Category Archives: Marketing

A Client Referral Trade Secret

We all love a trade secret, don't we? A tip or technique that only people in the trade know of. Here's one from financial advisers. Especially useful for those mortgage advisers who also take protecting their clients very seriously. Which is all of you, naturally. Ideal for life assurance in single names and Wills. The…
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The Real Secret to Seminar Selling

Plenty of financial advisers, wealth planners and mortgage brokers run public seminars to attract new clients. The model has been around for years and has only recently migrated to the online virtual platform. The old days consisted of plush hotel rooms, canapes and wine. But the content hasn't changed. The objective is to inform and…
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How to Keep Your Mortgage Clients

St Peter is waiting at the Pearly Gates of Heaven as a newly recruited man approaches. "What would you prefer, Sir, Heaven or Hell?" "I'm not sure. Can you show me heaven please, and I'll decide". So St Peter shows the man around the most luxurious, safe and warm place. Full of birds singing, children…
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How to Use Facebook to Generate Leads

Facebook. Love ‘em or hate them. US politicians seem to have it in for them at the moment, blaming them for everything – stirring racial tensions to encouraging anti-vacs. But whatever you think of them, they’re mighty profitable. Last quarter alone, they reported $29 billion in revenue, most of which was from advertising. The advertising…
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British Lions and Mortgage Adviser KPIs

And how these affect you in your mortgage business. I watched the Lions play against Japan the other day and was intrigued as to the coaches high up in the stands. They all had their noses in laptops throughout the game. Why? Well, they were monitoring statistics and metrics or KPIs as we call them.…
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