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.

Sign up here: https://socialforbrokers.com/learning-lab
Learning Lab, a unique initiative tailored for mortgage brokers and estate agents who are keen on mastering mortgage marketing through the dynamic world of social media. Understanding the pivotal role of social media for mortgage advisers and the common hurdles many face—from creating captivating content to maintaining engagement—Chris is here to guide you through the maze with practical, proven strategies.
Launching on May 1st, 2025, the Learning Lab is set to revolutionize lead generation for mortgage advisers by leveraging success stories and a community-focus approach. Whether you grapple with the nuances of social media or search for effective mortgage adviser social media tactics, this programme is crafted to elevate your online presence.
Key takeaways include a comprehensive on-demand training suite, special Canva workshops for crafting eye-catching content, and exclusive face-to-camera video tutorials to amplify your personal brand. Plus, with weekly calls offering direct support from Chris himself, you're never alone on this journey. Designed to seamlessly integrate into your hectic schedule, the Learning Lab values your feedback, continuously evolving to meet your needs.
Get ready to transform how you engage with your audience on social media, and unlock new avenues for success with the Learning Lab. Your adventure into enhancing your mortgage marketing begins now.

Join Chris Schutrups from The Mortgage Hut & Nested Southampton as he unfolds his compelling journey from an Appointed Representative (AR) to attaining Direct Authorization (DA) within the mortgage sector. Discover the pivotal challenges and rewards encountered during this significant transition, focusing on the imperatives of customer-oriented processes and the essential support networks for brokers. Chris delves into the financial nuances and the crucial pitfalls to avoid when opting for DA, whilst underscoring the importance of implementing strong operational systems to ensure seamless business conduct.

Further, Chris brings to light the dynamics of shifting towards a Direct Authorised business model, stressing the criticality of effective communication and leadership amidst transformative phases. His venture into the estate agency domain brings forth the critical role of personal branding and enriching customer experiences in carving out a successful niche in the mortgage industry.

Not stopping there, Chris shares valuable insights on team delegation and boosting productivity, key components that amplify business success. His narrative is not just about business growth but also about aspiring to make a tangible impact on the community through his entrepreneurial journey.

This episode is a treasure trove for mortgage advisers seeking to harness the power of social media for mortgage advisers, elevate their mortgage marketing strategies, and unlock the secrets to successful lead generation for mortgage advisers. Engage with us as we explore the nuances of social media for mortgage advisers, providing you with actionable strategies to win more business in today's digital age. Whether you're navigating the transition to becoming Directly Authorised or looking

Join Chris Targett for an engaging chat with Kate McTernan, the pioneering force behind Redditch Mortgage Advice, as they explore the vital steps Kate took to transform her role from a solo venture to the helm of a flourishing team of 12. This episode is a treasure trove for any mortgage adviser looking to boost their business through social media, offering a deep dive into the world of mortgage marketing and the power of social media for mortgage advisers.
Kate delves into the pivotal role of admin support in lifting client service to new heights and provides a candid look at the current dynamics of the mortgage market. With her unique journey, she offers a wealth of advice on managing client expectations and navigating the complexities of business expansion. Additionally, Kate highlights the unexpected benefits of having a physical office space for enhancing team collaboration and underscores the invaluable interactions that face-to-face meetings bring to the mortgage advisory business.
Further enriching the conversation, Kate reveals her successful strategies for lead generation for mortgage advisers and how seizing the right opportunities led to the unexpected expansion into a new office space. She gives insights into strategic growth, the nuances of hiring practices, and the indispensable tools that bolster her business's daily operations, such as WhatsApp and Google.
This episode is not just about the stories of growth and success in the mortgage industry but also zeroes in on finding the perfect balance between scaling a business and maintaining profitability. It’s packed with practical tips on effective communication and leveraging mortgage adviser social media to tap into a wider client base. Whether you're just starting out or looking to expand your mortgage advising venture, this conversation is filled with actionable insights to help you navigate the fast-evolving landscape of mortgage marketing.

Join Chris Days from GoMortgage as he unveils his transformation from a hesitant social media newcomer to a renowned content creator with a vast following across multiple platforms. Chris breaks down his strategies for combining work with family life, staying consistent in your content creation, and effectively growing your audience. He shares how persistence plays a crucial role in social media for mortgage advisers and the importance of interacting with your audience and customising your content for various platforms to avoid the dreaded watermarks.

Dive into the world of mortgage marketing as Chris talks about drawing inspiration from a wide array of sources and the significance of producing a high volume of content. He provides valuable insights into the role of a marketing manager and tips on engaging with your audience on social media to amplify your visibility in the mortgage business.

Learn about the art of building a personal brand through consistent content creation and networking, and the power of viral content to engage the community for the growth of your business. This episode is packed with actionable advice on lead generation for mortgage advisers, making it a must-listen for those looking to leverage social media to win more business. Whether you're new to the mortgage adviser social media scene or looking to refine your strategies, this conversation with Chris offers a wealth of knowledge to help you thrive in today's digital age.