Join Chris as he has a fascinating chat with Daniel Mumford, the brain behind Grange Mortgages & Protection, about transforming from a hands-on mortgage adviser to a visionary business leader. Discover how Daniel took his brokerage from juggling 15-20 mortgages a month to steering a crew of 50, multiplying his company's size by 200% over six years.

This episode serves as a blueprint for advisers and brokers caught in the cycle of endless meetings, paperwork, and long days, showing there's a more efficient and rewarding way to operate.

Join Chris as he has a fascinating chat with Daniel Mumford, the brain behind Grange Mortgages & Protection, about transforming from a hands-on mortgage adviser to a visionary business leader. Discover how Daniel took his brokerage from juggling 15-20 mortgages a month to steering a crew of 50, multiplying his company's size by 200% over six years.

This episode serves as a blueprint for advisers and brokers caught in the cycle of endless meetings, paperwork, and long days, showing there's a more efficient and rewarding way to operate.

**In This Episode, You'll Learn:**
- The origins of Grange Mortgages in 2005, how mastering the fundamentals and leveraging referrals sparked their initial growth.
- Daniel's "lightbulb moment" that led to a dramatic business pivot – including the tale of conducting business in the frozen food aisle!
- The gradual transition from front-line advising to strategic leadership, detailing each step of phasing out advising duties without compromising business integrity.
- Strategies for seamlessly transitioning clients to other team members while preserving trusted relationships.
- Tips on keeping referral partners actively engaged through simple yet effective communication and appreciation techniques.
- The journey and justification of integrating a senior leadership role, revealing how this major decision turned into a triumphant business move.
- Financial considerations for stepping back from advising roles, focusing on performance-based remuneration for new leadership, and how it catalyses business growth.

**Perfect For:**
This episode is a must-listen for mortgage advisers striving to escape the grind, business owners aiming to scale up, brokerage firm entrepreneurs grappling with the busy-to-burnout loop, and any professional seeking a structured path to freedom and exponential growth.

**Memorable Quote:**
"Facing the change is daunting, but the breakthrough and its rewards far outweigh the initial discomfort. The growth and freedom you gain in return will profoundly surpass your current position." — **Daniel Mumford**

Explore these invaluable insights and practical advice on leveraging mortgage adviser social media, mortgage marketing strategies, and effective lead generation for mortgage advisers to unlock your business's full potential. Whether you're aiming to enhance your social media for mortgage advisers or fine-tune your growth strategy, this episode is packed with expertise to guide you towards achieving more freedom and scaling your business smarter.

I sit down with Michael O’Brien, the visionary behind Home of Mortgages, for an insightful chat you won't want to miss. Michael unveils his entry into the mortgage world, triggered by an eye-opening experience with estate agents. You'll hear about the highs and lows of building a business from the ground up, including how his team weathered the storm of the 2008 financial crisis by pivoting towards lettings.Michael opens up about the critical role of safeguarding your brand and how a unique name can set you apart in the bustling mortgage industry. Discover the art of assembling a winning team—a cornerstone of Michael's success—and how investing in team development has paid dividends.We delve into the power of digital marketing and how social media for mortgage advisers has become an indispensable tool for contemporary lead generation.Listen in to uncover Michael’s strategy for leveraging a custom CRM system to enhance client communication, ensuring a personal touch in every transaction. Plus, get a peek into the unpredictable nature of the mortgage market and why adaptability and flexibility are your best allies.Finally, Michael shares a priceless tip for mortgage advisers: the importance of building a robust network of potential clients or introducers, essential for business growth and sustainability.Whether you're a budding mortgage adviser eager to make your mark or you’re looking to up your mortgage marketing game, this episode is packed with actionable advice on lead generation for mortgage advisers and insights into using social media for mortgage advisers effectively.

Ross unpacks his personal path to becoming a mortgage adviser, detailing how unique challenges paved the way to specialising in clients with variable incomes. He brings to light effective mortgage marketing strategies that have fuelled the growth of his brokerage through stellar service and a profound understanding of his client's needs.

Throughout the episode, Ross opens up about initiating 'Pitch to Bricks', a podcast intersecting athletes and media professionals with the property investment sphere. This venture underscores his commitment to educating specific audiences, leveraging social media for mortgage advisers, and cultivating lasting client relationships within his niche market.
- How niche marketing is revolutionising mortgage advising, making it a critical strategy for business advancement.
- The significance of recognising and adapting to the unique financial landscapes of self-employed clients and those in the sports and media industries.
- The role of authenticity and trust in securing and nurturing client connections for unparalleled business growth.
- The importance of mortgage adviser social media presence in broadening outreach and enhancing lead generation for mortgage advisers.
Ross also shares wisdom on the broader benefits of understanding your demographic for effective lead generation and the synergies created through strategic business collaborations. Whether you're a seasoned mortgage adviser looking to sharpen your social media for mortgage advisers toolkit or new to the field seeking tangible mortgage marketing strategies, this episode is packed with invaluable takeaways to help elevate your approach and secure high net-worth clients in your niche market.

Join us as Chris Targett sits down with Adrian and Sam Collins, the dynamic couple behind Beechwood Mortgages, for a candid chat about their 24-year adventure in the mortgage world. From the rollercoaster ride through the 2008 financial crash to adapting during the COVID-19 pandemic, they open up about the highs and lows of running a thriving mortgage brokerage. Discover how they transitioned from being bogged down by day-to-day operations to strategic visionaries in their business, thanks to some timely business coaching and savvy planning.
Adrian and Sam share their early days' tales, underlining the crucial role of teamwork and the defining moments that reshaped their approach. Peek into their management style, learn about their commitment to effective communication, and get inspired by their innovative methods of lead generation for mortgage advisers. They delve into the nuts and bolts of building a successful team, the art of picking the perfect staff, and how they have navigated the ever-changing tides of mortgage marketing in the digital era.
This heart-to-heart is more than just a story of business growth; it's about the power of personal connections and fostering a culture that celebrates support within the team. Perfect for mortgage advisers looking to scale up their business and harness the power of social media for mortgage advisers, this episode is packed with wisdom on making it big in the mortgage industry. Tune in for an insightful session that promises to elevate your approach to mortgage marketing and lead generation for mortgage advisers, ensuring your business not only survives but thrives.

Chris Targett sits down with Terry Blackburn, who narrates his remarkable journey from construction sites to the pinnacle of entrepreneurial success with his ventures, Bespoke Financial and Mortgage Genie. Listen in as Terry reveals the pivotal challenges and challenges that propelled him forward, the critical importance of sculpting a business that thrives independently, and the indispensable role of astute recruitment and savvy mortgage marketing strategies in fuelling business expansion.
Terry doesn't hold back on sharing the secret sauce: a robust sales skillset is the backbone of success in the financial services arena. He and Chris demystify the art of sales within mortgage brokering, urging advisors to proudly wear their sales identity as a badge of honour. They unfold the blueprint for effective lead generation for mortgage advisers, covering both the avenues of paid and organic strategies, and underscore the art of following up to transform leads into loyal clients.
Moreover, Terry introduces the Wealthy Advisor Club, a sanctuary for financial advisors seeking to elevate their game and achieve unparalleled success. They also touch upon the game-changing impact of employing support staff, which not only optimises operational efficiency but also ensures mortgage advisers can focus on what they do best.
Whether you're a seasoned mortgage adviser seeking to refine your social media for mortgage advisers strategy, or you're just starting out and looking for reliable lead generation tactics, this episode packs a wealth of knowledge, tips, and encouragement to help you elevate your mortgage marketing game and secure more business through the power of social media.

Join us as Chris Targett chats with Roger Morris of Chetwood Bank, uncovering the fascinating path that led him to become a key player in the mortgage industry. Roger sheds light on the crucial role of personal branding on LinkedIn, unveils the magic behind successful video content, and shares effective stress management strategies for those within this high-pressure field. He underscores the significance of regular interaction on platforms, crucial for mortgage adviser social media success. Offering actionable advice, Roger aims to empower mortgage brokers to elevate their digital footprint. Discover how leveraging social media for mortgage advisers not only transforms careers but fosters genuine connections. Dive into this episode for a wealth of insights on mortgage marketing, becoming a standout name in the industry, and mastering lead generation for mortgage advisers through the potent combination of authenticity and consistent engagement.

Join Chris Targett and Jonathan Southgate as they reveal the secrets to turbocharging your mortgage advising business using social media and innovative mortgage marketing strategies. Discover the art of expanding your lead generation toolkit beyond the traditional avenues. Jonathan, with his wealth of experience, walks us through his journey of collaborating with a wide array of introducers from various sectors. He underscores the critical role of forging strong connections and tailoring your approach to meet the distinct requirements of each introducer for sustained success and enhanced community involvement.
Jonathan delves deep into how nurturing these partnerships through effective communication, offering comprehensive support packs, and understanding the unique challenges faced by clients can significantly uplift your business. He shares insights into creating seamless interactions with introducers, the importance of a smooth onboarding process, and providing continuous support to address client concerns promptly. By drawing on soft facts and establishing robust feedback channels, Jonathan illustrates how to maintain a fluid, two-way communication line for ongoing improvement and stronger collaborations.
This candid conversation is packed with actionable tips on utilising social media for mortgage advisers to not only draw a wider net of leads but to also forge lasting relationships with introducers. Whether you're looking to refine your lead generation for mortgage advisers or searching for fresh mortgage marketing techniques, this episode is brimming with guidance to help you stand out in the competitive mortgage landscape. Welcome to a treasure trove of insights designed to accelerate your growth and transform the way you engage with both introducers and clients.

Join Chris Targett, along with experts Mark Huby and Martin Reynolds, as they unpack the journey of transitioning from an Appointed Representative (AR) to Directly Authorized (DA) within the mortgage sector. This friendly discussion brings to light both the perks and hurdles of achieving DA status, focusing on key aspects like financial impact, autonomy, and compliance hurdles. Essential for mortgage advisers considering this pivotal switch, our experts deliver a well-rounded perspective on staying AR versus aiming for DA status.
This episode isn't just about the big move; it's crammed with valuable insights on ensuring happiness in advisory roles, adopting the right mindset for success, and the vital questions that need answering before joining a new network. With the evolving role of technology and social media for mortgage advisers in sharp focus, we also delve into how understanding contracts and leveraging online platforms are critical in today’s mortgage marketing strategies.
Moreover, we feature an in-depth look at Simply Biz Mortgages’ unique offerings and provide hands-on advice for firms weighing the benefits of becoming Directly Authorized. Perfect for those interested in lead generation for mortgage advisers, this episode is packed with practical tips on using mortgage adviser social media strategies effectively to win more business.
Whether you're a seasoned pro pondering the DA leap or a newer adviser carving out your niche, this conversation is tailored to help you navigate the complexities of mortgage marketing and social media for mortgage advisers, ensuring you’re well-equipped to make informed decisions that enhance your growth and success in the competitive mortgage industry.

Join us as Chris Targett sits down with John Webb, a luminous beacon in the mortgage and finance world, for an inspiring chat about his unique transition from a primary school teaching position to a pivotal role at the Loan Partnership. John unpacks the trials and triumphs he's encountered on his journey, highlighting the dynamic progression of the finance industry and the critical nature of staying agile in the face of market shifts. He delves into the essence of cultivating deep connections and emphasizes the paramount importance of delivering outstanding service within the finance arena. This episode is a treasure trove for mortgage advisers seeking to enhance their business through effective mortgage marketing and social media strategies. Whether you're keen on mastering social media for mortgage advisers, looking for tips on lead generation for mortgage advisers, or simply interested in absorbing impactful career lessons, this conversation is packed with insights that promise to guide you towards achieving remarkable success in the bustling world of mortgage advising.