We pose the following question to all our guests on our podcast:

We pose the following question to all our guests on our podcast:

Dive into the world of finance with a twist as Martin McLeod, the visionary behind The Financial Health Club, walks us through his mission to demystify finance and investment for the masses. Discover the significance of financial literacy and why Martin is championing a 'lifestyle maths' module in school curriculums to arm the future generation with essential money management skills.

We pose the following question to all our guests on our podcast:

In This episode Karen Basnett, Partner and Head of Marketing at New Homes Advice shares the best practices for email marketing that help her generate 17% of their leads. We talk about the software you can use, why email subjects are so important and what you should consider putting in your emails for content to help you generate more leads as a mortgage adviser

We pose the following question to all our guests:

So we’re going to pretend that you’ve moved to the North of Scotland, you’ve got a laptop and a mobile phone with internet connection.

What would you do to start your mortgage business

Here's their answer!

Chris Targett as chats with mortgage industry expert, Jude Clayton, founder of House of Mortgages and the brain behind the innovative CRM system, Mizu. Delve into Jude's inspiring journey from her early days in an estate agency to her ascension as a top-tier mortgage adviser, leading to the inception of her own thriving business. This candid conversation sheds light on the current mortgage market trends and the intriguing effect of politics on mortgage rates.

Discover the secrets behind Jude's unwavering commitment to outstanding customer service and fostering a nurturing team environment. Get a behind-the-scenes look at her typical week steering the mortgage business ship— from crucial team huddles, her indispensable personal routines, to the grit of working extended hours. Jude highlights the pivotal role of meticulous processes and the integration of fresh talents into the team.

Furthermore, Jude unveils the game-changer for her business, the custom-built CRM system, Mizu, which revolutionised her operational workflows. But that’s not all; peek into her strategic approach to social media for mortgage advisers, where she leverages personal narratives and champions local enterprises to deepen connections within the community.

For mortgage advisers keen on lead generation and expanding their client base, Jude shares her strategy of cultivating lasting relationships with estate agents and embedding herself within the local community as a cornerstone for success.

Whether you're a newbie or a seasoned mortgage adviser looking to harness the power of social media for mortgage advisers, this is worth a listen!

Listen to Vicki Jefferies, an expert in the financial services sector. Vicki unpacks her treasure trove of insights and practical advice tailored for mortgage brokers looking to elevate their game. From honing the art of building robust professional networks to mastering the nuances of personalized services through the meticulous collection of client information, this episode is a goldmine for those eager to make their mark.