New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers

Dan Reddish Consulting
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WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!

Episodes

  1. 02/16/2022

    Blow Up Your Financial Services Business with a Social Media Profile Funnel-Easy and Free to Set Up

    5000 friends - 5000 opportunities   Most financial service pros fail on social media, they post ads asking for the sale to cold audiences  (people who know little about them) and wonder why they get little to no response.   You wouldn't ask someone to marry you on your first date.   Building trust and authority are essential in the buying journey.  I If your advisory firm is still relying on old hat marketing tactics like relying on referrals and buying in junk leads and not using a trust building sales funnel you're missing out and your lead gen efforts will be crushed by your competitors who are.   Thankfully it's not too late.   I've recorded a free training on how a funnel can not only build trust and authority but weed out all of the time wasting, low quality mortgage leads that have plagued the industry since the stamp duty holiday announcement leaving you to only deal with qualified and predictable leads who are in the market for your services right now.   I f you’re not already using sales funnels in your business, you’re missing out on a huge opportunity.    This is a quick and easy way to blow up your financial services business in 2022 with a social media profile funnel   Businesses that are late to this trend are going struggle and your competitors who are using them are going to crush you.   Not fun, right?    I get it.   There’s a lot of information on there on the subject of marketing which means you can very quickly become overwhelmed.   Well, luckily for you - there is something you can do to prevent this.    Here's a free training around the organic profile funnel that we did in our paid group coaching call which I've decided to release free of charge to hopefully help some of you guys out with your lead gen.   It's a great way to generate free leads using your personal social media profiles.   5000 friends - 5000 opportunities!   If you're not employing this strategy then you're leaving thousands on the table.   Check out the video version of the training here: https://www.youtube.com/watch?v=c_PyBBGz378&t=16s Have an amazing day

    24 min

  2. 02/16/2022

    Think Like a Billionaire. Productivity Training for Financial Service Pros

    Think Like a Billionaire. Productivity Training for Financial Service Pros   Are you busy or are you productive?   Around 80 percent of UK companies fail within their first year   The reason?   The owners don't prioritise the skills that matter   The skills that really move the needle in the business   They work long hours on the wrong things   Don't fall victim to this growing epidemic    Become a master of your business not a slave to it   In this training session which is taking from my paid coaching programme for financial service professionals you will learn:   00:05 Intro  03:43 Why most businesses fail   06:12 How to think like a billionaire  09:56 The 80/20 rule  11:47 My lean business model  16:25 How to fix throughput  24:03 Essentialism  33:33 How to work out your hourly rate  35:10 How to audit your time   Any questions post them in the comments and if you're in financial services looking at new age ways to grow your business subscribe to my channel or take my free lead gen funnel training here: www.danreddishconsulting.uk   Worksheet Downloads include:  Directions on how to work out your hourly rate  Time Audit - How to record and see where your time is going with a view to removing the time wasting stuff and doubling down on the needle moving activities.  It's best to do this over the course of a week so you'd print out one for how ever many days you work in a week.  https://drive.google.com/drive/folder...  Have an amazing day  Dan x   Watch the video version  - https://youtu.be/_dYBLVZGi-w

    37 min

  3. 02/16/2022

    Linkedin Algorithm Revealed - Tips for Brokers & Financial Services

    📈LINKEDIN ALGORITHM REVEALED TIPS FOR BROKERS & FINANCIAL SERVICES 📈 ✪ If your Social Selling score is above 60 with an All-Star profile this will boost your content ✪ #Hashtags, use 3 to 10. Less than 3 is a missed opportunity, more than 10 is considered spam. ✪ Tags can help you get more views when tagged people engage. If you tag the wrong people (those who do not respond), LinkedIn will punish you with less reach. ✪ Thanks to dwell time the type of posts where people need more time to consume your content are performing very well, like "native video" or "documents". ✪ Timing is everything, make sure you are getting engagement in the first 2 hours & will be able to respond in the first 24 hours after posting ✪ External links score better than last year. Nevertheless, do not hide the link in the first comment. Ad your link immediately after posting or be brave enough to just put it in the original post ✪ a "Like" is nice a "Share" is a waste of time a "Comment" is gold! ✪ Native video, between 30 secs - 2 min, in square format with subtitles perform best. See the full slide pack and more at: https://lnkd.in/dSH3db5 Thanks to @richardvanderblom for the research

    2 min
  4. Coaching for Mortgage Brokers w/ Bob Scott

    02/16/2022

    Coaching for Mortgage Brokers w/ Bob Scott

    Coaching for Mortgage Brokers w/ Bob Scott This video is taken from our New Age Advisor weekly coaching call.   This session we welcomed Bob Scott to share some knowledge to our group.   Bob Scott is an instantly recognised, Award-Winning figure in the UK Financial Services Markets.   With over 25 years of experience, he has built, from conception to inception, some of the best-known firms in the market place.   His most recent tenure for 7 years ,was with Primis Mortgage Network, Part of the LSL Group of Companies.    Highlights included; 10 Consecutive, Contribution To Sales, Winner for Recruitment Most profitable Region Number 1 Region for Protection for both Value and Volume Number 1 Region for Volume of Mortgages written.  Initially heavily involved in the Financial and Property markets, which lead to numerous opportunities in Business Growth, Structuring and Development .   Responsible for establishing and building 5 successful National Companies, including an FCA regulated Network of almost 500 ARs within 12 regional offices.   Coaching, Mentoring and Business Development skills training being subsequently delivered to numerous National and Regional Financial Services Firms from Sole Traders to Principals with 100+ Advisors.  Other opportunities also led to a number of years experience training Business start-ups and SMEs.   Bob has a lot of value to share taking from his 25 years working in the space.   Points Bob covered in the session were:   The pros and cons of going D.A  How G.I is a massive opportunity  The huge amount of mortgage deals coming to an end this year  How you need to know your numbers to scale.  And so much more.   If anyone would like to chat to Bob his details are below:  07538 977 274  E: bob.scott@therightmortgage.co.uk   If you'd like to take our free funnel training which shows you how you can implement you own client getting machine into your business see : www.danreddishconsulting.uk   Subscribe to our channel if you're a mortgage broker or financial service pro looking to scale your business.   ►Where to follow and listen to Dan:  Instagram: https://www.instagram.com/danreddish Facebook: https://www.facebook.com/dan.reddish1 Linkedin: https://www.linkedin.com/in/danreddish/ YouTube: https://www.youtube.com/channel/UCyz8...  Website: www.danreddishconsulting.com

    1h 1m
  • 4 Episodes

About

WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!

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