackle the repetitive tasks eating away at your productive time.
We dive straight into actionable content with clear, jargon-free explanations of what makes an effective prompt before revealing ten powerful examples you can copy and use immediately. From crafting professional client follow-up emails to generating social media content that positions you as an expert, each prompt addresses a specific pain point in the mortgage broker workflow.
Imagine having perfectly drafted emails ready within seconds, consistent client communications even on your busiest days, and fresh content ideas that keep your social media presence active without the usual creative struggle. These prompts aren't about replacing your expertise – they're about handling the repetitive drafting so your knowledge and personality can shine through where they matter most.
The real power comes from understanding how these small time savings compound. When you're not spending precious mental energy on routine communications and content creation, you can focus on high-value client interactions, complex cases, and strategic business growth. Think of ChatGPT as your always-on team member, ready to assist with the groundwork so you can deliver outstanding service where human expertise matters.
This episode is part of our practical AI mini-series designed specifically for mortgage professionals who want better results without becoming technology experts. Want to transform your workflow and reclaim your time? Listen now, and don't forget to join our upcoming free webinar "Foundations to Freedom" on July 3rd if you're considering the self-employed route in mortgage broking.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
The mortgage industry is changing rapidly, and AI stands at the forefront of this evolution. While 75% of financial firms have already embraced artificial intelligence, mortgage brokers are noticeably trailing behind – not because they're resistant to change, but because they're simply too busy keeping up with clients, lenders, and compliance demands.
This episode cuts through the tech jargon to deliver practical insights on how busy mortgage brokers can leverage AI tools like ChatGPT without technical expertise. We're not talking about robots replacing advisors – we're exploring how you can reclaim precious hours by automating repetitive tasks. Imagine drafting comprehensive follow-up emails in seconds rather than minutes, creating consistent social media content without the stress, summarizing dense lender documents instantly, and translating complex mortgage terms into client-friendly language effortlessly.
For self-employed mortgage brokers who started their businesses seeking freedom and flexibility, AI offers a path back to those foundational goals. By working smarter rather than harder, you can reduce administrative burdens while growing your business and improving client experiences. Whether you're just starting out or running an established brokerage, implementing these AI strategies now puts you ahead of the curve in an industry where 58% of brokers recognise AI's potential but haven't yet made the leap. Don't miss our upcoming content, tools and resources specifically designed to help mortgage professionals harness AI effectively. The future is already here – make it work for you, not against you. Also, be sure to register for our free "Foundations to Freedom" webinar on July 3rd to discover the real steps to successful self-employment as a 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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Have you ever felt that persistent inner voice urging you to break free and build your own mortgage brokerage? Craig welcomes back Jonathan Needham just four weeks after his previous appearance to address the remarkable feedback their conversation generated among brokers contemplating self-employment.
The pair dive deep into why so many qualified mortgage professionals struggle to make the leap from employment to independence. They explore how current employers often undermine confidence by planting seeds of doubt and how family and friends who don't understand the industry might unintentionally discourage your entrepreneurial dreams. As Jonathan powerfully notes, "A cemetery is littered with people who wished they'd done something about that little voice."
Both hosts share their perspective on the challenges of transitioning to self-employment, from managing impostor syndrome to balancing client work with business development. They emphasize that simply being good at arranging mortgages isn't enough – success requires understanding how to work both IN and ON your business. For those with aspirations to build and eventually sell a brokerage, they touch on what creates true business value beyond personal production.
What sets this conversation apart is the hosts' abundance mindset and genuine desire to help fellow professionals succeed. Unlike recruitment efforts with hidden agendas, Craig and Jonathan are motivated purely by helping brokers establish themselves on better platforms to execute their plans. This authentic approach resonated strongly with listeners of their previous episode, revealing a significant need for honest guidance in the industry.
The episode concludes with the announcement of a free, anonymous webinar on July 3rd (6-8pm), offering a comprehensive roadmap for those considering self-employment. Join Craig, Jonathan, and successful brokers who've made the journey from employment to ownership as they share practical advice, answer questions, and provide the support you need to turn your dream into reality. What's holding you back from taking the leap?
To book your space on the webinar, email events@thebrokerfoundry.com
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
The decision to bring someone new into your mortgage broking business isn't one to take lightly. When the pressure mounts—whether from unexpected staff departures or overwhelming workloads—the temptation to make quick hiring decisions becomes almost irresistible. But as this episode reveals, panic recruiting almost always leads to costly mistakes that can damage your reputation, drain your energy, and derail your growth plans.
At the heart of successful recruitment lies a crucial mindset shift. You'll never find another version of yourself—and that's actually a good thing. Too many broker-owners unconsciously search for clones when they should be looking for complementary skills and perspectives unified by shared values. The most successful teams don't mirror their leader; they expand capabilities while maintaining alignment on what truly matters: client service, ethical standards, and business vision.
Values alignment emerges as the non-negotiable foundation of smart hiring. While mortgage knowledge can be taught, core values rarely change. The podcast explores practical interview approaches that reveal a candidate's true priorities—including why those overly fixated on commission splits often make poor long-term team members. You'll discover why your intuition matters during recruitment and how to spot the subtle warning signs that someone isn't right for your business, regardless of their impressive CV. Most importantly, you'll learn why recruitment doesn't end when someone accepts your offer—it's just beginning. Proper onboarding and mentorship determine whether your investment in a new team member pays off or becomes another costly false start.
Ready to build a mortgage broker business that grows through careful, values-based recruitment rather than reactive hiring? Subscribe to The Mortgage Broker Broadcast, share with fellow brokers facing similar challenges, and visit craigskleton.co.uk to book a discovery call about taking your business to the next level. Remember—choose team members wisely, because they'll either multiply your effectiveness or drain your energy. There's no more important business decision you'll make.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Finding the perfect home for your mortgage broker career isn't just about chasing the highest commission split—it's about creating an environment where you can truly thrive. In this candid conversation, I dive deep into what mortgage professionals should consider when choosing a firm or network, revealing why this decision impacts everything from your daily satisfaction to your long-term success.
Most brokers focus solely on the financial aspects when evaluating potential firms, but as I explain, the cultural alignment and value match are equally crucial. Working in an environment that contradicts your professional philosophy creates constant friction that eventually leads to burnout. I share real-world examples of brokers who've stayed in misaligned positions far too long, simply because changing seemed too difficult.
Before committing to any firm, proper due diligence is essential. Be aware of recruitment tactics where you're being "sold" rather than guided. Ask critical questions about management style, compliance procedures, and contractual obligations. What happens if you want to leave? Are there penalties or restrictions? These factors often get overlooked in excitement about headline commission rates.
The psychological cost of working in the wrong environment can be devastating to your confidence and motivation. If you're feeling that disconnect already, don't fall into the trap of waiting until year-end to make changes. Every month in the wrong firm is a month of lost opportunity and unnecessary stress. Your business deserves to be built on solid foundations that support your vision, not just your current income needs.
Ready to evaluate your current situation or explore new opportunities? Visit craigskeltoncouk to book a discovery call where we can discuss how to find or create the ideal environment for your mortgage broker business. Your career is too important to compromise—take control and build the business you deserve.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
What happens after the case completes? For most mortgage brokers and protection advisors, client engagement often drops dramatically post-sale. Yet that's precisely when the real opportunity begins.
Joanne Cole returns to the podcast to discuss how BrokerIQ (soon rebranding to Your Advisor Here) has evolved over 18 months into a comprehensive client engagement platform that's transforming how advisors maintain relationships with clients long after the initial sale.
The catalyst for creating this technology came from Joanne's own experience as an advisor, when she realised she was handing clients lever arch folders filled with policy documents and expecting them to remember all the benefits they were paying for each month. "Is this really what I'm presenting to my client in this digital age?" she wondered.
This platform helps advisors meet Consumer Duty requirements by documenting ongoing client communication and ensuring products remain suitable throughout their lifecycle. Unlike CRMs that focus on the sales process, this solution specializes in the post-sale journey – sending automated reminders about policy benefits, simplifying annual reviews, and creating a single digital location where clients can access all their financial information.
The impact extends beyond compliance. By providing clients with a branded app experience where they can access all their policies (including valuable add-on benefits like 24/7 GP services), advisors enhance retention while ensuring clients get full value from products they've purchased. This proves especially effective with younger clients who expect digital-first experiences but might otherwise overlook protection products.
As Joanne explains, "The client relationship does not stop when you complete your mortgage process or protection policies. It continues very much after that." By embracing technology that automates regular touchpoints without sacrificing the personal connection, advisors can build deeper relationships while freeing time to focus on what they do best – solving problems and providing expert guidance.
Connect with Joanne on LinkedIn or visit their website to discover how enhanced client engagement can transform your practice and ensure your clients receive ongoing value from the products you recommend
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
The mortgage industry is undergoing a technological revolution, yet many brokers remain hesitant to embrace these changes. Robert Rusu, founder of My Social Goals, returns to the podcast to share his insights on how AI and automation are transforming mortgage businesses—not by replacing advisors, but by eliminating the administrative burdens that lead to burnout.
As someone who entered the mortgage space without prior industry experience, Robert brings a fresh perspective to longstanding inefficiencies. He noticed that mortgage brokers spend countless hours on repetitive tasks: chasing documents, following up with leads, and managing administrative processes that could be automated. This observation led him to develop customized workflow solutions that integrate with CRM systems to handle these tasks automatically.
What makes Robert's approach unique is his focus on burnout prevention. While other companies may offer similar technological solutions, he recognizes that the true value lies in freeing advisors from the soul-crushing administrative work that distracts them from their core purpose. By implementing these systems, brokers can rediscover the vision that brought them into the industry in the first place.
The resistance to adoption often stems from fear—fear that AI will eventually replace human advisors or that the learning curve is too steep. However, Robert emphasizes that the cost of inaction far exceeds the investment required to implement these solutions. Those who embrace technology now position themselves ahead of competitors who may have more industry experience but lack technological efficiency.
For brokers feeling overwhelmed by technology or uncertain where to start, the message is clear: you don't need to become an AI expert overnight. Working with specialists who understand both the technology and the specific needs of the mortgage industry can provide the shortcuts needed to transform your business without the weeks of research and trial-and-error that Robert himself went through.
Ready to prevent burnout while maximising growth? Visit Robert's website or book a discovery call to explore how technology can become your silent partner in building a more sustainable, efficient mortgage 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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
When Jonathan Needham first entered financial services as a teenage cashier at Nationwide Building Society, he could never have predicted the three-decade journey ahead. After struggling to balance his till and constantly putting notes in the wrong slots, Jonathan found his true calling in advisory roles—a path that would lead him through leadership positions at major organizations before eventually establishing his own firm.
In this deeply insightful conversation, Jonathan returns to The Mortgage Broker Broadcast after nearly four years to discuss how the mortgage industry has evolved—and where it's falling short. He articulates a powerful critique of today's training landscape, lamenting the disappearance of comprehensive development programs that once nurtured new talent. "The training was first class, the investment that the business made into people's development...I don't really see that these days anymore," Jonathan reflects, highlighting the aging broker population and questioning who will guide the next generation.
What emerges most clearly is Jonathan's passionate belief that relationships within the mortgage industry need fundamental reform. He describes brokers trapped in "loveless marriages" with networks that over-promise and under-deliver, treating professionals as mere "numbers in seats" rather than valued partners. Through Needham Financial and his collaboration with Cornerstone Network, Jonathan is working to create an alternative model built on "servant leadership" where brokers receive genuine, long-term support rather than just transaction-focused interactions.
Whether you're considering entering the mortgage industry, feeling stuck in your current arrangement, or looking to build sustainable value in your brokerage, Jonathan's candid insights cut through industry jargon and short-term thinking to reveal what truly matters. Ready to run your own race rather than someone else's? This conversation might be your starting line.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Every new mortgage broker faces a crucial strategic choice that can determine their long-term success: go broad immediately or build deep local foundations first. Through practical insights and honest advice, this episode dismantles the myth that rapid national scaling is the path to broker success.
The local-first approach offers undeniable advantages that ambitious brokers often overlook. There's something powerfully effective about becoming the recognized mortgage authority in your community before attempting to conquer broader territories. Local markets naturally foster faster trust-building, face less competition, and generate word-of-mouth momentum that's nearly impossible to replicate at a national level.
When you dominate your local market, you create a business ecosystem that practically runs itself. Consistent lead flow, high-quality referrals from satisfied clients, and strategic partnerships with estate agents, solicitors, and accountants become your growth engine. The episode provides actionable steps for establishing this local dominance - from optimizing your Google Business profile and collecting powerful reviews to creating location-specific content and meaningful community involvement. Most importantly, it outlines how to eventually scale the right way: replicating your local success model one territory at a time, ensuring each new location has the same solid foundation as your first.
Ready to become the go-to mortgage broker in your community? Book a discovery call at craigskelton.co.uk and let's discuss how to build your local authority and create the mortgage business you've always wanted. Remember: run your own race - but make sure you're running it on the right track.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Quarter one of 2025 has vanished, and with it, 25% of your year. For mortgage brokers, this moment demands serious reflection: Are you where you expected to be?
The exciting goals and fresh energy of January often fade without systematic review. Without a manager breathing down your neck, the responsibility for accountability falls squarely on your shoulders. This critical juncture offers the perfect opportunity to assess both business performance and personal growth trajectories before proceeding into Q2.
A thorough business evaluation examines financial metrics (revenue targets, completed mortgages, average case sizes), lead generation effectiveness, client experience quality, time management efficiency, and marketing consistency. Equally important is your personal development assessment: Are those January habits still intact? How's your mindset? Have you invested in your professional growth? Are you maintaining work-life balance and protecting your wellbeing?
The consequences of skipping this review are severe: another year of directionless drifting, repeated mistakes, and stunted growth. Conversely, taking time away from your desk—in a distraction-free environment during your peak mental hours—to honestly evaluate Q1 empowers you to make meaningful adjustments while nine months remain.
Setting specific, measurable Q2 goals transforms vague aspirations into actionable plans. Replace "I want more clients" with "I will generate 20 qualified leads monthly through LinkedIn" to create clear targets with definitive success metrics and weekly action steps.
Ready to ensure 2025 doesn't slip away? Book a discovery call at craigskelton.co.uk to discuss how targeted coaching can help you achieve your mortgage business goals. Remember, in this competitive industry, the most successful professionals aren't necessarily the most talented—they're the ones who consistently pause, reflect, adjust, and run their own race with intention.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Dan Knott's return to The Mortgage Broker podcast reveals the extraordinary resilience required to maintain a thriving mortgage practice while facing life-altering personal challenges. As a specialist in helping first-time buyers navigate homeownership, Dan's business was flourishing until 2024 delivered multiple simultaneous crises - renovating his late grandmother's home, welcoming a sleep-resistant newborn, and receiving a devastating blood cancer diagnosis.
What unfolds is a masterclass in controlling what's controllable. Rather than allowing circumstances to derail his business completely, Dan leveraged years of evergreen content to maintain visibility when creating new material became impossible. His philosophy that "it doesn't have to be done perfectly, but it does have to be done" guided him through months of uncertainty while awaiting final diagnosis results.
The podcast explores the unique strength of Dan's client-focused business model, where clients specifically choose him rather than being referred, creating foundations of trust that withstood service interruptions during his health crisis. Now cancer-free, Dan shares how his experience transformed protection conversations with clients: "My immediate concern was just, although all the cover was there for myself, it never seems enough."
Looking forward, Dan reveals his plans to launch "Let's Buy a Home" - a podcast helping people navigate both purchasing and early homeownership - along with creating a brand ecosystem spanning mortgages, content creation, community-building, and speaking engagements. His alternative vision challenges the assumption that broker success must follow a traditional expansion model.
For anyone facing business challenges while navigating personal crises, this conversation offers both practical strategies and emotional reassurance that recovery is possible. Whether you're a mortgage professional or entrepreneur in any field, Dan's journey demonstrates that resilience isn't about avoiding difficulties, but developing the capacity to navigate through them while maintaining your professional identity.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
What does it mean to truly be on your client's side during the home buying process? In this practical, strategy-packed episode, we delve deeper into creating and implementing a comprehensive home buying service that transforms your mortgage brokerage from one-dimensional to indispensable.
Following last week's exploration of the benefits, today we unpack exactly how to put this differentiating service into practice. The journey begins with creating a distinct brand for your home buying service – something clients can instantly recognize and understand. From there, we walk through the entire client journey, identifying precisely when and how to introduce, explain, and deliver this value-added service.
The mortgage marketplace is crowded with brokers who all claim to find the best deals, but how many position themselves as the buyer's exclusive advocate throughout the entire home purchasing journey? Learn how to protect your clients from the persuasive tactics of estate agents and their in-house brokers by becoming their trusted guide. We share practical scripts, preparation strategies, and real-world examples of how to shield your clients while maximizing their chances of securing their dream home at the best possible price.
This isn't just about adding another service – it's about fundamentally reshaping how you work with clients and how they perceive your value. By implementing the strategies outlined in this episode, you'll create a genuine competitive advantage that's difficult for others to replicate. After listening, you'll understand why clients who experience this level of support become your most enthusiastic referral sources, and how this approach creates a virtuous cycle of business growth. Ready to become more than just another mortgage broker? This episode shows you exactly how.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Ready to transform your mortgage broker business? This episode could be the game-changer you've been searching for, especially if you're just starting out as a self-employed broker.
Most mortgage professionals limit themselves to arranging the financial side of home purchases. But what if you could become an indispensable guide through your client's entire home buying journey? The approach we explore offers a powerful way to differentiate yourself in a crowded marketplace while creating genuine, lasting value for your clients.
We dive deep into the numerous benefits of positioning yourself as more than just a mortgage broker. First, it creates a unique niche that sets you apart from competition. Second, it thoroughly justifies your broker fee - clients no longer question your value when you're guiding them through one of life's most complex transactions. Third, you'll build stronger, more enduring client relationships that extend far beyond the initial mortgage arrangement.
The ripple effects continue: you'll strengthen partnerships with local estate agents who recognize the value you bring to mutual clients; you'll generate more enthusiastic reviews and referrals; and you'll have a distinctive service offering that can be effectively branded on your website and social media. Perhaps most importantly, you'll provide clients with an exceptional, stress-reduced experience during what's typically one of the most challenging periods of their lives.
This episode covers the "why" of this comprehensive approach, while next week we'll tackle the "how" - practical steps for implementing this service model in your business. Whether you're just starting out or looking to elevate your existing practice, this two-part series offers a roadmap to becoming truly invaluable to your clients and partners.
Subscribe, leave a review, or reach out directly if you're ready to take your mortgage business to new heights!
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Dive into the essentials of client interactions in this episode, focusing on the all-important first appointment. We emphasize that this meeting goes beyond a mere fact-find; it's an opportunity to establish trust and rapport with potential clients. Discover how to make the conversation entirely client-focused by asking open-ended questions that allow them to express their needs and concerns.
In this conversation, we delve into crucial strategies like active listening and reflective summarization, which ensure clients feel valued and understood from the beginning. By emphasizing the importance of a client-oriented approach, we uncover how to shift the focus away from a checklist to a meaningful dialogue that prioritizes client goals. Our discussion also highlights the role of technology in enhancing the appointment experience, demonstrating how tools like AI and automation can free brokers to concentrate on relationship-building rather than administrative tasks.
We aim to provide you with actionable insights and practical advice to enhance your engagement with clients, ensuring each appointment fosters trust and partnership. Tune in and transform your approach to client meetings today! Don’t forget to subscribe, share, and leave a review to continue shaping the mortgage broker community.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Fear of rejection can be one of the most crippling barriers for mortgage brokers trying to navigate their careers. In this episode, we explore the underlying dynamics of rejection and how they impact personal and professional growth. Every “no” can feel like a personal assault, leading to missed opportunities and stagnant careers. However, by reframing rejection as a learning tool rather than a failure, brokers can foster resilience and cultivate more effective strategies.
Through discussions on psychological triggers, we delve into the reasons rejection stings so intensely. Our brains are wired to avoid pain; rejection can feel just as hurtful as physical pain. Yet, by employing strategies to embrace fear, such as role-playing scenarios and journaling reflections, brokers can emerge stronger. Additionally, we look into the significance of having a supportive mentor network. Sharing experiences not only eases the burden of rejection but also provides invaluable feedback that can refine pitches and strategies.
Ultimately, success in mortgage brokering demands risk-taking and an openness to learn from each encounter. Through the lens of continual learning and adaptation, brokers can celebrate rejections as stepping stones toward greater achievements. Join us as we unravel these insights and empower you to take bold leaps in your mortgage career. Remember, each rejection can illuminate the path to growth. Subscribe now for personal development tips and share your experiences with fear of rejection!
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Unlock the secret to transforming your mortgage brokerage business with the untapped power of client reviews. Ever wondered how to significantly boost your trustworthiness and online presence? This episode promises to equip you with the knowledge to leverage client feedback as a foundational element of success in a trust-based industry. Dive into the world of social proof and uncover how reviews not only serve as a beacon of credibility but also enhance your visibility and conversion rates. Understand the pitfalls of ignoring reviews and learn how to strategically balance your presence on platforms like Google and Trustpilot for optimal SEO benefits.
Join me as I share actionable strategies to seamlessly incorporate review collection into your client journey, ensuring you harness feedback at just the right moments—like during the mortgage offer stage. Discover why reviews should be a cornerstone of your business strategy, driving continuous improvement and growth. Whether you're just starting out or looking to elevate your existing business as a self-employed mortgage broker, this episode offers valuable insights and personalized support. Subscribe, leave a review, and share with fellow brokers as we explore the transformative potential of client reviews to give you a competitive edge in the market.
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
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
Send us a text
Unlock the secrets to achieving your financial goals as a mortgage broker with insights from Craig Skelton. What if you could streamline your processes and boost your completion rate to outperform industry standards? This episode promises to equip you with the knowledge to set and meet ambitious income targets by working backwards from your desired earnings. Craig breaks down the critical metrics that need your attention, including the pivotal submitted to completed mortgage rate, which should aim for a minimum of 85% to stand tall in the market. Learn to calculate your average case size factoring in location, client type, and protection conversions, and discover how these elements can shape your monthly mortgage submissions.
Join us as we explore the comprehensive toolkit essential for mortgage brokers aiming for business growth. From understanding key metrics such as lead conversion rates and average broker fees to leveraging website metrics and client reviews, gain clarity on where your efforts should be focused. Craig sheds light on the often-overlooked components like protection premiums and lead generation—the cornerstones of success that could drive your business forward. Whether you're a self-employed broker or looking to accelerate your career, visit craigskelton.co.uk for additional resources and support to help you navigate your journey.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Equity release specialist Mark Thompson returns with invaluable insights into the evolving landscape of later-life financial planning. Learn how Mark's transition from estate agency management to specializing in equity release has empowered him to address the unique challenges faced by individuals in their later years, emphasizing the importance of personal connection and trust. Mark's dedication to providing genuine, no-pressure advice, even when it comes without financial gain, shines through as he shares poignant anecdotes from his journey.
Our conversation takes a deep dive into the nuances of advising on equity release products, with an emphasis on the distinctions between lifetime mortgages and Retirement Interest-Only (RIO) mortgages. Mark highlights the vital role of specialization and the power of education in maintaining strong broker-client relationships. We also examine the equity release market's recent fluctuations, reflecting on the impact of interest rates and the sector's resilience as it gears up for a potential recovery heading into 2025.
The episode wraps up with a forward-looking discussion on emerging trends and innovations within the equity release market. From the reduction of early repayment charges to the introduction of hybrid products, lenders are evolving to meet consumer demands and inflation pressures. Mark shares how the increasing acceptance of equity release as a standard financial strategy for later life is driving this growth, along with tips for industry professionals looking to navigate the shifting landscape and leverage opportunities for their clients.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
What does growth truly mean for you as a mortgage broker or business owner? This episode promises to challenge your perceptions and help you define success on your terms. Join Craig Skelton as he unpacks the multifaceted nature of growth, emphasizing that it isn't about conforming to societal or industry norms but about aligning with your personal values and goals. Whether it's achieving a better work-life balance, enhancing business efficiency, or mastering new skills, Craig suggests that real growth is about clarity and pursuing what truly matters to you.
Craig goes beyond the numbers to discuss personal growth's critical role in professional success. He highlights the importance of nurturing a growth mindset, investing in health, and valuing relationships and hobbies as pivotal components of a fulfilling life. The episode also revisits the pitfalls of comparison and distractions, advocating for a focus on your unique vision. This broadcast aims to empower you with actionable insights to tailor your growth journey, offering strategies to help you define and chase your own version of success.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Are you ready to transform your mortgage broker journey and step into a path that's uniquely yours? Join me, Craig Skelton, as we unravel the secrets to navigating your career with clarity and purpose. This podcast episode is your guide to breaking free from the noise of constant notifications and conflicting advice, helping you cultivate self-belief and trust in your own process. We'll discuss the hazards of comparison and the liberating power of celebrating your personal achievements. Discover how to leverage your unique strengths to build a sustainable business that aligns with your core values and aspirations.
As we move through this enlightening conversation, I emphasize the importance of strategic adjustments that keep you on track without derailing your progress. Learn the art of seeking guidance from the right mentors and the patience required to witness your hard work bear fruit. Whether you're a newcomer to the industry or a seasoned pro looking for fresh insights, this episode offers actionable strategies for staying true to your goals. Subscribe, leave a review, and share this episode with fellow mortgage brokers who are ready to redefine their success. Let's shape a fulfilling business journey together, one step at a time.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
What happens when a self-employed mortgage broker decides to take the reins and establish their own firm? Discover the answer as Leigh Rowland returns to our podcast, sharing his transformative journey to becoming directly authorised and launching Fear Financial. Leigh opens up about the challenges and victories along the way, from building a reputable local brand over the last five years to his transition from an office setting to a more engaging, public-facing shop environment. And that's not all—Leigh manages to balance his professional pursuits with his personal roles as a dedicated football coach and family man, all while looking ahead to the evolving landscape of mortgage broking in 2025.
Ever wondered how competitive brokers can actually support each other? In this episode, we shine a light on an inspiring community of local mortgage brokers who prioritise collaboration over competition. Leigh shares his firsthand experiences with the Financial Conduct Authority (FCA), underscoring the importance of preparation and a solid support network when tackling the intricate process of direct authorisation. From liaising with stakeholders to navigating the maze of industry jargon and lender relationships, he offers invaluable insights into the patience and resilience required for such a significant transition.
As Leigh steps into the demanding role of a directly authorised director, the conversation turns to the responsibilities and accountability that come with it. We also take a peek into the future of Fear Financial, focusing on sustainable growth and maintaining the company’s core values. Whether you're just starting your career as a mortgage broker or looking to scale your business, this episode offers tailored guidance to help you reach your ambitions. Join us for an exploration of growth, challenges, and the power of a supportive community in the ever-evolving world of mortgage broking.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Could a simple habit transform your business and personal growth? Uncover the secret to long-lasting success as I, Craig Skelton, argue why habits consistently outshine New Year's resolutions, especially for self-employed mortgage brokers and business owners. Tackling the often vague nature of resolutions, we explore how small, sustainable habits can lead to monumental changes by fostering identity shifts over time. Learn actionable strategies for anchoring a new habit to your existing routines and discover how tracking progress and celebrating small wins can pave the way for a transformative 2025. This episode is packed with insights on building a year founded on persistent actions rather than fleeting motivation.
Join us in championing the power of consistency as the key to unlocking your potential this year. With an exciting episode ahead featuring Leigh Rowland, who recently went DA, we'll share his unique journey and the insights he's gathered along the way. Whether you're on the path to becoming a self-employed mortgage broker or looking to elevate your current business, this episode offers a roadmap to success. Subscribe, leave reviews, and share to inspire others in the community, and don't forget to visit craigskelton.com for personalized support and guidance in reaching your goals.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Discover the hidden potential of alternative lending solutions with Dave Coleman from Positive Lending as he unveils the evolving mortgage landscape and what it means for brokers in 2025 and beyond. With traditional mortgage avenues becoming more complex, the rise of second-charge mortgages and bridging loans offers exciting new opportunities for brokers to better serve their clients. Learn how overcoming outdated perceptions of these once-stigmatized solutions can transform client retention and revenue growth, ensuring clients have no reason to look elsewhere for their financial needs.
As we anticipate the financial shifts of 2025, Dave provides a fascinating glimpse into the future, highlighting an optimistic outlook among lenders despite looming challenges. Upcoming stamp duty changes might cause a flurry of activity, while the demand for equity release products is set to grow among older demographics. Explore the resilience of second-charge and bridging markets, even as commercial and development finance faces headwinds. Gain invaluable insights into adapting to these changes and leveraging them for business success.
Client retention takes center stage with innovative strategies for building trust and loyalty in an ever-competitive market. Uncover how brokers can maintain strong client relationships through consistent communication and a willingness to offer comprehensive financial solutions, even if it means partnering with others. This episode is packed with actionable insights designed to help brokers navigate the evolving landscape, ensuring long-term growth through repeat business and referrals.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Ever wonder how a simple habit like reflection can revolutionise your mortgage brokerage business? Discover the hidden potential of consistent review practices and how they can transform both your professional growth and personal development. I'm Craig Skelton, and today we're peeling back the layers on the importance of taking a step back to evaluate your year's wins and hurdles. As the fast-paced world of mortgage brokerage beckons, I'll share practical tips on making reflection a seamless part of your routine to enhance decision-making, maintain focus, and avoid burnout.
As we gear up for 2025, it's about running your own race with determination and seeking the right support to reach those ambitious goals. Whether you're a seasoned broker or just starting, reflection can be your key to unlocking new heights.
Stay tuned for insights from industry experts like Dave Coleman, who will be joining us next week to share his outlook for the coming year. Remember, your success story is just a reflection away, so subscribe, leave a review, and spread the word to anyone looking to thrive both in business and mindset.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Ever wondered why some mortgage brokers seem to effortlessly retain clients while others struggle? Uncover the secrets to client retention with me, Craig Skelton, as we explore strategies that will transform your business. On this week's Mortgage Broker Broadcast, we promise to guide you through the art of timely lead response, a crucial element in establishing trust and standing out in a competitive market. Learn how nurturing lasting client relationships not only boosts revenue and brand loyalty but also becomes a powerhouse for valuable referrals. Through actionable insights like annual mortgage reviews and overpayment advice, your client communication will never falter, ensuring ongoing satisfaction and a thriving business.
Beyond client retention, the journey of personal development and business growth takes center stage. Whether you're a seasoned mortgage broker or just starting out on a self-employed path, I'll be sharing valuable insights on how to achieve your goals by 2025. Engage with our content, subscribe, and provide feedback to keep our discussions relevant and impactful. Remember, the path to success is unique for everyone, so it's vital to stay motivated and run your own race. Tune in for the actionable strategies and motivational support you need to enhance your mortgage broker business.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Discover the secrets of niche marketing with Louis Adkins from Labs Media, as he returns to share his transformative journey over the past year. Reflecting on humorous graduation day mishaps, Louis dives into the real-world challenges and victories of expanding his marketing services beyond financial services. We explore how sticking to a niche focus helped him reconnect with financial advisors and specialist brokers, ultimately learning invaluable lessons in the art of clear messaging and industry-specific marketing.
Unpack the wisdom behind building trust with potential clients through free resources, as inspired by business authors like Alex Hormozi and Russell Brunson. Louis shares how offering valuable content—be it guides or courses—can establish expertise and nurture relationships, especially for mortgage brokers targeting first-time buyers. From leveraging LinkedIn to harnessing the power of written guides, Louis provides practical strategies for converting leads into loyal clients, even if video content isn't your forte.
Dive into the nitty-gritty of digital marketing strategies specifically tailored for mortgage brokers. We shine a light on the importance of combining effective landing pages with targeted Facebook ads and newsletters to foster consistent communication and trust. Learn how to navigate the nuances of ad budgets and local targeting to optimize lead generation efforts. Whether you're a seasoned broker aiming for growth or just starting your own brand, this episode is packed with actionable insights to elevate your digital presence and meet your business goals.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Why are you considering a career change? Do you feel as if your current role is holding you back? Join Craig Skelton, as we explore the personal motivations that lead people to make professional changes. This chapter will offer an insight into how understanding your "why" can give you the clarity you need to make smarter decisions about your future. By researching these ideas, we can guide you to consider practical steps that could improve your current situation without making big changes right away.
You will learn how ordinary opportunities such as an honest conversation with your employer about your needs can lead to adjustments that improve your overall work satisfaction. From flexible working hours to restructuring your responsibilities, small changes can make a big difference. But, if these discussions do not bear fruit, we also discuss other options that may be much more suitable for your situation. This chapter is full of practical advice to help you navigate an exciting time of change with purpose and understanding. Join us to see where your journey leads you.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Unlock the secrets to thriving in the mortgage industry by mastering your mindset. This week, we’re bringing you a brand-new format for the Mortgage Broker Broadcast, integrating the profound insights of the Morning Mindset podcast into every discussion. Get ready to transform how you think about your business with stories and strategies that go beyond numbers and paperwork. Whether you're just starting out or you're a seasoned pro, our conversations will challenge you to break free from self-imposed limits and embrace the full potential of your role in financial services.
Join us every Tuesday as we introduce a diverse lineup of guests, from fellow brokers to financial advisors, sharing their experiences and wisdom. You’ll hear firsthand accounts of industry challenges and triumphs, learn how different sectors can collaborate for better client outcomes, and gain insights into the crucial role personal development plays in business success. We promise to keep you engaged with unexpected twists and actionable takeaways that will enhance both your professional and personal growth. As always, your feedback and questions are the pillars that shape our content, ensuring that each episode is as dynamic and relevant as your aspirations. Subscribe, engage, and let's redefine success together!
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
From the bustling world of corporate mortgage services to the entrepreneurial freedom of his own business, Steve Humphrey's journey is nothing short of inspiring. Discover how Steve transitioned from a trainee broker, studying for his CeMAP qualification amidst the serene landscapes of Thailand, to founding the Mortgage Pod. His tale is one of resilience and adaptation, as personal life changes and global events like the COVID-19 pandemic spurred him to prioritize a flexible lifestyle, ultimately leading to the creation of a business that thrives on independence and a client-focused approach.
Steve's story is a testament to embracing the unexpected and valuing protection as much as facilitating lifelong debt. As we explore the evolution of his career, Steve reflects on the surprising intricacies of being a mortgage advisor and the rewarding shift from structured corporate life to self-employment. His focus on work-life balance and dedication to exceptional customer service not only fuels personal fulfillment but also propels business growth through natural client recommendations. Steve's commitment to quality service and core values continues to shape the identity of the Mortgage Pod, highlighting the importance of maintaining focus even amidst the pressures of generating leads and finding customers.
With a keen eye on enhancing client experience, Steve shares insights into strategic recruitment and specialization, introducing industry experts like Ebony, Barry, and Chris to the Mortgage Pod team. We discuss the exciting prospects of leveraging technology for service delivery and expanding the brand's reach. As Steve candidly addresses industry challenges and outlines plans for future growth, listeners are invited to gain valuable perspectives on the entrepreneurial journey, making this episode not only informative but a blueprint for success in the mortgage brokerage world.
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Send us a text
Revolutionising the Mortgage Industry: Adrian Richardson's Journey with Mortgage Wallet
Discover the transformative journey of Adrian Richardson, the visionary mind behind Mortgage Wallet, as we unravel the path from corporate life to successful entrepreneurship. Adrian's 20-year experience as a mortgage broker offers invaluable insights into creating a thriving independent business. By sharing his personal story, Adrian illuminates the courage and strategic foresight necessary to transition from a corporate environment to self-employment, offering a roadmap to anyone considering this bold step. He also highlights how Mortgage Wallet uniquely benefits brokers and clients, particularly in client retention.
Explore the role of technology in revolutionising the mortgage industry through the lens of the Mortgage Wallet app. The app was designed to enhance broker-client communication, providing real-time updates, maintaining a personalized touch, and facilitating ongoing engagement. Adrian discusses how the COVID-19 pandemic accelerated the shift to digital interactions and the necessity of leveraging modern communication trends to stay competitive. By capturing referrals efficiently and using the app to streamline processes, brokers can reinforce client relationships and keep pace with a fast-evolving digital landscape.
Understand the challenges brokers face with client retention and the evolution of lender policies over time. Adrian emphasizes the importance of establishing long-term relationships, cautioning against the risk of clients making uninformed decisions when renewing mortgages online. He also shares the strategic advantages of adopting digital tools that prioritize the client experience, ensuring brokers remain competitive with digital-savvy lenders. Through Mortgage Wallet, Adrian continues to innovate, enhancing the broker-client journey while safeguarding the personalized service that forms the foundation of successful mortgage broker businesses.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://op
The Mortgage Broker Broadcast on
YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98
Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing ...
Can technology really make the mortgage process seamless and enjoyable? Join us as we explore this intriguing possibility with Ifthikar Mohamed from MortgagX, a groundbreaking app that's transforming the mortgage brokerage industry. Iftikhar shares his unique journey from chartered accountancy to mortgage brokerage and explains how his financial expertise led to the development of an app that's revolutionizing the way brokers and clients manage mortgages. Discover the inspiration behind MortgagX and how it's designed to streamline the mortgage process, cut down on paperwork, and significantly increase efficiency using cutting-edge AI and advanced technology.
We tackle the pain points of traditional mortgage applications and present an innovative CRM system that simplifies the process for both brokers and clients. Learn how features like open banking, integrated credit reference agencies, and ID verification can drastically reduce application times and eliminate manual errors. Iftikhar passionately discusses the importance of leveraging technology to enhance the accuracy and reliability of data, ensuring a smoother, more efficient user experience. By focusing on triangulation and the use of AI tools like ChatGPT, we reveal how brokers can manage administrative tasks more effectively, allowing for better client interactions and increased revenue.
Finally, we dive into the broader implications of technology for mortgage brokers, emphasizing the importance of comprehensive client care. From initial mortgage processes to estate planning, we highlight how technology enables brokers to provide more detailed and personalized advice. Ifthikar underscores the necessity of addressing protection options and financial safeguards for clients' futures, illustrating how new technological tools can enhance professional development. Early adopters of these innovations are already reaping the benefits, offering a glimpse into the future of the mortgage brokerage industry. Don't miss this insightful conversation that showcases the potential of technology to empower brokers and transform the mortgage landscape.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/
Curious how to revolutionize your digital marketing strategies in the mortgage broking industry? Join us as Robert Rusu, founder of MySocialGoals, takes us through his captivating journey from British Transport Police officer to a digital marketing expert dedicated to helping mortgage brokers excel. Robert shares his early passion for website development and how it evolved into a mission to streamline workflows and ease client acquisition stress for mortgage professionals.
Discover the intricacies of creating effective websites tailored for mortgage brokers, as Robert sheds light on the unique challenges faced in regulated industries. Learn from his firsthand experiences, like how working with his first client, Chris, underscored the importance of tailored digital solutions. Robert explains the critical components of a successful online presence, emphasizing how even a single, well-designed landing page can significantly boost credibility and client acquisition.
Robert also unveils innovative strategies for streamlining broker processes and reducing costs, such as integrating mortgage fact-find forms directly onto websites and leveraging Google reviews for business growth. He emphasizes the importance of trust and transparency in digital marketing, sharing his philosophy of under-promising and over-delivering to build lasting relationships. Packed with actionable insights, this episode is essential listening for anyone aiming to enhance their digital marketing efforts in the mortgage broking sector.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/
Ever wondered what it takes to thrive as a self-employed mortgage broker while championing leasehold reform? Join us for an eye-opening conversation with Lucy, a dedicated mortgage broker from Southend in Essex, as she reveals her inspiring journey into the financial services industry. Lucy shares how she turned a personal leasehold nightmare into a professional passion, educating clients on the often-overlooked pitfalls of leasehold properties and advocating for systemic change. Learn from her experiences, from coping with personal loss to finding her footing in a highly competitive field, and discover her tips for balancing a demanding career with single parenthood.
Lucy’s journey is nothing short of remarkable. She recounts her progression from Southern Mortgages to First Choice Financial Services, all while making bold career moves that defy the norm. Her story touches on both the challenges and the triumphs of diving straight into self-employment, shedding light on the importance of autonomy, the thrill of career growth, and the satisfaction that comes from helping clients navigate the complexities of mortgage brokering. Lucy's enthusiasm for steam trains and her personal anecdotes add a relatable and human touch to her professional narrative.
The episode also delves into the pressing need for leasehold reform, with Lucy discussing the collective responsibility of industry professionals to ensure transparency and educate buyers. From the intricacies of capping ground rent to the benefits of common hold ownership, she paints a comprehensive picture of the current leasehold landscape and its future. Moreover, Lucy emphasizes the importance of a supportive community for brokers, sharing her strategies for stress management and the invaluable role of a positive, collaborative mindset. Whether you're a seasoned professional or just starting out in financial services, Lucy’s journey offers a wealth of insights and inspiration.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/
Embark on a transformative journey with Chris Hazell, who went from grappling with post-grad uncertainty to carving a niche in the mortgage advising realm. Our candid chat unveils his strategic maneuvers into the industry, shedding light on the pivotal role past experiences play in shaping a fulfilling career. You'll uncover the potent mix of skills gained from estate agency that can amplify your success as a mortgage broker, and grasp the nuances of guiding clients, particularly those navigating the daunting waters of first-time homeownership.
Tune in as we peel back the layers of transitioning to self-employment, where the autonomy and potential for growth are as immense as the challenges. The discussion spins tales of financial juggles, the delicate dance of family and career, and the iron-clad persistence required to build a thriving business. Get an insider's look at how industry veterans navigate the complexities of lead generation, regulatory compliance, and the often underappreciated art of timing when soliciting client reviews.
As we wrap up this insightful episode of the Mortgage Broker Broadcast, I'm extending an open invitation to subscribe to my new daily, solo podcast, The Morning Mindset.
Whether you’re an established mortgage broker or aspiring to chart your own course in the industry, join us for a daily dose of empowerment with 'The Morning Mindset' podcast and let's push the boundaries of personal and professional growth together.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Celebrate with us as we recently hit a milestone of three years and 153 episodes on the Mortgage Broker Broadcast, and trust me, this is no ordinary cake-and-candles affair. Leigh Rowland, the genius behind the Mortgage Broker Bulletin, joins us to reflect on our incredible journey, dissect the craft of content creation, and even have a chuckle over how a rainy day can wreak havoc on our work ethic. We're peeling back the curtain to reveal the evolution of our show and the meaningful new paths we're taking to enrich the lives and businesses of mortgage brokers everywhere.
This episode isn't just a trip down memory lane; it's a launchpad into a future where our monthly bulletins will arm you with a comprehensive review of market trends and offer a space for reflection that's as essential as your morning cup of coffee. Expect a fresh lineup of industry-savvy guests sharing their first-time podcasting jitters and their priceless insights. Plus, get ready to supercharge your day with 'The Mortgage Broker Mindset,' a daily dose of five-minute motivation tailored to empower brokers through the grind of remote work and self-employment. So, pop in those earbuds and join us on this adventure, because it's all about staying in the race, focused and undeterred.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the potential of your mortgage advising business with the insights from Heather Cocks of Utility Warehouse, who joined us to share her expertise on thriving during economic downturns. Our conversation peeled back the layers on how Heather's partnership with UW has empowered newly self-employed mortgage advisors, sparking an increase in leads and business growth. By merging utility cost savings with mortgage advice, Heather has carved out a unique niche that not only benefits clients but also creates lucrative, new revenue streams for advisors.
Are you a mortgage advisor looking to expand your portfolio and offer more to your clients? Our latest episode delves into the adaptability of UW's business model, highlighting its appeal to advisors at various stages of their careers. We discuss how utility service integration can transform the mortgage process, providing clients with a seamless experience and advisors with an edge in a competitive market. Heather and I also explore practical financial strategies that can lead to significant savings and discuss the innovative promotional draw that could see your clients having their mortgage paid for two years.
To all the go-getters in the mortgage industry, get ready for a masterclass in maximizing your earning potential. This episode is packed with actionable advice, from leveraging social media to capitalize on bill reviews to understanding how cashback cards can be a game-changer for your clients' financial management. We also provide a roadmap for new brokers, detailing the comprehensive training and mentorship available, and the opportunity to earn while getting your feet wet. Tune in to discover how you can transform your business approach, elevate client satisfaction, and sail to new heights of success with the strategies we discuss. Heather's success story is not just inspiring, but it could also be your future—so why wait? Join us and start charting your own course today!
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Celebrating three years of empowering mortgage brokers to branch out on their own, our latest broadcast hits a remarkable 153 episodes! It's been an incredible ride, from my own leap into self-employment to cultivating a community that thrives on shared experience and expertise. Let's raise a glass to milestones and the powerful practices of accountability and habit formation that have gotten us here. Reflecting on the first quarter, we dissect the strategies that have helped us grow, inviting Leigh to drop his Mortgage Broker Bulletin with fresh insights for first-time homebuyers post-Easter.
This episode isn't just about looking back; it's a call to action for self-investment and bolstering your business ventures. We delve into why self-accountability isn't just jargon but the bedrock of successful entrepreneurship, and how mentorship can elevate us beyond our expectations. I extend heartfelt thanks to you, our dedicated listeners, for tuning in and turning up your game, and I'm eager to hear how you've kicked off the year. So, let's connect and share those Q1 wins and lessons—we're in this together, growing one quarter at a time.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the transformative power of habits and accountability with our esteemed guest, Alice Dartnell, as she returns to the podcast with a treasure trove of wisdom from her newest venture into the world of accountability events and her upcoming session today and also in May. As I share my journey from the cutthroat corporate ladder to the nurturing embrace of entrepreneurial collaboration, you'll discover the abundant growth that springs from a community-focused business approach. Listen closely—this conversation will reshape your understanding of how shared ideas and honest dialogue can revolutionize not just your professional life but your personal development too.
Join us from the vibrant energy of Cambodia, where Alice has been soaking in new experiences that enrich her already diverse career portfolio. This episode isn't just about the 'what' of positive habits and routines; it's about the 'how'—integrating them into our lives to create a lifestyle by choice, not chance. We tackle the misconception that habits are rigid and unyielding, and instead, we showcase their adaptability and the freedom they offer, even when life throws us curveballs. Whether it's adjusting fitness goals after an unexpected accident or modifying daily practices to align with fluctuating energy levels, this conversation is a testament to the resilience that comes with adaptable habits.
We wrap up with an insightful look at our upcoming event, "Creating a Life by Design," where practical skills meet creative thought in a collaborative setting designed to spark your next big idea. Imagine an environment where shared growth isn't just a concept, but a tangible practice, and where the support of like-minded individuals propels you toward the life you've envisioned. A heartfelt thank you to Alice for her candidness and invaluable insights, and an invitation to you, our listeners, to engage with these ideas, attend our events, and embrace the power of personal accountability on your path to transformation.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Have you ever wondered what kind of wisdom you'd impart to your younger self after navigating the unpredictable tides of a career? Marty Naan joins us to reflect on his two-year saga as a self-employed Mortgage Broker, where he unveils the growth he's experienced and the advice he'd whisper to his past self. His candid tales, including St. Patrick's quirky visit to his hometown, are not just entertaining but steeped in the rich tapestry of cultural heritage, offering both light-hearted chuckles and profound insights.
Navigating the professional seas can often be solitary, but the beacon of client reviews reminds us that we're not alone. In our conversation, the significance of customer feedback is illuminated, standing as a testament to credibility in the vast ocean of business. I share how one heartfelt review can echo as a source of reassurance and motivation, providing a much-needed wind in the sails for those of us charting a course through the service industry's challenging waters.
As we turn the rudder towards the evolution of social media, we explore the shift from content quantity to the magnetic pull of authenticity. Martin and I discuss the balance needed to create an online presence that resonates with real stories and genuine advice, rather than just noise. We close by pondering the dynamic landscape of mortgage brokering, inviting you to join us in facing the industry's changes with resilience and a thirst for knowledge. Stay tuned for more episodes where we'll continue to share our navigational charts through the ever-changing world of mortgages.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the secrets to unshakable self-discipline with us as we explore the power of mentorship in the world of independent mortgage brokers and business owners. Prepare to transform your approach to accountability, and discover how the right guidance can steer you towards your business aspirations with unwavering commitment and precision. Whether you're juggling the pressures of self-employment or striving to hit those milestone deadlines, this conversation sheds light on the importance of having a mentor to keep you accountable, provide invaluable feedback, and serve as the supportive force behind your every triumph.
The journey to achieving your professional dreams can be fraught with challenges, but it's the relentless pursuit of progress, not perfection, that defines your path to success. As we wrap up our series on accountability, we reflect on the invaluable lessons learned and the impact of mentorship in fostering growth and resilience. We invite you to lean into the encouragement of community support, draw inspiration from shared experiences, and remember that each setback is an opportunity for a powerful comeback. Tune in and let us help you maintain your focus on the ultimate prize: your unique vision of success, unclouded and within reach.
Thank you Leigh Rowland for a great Mortgage Broker Bulletin this week.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the full potential of your mortgage brokerage career with the secret weapon of accountability partnerships. This week we delve into the transformative power of building a supportive network that catapults professional and personal growth to new heights. We're joined by the fantastic Leigh, who provides a crucial bulletin on the diverse roles we embrace as brokers, from project management to financial advice, reinforcing the value of versatility in our industry. Together, we unpack why these partnerships are not just beneficial, but vital, offering mutual encouragement, shared wisdom, and that ever-needed motivational boost.
Listen as we guide you through the practical steps to forge your own effective accountability partnerships. We detail how to connect with like-minded individuals who share your aspirations and values, and the art of nurturing these bonds through consistent and structured meetups. Expect to learn how setting clear boundaries and embracing an abundance mindset can create a cooperative atmosphere where success is shared, and competition is friendly. And to provide you with an extra dose of inspiration, we tease a future episode featuring Alice Dartnell, who has mastered the art of accountability partnerships, ready to share her story and tips with you.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the power of self-accountability with us as we delve into the vital role it plays for self-employed mortgage brokers and business owners like you. You're in for an enlightening session, where we lay out the roadmap to setting clear objectives, creating actionable strategies, and the crucial use of deadlines to inject urgency and order into your professional life. Our discourse isn't just theoretical – with the help of Leigh Rowland's valuable insights on diary management, we share real-life tales and practical tips that reveal how impeccable planning can significantly bolster your productivity. This episode is all about running your own race, focusing on self-growth, and holding the reins firmly to your personal and professional success.
During the podcast, we emphasize ten key points that will help you stay true to your course and maintain steadfast self-discipline, no matter the hurdles. We understand that self-employment is a marathon, not a sprint, and we're here to guide you through embracing self-accountability as your unwavering companion. Whether you're charting your daily tasks or setting long-term goals, we underscore the need to concentrate on what's within your control and to meet every challenge head-on. Be prepared to be your own toughest critic, yet your most vocal supporter, as we navigate the pathways to achieving success on your own terms. Join us and let's turn accountability into your secret weapon.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
When the chatter of an impending recession hits your ear, it's tough not to listen. But what's the real score on the state of the market in the new year? Dave Coleman from Positive Lending joins us once more, bringing a wealth of knowledge to dissect the economic landscape. With inflation stubbornly persistent, we get real about the market's current vibe and the critical importance of solid business relationships. Ever faced a day where nothing but a coffee could see you through? Imagine those stakes but in the world of finance brokerage—yes, we're talking about those personal stories, too, alongside the surprisingly lively buzz in our business sector despite economic headwinds.
The art of finance brokerage isn't just about securing clients—it's about being the linchpin in a world where conventional lending just doesn't cut it. This episode peels back the layers on bridging, second charge, and commercial lending, and why brokers need to stay on their toes as the industry landscape shifts beneath them. New lenders, fluctuating rates—it's a whirlwind out there, and we're here to talk strategies for keeping our clients afloat and financially sound. Join us as we dissect the roles and challenges brokers face and the innovative solutions they bring to the table.
Building a lasting clientele is akin to crafting a fine wine—it gets better with time. We're exploring the proactive steps necessary for cultivating relationships that extend beyond mere transactions. As we touch on the importance of engaging genuinely with clients, we're not just talking shop; we're talking about creating a hub of trust and dependable advice. And stay tuned as we give you a sneak peek of future episodes featuring the sharp insights of Haley Skinner and the entrepreneurial spirit of self-employed broker Marty Nan. Prepare for a conversation that goes beyond the numbers and into the heart of what makes the finance world tick.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Embark on a transformative journey with us as we unravel the secrets to unwavering self-discipline for self-employed mavens, a topic that's as timely as your next business milestone. Discover how accountability is less about ticking off to-do lists and more about the bedrock of your professional ethos. From mortgage brokers to solo entrepreneurs, we lay bare the strategies that keep you anchored to your goals when there's no boss but the one in the mirror. Leigh joins the foray, sharing his wisdom on nurturing industry relationships that are as robust as they are rewarding, proving that trust and value are currencies just as important as income.
This episode isn't merely a chat; it's a masterclass in crafting a bespoke accountability blueprint that sings in harmony with your business tune. I share hard-earned insights on the alchemy of mixing technology with touchpoints, like project management apps and habit trackers, that shepherd you toward your North Star. Whether it's the camaraderie of a mentor or the collective wisdom of your network, we dissect how to weave accountability into the fabric of your daily grind. By the end of our session, accountability will not just be a concept but a steadfast companion on your voyage to the peaks of professional triumph.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the secrets of commercial lending with Mark Grant from Fiducia Network, as we traverse the complexities and opportunities within this evolving landscape. Mark returns to share the transformative growth he's observed as an Appointed Representative with Fiducia, and how such a journey has enriched the services his business offers. Together, we dissect the intricacies of dual authorization and the critical support systems that new brokers need to thrive, ensuring that whether you're a fresh face in the industry or a seasoned professional, you'll come away with actionable insights that could redefine your approach to commercial finance.
The world of commercial lending is dynamic, and we delve into the strategies that can give brokers the edge they need. Harnessing the power of social media for lead generation, the ripple effect of sharing success stories, and the significance of maintaining client relationships - it's all covered. We also peek into the future of the market, pondering the impact of the Bank of England's recent decisions and what they mean for commercial lending as we head into 2024 and beyond. If you've ever wondered about expanding your service offerings or how to navigate the current financial climate, this is your golden ticket.
Wrapping up the episode, heartfelt thanks are extended to our listeners, with an open invitation to connect with Mark for those intrigued by the commercial brokerage realm. The episode culminates in an exploration of the vital role Business Development Managers play in supporting brokers during their transition to self-employment. We emphasize the significance of a community network in mitigating the isolation that often accompanies starting out, and we're reminded of the power of mentorship in guiding one's journey to success. For a comprehensive understanding of what it takes to excel in commercial finance, this conversation is an essential listen.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Get ready to tap into the power of reflection and goal-setting as we close out January with a bang! Leigh Rowland steps back into the spotlight, sharing his keen insights in our mortgage broker bulletin. This episode isn't just about looking back—it's your personal toolkit for staying laser-focused on your quarterly and annual goals. We dissect the practice of honest self-review, discuss the significance of rewarding progress, and offer targeted advice that promises to propel you into a year of achievements.
This broadcast goes beyond the typical chit-chat; it's a strategic session designed to prevent the dreaded drift through another 365 days. With Leigh's latest market trends at your disposal, you'll be equipped to refine your strategies and stay ahead of the curve. If you're craving that extra jolt of motivation to keep your momentum sky-high, you've found just the right frequency. Join us for a candid conversation on resolutions, habits, and the transformative power of acknowledgment, all tailored to make 2024 your standout year.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Have you ever wondered why some habits stick while others fizzle out before February? Tune in to our grand finale with the brilliant Leigh Rowland as we uncover the art of resilient habit formation and the power of adaptability in the face of life's surprises. In a world where the unexpected is the only guarantee, we delve into strategies for maintaining progress toward our goals, even when our initial resolutions hit roadblocks.
In our revealing discussion, Leigh and I tackle the shared experience of faltering New Year's resolutions, shedding light on the evolution from a defensive stance to one that seeks to understand and explain. It's a candid exploration of the importance of small victories and consistent planning in building habits that can navigate the twists and turns of life. Let our conversation be the catalyst that propels you to refocus on the incremental steps that create lasting change, even when the majority might be giving up.
As we say a heartfelt thank you to our loyal listeners for joining us on this journey into the mindset behind success, we reflect on the profound insights gained from your engagement and stories. Your contributions have been the lifeblood of our series, and we eagerly await to bring you more thought-provoking content that continues to challenge and inspire. Keep reaching out and sharing your personal triumphs – your feedback is the compass that guides our exploration into the ever-evolving world of personal and professional growth.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
When faced with the relentless tide of daily decisions, my mother's unexpected accident became a stark reminder of the essential role habits play in our lives. Coupled with the wisdom of Leigh Rowland, this week's episode navigates the often-overlooked power of our ingrained routines. We delve into the journey of habit formation, highlighting the unsung heroes that steady our ship through the choppy waters of life's uncertainties.
Leigh brings a wealth of experience to the table, sharing how the simplest of habits, like a consistent breakfast choice, can be an oasis in the desert of decision fatigue that plagues leaders and entrepreneurs. Together, we dissect the day's ebb and flow of decision-making energy and the crucial timing of when to tackle our most significant challenges. This episode isn't just about the habits we create; it's about fostering the resilience and clarity needed to steer our personal and professional lives with intention and ease.
Reflecting on the heartfelt feedback from you, our listeners, we celebrate the collective progress made this January. Your stories of triumph and the stumbles in habit formation provide the fuel that drives this ongoing conversation. As we prime ourselves for the upcoming discussion on embracing change, remember that it's the steady race, run at your pace, that wins the day. So, join us for a thought-provoking session that promises to fortify your resolve and bring a sense of control to the beautiful chaos that is life.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Unlock the transformative power of habits with expert Leigh Rowland as we explore the art of small, consistent actions that lead to remarkable change. This episode is a treasure trove of insights for anyone looking to refine their daily routines or seeking inspiration for personal and professional growth. Together, we discuss the magic of small wins, the idea of habit stacking, and the vital role of consistency in personal development. Listeners have shared how our first conversation inspired them to shift their perspectives, illustrating just how impactful minor adjustments can be. If you're ready to make guilt-free progress and build sustainable habits, this conversation promises to equip you with the essential strategies to do just that.
Follow us through a discussion that's as enlightening as it is practical, breaking down grand ambitions into achievable actions. We emphasize the importance of dedicating time to planning and personal development, reassuring listeners that this investment is far from selfish—it's foundational to success. Drawing on the principle that habits typically form within 7 to 21 days, we share how starting with smaller actions can create a ripple effect in your life. And remember, it's not about racing against others; it's about running your own race. So tune in, take notes, and let consistency be the key that unlocks your full potential. Stay tuned for the next episode, where we'll delve into decision fatigue and the emotional intricacies of habit formation with Leigh.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Embark on a transformative journey with us as Leigh Rowland and I reveal the secret to lasting success through the art of habit formation. While the buzz of New Year's resolutions fades into the background, we're shifting the focus towards embedding powerful routines into your daily life. Especially for mortgage brokers aiming to elevate their game in 2024, this series promises to be a goldmine of actionable insights. Say goodbye to the short-lived adrenaline of resolutions and hello to the compound effect of habits that stick.
During our month-long exploration, we'll dissect the psychology behind why returning to work after the holidays feels like second nature and how this same principle can be applied to new habit acquisition. Prepare to arm yourself with strategies to combat decision fatigue and to learn the formula for converting aspirational behaviors into automatic actions. Leigh's expertise, coupled with my own tales of triumph and trial, provide a roadmap that's sure to resonate. Tune in, share your progress, and join a community committed to growth and efficiency as we pave the way for an outstanding year ahead.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Curious about what the new year holds for mortgage brokers? You're in the right place! As 2023 draws to a close, we're shifting our gaze forward and painting a picture of the opportunities 2024 has to offer. We'll share our thoughts on the importance of starting strong in January, how it can set the tone for the rest of the year, and the significance of having a clear and actionable business plan. So kick back, unwind, and let's reflect on the past year's successes and challenges together.
Leigh Rowland joins us as always to explore the 2024 market trends for mortgage brokers. What does the first week back at work look like? Why is January such a critical month? Don't fret, as we tackle these questions and more! Remember, this journey isn't a race, so avoid comparison and focus on your own unique path. So take a breather this holiday season, and let's get pumped for an exciting year ahead, full of potential and possibilities!
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Ready to make 2024 the year you crush your business goals as a Mortgage Broker? Strap in and listen closely, as this episode promises to equip you with insights on evaluating the past year and setting actionable, numbers-driven goals for the year ahead. We're focusing on the criticality of understanding your pipeline, written business target, and average case size goal to realize your desired income. Moreover, we delve into the power of social media to boost visibility and generate inquiries.
And there's more! We shed light on the possible outcomes for mortgage brokers who maintain structured processes and set viable targets in 2024. As we wrap up this year, we also share a sneak peek into our final episode of 2023 centered around actions and business planning. We're excited to hear your thoughts on this and suggestions for future episodes. Run your race, compare not, and prepare for a rewarding 2024 with confidence and clarity. Tune in and join us on this journey to a prosperous new year.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Join us as we pull back the curtain on the fascinating world of mortgage brokering with Adele Forbes, an award-winning broker and business owner who has spent 25 years navigating the industry! Adele takes us on an insightful trip down memory lane, from her early days as an underwriter to managing her own firm now. We explore not only her professional achievements but also the grit and resilience it took to overcome the hurdles she encountered along the way.
With a refreshingly candid approach, Adele illustrates the significance of strong relationships with Business Development Managers and the art of leveraging their resources. She shares with us nuggets of wisdom from her own journey, explaining the role of networking and social media in generating leads, and the importance of speaking the language of clients. And it's not just all business. Adele also paints a vivid picture of juggling motherhood and a demanding career, offering invaluable insights on work-life balance.
Beyond her professional prowess, Adele is a proud member of her local community in Pontefract, West Yorkshire. We learn about her charity work, her commitment to supporting local businesses, and how she has made an impact in her community. Our conversation concludes with her plans for the future and thoughts on the 80/20 rule. So, buckle up and prepare for an enriching exploration of the mortgage industry through the eyes of Adele Forbes, a seasoned professional who brings a wealth of experience and insights to our conversation. We promise, you wouldn't want to miss this compelling discourse!
Thank you Leigh Rowland for this weeks Mortgage Broker Bulletin
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Ready to harness the power of reflection and self-assessment? This episode dives deep into the importance of introspection to enhance your growth as both a mortgage broker and a business owner. We share strategies for effective reviewing, highlighting the need for self-perception and how to confront vulnerability that comes with year-end self-assessment. Guest Lee Rowland brings enlightening insights on the topic, steering the conversation towards self-assessment and the mind games that surface at this time of the year.
We also turn the spotlight on the encouraging community within the mortgage broker industry. For those flying solo or working remotely, we discuss the benefits of seeking support and advice from peers. We'll walk you through resisting the urge to compare and compete, emphasizing the mantra of embracing the race at your own pace. Lee Rowland also adds to the discussion with a fascinating bulletin on broker vulnerability and provides practical advice on how to navigate this period. Prepare to be enriched with these invaluable insights to help you thrive in your professional journey.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Meet our guest for today, Louis Adkins, a young dynamo who defied norms and carved his niche in the marketing world while still at university. An entrepreneur at heart, Louis combined his passion for marketing and founded Labs Media, a marketing agency with a unique focus on Google Ads for mortgage brokers. Join us as we dive into his remarkable journey from being a geography student to launching a successful marketing enterprise that collaborates with diverse businesses, offering a host of benefits such as growth potential and more.
Has the fear of being judged ever stopped you from starting a podcast? Louis gets candid about his initial apprehensions and how he overcame them. Learn from his experience and understand the importance of focusing on a niche, like Louis did with marketing for mortgage brokers. As he shares his strategies and the trends that are hot in the mortgage industry, you'll gain valuable insights into how to thrive in the constantly evolving world of marketing.
Stepping into the realm of financial services, Louis narrates his adventures with Google and Facebook ads for mortgage brokers. He opens up about the struggles he faced, the victories he celebrated, and why specialization is critical in this industry. Listen to him talk about his aspirations of creating a system to aid mortgage brokers in generating leads. We discuss the power Google ads hold and why a robust online presence is paramount for mortgage brokers. So, gear up for an inspiring conversation that promises to empower you with a wealth of insights from a young entrepreneur who has made significant strides in the mortgage industry.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
What if you could transform regulatory laws into opportunities? Imagine using the principles of Consumer Duty to not only retain your existing clients but also to attract new ones. This episode guides you through this intriguing process, breaking it down in a way that helps you see the potential advantages that this legislation presents to mortgage brokers and full financial advisors. We unpack the concept of Consumer Duty, illustrating how you can leverage it to sell more products, ensure effective communication, and offer fair value to your clients.
As we steer towards year-end, it's the perfect time to reevaluate your services and strategize on client retention. Here, we share invaluable insights on creating a comprehensible post-contact strategy and tying it with Consumer Duty. We shine a spotlight on the power of email campaigns and social media content as tools to enhance your relationship with your clients. So, buckle up for a journey that will equip you with the knowledge on how to make all your clients aware of your full proposition. This is more than just an episode; it's a masterclass that will revolutionize the way you approach client interactions.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Looking to unlock the potential of Facebook groups in the mortgage broker community? Join us for an insightful chat with Leigh Rowland as we uncover the ins and outs of these platforms—revealing benefits, addressing challenges, and shedding light on the important issues of technology and personal health responsibility. We also touch on the commendable feedback Lee has been receiving from the Mortgage Broker Bulletin.
What if there was a way to turn competition into collaboration in the mortgage industry? This episode delves into the value of mindset and support, highlighting the fine line between confidence and arrogance, the necessity for genuine backup during tough times, and the indispensability of active listening in fostering a caring community. This conversation with Leigh Rowland will definitely offer vital takeaways for brokers striving for both personal and professional growth.
Ever wondered about the right questions to ask when choosing a mortgage network? We help you cut through the confusion by emphasizing the importance of scrutinizing network values and policies before making a commitment. And for a lighter note, we even delve into the surprising benefits of silent haircuts and engaging barbershop banter. Stay tuned for a lively discussion about the British Barber Club, the current mortgage market trends, and the challenges of processing protection policies. This episode is a medley of enlightening conversations you won't want to miss!
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Picture this: You're facing the biggest financial decision of your life, and it seems like the road to securing a mortgage is an insurmountable challenge. Who do you turn to? Enter Hayley Skinner, a dynamic mortgage broker who navigated the choppy waters of the financial services industry, from banking management to self-employment, and emerged as a successful business owner.
Hayley's journey wasn't always smooth sailing. She faced enormous obstacles, but her tenacity, combined with her unique understanding of human behaviour, helped her overcome them and secure her place in this competitive industry. In our engaging conversation, Hayley shares valuable insights into the art of mortgage brokering, emphasising the importance of adaptability, trust-building, and client flexibility. She takes us through her transition from employment to self-employment and discusses the significance of a risk-averse mindset, self-belief, and a flexible lifestyle.
We also touch on the strong sense of community and support among mortgage brokers, and how this powerful network can help emerging brokers find their feet. Hayley's experiences and insights are a testament to the power of perseverance, adaptability, and the art of problem-solving. Join us as we demystify the world of mortgage brokering with Hayley Skinner, and discover how her approach can provide solutions even when the answer initially seems to be a resounding "no". Tune in for an episode that's packed with inspiration, practical tips, and an amusing anecdote about a famous resident of Morecambe.
Also, Leigh joins us for another episode of the weekly Mortgage Broker Bulletin
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Ever wondered how financial services can be successfully operated remotely? We caught up with Stephanie Leather, the genius mind behind Remote Financial Services Assistance. Her journey from being a broker to a pioneer in the remote financial services industry is as captivating as it is enlightening. Stephanie's insights into the world of remote financial administration will have you rethinking your traditional business approach, and her unique retainer-only model is a game-changer.
Stephanie spills the beans on the power of delegation, flexibility, and trust within her business. Highlighting the immense value that mortgage brokers can tap into, she lets us into her world of remote operations. In this episode, you'll find out how Stephanie navigates the challenges of running her business and how her background firmly anchors her in this space. Get a glimpse of what it's like to work with her as she talks about how her services are tailored to individual client needs, and the tools she uses to stay organized.
We discuss the benefits for mortgage brokers of working with freelance admin support – an untapped goldmine in the industry. Stephanie illuminates the otherwise obscure realm of mortgage administration, the profound impact it can have on businesses, and why she chose to transform her business to a retainer-only model. She also touches on the importance of maintaining a work-life balance when running your own business and the trade-offs of outsourcing services. So buckle up, get ready for a roller coaster ride into the world of remote financial services!Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Ever wondered what drives someone to completely shift their career path? In our latest episode, we sit down with Usman Khalid, a pharmacist turned business owner in the mortgage industry, to unravel the intricate details of such a radical career change. Usman opens up about the challenges he faced while embarking on this journey, the importance of maintaining a structured routine, and how he leverages social media not just for promotion, but also for learning from seasoned industry professionals.
Usman's story is not merely about a career transition; it's a tale of balancing work, family, and life-altering decisions. Hear about the hard choices he had to make to strike a harmony between his professional and personal life. As a devoted family man, Usman emphasizes the role family plays in his life, and how he consistently adjusts his routines to accommodate both his business and family life.
Diving deeper into his professional journey, we get to understand the process Usman adhered to when acquiring his broker license and choosing the right network. The challenges of breaking into an industry with no personal networks did not deter him. Instead, he learned to harness the power of social media and connect with industry professionals. Usman's unique approach and future-oriented mindset have shaped his niche business, with his focus being on the pharmacist industry. Through strategic marketing across LinkedIn, Instagram, and TikTok, he's steadily gaining traction. Finally, we touch upon his future plans to grow his business and his commitment to making decisions that best serve his business and personal life. So, tune in to hear about Usman Khalid's incredible journey, and gather some valuable insights along the way.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Has the quest for enhancing client relationships while streamlining your daily tasks ever led you to consider technology? Enter Joanne Cole, founder of BrokeriQ, an app-based platform designed to push boundaries and transform the way mortgage and protection advisors manage their business and interact with clients. With a background in data analysis and digital transformation within education, Joanne brings a wealth of knowledge and a fresh perspective to enhance rather than replace the existing broker-client dynamics.
Our discussion shines a spotlight on how BrokeriQ facilitates a seamless flow between advisors and clients. Imagine having all your client's information in one place, the convenience of automated messages, and the ease of providing hyper-personalised communications. Yes, the app is that good at bridging gaps and fostering stronger relationships. Joanne and I also delve into the learning curve involved with the app and how advisors and their clients are embracing it, ensuring we leave no stone unturned.
Joanne’s vision for BrokeriQ doesn’t end here. We also explore future prospects, including expansion plans into the wealth advisory space and how they're working on adding more features to benefit advisors. We wrap up the discussion by looking at the reception of BrokeriQ, feedback that highlights the positive impact on advisors' efficiency and client engagement. If you're curious about leveraging technology to revolutionize your advisory business, this episode is a must-listen!
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Get ready for a knowledge-packed ride as we launch into the fourth season of the Mortgage Broker podcast! We’ll be handing you the tools to become a successful self-employed mortgage broker or business owner. Brace yourselves as we discuss tech trends in the industry, share expert insights and valuable tips, and even introduce a fresh segment - the weekly Mortgage Broker Bulletin with Lee Rowland.
Mr. Rowland, an industry savant, will keep us up to speed with the latest trends and topics in the mortgage industry. As we usher in the month of October, we'll reflect on the past and strategise for the future - reviewing September and quarter three, and laying down actionable plans to make the best of the new quarter and last quarter of 2023. We'll be discussing how to write business for October, progress those cases to get paid in November, and craft a detailed blueprint for the next year in December. Remember, it's your race to run, and we're here to cheer you on every step of the way! Buckle up, and let's get the conversation started.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
As the school and summer holidays draw to a close, it's time to take action and leverage September to your advantage. We share how reducing rates and consumer duties can benefit your practice and discuss strategies for tracking remortgages due in the coming months.
The month of September brings a powerful influx of inquiries and searches. Could this be the kickstart your business needs? In this episode, we'll help you harness the potential of this, discussing ways to maintain and build upon new habits, stay motivated, and take decisive action to fill any gaps in your business. With only four months left in the year, now is the time to push forward with all guns blazing! Learn how to leverage September to your advantage and hit your targets for 2023. Remember, every journey to success is unique, and it's important to stay focused on your path. Tune in as we guide you towards achieving your goals and plans.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
What happens when you leave the comfort of a steady job to venture into the uncertain yet rewarding world of self-employment? Curtis Linney joins us to share his riveting journey from debt management to tackling the mortgage industry on his own terms. As Curtis unveils his story, he reveals the myriad challenges that came his way and how he overcame them to build Velox Mortgages, his own business venture.
As we navigate through the murky waters of finance, Curtis shines a light on some intricate aspects of the equity release market. Prepare to delve deep into the chaos when rates surged from 2.5% to a whopping 6 or 7%, and understand the key differences between a mortgage and an equity release. Curtis emphasises the importance of making this decision wisely, considering not just the client's needs but also involving their family members in the process.
But the journey doesn't end there. As Curtis built his empire brick by brick, he also faced the daunting challenge of making his presence felt online. Tune in as Curtis talks about overcoming his fear of posting videos online, the strategy he adopted to create compelling mortgage-related content, and how it all played a crucial role in his business’s success. Get inspired as Curtis shares invaluable insights and advice, a must-listen for those in the mortgage industry or contemplating a similar career path. It's not just about conquering the financial world, it's also about capturing hearts through engaging stories and content. So gather around for an enriching conversation that promises to be as enlightening as it is entertaining.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Have you ever wondered how to unlock the potential of equity release and use it in the best possible way for your clients? Join us for an enlightening conversation with equity release specialist, Mark Thompson. With over three decades of experience as an estate agent and a financial services professional, Mark shares invaluable insights into the rapidly evolving equity release market, and the crucial role of a referral specialist in identifying potential opportunities in this space.
This episode offers a detailed exploration of the complex world of equity release. Listen as Mark discusses the different aspects of equity release, including the potential to borrow beyond a lump sum and the flexible use of drawdown facilities for emergency funds. We also delve into the cost implications of having a drawdown and the significant role of referrals in equity release for mortgage brokers. You'll learn about the typical scenarios where brokers refer clients to equity release specialists and the benefits they stand to gain from it.
Finally, Mark shares his rich experience of collaborating with brokers on equity release cases and the wide spectrum of clients he engages with. Learn about the value of having an equity release specialist provide sound advice, feedback, and trust. Tune in as Mark emphasizes the importance of consumer duty, adopting a growth mindset, and brokers understanding the basics of equity release. This episode is sure to leave mortgage brokers more informed and better equipped to guide their clients towards making the right financial decisions. We wrap up this insightful episode with an invitation to potential guests and an appreciation for our podcast guests. Be sure not to miss this goldmine of information.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Wouldn't it be great if you could predict your business success? Or if you had a clear vision on how your actions and decisions are affecting your bottom line? This is exactly what you'll get a grip on in our discussion centered around understanding business numbers in mortgage brokering. We dissect the sales process, shedding light on the role of lead generation, fact-finding, and written business in your overall figures. We also demonstrate why tracking your numbers consistently across various time periods is critical to determine your conversion rate and identify what works best for your business.
Ever wondered how to keep a pulse on your business? We walk you through the significance of keeping an eye on key metrics such as pipeline turn, conversion from written to issued, and income. We'll clarify the necessity of adopting a rolling 12-month figure as a measure of conversion and why aiming for a minimum of 85% is essential for your business. And because we know that this journey can sometimes feel like a lone race, we remind you of the importance of enjoying your path as a mortgage broker business owner, focusing on your personal goals, and pacing yourself. We're here to support you, so don't hesitate to reach out with your questions, comments, or feedback!
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Ever pondered over the merits of a Mortgage Broker versus a Financial Advisor? Join me, Craig Skelton, in an illuminating discussion with financial guru Jamie Ben to shed light on this topic and so much more. Jamie generously shares his journey, lessons, and hurdles transitioning from a Mortgage Broker to a Financial Advisor. He hammers home the necessity of maintaining a relationship with a Financial Advisor for Mortgage Brokers while emphasizing the pivotal role of consumer duty in providing clients with top-tier advice.
The conversation takes an intriguing turn as we dive into the often neglected aspect of Retirement Planning. Jamie drives home the urgency of drafting a retirement income plan early on and the critical role a Financial Advisor plays in helping clients strategize for their golden years. He also opens up about the tangible benefits of debt, and how it can be a stepping stone to asset acquisition such as homes.
Lastly, Jamie paints a vivid picture of the symbiotic relationship between Mortgage Brokers and Financial Advisors and how this partnership can be a win-win for both sides of the coin. He shares his insights on the time investment required to create a comprehensive retirement income plan for clients and how it can be a recipe for success. We also discuss how to smoothly refer clients to a Financial Advisor, ensure client satisfaction, and retention. As a bonus, Jamie also shares a glimpse of the opportunities that Mortgage Brokers can tap into in the Financial Advice landscape. Tune in for an episode packed with profound insights, practical tips, and inspiring anecdotes.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...
Do you remember your first job? For our guest today, Andy Lang, it was a rollercoaster ride into the finance industry at the tender age of 16, which sparked a lifelong passion. Join us as we journey with Andy, now the founder and CEO of Munny, from his early involvement in the financial services industry to charting his unique path in financial services education.
Andy's story is a testament to overcoming challenges and finding purpose. He dives deep into his transformative globetrotting experiences, his hands-on involvement in debt management and banking, and an impactful volunteer trip to Rwanda. As he narrates his journey, we also get a sneak peek into his venture, Munny. This initiative aims to bridge the gap in financial awareness through free education and resources tailored to cater to different age groups. Moving beyond just empowering individuals, Andy also shares his vision for businesses to adopt financial well-being programs for their staff.
But, how can we possibly talk about finance and not address the elephant in the room? The stress and anxiety that often accompany the lack of understanding and knowledge around money. Andy sheds light on how Money is revolutionising this space by fostering open conversations about financial matters, boosting financial confidence, and encouraging informed decision-making. We also explore how Munny is extending its reach to schools, colleges, councils and even corporate businesses. Can financial literacy really make a difference? Tune in to find out how Andy is making it happen one step at a time.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Can you believe that only half of clients return to their original mortgage broker when it's time for a remortgage? This episode is all about changing that statistic and keeping clients for good. As a mortgage broker myself, I've been through the trenches and discovered vital strategies to increase client retention. Together, we'll explore the importance of a robust post-completion contact strategy and discuss the steps you need to take to convert your clients into lifelong customers.
Let's get personal, because that's what it's all about. Keeping your clients loyal requires a human touch - a thoughtful follow-up, a birthday wish, a Christmas card, or even a reminder of why they moved into their dream house in the first place. In the latter part of the episode, we delve deeper into the significance of maintaining personal contact with your clients after completion. We'll talk about the power of quarterly newsletters and annual emails, and how these simple gestures can reassure your clients that you're not just their broker, but a trusted guide in their home-owning journey. Join me, and let's revolutionize the way you manage your mortgage business.Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
What if you could turn your employment status on its head and step into the exciting world of self-employment? This episode with the dynamic Melissa McKeown, the founder of MM Mortgage Broker UK, is your chance to explore the incredible journey of self-employment and entrepreneurship. From her humble beginnings in estate agency, advancing to a call centre, and eventually setting up her own successful brand and business, Melissa's story is as inspiring as it is educational.
Melissa doesn’t hold back as she shares the raw emotions behind her transition from employment to entrepreneurship - the anxieties, the fears, and the overwhelming determination to be her own boss. And it doesn't stop there! She also provides valuable insights into the day-to-day realities of being self-employed, including staying motivated, establishing good habits, and dealing with the stark differences between a corporate environment and running your own business.
As we close, Melissa shares her experience of planning for success in the new year, highlighting what worked, what needs improvement, and how to leverage that new year excitement to build on previous successes. If you've ever contemplated the leap to self-employment or simply need a fresh perspective on planning for success, this conversation with Melissa McKeown is an absolute must-listen! Tune in for an episode packed with real-world lessons, heartfelt experiences, and empowering advice.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Are business owners fully prepared to safeguard their business as 99% are missing out on crucial protection coverage? In our latest podcast episode, we go behind the scenes with wealth protection advisor, Adrian Benjamin. Providing an in-depth look into the world of business protection, Adrian highlights the importance of this often overlooked aspect and how it serves as the backbone of a secure financial future. As a specialist in this field, his insights are not to be missed.
Journeying with us from Manchester, to New York, and finally to London, Adrian shares his career story and passion for educating both brokers and clients about protection policies. His hands-on approach to unraveling the complexities of policy terminologies and criteria for different financial products, including mortgages and protection, is nothing short of empowering. Whether you are a broker looking to sharpen your skills or a client seeking the right protection plan, Adrian's guidance provides the tools needed to navigate the financial landscape with confidence.
Wrapping up with Adrian's thoughts on client education, we delve into how to communicate effectively without overwhelming with jargon or a flood of documents. Stressing the importance of understanding clients' needs, Adrian drives home the point that the cheapest isn't always the best when it comes to protection policies. This episode will leave you educated, prepared, and primed to take control of your financial protection. Rest assured, with Adrian's insights, you'll walk away with a newfound understanding of the crucial role business protection plays in securing your future prosperity.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Halfway through 2023 and feeling the stress and chaos of the mortgage broker industry? You're not alone. In this solo episode, I talk about the realities of this industry - the struggles, the disappointments, and yes, the victories too. We're all navigating these tough times, battling daily challenges, and sometimes, even considering calling it quits. But I'm here to tell you, don't throw in the towel just yet.
We dig deep into the significance of having and regularly reviewing your business plan, and the importance of resilience in this industry of constant upheaval. I also touch on the disturbing trend of brokers leaving the industry and provide a much-needed pep talk to hang in there. Remember, it's about running your own race and focusing on your personal goals rather than getting caught up in others' successes or failures. The second half of the year is still ours to shape, let's make it count. After all, making significant progress in one aspect of your business is better than minimal progress in all areas. Let's buckle up and steer our businesses towards a robust finish to the year.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Imagine a world where more women are empowered to break into the financial services industry and challenge the typical "men in suits" stereotype. Our guest, Hayley Creed from The Tiny Mortgage Company, is doing just that. With a unique perspective on balancing her part-time position as a Branch Manager for a high street bank while gradually building her own brand, Hayley's story is as inspiring as it is insightful.
Join us as Hayley shares her journey in financial services, her mission to empower other women to become financial advisors, and her vision for the Tiny Mortgage Company. Discover how her commitment to providing exceptional service and supporting local small businesses has helped her forge a path in this competitive industry. Hayley's dedication to her clients and her passion for promoting fellow small business owners will leave you feeling motivated and inspired.
In this episode, we also discuss the power of social media, personal branding, and networking in building a successful mortgage brokerage business. Learn from Hayley's experiences as she shares her strategies for gathering client reviews and leveraging her network to create a supportive community. If you're in the financial services industry or just looking for a dose of inspiration, this conversation with Hayley Creed is a must-listen.
Listen To The Mortgage Broker Broadcast
Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722
Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
How can mortgage brokers stay ahead in an ever-changing ad world?
My guest this week is David Miles from the PPC Machine, we delve into the importance of specificity when identifying your ideal client and why niche specialisation can help you stand out in an industry where everyone sells the same products. Discover the crucial elements of building trust and credibility as a mortgage broker and how understanding your potential customers' pain points is the key to success.
As Google continues to automate more of the ad space, we explore the benefits and potential pitfalls this brings to advertisers. David shares his insights on how to navigate the defaults in Google Ads to avoid wasting money on cheap, unhelpful clicks and how to create an effective marketing funnel by leveraging the unique strengths of both Google Ads and Facebook Ads. Learn how to target your ads effectively and harness the power of visual interrupting to capture attention in a crowded marketplace.
Finally, we discuss the challenges of managing separate marketing strategies for mortgages and pensions and how to balance both while prioritizing client satisfaction. David reveals the importance of email campaigns and leveraging existing customers to create effective Facebook and Instagram ads that resonate with your audience and build trust. Don't miss this valuable episode packed with actionable digital marketing strategies for financial advisors and mortgage brokers alike!
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Discover the power of social media in the protection industry as I chat with Dave Corbett from Protection First. Together, we explore Dave's passion for protection and his use of platforms like TickTock to promote his business, connect with clients, and generate leads like never before. We also delve into the critical changes the upcoming consumer duty regulations will bring to the protection industry and the importance of adapting to these changes.
Dave and I discuss the significance of mortgage protection and examine the differences between a sales approach and a consumer-duty focused approach. Learn from Dave's personal experiences and stories, as he highlights the risks associated with protection and the power of having a real story to tell. We also discuss the importance of mastering protection and business protection, emphasising the need for advisors to take control and adopt a consumer-duty focused approach.
Finally, we explore the various tools available to financial advisors and the impact of not using them effectively on consumer choice. Listen in as Dave shares his typical pitch to a customer when it comes to death cover, income protection, and critical illness cover. Get ready for an episode packed with valuable insights and advice for anyone in the financial services industry, and don't miss out on our enlightening conversation with Dave Corbett from Protection First.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Are you making the most out of your protection sales as a self-employed mortgage broker? Join me as I break down the choices of indemnity, non-indemnity, and a mixture of both, alongside the benefits and potential issues associated with each option.
👉 Don't let the fear of clawbacks hold you back
👉 It Doesn't Have To Be The Same Way Every Time
👉 What Choices Do You Have
We'll dive into the three main choices for receiving payment on protection sales, and explain the details and technology associated with each. Whether you're just starting out or looking to adapt your current process, understanding these options is essential for building a long-term, successful mortgage broker business. Tune in for an insightful discussion on providing the best possible service to your clients while optimising your earnings.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Is your mortgage business struggling with self-generation and building a strong online presence? My guest this week is, Dan Knott from Dan Does Mortgages and he reveals the secret to overcoming these challenges with consistency and resilience.
👉 Why It's Important To Create Evergreen Content
👉 It's All About Throwing Darts
👉 Maintaining A Consistent Presence
After 18 months since his first appearance, we catch up with Dan and explore his impressive journey in the mortgage industry, as well as his successful use of social media, specifically Instagram, to maintain a consistent presence and engage with returning clients.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
Find Your Audience, Put Content Out There & Keep Going
My guest this week is Matt McCullough, National Sales Manager at Aldermore Bank.
Lots has happened since Matt was last on the podcast in Season One to talk about his pillars, so I thought it would be great to get Matt back on to talk about how he is helping and supporting mortgage brokers right now.
👉 Why You Should Focus On Your Audience
👉 Are You Contacting Your Clients At Least Once A Year
👉 How Do You Deal With The Challenges You Face
It was great to get Matt back on to the podcast for the third time to catch up on what's been happening since he last guest appearance and his take on the world of mortgage broking right now.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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/
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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/
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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.
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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/
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
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
Work With Me
I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.
1-1 Coaching https://craigskelton.co.uk/coaching/
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
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.
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
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
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 🥂
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
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
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
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
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
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
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.
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
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
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.
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
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
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
Work With Me
1-1 Consulting https://craigskelton.co.uk/consulting
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
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
Work With Me
1-1 Consulting https://craigskelton.co.uk/consulting
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
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.
Work With Me
1-1 Consulting https://craigskelton.co.uk/consulting
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
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
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
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.
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.
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.
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.
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.
Work With Me
1-1 Consulting https://craigskelton.co.uk/consulting
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
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.
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.
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.
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
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
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
Work With Me
1-1 Consulting https://craigskelton.co.uk/consulting
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
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.
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
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
Why Every Mortgage Broker Needs A Website
In this weeks episode, my guest is Digital Marketing expert, Alex Curtis, to talk about why Mortgage Brokers need a website.
👉 Why Just Posting On Social Media Is Not Enough
👉 Why Educating Is Still So Important
👉 Why Google Searches Provide The Best Leads
👉 Why You Should Be Using Google Reviews
Alex explains the process to getting your domain name and the options you have when setting up your website.
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
It’s half way through the year and it’s time to review your business plan to ensure this year is going as planned.
In this episode, Craig explains why it’s time to get those business plans out and let's make sure you are on track to achieve what you set out to achieve this year.
👉 Why Do You Need A Business Plan
👉 What Does A Plan Look Like
👉 Where To Keep Your Business Plan
👉 When To Review Your Business Plan
Craig talks about how a plan holds you accountable for what you what to achieve.
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
The Mortgage Broker Broadcast is back for Season Two and we are kicking off the second season with a Meet The Host episode.
In this episode, Craig explains why we have changed things up for the second season along with his journey into financial services and a lot more.
👉 Why Is He A Mortgage Broker Coach
👉 What Goes On In His Life Away From Running A Business
👉 Why He Loves What He Does
👉 What Three Things Are Important To Him
Craig talks about life before financial services, what is important to him outside of the business and why he calls himself a Mortgage Broker Coach.
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
End Of Season One
This weeks episode is the last one in season one and my guest is podcast legend, Ash Borland.
👉 Reflecting On The Past 13 Months
👉 What Has The Feedback Been From The Listeners
👉 What To Expect In Season Two
It was great to take time and reflect on what has since the launch of the podcast. We have had some amazing guests on the show who have given an honest account of their individual journeys and what they have learn't along the way. I am so luck as without the guests and the listeners, there would be no Mortgage Broker Broadcast. We are back on the 6th July for the launch of season two.
Estate Agent to Equity Release Specialist
This weeks guest is Equity Release Specialist Mark Thompson. In the episode Mark and I talk about his experience as an Area Director for a large corporate estate agent, how he then become a Mortgage Broker and why he wanted to specialise in Equity Release.
👉 Why The Customer Is Centric To Everything He Does
👉 Why Knowing His Client Is So Important To Him
👉 Why His Clients Trust Him
👉 Why He Loves Helping Clients With Later Life Issues
It was great to catch up with Mark to look at his journey into financial services, what his values are and why he wanted to become an equity release specialist.
Are You Different To The Forty Four Thousand other Mortgage Brokers?
This weeks guest is CEO of The PPC Machine, David Miles. David first appeared on the podcast on episode nineteen last year, I wanted to get David back on to the podcast to see how the world of digital marketing and google had changed since that episode.
👉 Why Are You Different To The Other Forty Four Thousand Mortgage Brokers?
👉 Three Reasons Why Reviews You Should Be Collecting Reviews
👉 Is Being On Google Maps Important
👉 How Do You Get That Ad Click Into A Client
Is was great to catch up with David to talk everything Google. We talk about Ads, niching, landing pages, even his local takeaway and his choice of BBQ cleaning utensil.
I Can't Be The Face Of Your Brand
This weeks guest is Co-Founder of The Content Hive, Rosalia Lazzara Tilley. In the episode, Rosalia talks about content marketing in the mortgage world and so much more. We discuss how she is helping mortgage brokers with their content, gaining traction, likes and followers, however, the one thing she can't do is be the face of their brand.
👉 Why Her Vision Is To Provide Financial Eduction In Schools
👉 How She Continues To Seize On The Opportunity
👉 Why You Need To Post More Than Doing Your Job
👉 What Happens When You Put Crabs In A Bucket
Is was great to catch up with Rosalia and to hear about her upcoming webinar, talk about what is going on in the content world, consistency and why you should leave no stone unturned.
Mortgage Broker, Business Owner & Podcast Host
This weeks guest is Mortgage Broker, Business Owner & Podcast host, Fiona Conway. In the episode, Fiona talks about her change of career from the police force into financial services, starting her own firm and hosting a podcast.
👉 Why Her Love Of Property Helped Her Into The Industry
👉 How Using Her Transferrable Skills Has Helped Build A Successful Career
👉 Why She Created Fiona Conway Associates
👉 How She Used Podcasting As An Opportunity
Fiona explains why she thrives on a challenge and how she was brave to change her choice of career. She also answers the all important question, is it easier being a podcast host or guest.
What Is Octane
This weeks guest is Mortgage Broker & Octane business owner, Gary Stewart. In this episode, Gary talks about his life as a Mortgage Broker and how Octane was created.
👉 Why He Wanted Financial & Time Freedom
👉 Why Was Octane Built
👉 How It Is Helping Mortgage Brokers Protection Sales
👉 And Client Retention
Having spent ten years in financial services and going DA after only two years, Gary gives an honest account of his journey and how he spotted the opportunity to launch Octane to the broker world.
Mortgages Made Easy
This weeks guest is Mortgage Broker & business owner, Leigh Rowland. This is Leigh's second time as a guest on the podcast, the first time was last August so I was keen to get Leigh back on the podcast to see what the last six months has looked like.
👉 Why Client Relationship's Are So Important To Him
👉 How He Has Built A Local Brand
👉 Why Hot Dog & The Morning Weather Report
👉 Why Has He Set Up His Own Mortgage Business
Leigh talks about the road into mortgages, the challenges he has faced so far and the exciting times ahead now he has launched his own branded business, Mortgages Made Easy.
Banking Hall To Self Employed Mortgage Broker
This weeks guest is Mortgage Broker, Joanne Varey. Joanne faced redundancy a few years ago and decided to use this to her advantage and go self employed as a mortgage broker. She is coming up to three years since she made that decision and I wanted to know how she felt about that now.
👉 Seeing Redundancy As An Opportunity
👉 Why She Wanted To Go Self Employed
👉 Why Structuring Your Time Is Important
👉 What Has Been Her Biggest Challenge
Joanne gives a very honest account of her self employed journey and how she has dealt with the ups and downs of being a self employed Mortgage Broker.
Anniversary Edition Part Two
Following on from last weeks anniversary podcast, this week is a montage of clips from a few of the past years episodes. To be honest, there are so many clips from the past twelve months that we could use, so many amazing guests sharing some amazing pieces of advice, this episode could have been hours long.
If you are listening to the podcast for the first time, I would suggest you go back over all the shows and pick out the guests or topics you are interested in. There are nuggets of wisdom and advice in each and every episode.
As a podcast host, I have been so lucky over the past twelve months to have some amazing guests on to the podcast. Guests who have taken time out of their busy schedule to let me ask them a few questions and to share their answers.
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.
Looking forward to another year recording the Mortgage Broker Broadcast.
Anniversary Edition Part One
It has been a year since the first episode of the Mortgage Broker Broadcast
To celebrate, the next two weeks of the podcast are going to be slightly different.
This weeks guest is podcasting legend, Ash Borland, we are reflecting on the past twelve months and what the future of the podcast looks like.
👉 How Much Has Changed In The Past Year
👉 The Challenges Of Being A Podcast Host
👉 Why Was The Podcast Created
👉 And Most Importantly, The Amazing Guests
Anniversary Edition Part Two, scheduled for next week and will feature some of the episodes from the past year. Reflecting on the amazing guests that have been on the show as well as the great advice they have shared.
Exploring Every Option For Your Client As A Mortgage Broker
A returning guest on the Mortgage Broker Broadcast podcast this week, Dave Coleman from Positive Lending.
We are still mixing business and personal as we talked about 2nd charges along with his life on social media.
👉 What Does The Second Charge Look Like For 2022
👉 Why You Need To Explore Every Option For Your Client
👉 Relationships With Intermediaries Is Key
👉 His Life On Social Media & The Interaction It Generates
It was great to get Dave back on the podcast for a second time and to explore more about him, Positive Lending and his views on social media posting.
Mortgage Broker To Brand & Business Owner
My guest on the Mortgage Broker Broadcast podcast this week is owner of Breathe Mortgages, Richard Jubb.
Richard talks about his journey into financial services, being a self employed mortgage broker and now mortgage business owner.
👉 Going Straight Into Self Employment As A Non Experienced Mortgage Broker
👉 Why Did He Always Want To Be A Business Owner
👉 How He Has Built His Business On Solid Foundations
👉 The Challenges He Has Faced So Far
Richard gives us a very honest account of the past 18 months, getting his qualifications, getting into the industry, building a career and building a business.
Technical issue with the originally recording now resolved & full recording now available.
The Three Pillars For Lead Generation
Back for the second time on the Mortgage Broker Broadcast, I am joined by Matt McCullough, National Sales Manager from Aldermore. In the first podcast with Matt, he touched on the three pillars and how it can help with lead generation. So, I invited Matt back on to the podcast to explain more.
👉 What Are The Three Pillars
👉 How Can It Help With Lead Generation
👉 Offering The Freebie
👉 Why Accountability Means So Much
It was great to speak to Matt for a second time and gain a greater understanding of the Three Pillars and how you use it for lead generation.
What's The Worse That Can Happen
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Mortgage Broker, Marty Naan to talk about his journey in Financial Services and how he is using social media to gain traction.
👉 Why He Went From Banking To Mortgage Broking
👉 Why He Is So Passionate About What He Does
👉 Life Is About How You React
👉 Why Support Behind The Scenes Is So Important
It was great to speak to Marty and gain an understanding of what's important to him and his values. Listening to how he create's content, what goes on in his head with regards his content creation and why he does it.
Mortgage Brokers and Me
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Marcus Nanson of Mortgage Broker specific recruitment firm, NRG Recruitment.
👉 How He Got Into Recruitment
👉 Why Adding Value Is Important To Him & Giving Stuff Away
👉 What Is The Difference Between Unsuccessful & Successful People
👉 Why Is Mindset Important To Him, His Business & His Industry
I thoroughly enjoyed getting to know Marcus, discussing his values, his mindset and how he has adapted not only himself, but also his business over the years.
Referring Your Commercial Opportunities Or Become A Commercial Broker
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Mark Grant, Director of Broking & Commercial AR Network at Fiducia Commercial Solutions.
👉 How Fiducia Add Value To Mortgage Brokers
👉 The Vast Range Of Opportunities For Mortgage Brokers
👉 Why He Does Care About The Outcome For All Clients
👉 What Are Your Options If You Want More Than Just To Refer
Mark and I talk about the the core values at Fiducia and why it's important to have the right home for all your commercial opportunities. We also talk about how you can become a Commercial Broker by joining their AR network, what support they offer and how they help build your Commercial Brokerage.
The Bearded Mortgage Broker
In this weeks episode of the Mortgage Broker Broadcast, I am joined by The Bearded Mortgage Broker, Ian Hewett.
👉 Why He Stopped His Career And Sensible Salary
👉 Why He Then Moved Into Financial Services
👉 Why The Bearded Mortgage Broker
👉 Why He Clearly Loves His Life
We get to know the man behind the beard, his support behind the scenes and why spending time with his daughter is important. For him, it is clearly about the service he delivers to his clients. We also get the bonus of getting to know more about his events management business with a few name drops along the way.
Helping Mortgage Brokers Work With Introducers
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Steve Bartholomew, Managing Director of St Barts Finance, Bournemouth & Southampton Agencies of Yorkshire Building Society and Introvice. He is also a self confessed petrolhead. We talk about.........
👉 Why He Moved From Estate Agency To Financial Services
👉 Why He Created Introvice
👉 How The Software Improves Estate Agency And Broker Relationships
👉 How It Is Increasing Referral Numbers & Income.
We get to know more about Steve, his journey in estate agency into Financial Services and all about Introvice. If you are a Mortgage Broker working with an estate agent or an agent working with a broker, this podcast is worth a listen to help understand how this tech is improving the lead numbers, the conversion and income for both parties.
If you want to know more, here's the link to his LinkedIn Profile https://www.linkedin.com/in/stevebartholomewstbartsfinance/
LinkedIn Isn't Only For Business
In this weeks episode of the Mortgage Broker Broadcast, I am joined by David Coleman who is Head Of Sales at Positive Lending.
👉 Why He Looks Forward To Getting Stuck In Every Week
👉 Why He Loves Supporting The Brokers
👉Why He Posts On LinkedIn Every Day And Makes It Relevant
👉Why He Emerges Himself In Lego
It was great getting to know Dave even though I felt like I already knew him from his LinkedIn posts. How he uses LinkedIn to build relationships and is not afraid to post personal content in order to help build those relationships.
A Presence In The Intermediary Market
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Matt McCullough who is the National Sales Manager at Aldermore Bank and so much more.
👉 Why He Wanted To Be A Presence In The Intermediary market
👉 Why He Focuses On The People
👉Why He Is Keen To Understand Where The Brokers Business Comes From
👉Why He Doesn't Fit Brokers And Clients Into Boxes.
I really enjoyed getting to know Matt, listening to his aspect on the intermediary market was refreshing. Understanding his passions and why his content is helping him grow his own brand as well as Aldermore's. There will be a part two.
Personal Banker To Self Employed Mortgage Broker
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Mortgage Broker, Antony Randall and he talks about his transition from working in a High Street bank as a personal banker to becoming a self employed Mortgage Broker.
👉 You Can Achieve Full CeMap As Quickly As You Want To
👉 Why He Was Proactive In Looking For His New Role
👉Why Referrals Are Important
👉Why It's important To Him To See His Girls Grow Up
Antony talks about the success and the challenges his faced over the past eight months since he became a Mortgage Broker.
Building Society To Self Employed Mortgage Broker
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Jess Edwards and she talks about her experience moving from an employed role at a building society to becoming a self employed mortgage broker.
👉 How Did She Feel Facing Redundancy For The First Time
👉 Why She Always Knew She Would Be Self Employed One Day
👉Why She Only Focuses On Her Pipeline
👉Why She Loves The Work Life Balance
Jess talks openly about the challenges she has faced becoming self employed and why she would never go back to the employed world.
Who Is The Host?
To kick off the New Year and the first podcast of 2022, we are changing things up for this episode only. This weeks episode of the Mortgage Broker Broadcast is hosted by none other than the podcasting legend, Ash Borland. The normal host, Craig Skelton is this weeks guest and we hear about his journey in Financial Services.
👉 Why He Believes In Recruiting Talent Not Experience
👉 Why You Should Under Promise & Over Deliver
👉Why He Loves Insecurity & Freedom
👉Why You Should Have No Regrets
Craig talks about why he initially set up CS Mortgage Solutions, why he also move into full Financial Advice and why he created the My Brand My Way Programme.
Focusing On Instagram
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Daniel Knott of Dan Does Mortgages. I talked to Dan about his Instagram journey over the past three months.
How did he get over 3500 followers, why did certain posts get so much traction and why did he focus on Instagram.
👉 Why He Always Wanted To Work With People
👉 Why Did He Focus On Social Media From Day One
👉 Why You Don't Want To Be A Faceless Brand On Social Media
👉What Is A Good Social Media Post
Dan shares how he has grown his social media presence focusing on Instagram.
LinkedIn Is Your Friend
In this weeks episode of the Mortgage Broker Broadcast, I am joined by LinkedIn Expert and Super User, Steve Ponton from LinkedIn Success Systems. If you are looking to crack LinkedIn, Steve shares some great ideas and quick fixes for your profile.
👉 Why LinkedIn Is Your Friend
👉Why He Niched And Now Works With Mortgage Brokers
👉What Is LinkedIn Success Systems
👉Why A Bad Profile Can Be Damaging Your Brand
Why do you have a LinkedIn profile? I was amazed to hear that only 5% of LinkedIn users are using it correctly and Steve talks about what an optimised profile looks like.
If you want to connect and follow Steve on LinkedIn, here's the link to his profile. https://www.linkedin.com/in/steveponton/
Why Did I Want To Be A Financial Advisor
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Jason Murgatroyd, Financial Advisor of CS Retirement Solutions. Jason talks about why he wanted to get back in to Financial Advising after spending several years as a Mortgage Broker.
👉 The need for financial advice is growing as the number of advisors is reducing.
👉 The importance of financial eduction at an early age.
👉 What inspired him to become a Financial Advisor
👉 How does it differ from being a Mortgage Broker to Financial Advisor
Jason shares his journey, how he got into financial services, progressed in the corporate world, then became a self employed broker to the Financial Advisor he is today.
Banking to Broking to Business Owner
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Matt Poole, owner of Poole Family Financial. I really enjoyed interviewing Matt and gaining a better understanding of his attitude and journey in Financial Services.
In his own words 'The good, the bad and the ugly of his journey of 13 years in Financial Services'
👉 How He Dealt With An Early Failure
👉 How His Previous Roles Have Given Him Good Grounding
👉 How He Seized The Opportunity Of Setting Up On His Own After Facing Redundancy
👉It's All About Doing The Right Thing For The Customer
Matt shares his journey, the challenges he's faced and what he learn't from those challenges.
Mortgage Broker To Financial Advisor
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Financial Advisor Jamie Benn. Jamie was originally on the podcast in episode six back in May, so this podcast is an update from him on how his journey from Mortgage Broker to Financial Advisor is going six months in.
👉How Has He Found The Exams
👉The Differences Between Mortgage Broker & Financial Advising
👉How Does The Openwork Academy Plan Their Part
👉The Plans For 2022
Jamie shares his experience over the past 6 months, the challenges he has faced, how has he found the studying and how the role of a Financial Advisor differs to a Mortgage Broker.
mortgagebroker #mortgageadviser #mortgageadvisor #financialadvisor
Consistently Creating Video Content
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Mortgage Broker and business owner, Anish Patel and we are talking about video content.
👉 Why Creating Content Is In His Blood
👉 Why He's Started Doing Events
👉 Why All Of His Content Is Aimed At Educating People
👉 Nothing Is Handed On A Plate
I loved talking to Anish and hearing about why he creates content. He has a fantastic attitude, he talks about the day to day grind, why he doesn't focus on the views, the fire and his goal to be the best whatever that looks like.
If you want to see what Anish does, here's the link to his YouTube Channel
https://www.youtube.com/channel/UCa9edcC6xYoGJikUGUxI-Jg
Niching As A Mortgage Broker
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Mortgage Broker and business owner, Jamie Thompson. We talk about how and why he launched new, niche brand's during a pandemic.
👉Why it's important to structure some time out as part of your week
👉 How addictive running your own business is
👉 How he learn't Google and SEO the DIY way
👉 How and Why he Niched
Jamie shares his experience over the past 30 months, the wins he's had along with the challenges he's faced. He also shares his big motivation for going self employed, getting his hair cut during the week.
We also had a guest appearance from Roxie The Dog who is part of the team at Jamie Thompson Mortgages https://jtmortgages.co.uk
Mortgage Brokering With A Growth Mindset
In this weeks episode of the Mortgage Broker Broadcast, I am joined by Mindset Coach, Christian Hoyle. I was so excited to record this episode as Christian is my first guest that is none industry. It was great talking to him about mindset and motivation.
👉Going Through A Constant Mindset Check
👉 How Many Times Are You Internally Tested
👉 How To Stay Motivated & Focused Even Through The Challenges
Being self employed as a Mortgage Broker isn't easy, what Christian talks about is relevant to everyone within the industry, it doesn't matter if you are a broker within a firm, a sole trader or business owner.
If you are interested on hearing more from Christian, here's the links to his social media.
https://www.linkedin.com/in/christian-hoyle-794ab445/
https://www.youtube.com/channel/UCjX28NPD4OlrnBZFm6uVRYQ
Podcast About Podcasting
In this weeks episode of the Mortgage Broker Broadcast, podcasting professional and communications executive, Tessa Snart talks about her journey into podcasting.
👉Why She Believes Everyone Should Have A Podcast
👉 How People Are Being Educated Via Podcasts
👉 How To Use Podcasting To Connect With Your Clients To Build Trust
Tessa talks about how podcasting differs from radio and how podcasting has evolved over the recent years. We also talk about how podcasting needs to be educational and not a sales pitch for you or your business. She explains how she helps Mortgage Brokers with their podcast, what it's like the first time and why you don't need all the gear.
How To Build A Brand & Business Doing Something You Love
In this weeks episode of the Mortgage Broker Broadcast, fellow podcaster, social media influencer and Principal of The Protection Parent, Karla Edwards talks about why she loves what she does.
👉Why At The Age Of Seven, Knew That One Day She Would Own Her Own Business
👉 Why You Do It For You & Not Others
👉 Why It's Important To Have The Support Around You And A Very Understanding Partner
Karla talks about why being her own was boss was important to her from an early age. We go back to the beginning when she first had the idea of The Protection Parent and how she has grown her brand and her content to be a social media influencer. We also get an exclusive with regards her podcast Money Making Mothers and whats changing on its first year anniversary. Here is the link to Karla’s podcast and social media.
https://podcasts.apple.com/gb/podcast/money-making-mothers/id1537349715
http://beacons.ai/karlaedwards
Employed to Self Employed To Owning His Own Firm
In this weeks episode of the Mortgage Broker Broadcast, Managing Director of Manchester Money, Chris Barker shares his journey from becoming a Mortgage Broker, to going self employed, to owning his own firm.
👉 Why He Chose Not To Quit After Six Months Into The Role.
👉 Why He Believes In Responsibility
👉 Why It's All About The People
👉 Why He Loves What He Does
Chris gives us a very honest account of his journey, the challenges he has faced and how he's overcome them. He talks about why he didn't fit in the micro managed world and how he used the pandemic to his advantage. He shares his values, why he uses a three month plan and what the future of Manchester Money looks like.
Working With An Estate Planner
As a Mortgage Broker, is it important to you to have a referral agreement set up with a Will Writer for all your Estate Planning opportunities?
In this weeks episode of the Mortgage Broker Broadcast, Will Writer and Estate Planner, Jayne Kelly talks about the importance of working with an estate planner.
👉How to spot those referral opportunities.
👉Protecting Your Protection Sales And Limiting Clawbacks
👉The income that the relationship can bring.
Jayne talks about the process and service you're clients can expect from an estate planner and how she works with the mortgage brokers that refer to her.
Why Mortgage Brokers Need Content Marketing
In this weeks episode of the Mortgage Broker Broadcast, Content Marketing Consultant legend Ash Borland, talks about why content is important to be a successful Mortgage Broker.
👉Why It's An Exciting Time For The Mortgage Broker World
👉You Don't Need All The Gear To Create Content
👉Why You Have To Be Long Term Thinking
👉Why Mortgage Brokers Should Be Doing Virtual Appointments Rather Than Phone
Ash talks about his journey from being a performer, to Mortgage Broker to Content Creating machine. We also discuss why it's not too late to start creating compliant content and the best time to start is now.
If you want to hear more from Ash here’s the link to his website http://www.ashborland.com/
socialmedia #podcast #mortgage #branding #content #mortgagebroker #mortgageadvisor #mortgageadviser
Gaining Traction On Social Media
In this weeks episode of the Mortgage Broker Broadcast, Chris Targett, Owner of Social For Brokers talks about content, branding and gaining traction on Social Media.
👉How To Build Authority and Trust In Your Local Area
👉What Is Instagram Stories and How You Can Use It To Gain Trust and Leads
👉Does Your Branding Match Your Values
Chris talks about his journey before he launched Social For Brokers, how he is working daily to get sponsorship from Yorkshire Tea and what branding means to him.
If you want to hear more from Chris, here's the link to weekly podcast, Social For Brokers Podcast https://podcasts.apple.com/gb/podcast/social-for-brokers-podcast/id1532867310
Why It's Important To Build Your Own Brand
In this weeks episode of the Mortgage Broker Broadcast, Alex Curtis, Owner & Founder of The Lead Engine talks about why he believes in building your own brand and so much more.
👉What Research Should You Do If You Have To Buy Leads
👉What Is The Most Profitable Lead
👉Why You Should Focus On The Answers And Not Pitching
Alex and I planned to talk about digital marketing and lead generation, which we did, however, the conversation went in some many more directions. Alex even manages to get in a trademark Batman quote.
If you want to hear more from Alex, here's the link to weekly podcast, Adviser Assemble https://podcasts.apple.com/gb/podcast/advisers-assemble-lead-generation-for-financial-services/id1450259561
Estate Agent To Mortgage Broker.
In this weeks episode of the Mortgage Broker Broadcast, Ross McMillan, Mortgage Broker at Advantage Home Finance talks about his journey from being an employed Estate Agent to a self employed Mortgage Broker.
👉Why He Is Extraordinary
👉Was He Brave Or Stupid Leaving The Corporate World?
👉How He Used The Pandemic To His Advantage
👉Why He Is Interested In The Long Game And Plan
Ross uses his experiences of being sat on both sides of the fence to offer his clients a niche specialist service when they are looking to buy their first home. He also talks about how he sees himself not only as a mortgage broker, but also a business owner. He explains how he runs his business and is constantly looking to plant seeds for now and the future.
Do Mortgage Brokers Need To Use Google Ad's?
In this weeks episode of the Mortgage Broker Broadcast, Tom Maplethorpe, Associate Director at The Lead Engine and I are discussing Google Ad's and so much more.
👉What Is Google Ad's & How It Can Give You Quick Wins?
👉Why The Landing Page Is Important To Turn The Clicks Into Enquiries?
👉How Much Does It Cost & How Much Should I Be Spending?
👉DIY Or Working With A Financial Services Ad Campaign Specialist?
Tom gets back to basics on the whole Google Ad and PPC world. What are Keywords and which one's should I be using. What should my priorities be? Why is my website important? How time consuming is it if I do it myself? And are there any alternatives?
If you want to listen to Tom's weekly podcast with Alex Curtis which specialises in lead generation for financial services, here's the link. https://podcasts.apple.com/gb/podcast/advisers-assemble-lead-generation-for-financial-services/id1450259561
Do Mortgage Brokers Need A YouTube Channel?
In this weeks episode of the Mortgage Broker Broadcast, Emma Sherlock, COO of Stan Sherlock Associates talks about her new brand consultancy, her YouTube channel and why she is focussing on new business.
👉How Her Broadcasting Background Has Help With Her Digital Marketing Creation
👉Why They Are Focusing On New Business Even Though They Have An Established Brand
👉The Reasons Why She Has A YouTube Channel
👉How She Is Helping Other Businesses With Her New Business Model
Emma gives us a great insight on how, at Stan Sherlock, they created a very strong brand that is now focussing on new business through digital marketing, rather than relying on their existing clients and referrals. She also explains her new business model which is helping businesses with their digital marketing.
Should Mortgage Brokers Work With A Conveyancer?
In this weeks episode of the Mortgage Broker Broadcast, Mark Game, Sales Director Broker Conveyancing, talks about why mortgage brokers should with a conveyancer and the benefits of doing so.
👉The Culture Of Broker Conveyancing
👉It's All About The Service
👉How They Monitor Their Conveyancers
👉How They Are Investing In Technology To Speed Up The Service
Mark shares a great insight into the world of conveyancing and how they focus on the right outcome for the Mortgage Broker and the client.
Should I Use Google Ad's?
In this weeks episode of the Mortgage Broker Broadcast, David Miles, CEO of The PPC Machine talks about the importance of digital marketing for Mortgage Brokers specifically around Google Ad's.
👉Why It's Important To Get Your Ad's In Front Of The Right People
👉Why You Must Get The Stock On The Shelves First
👉How Psychology Comes In Marketing
👉It's OK To Post Personal Stuff On LinkedIn Occasionally
David shares some great secrets about running successful Google Ad Campaigns and so much more.
If you are interested in working with David or what to know more, here are the links we talked about in the podcast.
Free marketing guides for mortgage brokers: - https://theppcmachine.co.uk/free
Book - https://theppcmachine.co.uk/book
Free Google Ads Training Webinar - https://theppcmachine.co.uk/webinar
The Predictable Pipeline Programme - https://theppcmachine.co.uk/ppp
Facebook group - www.mortgagebrokermarketing.co.uk
Recording of Matthew Chapman FB Live - https://youtu.be/_krRvgNLErs
Being In Charge Of Your Own Destiny
In this weeks episode of the Mortgage Broker Broadcast, Leigh Rowland, Mortgage Broker at King Financial Services talks about his journey into Mortgage Broking and why there is a three week waiting list for an appointment with him.
👉Why He Wanted To Be In Charge Of His Own Destiny
👉Why He Went Flat Out On Branding & Social Media
👉Why Learning & Development Is Important To Him
👉Why Being A Letting Agent Helped Kick Started His Change Of Career
Leigh talks about the challenges he faced changing his career and going self employed as a Mortgage Broker. How his background and interest in both property and people has really helped him to create his brand and a successful mortgage broker business.
How Does Knowledge Bank Helps Mortgage Brokers?
In this weeks episode of the Mortgage Broker Broadcast, Nicola Firth, founder and CEO of award winning Knowledge Bank shares her experiences starting out as a Mortgage Broker in 2010, why she then created Knowledge Bank and also gives us an exclusive of some exciting changes to Knowledge Bank in the coming months.
👉Why it’s important to have a challenge or five?
👉Why Relationships Underpin Everything
👉Why Creating Knowledge Bank Was No Field Of Dreams
👉Genuine Integrity & Old Fashioned Values
Nicola talks about the challenges she faced when she went self employed as a Mortgage Broker and what did she learn from those experiences. Why she created Knowledge Bank, how it benefit’s mortgage brokers, clients, lenders and what does the future looks like for Knowledge Bank.
What's The Worse That Can Happen?
In this weeks episode of the Mortgage Broker Broadcast, Richard Jubb, Mortgage Broker, talks about the reason's why he decided to become a Mortgage Broker.
👉Why support is important
👉What is the flower exercise
👉What is the worst that can happen
Richard talks about the challenges he's faced when he started out, the rewards of the role and why he loves what he does. We do drop a few cliches here and there, however, Richard gives us an honest account of his life now that he is a self employed Mortgage Broker.
Why Do Mortgage Brokers Need A Coach?
In this weeks episode of the Mortgage Broker Broadcast, Dan Reddish, owner of Dan Reddish Consulting talks about New Age Advisor and so much more.
👉Why You Should Show Your Personality
👉Why You Should Prioritise The Things That Really Move The Needle In Your Business
👉Why You Should Know Your Hourly Rate?
Dan gives us a very real, honest account of how he took a negative of the pandemic, turned that into a positive and created New Age Advisor. He explains what New Age Advisor is, why his students have to be committed and how those students are benefitting from being part of the programme.
Why Did I Want To Become A Mortgage Broker?
In this weeks episode of the Mortgage Broker Broadcast, Franco Carpinelli, Mortgage Broker, gives us a first hand account of why he decided to have a total career change from working in his family business to becoming a self employed Mortgage Broker.
👉Why he recommends the intense Cemap course
👉It's normal to have imposter syndrome
👉Why he loves what he does
Franco explains how he has drawn on his experiences of running his own business to quickly adapt to the world of mortgage broking. He gives us an honest account of his highs and the lows of being a mortgage broker and how he thrives on those pressured environments.
How Do I Go Directly Authorised?
In this weeks episode of the Mortgage Broker Broadcast, Michael O'Brien, owner of OB1 Financial Group, talks about how he helps Mortgage Brokers and firms go directly authorised and so much more.
👉Taking time for what's important
👉Always focus on the end goal
👉Why change is the main driver
Mike gives us a very genuine account of his journey leading up to the creation of OB1, how has he recently changed his structured approach to work which has benefited not only him but his business and what the future of OB1 looks like.
Why Do Mortgage Brokers Need Social Content?
In this weeks episode of the Mortgage Broker Broadcast, Rosalia Lazzara, Co-Founder of The Content Hive discusses the importance of having Social Media presence as a Mortgage Broker.
👉Why you are not a tree
👉Why you have to have patience
👉Why you have to show your personality
👉Why she hasn't forgotten her teaching background
Rosalia gives us a very honest account of her experience of being made redundant during the pandemic, why she seized on the opportunity this gave her and the future of Social Media in Financial Services.
Are you looking for your first role in Mortgage Services or an experienced advisor looking for a new firm?
In this weeks episode of the Mortgage Broker Broadcast, I look at what should you be looking for from the firm..............
👉What are their core values & do they match yours?
👉Honesty & Trust?
👉Why it is wrong to sell the role
👉And why you should believe your gut
If you are looking to get into mortgage services, or an experienced advisor looking for a new firm, check out this weeks podcast for hints and tips of what you should be looking out for.
What do recruiters in the financial services industry look for?
In this weeks episode of the Mortgage Broker Broadcast, Jonathan Needham, Regional Sales Director at Primis started out discussing what he looks for when recruiting, however, we covered so much more..........
👉Why does Jonathan paint an accurate picture of the role rather than selling the role when interviewing?
👉Why he believes it's an exciting time to be in financial services
👉His experience of receiving that dreaded call from a non protected client
👉And why you should trust your gut
Jonathan gives us an honest account of his experiences within financial services, from starting out in the banking world, moving into estate agency mortgages and his most recent role with Primis.
Mortgage Brokers, is it important to you to have a referral agreement set up with an IFA for all your financial advice opportunities?
In this weeks episode of the Mortgage Broker Broadcast, Jason Murgatroyd, Financial Advisor discusses
👉What can happen if you don't refer your mortgage clients to a financial advisor.
👉How to spot those referral opportunities.
👉The trusting relationship between him & the Mortgage Advisors that refer to him.
👉The income that the relationship can bring.
As a Mortgage Broker, this episode will help you spot the opportunities you have to refer your clients and the income that those referrals brings.
As a Mortgage Advisor, do you have a trusted partnership for your equity release opportunities?
In this weeks episode of the Mortgage Broker Broadcast, Mark Thompson, Equity Release Specialist discusses
👉How to spot referral opportunities
👉The relationship between him & the Mortgage Advisors that refer to him
👉Safeguarding your clients
👉How to earn income from Equity Release referrals
As a Mortgage Broker, this episode will open your eyes to the opportunities you have to refer your clients and the income that those referrals brings.
Are you an experienced Mortgage Advisor thinking of leaving the corporate world and going self employed?
Do you want to build your own brand and take control?
My guest this week is Kylie-Ann Gatecliffe, owner of KAG Financial.
She shares her experiences and journey from starting out self employed as a sole trader, to growing her business and recruiting inexperienced advisors.
Are you an experienced Mortgage Advisor looking to become Diploma qualified in full Financial Advice?
Do you want to offer your clients full financial advice and not just mortgage and protection?
My guest this week is Jamie Benn, Mortgage Advisor at CS Mortgage Solutions.
He shares his experiences and reasons why he chose the Openwork Academy as a route for his Diploma Qualification and Full Financial Advice.
My guest this week is founder and Director of FS Apprenticeships, Marc Gordon. In this episode, we gain an understanding of what FS Apprenticeships is, why Marc set up the business and who is it aimed at.
My guest this week is owner of London Mortgage Solutions, Nik Mair. Nik talks about his journey of setting up his firm, being part of a network and deciding to go Directly Authorised.
My guest this week is founder and CEO of Mortgage Propeller, Matt McAllister. Matt explains his journey to creating Mortgage Propeller, what Mortgage Propeller is and why he created the first online mortgage portal that focuses on both the customer and the mortgage broker.
Are you missing out on talented candidates who are looking for their break into Mortgage Advising if you only recruit experienced advisors?
Thinking about becoming a Mortgage Advisor or developing your Mortgage Advising career? It's important to know you're options and in this episode, I look at the four possible paths to Mortgage Advising along with the benefits and drawback of each one.
Welcome to the Mortgage Broker Broadcast with Craig Skelton, Principal of the CS Financial Group. Join Craig every week where he will be developing your knowledge to help you build a successful mortgage broker business.
He will be sharing his thoughts and experiences on all aspects of mortgage advice covering everything from operating in the banking world, estate agency based advisers all the way up to working as a self employed broker. He will be joined by experts from within the industry and other business sectors which all play a key part in becoming a successful mortgage broker in the modern world.
So what can you expect? Even though Craig will be sharing his thoughts and experiences, it’s not just all about him. He is keen to understand and discuss the future of the mortgage industry and will be covering a range of topic including... But not limited to Fin Tech, Branding & Lead Generation, Lenders, Networks & Mortgage Clubs as well as hearing from some success stories from other mortgage brokers.
Join him every week where he will be developing your knowledge to help you build your successful mortgage broker business.