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Do you remember your first job? For our guest today, Andy Lang, it was a rollercoaster ride into the finance industry at the tender age of 16, which sparked a lifelong passion. Join us as we journey with Andy, now the founder and CEO of Munny, from his early involvement in the financial services industry to charting his unique path in financial services education.

Andy's story is a testament to overcoming challenges and finding purpose. He dives deep into his transformative globetrotting experiences, his hands-on involvement in debt management and banking, and an impactful volunteer trip to Rwanda. As he narrates his journey, we also get a sneak peek into his venture, Munny. This initiative aims to bridge the gap in financial awareness through free education and resources tailored to cater to different age groups. Moving beyond just empowering individuals, Andy also shares his vision for businesses to adopt financial well-being programs for their staff. 

But, how can we possibly talk about finance and not address the elephant in the room? The stress and anxiety that often accompany the lack of understanding and knowledge around money. Andy sheds light on how Money is revolutionising this space by fostering open conversations about financial matters, boosting financial confidence, and encouraging informed decision-making. We also explore how Munny is extending its reach to schools, colleges, councils and even corporate businesses. Can financial literacy really make a difference? Tune in to find out how Andy is making it happen one step at a time.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Can you believe that only half of clients return to their original mortgage broker when it's time for a remortgage? This episode is all about changing that statistic and keeping clients for good. As a mortgage broker myself, I've been through the trenches and discovered vital strategies to increase client retention. Together, we'll explore the importance of a robust post-completion contact strategy and discuss the steps you need to take to convert your clients into lifelong customers.

Let's get personal, because that's what it's all about. Keeping your clients loyal requires a human touch - a thoughtful follow-up, a birthday wish, a Christmas card, or even a reminder of why they moved into their dream house in the first place. In the latter part of the episode, we delve deeper into the significance of maintaining personal contact with your clients after completion. We'll talk about the power of quarterly newsletters and annual emails, and how these simple gestures can reassure your clients that you're not just their broker, but a trusted guide in their home-owning journey. Join me, and let's revolutionize the way you manage your mortgage business.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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What if you could turn your employment status on its head and step into the exciting world of self-employment? This episode with the dynamic Melissa McKeown, the founder of MM Mortgage Broker UK, is your chance to explore the incredible journey of self-employment and entrepreneurship. From her humble beginnings in estate agency, advancing to a call centre, and eventually setting up her own successful brand and business, Melissa's story is as inspiring as it is educational.

Melissa doesn’t hold back as she shares the raw emotions behind her transition from employment to entrepreneurship - the anxieties, the fears, and the overwhelming determination to be her own boss. And it doesn't stop there! She also provides valuable insights into the day-to-day realities of being self-employed, including staying motivated, establishing good habits, and dealing with the stark differences between a corporate environment and running your own business. 

As we close, Melissa shares her experience of planning for success in the new year, highlighting what worked, what needs improvement, and how to leverage that new year excitement to build on previous successes. If you've ever contemplated the leap to self-employment or simply need a fresh perspective on planning for success, this conversation with Melissa McKeown is an absolute must-listen! Tune in for an episode packed with real-world lessons, heartfelt experiences, and empowering advice.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Are business owners fully prepared to safeguard their business as 99% are missing out on crucial protection coverage? In our latest podcast episode, we go behind the scenes with wealth protection advisor, Adrian Benjamin. Providing an in-depth look into the world of business protection, Adrian highlights the importance of this often overlooked aspect and how it serves as the backbone of a secure financial future. As a specialist in this field, his insights are not to be missed.

Journeying with us from Manchester, to New York, and finally to London, Adrian shares his career story and passion for educating both brokers and clients about protection policies. His hands-on approach to unraveling the complexities of policy terminologies and criteria for different financial products, including mortgages and protection, is nothing short of empowering. Whether you are a broker looking to sharpen your skills or a client seeking the right protection plan, Adrian's guidance provides the tools needed to navigate the financial landscape with confidence.

Wrapping up with Adrian's thoughts on client education, we delve into how to communicate effectively without overwhelming with jargon or a flood of documents. Stressing the importance of understanding clients' needs, Adrian drives home the point that the cheapest isn't always the best when it comes to protection policies. This episode will leave you educated, prepared, and primed to take control of your financial protection. Rest assured, with Adrian's insights, you'll walk away with a newfound understanding of the crucial role business protection plays in securing your future prosperity.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Halfway through 2023 and feeling the stress and chaos of the mortgage broker industry? You're not alone. In this solo episode, I talk about the realities of this industry - the struggles, the disappointments, and yes, the victories too. We're all navigating these tough times, battling daily challenges, and sometimes, even considering calling it quits. But I'm here to tell you, don't throw in the towel just yet. 

We dig deep into the significance of having and regularly reviewing your business plan, and the importance of resilience in this industry of constant upheaval. I also touch on the disturbing trend of brokers leaving the industry and provide a much-needed pep talk to hang in there. Remember, it's about running your own race and focusing on your personal goals rather than getting caught up in others' successes or failures. The second half of the year is still ours to shape, let's make it count. After all, making significant progress in one aspect of your business is better than minimal progress in all areas. Let's buckle up and steer our businesses towards a robust finish to the year.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Imagine a world where more women are empowered to break into the financial services industry and challenge the typical "men in suits" stereotype. Our guest, Hayley Creed from The Tiny Mortgage Company, is doing just that. With a unique perspective on balancing her part-time position as a Branch Manager for a high street bank while gradually building her own brand, Hayley's story is as inspiring as it is insightful.

Join us as Hayley shares her journey in financial services, her mission to empower other women to become financial advisors, and her vision for the Tiny Mortgage Company. Discover how her commitment to providing exceptional service and supporting local small businesses has helped her forge a path in this competitive industry. Hayley's dedication to her clients and her passion for promoting fellow small business owners will leave you feeling motivated and inspired.

In this episode, we also discuss the power of social media, personal branding, and networking in building a successful mortgage brokerage business. Learn from Hayley's experiences as she shares her strategies for gathering client reviews and leveraging her network to create a supportive community. If you're in the financial services industry or just looking for a dose of inspiration, this conversation with Hayley Creed is a must-listen.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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How can mortgage brokers stay ahead in an ever-changing ad world? 

My guest this week is David Miles from the PPC Machine, we delve into the importance of specificity when identifying your ideal client and why niche specialisation can help you stand out in an industry where everyone sells the same products. Discover the crucial elements of building trust and credibility as a mortgage broker and how understanding your potential customers' pain points is the key to success.

As Google continues to automate more of the ad space, we explore the benefits and potential pitfalls this brings to advertisers. David shares his insights on how to navigate the defaults in Google Ads to avoid wasting money on cheap, unhelpful clicks and how to create an effective marketing funnel by leveraging the unique strengths of both Google Ads and Facebook Ads. Learn how to target your ads effectively and harness the power of visual interrupting to capture attention in a crowded marketplace.

Finally, we discuss the challenges of managing separate marketing strategies for mortgages and pensions and how to balance both while prioritizing client satisfaction. David reveals the importance of email campaigns and leveraging existing customers to create effective Facebook and Instagram ads that resonate with your audience and build trust. Don't miss this valuable episode packed with actionable digital marketing strategies for financial advisors and mortgage brokers alike!

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Discover the power of social media in the protection industry as I chat with Dave Corbett from Protection First. Together, we explore Dave's passion for protection and his use of platforms like TickTock to promote his business, connect with clients, and generate leads like never before. We also delve into the critical changes the upcoming consumer duty regulations will bring to the protection industry and the importance of adapting to these changes.

Dave and I discuss the significance of mortgage protection and examine the differences between a sales approach and a consumer-duty focused approach. Learn from Dave's personal experiences and stories, as he highlights the risks associated with protection and the power of having a real story to tell. We also discuss the importance of mastering protection and business protection, emphasising the need for advisors to take control and adopt a consumer-duty focused approach.

Finally, we explore the various tools available to financial advisors and the impact of not using them effectively on consumer choice. Listen in as Dave shares his typical pitch to a customer when it comes to death cover, income protection, and critical illness cover. Get ready for an episode packed with valuable insights and advice for anyone in the financial services industry, and don't miss out on our enlightening conversation with Dave Corbett from Protection First.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Are you making the most out of your protection sales as a self-employed mortgage broker? Join me as I break down the choices of indemnity, non-indemnity, and a mixture of both, alongside the benefits and potential issues associated with each option. 

👉 Don't let the fear of clawbacks hold you back

👉 It Doesn't Have To Be The Same Way Every Time

👉 What Choices Do You Have

We'll dive into the three main choices for receiving payment on protection sales, and explain the details and technology associated with each. Whether you're just starting out or looking to adapt your current process, understanding these options is essential for building a long-term, successful mortgage broker business. Tune in for an insightful discussion on providing the best possible service to your clients while optimising your earnings.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...

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Is your mortgage business struggling with self-generation and building a strong online presence? My guest this week is, Dan Knott from Dan Does Mortgages and he reveals the secret to overcoming these challenges with consistency and resilience. 

👉 Why It's Important To Create Evergreen Content

👉 It's All About Throwing Darts

👉 Maintaining A Consistent Presence

After 18 months since his first appearance, we catch up with Dan and explore his impressive journey in the mortgage industry, as well as his successful use of social media, specifically Instagram, to maintain a consistent presence and engage with returning clients.

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

#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach #businesscoaching #successmentoring #selfemployed ...