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Picture this: You're facing the biggest financial decision of your life, and it seems like the road to securing a mortgage is an insurmountable challenge. Who do you turn to? Enter Hayley Skinner, a dynamic mortgage broker who navigated the choppy waters of the financial services industry, from banking management to self-employment, and emerged as a successful business owner. 

Hayley's journey wasn't always smooth sailing. She faced enormous obstacles, but her tenacity, combined with her unique understanding of human behaviour, helped her overcome them and secure her place in this competitive industry. In our engaging conversation, Hayley shares valuable insights into the art of mortgage brokering, emphasising the importance of adaptability, trust-building, and client flexibility. She takes us through her transition from employment to self-employment and discusses the significance of a risk-averse mindset, self-belief, and a flexible lifestyle. 

We also touch on the strong sense of community and support among mortgage brokers, and how this powerful network can help emerging brokers find their feet. Hayley's experiences and insights are a testament to the power of perseverance, adaptability, and the art of problem-solving. Join us as we demystify the world of mortgage brokering with Hayley Skinner, and discover how her approach can provide solutions even when the answer initially seems to be a resounding "no". Tune in for an episode that's packed with inspiration, practical tips, and an amusing anecdote about a famous resident of Morecambe.

Also, Leigh joins us for another episode of the weekly Mortgage Broker Bulletin

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Ever wondered how financial services can be successfully operated remotely? We caught up with Stephanie Leather, the genius mind behind Remote Financial Services Assistance. Her journey from being a broker to a pioneer in the remote financial services industry is as captivating as it is enlightening. Stephanie's insights into the world of remote financial administration will have you rethinking your traditional business approach, and her unique retainer-only model is a game-changer. 

Stephanie spills the beans on the power of delegation, flexibility, and trust within her business. Highlighting the immense value that mortgage brokers can tap into, she lets us into her world of remote operations. In this episode, you'll find out how Stephanie navigates the challenges of running her business and how her background firmly anchors her in this space. Get a glimpse of what it's like to work with her as she talks about how her services are tailored to individual client needs, and the tools she uses to stay organized.

We discuss the benefits for mortgage brokers of working with freelance admin support – an untapped goldmine in the industry. Stephanie illuminates the otherwise obscure realm of mortgage administration, the profound impact it can have on businesses, and why she chose to transform her business to a retainer-only model. She also touches on the importance of maintaining a work-life balance when running your own business and the trade-offs of outsourcing services. So buckle up, get ready for a roller coaster ride into the world of remote financial services!

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Ever wondered what drives someone to completely shift their career path? In our latest episode, we sit down with Usman Khalid, a pharmacist turned business owner in the mortgage industry, to unravel the intricate details of such a radical career change. Usman opens up about the challenges he faced while embarking on this journey, the importance of maintaining a structured routine, and how he leverages social media not just for promotion, but also for learning from seasoned industry professionals. 

Usman's story is not merely about a career transition; it's a tale of balancing work, family, and life-altering decisions. Hear about the hard choices he had to make to strike a harmony between his professional and personal life. As a devoted family man, Usman emphasizes the role family plays in his life, and how he consistently adjusts his routines to accommodate both his business and family life. 

Diving deeper into his professional journey, we get to understand the process Usman adhered to when acquiring his broker license and choosing the right network. The challenges of breaking into an industry with no personal networks did not deter him. Instead, he learned to harness the power of social media and connect with industry professionals. Usman's unique approach and future-oriented mindset have shaped his niche business, with his focus being on the pharmacist industry. Through strategic marketing across LinkedIn, Instagram, and TikTok, he's steadily gaining traction. Finally, we touch upon his future plans to grow his business and his commitment to making decisions that best serve his business and personal life. So, tune in to hear about Usman Khalid's incredible journey, and gather some valuable insights along the way.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Has the quest for enhancing client relationships while streamlining your daily tasks ever led you to consider technology? Enter Joanne Cole, founder of BrokeriQ, an app-based platform designed to push boundaries and transform the way mortgage and protection advisors manage their business and interact with clients. With a background in data analysis and digital transformation within education, Joanne brings a wealth of knowledge and a fresh perspective to enhance rather than replace the existing broker-client dynamics. 

Our discussion shines a spotlight on how BrokeriQ facilitates a seamless flow between advisors and clients. Imagine having all your client's information in one place, the convenience of automated messages, and the ease of providing hyper-personalised communications. Yes, the app is that good at bridging gaps and fostering stronger relationships. Joanne and I also delve into the learning curve involved with the app and how advisors and their clients are embracing it, ensuring we leave no stone unturned.

Joanne’s vision for BrokeriQ doesn’t end here. We also explore future prospects, including expansion plans into the wealth advisory space and how they're working on adding more features to benefit advisors. We wrap up the discussion by looking at the reception of BrokeriQ, feedback that highlights the positive impact on advisors' efficiency and client engagement. If you're curious about leveraging technology to revolutionize your advisory business, this episode is a must-listen!

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Get ready for a knowledge-packed ride as we launch into the fourth season of the Mortgage Broker podcast! We’ll be handing you the tools to become a successful self-employed mortgage broker or business owner. Brace yourselves as we discuss tech trends in the industry, share expert insights and valuable tips, and even introduce a fresh segment - the weekly Mortgage Broker Bulletin with Lee Rowland. 

Mr. Rowland, an industry savant, will keep us up to speed with the latest trends and topics in the mortgage industry. As we usher in the month of October, we'll reflect on the past and strategise for the future - reviewing September and quarter three, and laying down actionable plans to make the best of the new quarter and last quarter of 2023. We'll be discussing how to write business for October, progress those cases to get paid in November, and craft a detailed blueprint for the next year in December. Remember, it's your race to run, and we're here to cheer you on every step of the way! Buckle up, and let's get the conversation started.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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As the school and summer holidays draw to a close, it's time to take action and leverage September to your advantage. We share how reducing rates and consumer duties can benefit your practice and discuss strategies for tracking remortgages due in the coming months.

The month of September brings a powerful influx of inquiries and searches. Could this be the kickstart your business needs? In this episode, we'll help you harness the potential of this, discussing ways to maintain and build upon new habits, stay motivated, and take decisive action to fill any gaps in your business. With only four months left in the year, now is the time to push forward with all guns blazing! Learn how to leverage September to your advantage and hit your targets for 2023. Remember, every journey to success is unique, and it's important to stay focused on your path. Tune in as we guide you towards achieving your goals and plans.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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What happens when you leave the comfort of a steady job to venture into the uncertain yet rewarding world of self-employment? Curtis Linney joins us to share his riveting journey from debt management to tackling the mortgage industry on his own terms. As Curtis unveils his story, he reveals the myriad challenges that came his way and how he overcame them to build Velox Mortgages, his own business venture.

As we navigate through the murky waters of finance, Curtis shines a light on some intricate aspects of the equity release market. Prepare to delve deep into the chaos when rates surged from 2.5% to a whopping 6 or 7%, and understand the key differences between a mortgage and an equity release. Curtis emphasises the importance of making this decision wisely, considering not just the client's needs but also involving their family members in the process.

But the journey doesn't end there. As Curtis built his empire brick by brick, he also faced the daunting challenge of making his presence felt online. Tune in as Curtis talks about overcoming his fear of posting videos online, the strategy he adopted to create compelling mortgage-related content, and how it all played a crucial role in his business’s success. Get inspired as Curtis shares invaluable insights and advice, a must-listen for those in the mortgage industry or contemplating a similar career path. It's not just about conquering the financial world, it's also about capturing hearts through engaging stories and content. So gather around for an enriching conversation that promises to be as enlightening as it is entertaining.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Have you ever wondered how to unlock the potential of equity release and use it in the best possible way for your clients? Join us for an enlightening conversation with equity release specialist, Mark Thompson. With over three decades of experience as an estate agent and a financial services professional, Mark shares invaluable insights into the rapidly evolving equity release market, and the crucial role of a referral specialist in identifying potential opportunities in this space.

This episode offers a detailed exploration of the complex world of equity release. Listen as Mark discusses the different aspects of equity release, including the potential to borrow beyond a lump sum and the flexible use of drawdown facilities for emergency funds. We also delve into the cost implications of having a drawdown and the significant role of referrals in equity release for mortgage brokers. You'll learn about the typical scenarios where brokers refer clients to equity release specialists and the benefits they stand to gain from it.

Finally, Mark shares his rich experience of collaborating with brokers on equity release cases and the wide spectrum of clients he engages with. Learn about the value of having an equity release specialist provide sound advice, feedback, and trust. Tune in as Mark emphasizes the importance of consumer duty, adopting a growth mindset, and brokers understanding the basics of equity release. This episode is sure to leave mortgage brokers more informed and better equipped to guide their clients towards making the right financial decisions. We wrap up this insightful episode with an invitation to potential guests and an appreciation for our podcast guests. Be sure not to miss this goldmine of information.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Wouldn't it be great if you could predict your business success? Or if you had a clear vision on how your actions and decisions are affecting your bottom line? This is exactly what you'll get a grip on in our discussion centered around understanding business numbers in mortgage brokering. We dissect the sales process, shedding light on the role of lead generation, fact-finding, and written business in your overall figures. We also demonstrate why tracking your numbers consistently across various time periods is critical to determine your conversion rate and identify what works best for your business.

Ever wondered how to keep a pulse on your business? We walk you through the significance of keeping an eye on key metrics such as pipeline turn, conversion from written to issued, and income. We'll clarify the necessity of adopting a rolling 12-month figure as a measure of conversion and why aiming for a minimum of 85% is essential for your business. And because we know that this journey can sometimes feel like a lone race, we remind you of the importance of enjoying your path as a mortgage broker business owner, focusing on your personal goals, and pacing yourself. We're here to support you, so don't hesitate to reach out with your questions, comments, or feedback!

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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Ever pondered over the merits of a Mortgage Broker versus a Financial Advisor? Join me, Craig Skelton, in an illuminating discussion with financial guru Jamie Ben to shed light on this topic and so much more. Jamie generously shares his journey, lessons, and hurdles transitioning from a Mortgage Broker to a Financial Advisor. He hammers home the necessity of maintaining a relationship with a Financial Advisor for Mortgage Brokers while emphasizing the pivotal role of consumer duty in providing clients with top-tier advice.

The conversation takes an intriguing turn as we dive into the often neglected aspect of Retirement Planning. Jamie drives home the urgency of drafting a retirement income plan early on and the critical role a Financial Advisor plays in helping clients strategize for their golden years. He also opens up about the tangible benefits of debt, and how it can be a stepping stone to asset acquisition such as homes.

Lastly, Jamie paints a vivid picture of the symbiotic relationship between Mortgage Brokers and Financial Advisors and how this partnership can be a win-win for both sides of the coin. He shares his insights on the time investment required to create a comprehensive retirement income plan for clients and how it can be a recipe for success. We also discuss how to smoothly refer clients to a Financial Advisor, ensure client satisfaction, and retention. As a bonus, Jamie also shares a glimpse of the opportunities that Mortgage Brokers can tap into in the Financial Advice landscape. Tune in for an episode packed with profound insights, practical tips, and inspiring anecdotes.

Looking for one to one mentoring, visit my website to see how it works craigskelton.co.uk

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