Mortgage Broker Broadcast

Send us a textMaintaining mental resilience isn't just helpful for mortgage brokers—it's essential for survival in our ever-changing industry. The constant juggling of applications, client expectations, and market shifts creates a perfect storm for stress, but your response to these pressures remains entirely within your control.This episode dives deep into practical mindset strategies that transform how you navigate professional challenges. We explore the profound difference between experiencing events and choosing your response to them—a distinction that puts you back in the driver's seat of your wellbeing. By focusing exclusively on what you can influence rather than external factors, you'll reclaim valuable mental energy and enhance your effectiveness.Discover actionable techniques like setting micro-goals, practicing negative visualization, cognitive distancing, and "not suffering twice" by staying present instead of catastrophizing. Learn how to structure your workday with deliberate breaks, flexible scheduling, and strategic task management to prevent burnout while maximizing productivity. The episode also addresses rejection management—an unavoidable aspect of broker life—with approaches that help you depersonalize setbacks and extract valuable lessons without questioning your worth.Beyond individual strategies, we examine how aligning your work with deeper values creates resilience against industry turbulence. When you view your role through the lens of helping families secure homes and providing trustworthy guidance, market fluctuations become less threatening to your sense of purpose. Combined with physical wellbeing practices and strong support networks, these mindset tools create a foundation for sustainable success.Ready to transform how you experience the mortgage industry's challenges? Listen now, then share with a fellow broker who might benefit. Check out Broker Foundry and our YouTube channel for more resources, or explore Self-Employed Broker Pathways on my website if you're considering independent practice. What mindset shift will you implement today to enhance your resilience?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 ...

Send us a textSeptember brings that back-to-school energy—a perfect moment to reset, refocus, and chart your course for the months ahead. After the summer lull, it's time to think about how you want your mortgage broker business to look by December 2025.Most brokers live deal-to-deal in an industry where everything changes overnight—rates shift, criteria evolve, and client circumstances transform without warning. This reactive approach leaves you perpetually treading water. But what if you could build a business that not only survives these fluctuations but genuinely thrives through them?True resilience isn't gritting your teeth and powering through. It's developing adaptability and bounce-back capacity that turns challenges into growth opportunities. This begins with a simple yet powerful mindset shift: focus exclusively on what's within your control (your planning, reactions, and systems) while accepting what isn't (market conditions, underwriter decisions). The energy wasted on uncontrollable factors is energy stolen from meaningful progress.Want practical ways to strengthen your resilience muscle? Start by setting micro-goals alongside your bigger ambitions—small weekly wins that build momentum. Schedule just 10 minutes each week for honest reflection on what worked and what didn't. Protect your energy by taking genuine breaks (and no, scrolling social media doesn't count). Connect with other brokers who understand your challenges—sometimes a quick conversation resets your entire perspective.Ready to finish 2025 stronger than ever? Review your year-end goals now, break them into monthly milestones, and schedule strategic thinking time in your calendar. Remember, running your own race doesn't mean running alone. What's one small step you could take this week toward your December 2025 vision? Your future self will thank you for starting today.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 ...

Send us a textWhat does it take to leave behind a successful 20-year career and start completely fresh in a new industry? In this candid conversation, Dave Tindall of DLI Mortgages reveals the reality of transitioning from automotive marketing to establishing his own mortgage brokerage at age 38.Dave shares the moment he decided to make this life-changing move—how he methodically assessed his strengths and desires on a blank piece of paper, and why mortgage broking emerged as his path forward. With refreshing honesty, he discusses the initial fear, the unwavering support from his now-wife, and that strange first Monday morning sitting at his desk with no boss and no corporate structure to fall back on.For anyone contemplating a similar leap, Dave's insights about "employee guilt" are particularly valuable. He describes the six-month journey to overcome the ingrained belief that working hard means putting in specific hours rather than focusing on results. His marketing background gave him advantages in building his brand, though stepping in front of the camera for social media content required pushing past significant discomfort.What resonates most powerfully is Dave's reflection on finding greater fulfillment in helping people achieve homeownership than he ever experienced in his previous career. The moment when clients receive their keys and his role in making that life-changing event happen provides satisfaction that selling luxury cars never could.Looking ahead, Dave has intentionally chosen to build a business that prioritizes lifestyle and values over rapid expansion. His plans to create a husband-and-wife team reflect a thoughtful approach to success on his own terms.Whether you're considering a career change, thinking about self-employment, or simply curious about the mortgage industry, this episode offers valuable wisdom about having the courage to make brave choices and defining success in ways that truly matter to you.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 ...

Send us a textFeeling isolated as a mortgage broker? You're not alone. In this candid conversation, Craig Skelton welcomes back Jonathan Needham to explore the evolution of the Broker Foundry and address the unspoken challenges facing today's mortgage professionals.  The pair reflect on their recent "Foundations to Freedom" webinar and the overwhelming feedback from brokers hungry for unbiased industry guidance. What began as a live event is now transforming into something more accessible and impactful – a monthly conversation series designed to build a modern broker community without the barriers of registration or hidden agendas.  At the heart of their discussion lies a troubling reality: broker isolation. Whether you're a successful lone wolf operation or managing a growing team, the feeling of professional isolation affects brokers at every level. Existing communities often fail to provide truly neutral spaces where professionals can seek advice without encountering commercial motivations.  Craig and Jonathan dive deep into the concept of playing "devil's advocate" – offering perspectives that challenge thinking without steering brokers toward particular products or networks. This authentic dialogue represents something increasingly rare in an industry where advice typically comes with strings attached.  Against a backdrop of sweeping industry changes – AI integration, CMAP qualification updates, evolving FCA regulations, and a flood of new technology – brokers need straightforward guidance more than ever. The reimagined Broker Foundry aims to cut through the noise with practical insights delivered by two industry veterans who put their faces to their opinions.  Ready to break free from isolation and join a community built on transparency? Subscribe now and discover why this evolving platform might be exactly what you've been searching for as a mortgage professional navigating today's complex landscape 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 ...

Send us a textSecuring your clients' futures doesn't stop at arranging their mortgage and protection. Estate planning remains one of the most overlooked yet crucial components of financial wellbeing, with over 80% of people under 50 lacking a will. This missing piece creates vulnerability not only for clients but for your broker-client relationship.Colin Gill, founder of The Will Place, shares his journey from corporate financial services to creating a platform that transforms how brokers approach estate planning. Drawing from his 11 years at Connells and subsequent entrepreneurial ventures, Colin identified a critical gap in how mortgage professionals address will writing – often recognizing the need but lacking a streamlined solution to offer clients.The conversation reveals how will fact-finds expose clients' entire financial situations – including details about mortgages, protection, pensions, and investments – making them particularly vulnerable to poaching when seeking estate planning elsewhere. By integrating will writing into their proposition, brokers not only protect these relationships but uncover significant business opportunities that might otherwise be missed.What sets The Will Place apart is its dual focus on client experience and broker business generation. The platform identifies protection gaps and financial planning needs during the will creation process, then directs these opportunities back to the originating broker. Even more valuable is the executor and guardian notification system that creates new qualified introductions from a client's close connections – people you might never otherwise meet.Whether you're a newly self-employed broker looking to differentiate your proposition or an established business seeking to enhance client retention, this episode provides practical insights into transforming a traditional pain point into a powerful business advantage. The future of mortgage advice isn't just about finding the right mortgage – it's about protecting client relationships by addressing their complete financial journey.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 ...

Send us a textA seismic shift is coming to the mortgage advice profession in the UK. The Certificate in Mortgage Advice and Practice (CeMAP) – the qualification that opens the door to a career as a mortgage advisor – is about to undergo its most significant transformation in years. Whether you're studying now, managing a team of advisors, or considering entering the industry, these changes will directly impact your professional journey.From September 30, 2025, CeMAP will feature a completely redesigned structure. The regulatory foundation is moving from Level 3 to Level 4 with a new FSRE qualification replacing Module 1, reflecting higher standards and greater emphasis on ethics. Module 2 is being streamlined from four units to two, while Module 3 will incorporate protection advice – a change that acknowledges what successful brokers have always known: mortgages and protection go hand in hand. The critical date to remember is January 12, 2026 – the final day to complete exams under the current structure before the transition becomes mandatory.This redesign isn't just bureaucratic reshuffling; it's a reflection of where our industry is heading. Under Consumer Duty, the regulatory bar has been raised, and clients expect more comprehensive advice that considers their overall financial wellbeing. For brokers committed to excellence, these changes represent an opportunity to distinguish yourself in a competitive market. Those currently mid-qualification face a choice: accelerate your studies to beat the deadline or prepare to embrace the new framework. Either way, understanding these changes now allows you to transform potential disruption into strategic advantage. Listen to explore exactly what's changing, when it takes effect, and how to position yourself for success in this new chapter of mortgage 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 ...

Send us a textEver notice how marketing is the first thing to go when client work piles up? That feast-or-famine cycle is killing your long-term growth, and it's completely unnecessary in today's AI-powered world.After nine weeks of exploring artificial intelligence for mortgage brokers, we're tackling perhaps the most practical application: using AI to maintain consistent marketing even during your busiest periods. The brokers who truly succeed aren't necessarily the most skilled or experienced – they're the ones who stay visible regardless of how swamped they are with client work.What if you could create an entire month's content calendar in under 10 minutes? What if writer's block became a thing of the past? What would change if you could script videos, craft personalized email sequences, and maintain a steady social media presence without sacrificing hours of precious time?This episode breaks down exactly how to use ChatGPT to eliminate marketing decision fatigue, generate on-brand content that sounds authentically like you, and keep your pipeline flowing even when you're at maximum capacity. You'll learn specific prompts that transform hours of marketing work into minutes, allowing you to focus on what matters most – serving your clients and growing your business.The most successful mortgage professionals aren't working harder on their marketing – they're working smarter. Learn how to stay consistent, remain visible, and build your brand effortlessly using AI tools that are available to every broker right now.Ready to transform your marketing approach? Listen now, then take the four simple action steps outlined at the end of the episode to immediately implement AI in your marketing strategy. Your future self (and your steady pipeline of new clients) will thank you.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 ...

Send us a textLooking squarely at the mortgage industry's future, one undeniable truth stands out: while AI won't replace mortgage brokers, brokers who harness AI will absolutely eclipse those who resist it. This reality check frames our exploration into how forward-thinking mortgage professionals are revolutionizing their practices through strategic AI integration.The real magic of AI for mortgage brokers isn't about replacing human connection—it's about enhancing it. When you delegate repetitive tasks like meeting notes, email drafting, and administrative paperwork to AI tools, you create valuable space to be fully present with clients. Imagine conducting fact-finding without frantically typing, discussing protection needs without watching the clock, or exploring clients' genuine financial concerns without distraction. This is the transformative power of AI: it handles the mundane so you can focus on what truly matters—building relationships and providing nuanced, personalized advice that algorithms simply cannot replicate.The hesitation to adopt new technology is natural, but the cost of inaction is growing steeper by the day. You don't need technical expertise to start benefiting from AI—just a willingness to experiment with one small implementation. The brokers who will dominate the industry in the coming years aren't necessarily working longer hours; they're working smarter by automating low-value tasks, maintaining consistent client communication, and delivering exceptional service with less personal strain. Their competitive edge comes not from replacing human judgment with AI but from strategically deploying technology to amplify their uniquely human capabilities. Ready to transform your practice? The time to start isn't some distant future date—it's today. Take ten minutes to reflect on what's holding you back, select just one AI application to try this week, and join the ranks of brokers who are redefining what's possible in mortgage advising.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 ...

Send us a textNathan Hill didn't follow the typical path into mortgage broking. As a Royal Marine Commando for six years, he developed extraordinary resilience in some of the most challenging environments imaginable – from the harsh Scottish wilderness to deployments in the Middle East. Now, he's applying that same determination to building a successful career as a self-employed mortgage advisor.What drives someone to make such a dramatic career shift? For Nathan, it came down to finding his "why." Despite thriving in the military environment, he recognized that service life would never allow him to be fully present for his partner and future family. "You are married to the military, as they say, and wherever His Majesty will send you, you've got to go," Nathan explains. This realization became the catalyst for change.While deployed overseas, Nathan began studying for his CeMAP qualifications, using his limited downtime to prepare for civilian life. Rather than taking the seemingly safer employed route, he chose to embrace self-employment from the start – a decision that reflects both his confidence and clear vision for the future. The transition hasn't been without challenges. Moving from the intense camaraderie of military life to working independently required adjustment, which he's balanced by maintaining connections through the Royal Marines Reserve while building new relationships in the mortgage industry.What's particularly striking about Nathan's approach is his methodical preparation. Before committing to this path, he contacted numerous brokers to gain industry insights, building knowledge before making the leap. He emphasizes the importance of financial planning when transitioning to self-employment, ensuring sufficient savings to avoid the pressure of "chasing leads" from day one. For anyone considering a career change, especially those from military backgrounds, Nathan's journey demonstrates how discipline, structure, and resilience can translate perfectly to entrepreneurial success in the mortgage sector.Ready to transform your mortgage business or start your journey as a broker? Visit craigskelton.co.uk to discover how personalized coaching can help you achieve your goals, whether you're just starting out or looking to scale your existing pracLooking 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 ...

Send us a textHave you wondered how to reclaim precious time in your mortgage business while still delivering exceptional client service? The secret might be sitting right in front of you.Artificial intelligence isn't just a buzzword—it's becoming an essential tool for forward-thinking mortgage brokers. From crafting personalized social media content to transforming client meetings into comprehensive documentation, AI can revolutionize your entire client journey. Imagine recording your fact-finding meetings and letting AI generate detailed notes, follow-up emails, and even complete fact-finding documents while you focus solely on building client relationships.The mid-year point offers the perfect opportunity to implement these systems. If the first half of 2025 felt chaotic or inconsistent, now is the time to honestly assess what's working and what isn't. Taking just 30 minutes away from your desk to reflect on your progress can completely transform your approach to the remainder of the year. Ask yourself: Did you show up consistently? Did you stick to your January goals? Did you use your time efficiently?By combining a thorough mid-year review with targeted AI implementation, you'll create more headspace for the aspects of your business that truly require your expertise. Start small by selecting just one stage of your client journey for enhancement. Write one effective prompt, test it, refine it, and watch as it becomes an invaluable part of your workflow.Ready to take your mortgage business to the next level? Book a discovery call at craigskelton.co.uk or reach out via WhatsApp to discuss how personalized coaching can help you achieve your goals for the remainder of 2025 and beyond.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 ...

Send us a textReady to leverage AI in your mortgage business but not sure which tools actually work? This episode cuts through the hype to deliver exactly what self-employed mortgage brokers need.Tired of hearing about AI without practical advice on what to actually use? I've got you covered. After exploring how to write prompts and integrate AI into your workflows in previous episodes, today we're getting specific about the software that's worth your time. These aren't overhyped tech solutions – they're practical tools designed for busy mortgage professionals who want to save time and stay consistent.I break down six essential AI tools: ChatGPT for content creation and explaining mortgage terms; Grammarly for polishing your communications; Otter AI for transcribing client meetings; Notion AI for organizing your tasks and pipeline; Descript for creating video content without technical skills; and Zapier for connecting your apps and automating repetitive tasks. For each tool, I explain exactly what it does, how mortgage brokers can use it, why it matters, and whether the free version is sufficient.The best part? You don't need to become a tech wizard overnight. These tools are designed to be user-friendly, and you can start with just one that addresses your biggest pain point. Remember, AI won't replace you – it just handles the boring tasks so you can focus on what you do best: building relationships and providing expert mortgage advice. Set aside 30 minutes this week to explore just one tool and apply it to a real business task. Those small steps will set you apart from brokers still doing everything manually.Looking to take your mortgage business to the next level? Book a discovery call through my website craigskelton.co.uk and let's discuss how I can help you achieve your goals in the second half of 2025.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 ...

Send us a textLooking to reclaim hours in your workweek and eliminate the frustration of repetitive tasks? This episode tackles the game-changing potential of integrating AI into your daily mortgage broker workflow.Most brokers have dabbled with AI tools, but the real transformation happens when artificial intelligence becomes embedded in your regular processes. I walk through a practical Monday-to-Friday framework showing exactly how AI can support different aspects of your business throughout the week: content creation on Mondays, document follow-ups on Tuesdays, meeting summaries on Wednesdays, client education content on Thursdays, and review/planning on Fridays.The benefits extend far beyond mere time-saving. When AI becomes part of your routine, you'll experience more consistency in your business, gain valuable headspace by eliminating the need to constantly reinvent the wheel, reclaim hours that can be invested elsewhere, and preserve your mental energy for tasks that truly require your expertise and human touch.I address the common concerns that hold brokers back from fully embracing AI: fears about sounding robotic (easily fixed by tweaking AI output to match your voice), compliance worries (AI is compliant when used appropriately), and concerns about the learning curve (which is much gentler than most anticipate).Ready to start? I provide clear, actionable steps to begin building AI into your workflow this week: pick one task that consistently slows you down, write one good prompt using the role-task-tone-context framework I shared in last week's episode, schedule just 20 minutes daily to implement this solution, and build from there by adding one new task weekly.Don't forget to register for our free "Foundations to Freedom" webinar on Thursday July 3rd if you're considering self-employment or looking to level up your existing mortgage business. Visit craigskelton.co.uk to book a discovery call and learn how I can help you reach your goals for the second half of 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 ...

Send us a textStruggling to make AI tools work for your mortgage business? You're not alone. Many brokers try ChatGPT but end up disappointed because they're missing the fundamental skill that transforms AI from mediocre to magnificent: writing effective prompts.This episode breaks down the simple four-part formula that will immediately improve your AI results. Think of ChatGPT like a new, eager employee who doesn't yet understand your business or communication style—without clear guidance, you'll get generic content that wastes your time and doesn't reflect your voice.We explore the critical ingredients every prompt needs: Role (who the AI should act as), Task (exactly what you want created), Tone (the style and feeling you want conveyed), and Context (your audience and purpose). This straightforward approach eliminates frustration and ensures consistency across all your content.You'll discover practical examples you can use immediately, from client follow-up emails and social media posts for self-employed clients to video scripts for your website. Plus, learn which common prompt mistakes sabotage your results and how to build a personal prompt library that saves you hours each week.The AI revolution is transforming how mortgage brokers work, but only for those who master prompt writing. Take the weekly challenge: craft one high-quality prompt using our formula and create something valuable for your business. Share your results—I'd love to hear how this approach works for you!Don't miss our upcoming "Foundations to Freedom" webinar on July 3rd, where Jonathan Needham and I will cover what it takes to succeed as a self-employed mortgage broker. Register through the link in the show notes or message me directly for details.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 ...

Send us a textThe explosive growth of AI tools has created both opportunity and confusion for mortgage professionals. Are you leveraging this technology effectively, or falling into common traps that could harm your business?In this practical episode, we cut through the AI hype to explore the five most damaging mistakes mortgage brokers make when implementing tools like ChatGPT. From writing vague prompts that produce generic content to the dangerous practice of using AI for regulated advice, these pitfalls can quickly transform AI from helpful assistant to business liability.The secret to successful AI implementation lies in understanding its proper role in your business. Rather than viewing it as a replacement for your expertise, savvy brokers use AI to handle the administrative tasks and routine communications that consume valuable time. When properly deployed, AI becomes a 24/7 assistant that enhances your efficiency without compromising your authentic voice or professional judgment.You'll discover how to write effective prompts that generate useful content, properly edit AI outputs to maintain your unique voice, identify which tasks should remain human-centered, and integrate these powerful tools into workflows that genuinely reduce your stress rather than creating new problems. The goal isn't AI dependence, but rather strategic implementation that allows you to focus on the client relationships and expert service that truly differentiate your business.Stay tuned for next week's episode, where we'll dive deeper into prompt engineering techniques that will help you get the absolute most from ChatGPT and similar tools. And don't forget to register for our free "Foundations to Freedom" webinar on July 3rd, where Jonathan Needham and I will guide you through the journey to successful self-employment as a mortgage broker.Ready to transform your relationship with technology and build a more efficient, less stressful mortgage practice? Listen now and discover how to make AI work for you – not the other way around.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 ...

Send us a textReady to save hours every week without becoming a tech expert? This practical episode delivers exactly what busy mortgage brokers need - 10 ready-to-use ChatGPT prompts that tackle the repetitive tasks eating away at your productive time.We dive straight into actionable content with clear, jargon-free explanations of what makes an effective prompt before revealing ten powerful examples you can copy and use immediately. From crafting professional client follow-up emails to generating social media content that positions you as an expert, each prompt addresses a specific pain point in the mortgage broker workflow.Imagine having perfectly drafted emails ready within seconds, consistent client communications even on your busiest days, and fresh content ideas that keep your social media presence active without the usual creative struggle. These prompts aren't about replacing your expertise – they're about handling the repetitive drafting so your knowledge and personality can shine through where they matter most.The real power comes from understanding how these small time savings compound. When you're not spending precious mental energy on routine communications and content creation, you can focus on high-value client interactions, complex cases, and strategic business growth. Think of ChatGPT as your always-on team member, ready to assist with the groundwork so you can deliver outstanding service where human expertise matters.This episode is part of our practical AI mini-series designed specifically for mortgage professionals who want better results without becoming technology experts. Want to transform your workflow and reclaim your time? Listen now, and don't forget to join our upcoming free webinar "Foundations to Freedom" on July 3rd if you're considering the self-employed route in mortgage broking.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 ...

Send us a textThe mortgage industry is changing rapidly, and AI stands at the forefront of this evolution. While 75% of financial firms have already embraced artificial intelligence, mortgage brokers are noticeably trailing behind – not because they're resistant to change, but because they're simply too busy keeping up with clients, lenders, and compliance demands.This episode cuts through the tech jargon to deliver practical insights on how busy mortgage brokers can leverage AI tools like ChatGPT without technical expertise. We're not talking about robots replacing advisors – we're exploring how you can reclaim precious hours by automating repetitive tasks. Imagine drafting comprehensive follow-up emails in seconds rather than minutes, creating consistent social media content without the stress, summarizing dense lender documents instantly, and translating complex mortgage terms into client-friendly language effortlessly.For self-employed mortgage brokers who started their businesses seeking freedom and flexibility, AI offers a path back to those foundational goals. By working smarter rather than harder, you can reduce administrative burdens while growing your business and improving client experiences. Whether you're just starting out or running an established brokerage, implementing these AI strategies now puts you ahead of the curve in an industry where 58% of brokers recognise AI's potential but haven't yet made the leap. Don't miss our upcoming content, tools and resources specifically designed to help mortgage professionals harness AI effectively. The future is already here – make it work for you, not against you. Also, be sure to register for our free "Foundations to Freedom" webinar on July 3rd to discover the real steps to successful self-employment as a mortgage broker.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 ...

Send us a textHave you ever felt that persistent inner voice urging you to break free and build your own mortgage brokerage? Craig welcomes back Jonathan Needham just four weeks after his previous appearance to address the remarkable feedback their conversation generated among brokers contemplating self-employment.The pair dive deep into why so many qualified mortgage professionals struggle to make the leap from employment to independence. They explore how current employers often undermine confidence by planting seeds of doubt and how family and friends who don't understand the industry might unintentionally discourage your entrepreneurial dreams. As Jonathan powerfully notes, "A cemetery is littered with people who wished they'd done something about that little voice."Both hosts share their perspective on the challenges of transitioning to self-employment, from managing impostor syndrome to balancing client work with business development. They emphasize that simply being good at arranging mortgages isn't enough – success requires understanding how to work both IN and ON your business. For those with aspirations to build and eventually sell a brokerage, they touch on what creates true business value beyond personal production.What sets this conversation apart is the hosts' abundance mindset and genuine desire to help fellow professionals succeed. Unlike recruitment efforts with hidden agendas, Craig and Jonathan are motivated purely by helping brokers establish themselves on better platforms to execute their plans. This authentic approach resonated strongly with listeners of their previous episode, revealing a significant need for honest guidance in the industry.The episode concludes with the announcement of a free, anonymous webinar on July 3rd (6-8pm), offering a comprehensive roadmap for those considering self-employment. Join Craig, Jonathan, and successful brokers who've made the journey from employment to ownership as they share practical advice, answer questions, and provide the support you need to turn your dream into reality. What's holding you back from taking the leap?To book your space on the webinar, email events@thebrokerfoundry.comLooking 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 ...

Send us a textThe decision to bring someone new into your mortgage broking business isn't one to take lightly. When the pressure mounts—whether from unexpected staff departures or overwhelming workloads—the temptation to make quick hiring decisions becomes almost irresistible. But as this episode reveals, panic recruiting almost always leads to costly mistakes that can damage your reputation, drain your energy, and derail your growth plans.At the heart of successful recruitment lies a crucial mindset shift. You'll never find another version of yourself—and that's actually a good thing. Too many broker-owners unconsciously search for clones when they should be looking for complementary skills and perspectives unified by shared values. The most successful teams don't mirror their leader; they expand capabilities while maintaining alignment on what truly matters: client service, ethical standards, and business vision.Values alignment emerges as the non-negotiable foundation of smart hiring. While mortgage knowledge can be taught, core values rarely change. The podcast explores practical interview approaches that reveal a candidate's true priorities—including why those overly fixated on commission splits often make poor long-term team members. You'll discover why your intuition matters during recruitment and how to spot the subtle warning signs that someone isn't right for your business, regardless of their impressive CV. Most importantly, you'll learn why recruitment doesn't end when someone accepts your offer—it's just beginning. Proper onboarding and mentorship determine whether your investment in a new team member pays off or becomes another costly false start.Ready to build a mortgage broker business that grows through careful, values-based recruitment rather than reactive hiring? Subscribe to The Mortgage Broker Broadcast, share with fellow brokers facing similar challenges, and visit craigskleton.co.uk to book a discovery call about taking your business to the next level. Remember—choose team members wisely, because they'll either multiply your effectiveness or drain your energy. There's no more important business decision you'll make.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 ...

Send us a textFinding the perfect home for your mortgage broker career isn't just about chasing the highest commission split—it's about creating an environment where you can truly thrive. In this candid conversation, I dive deep into what mortgage professionals should consider when choosing a firm or network, revealing why this decision impacts everything from your daily satisfaction to your long-term success.Most brokers focus solely on the financial aspects when evaluating potential firms, but as I explain, the cultural alignment and value match are equally crucial. Working in an environment that contradicts your professional philosophy creates constant friction that eventually leads to burnout. I share real-world examples of brokers who've stayed in misaligned positions far too long, simply because changing seemed too difficult.Before committing to any firm, proper due diligence is essential. Be aware of recruitment tactics where you're being "sold" rather than guided. Ask critical questions about management style, compliance procedures, and contractual obligations. What happens if you want to leave? Are there penalties or restrictions? These factors often get overlooked in excitement about headline commission rates.The psychological cost of working in the wrong environment can be devastating to your confidence and motivation. If you're feeling that disconnect already, don't fall into the trap of waiting until year-end to make changes. Every month in the wrong firm is a month of lost opportunity and unnecessary stress. Your business deserves to be built on solid foundations that support your vision, not just your current income needs.Ready to evaluate your current situation or explore new opportunities? Visit craigskeltoncouk to book a discovery call where we can discuss how to find or create the ideal environment for your mortgage broker business. Your career is too important to compromise—take control and build the business you deserve.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 ...

Send us a textWhat happens after the case completes? For most mortgage brokers and protection advisors, client engagement often drops dramatically post-sale. Yet that's precisely when the real opportunity begins.Joanne Cole returns to the podcast to discuss how BrokerIQ (soon rebranding to Your Advisor Here) has evolved over 18 months into a comprehensive client engagement platform that's transforming how advisors maintain relationships with clients long after the initial sale.The catalyst for creating this technology came from Joanne's own experience as an advisor, when she realised she was handing clients lever arch folders filled with policy documents and expecting them to remember all the benefits they were paying for each month. "Is this really what I'm presenting to my client in this digital age?" she wondered.This platform helps advisors meet Consumer Duty requirements by documenting ongoing client communication and ensuring products remain suitable throughout their lifecycle. Unlike CRMs that focus on the sales process, this solution specializes in the post-sale journey – sending automated reminders about policy benefits, simplifying annual reviews, and creating a single digital location where clients can access all their financial information.The impact extends beyond compliance. By providing clients with a branded app experience where they can access all their policies (including valuable add-on benefits like 24/7 GP services), advisors enhance retention while ensuring clients get full value from products they've purchased. This proves especially effective with younger clients who expect digital-first experiences but might otherwise overlook protection products.As Joanne explains, "The client relationship does not stop when you complete your mortgage process or protection policies. It continues very much after that." By embracing technology that automates regular touchpoints without sacrificing the personal connection, advisors can build deeper relationships while freeing time to focus on what they do best – solving problems and providing expert guidance.Connect with Joanne on LinkedIn or visit their website to discover how enhanced client engagement can transform your practice and ensure your clients receive ongoing value from 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 ...

Send us a textThe mortgage industry is undergoing a technological revolution, yet many brokers remain hesitant to embrace these changes. Robert Rusu, founder of My Social Goals, returns to the podcast to share his insights on how AI and automation are transforming mortgage businesses—not by replacing advisors, but by eliminating the administrative burdens that lead to burnout.As someone who entered the mortgage space without prior industry experience, Robert brings a fresh perspective to longstanding inefficiencies. He noticed that mortgage brokers spend countless hours on repetitive tasks: chasing documents, following up with leads, and managing administrative processes that could be automated. This observation led him to develop customized workflow solutions that integrate with CRM systems to handle these tasks automatically.What makes Robert's approach unique is his focus on burnout prevention. While other companies may offer similar technological solutions, he recognizes that the true value lies in freeing advisors from the soul-crushing administrative work that distracts them from their core purpose. By implementing these systems, brokers can rediscover the vision that brought them into the industry in the first place.The resistance to adoption often stems from fear—fear that AI will eventually replace human advisors or that the learning curve is too steep. However, Robert emphasizes that the cost of inaction far exceeds the investment required to implement these solutions. Those who embrace technology now position themselves ahead of competitors who may have more industry experience but lack technological efficiency.For brokers feeling overwhelmed by technology or uncertain where to start, the message is clear: you don't need to become an AI expert overnight. Working with specialists who understand both the technology and the specific needs of the mortgage industry can provide the shortcuts needed to transform your business without the weeks of research and trial-and-error that Robert himself went through.Ready to prevent burnout while maximising growth? Visit Robert's website or book a discovery call to explore how technology can become your silent partner in building a more sustainable, efficient 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 ...

Send us a textWhen Jonathan Needham first entered financial services as a teenage cashier at Nationwide Building Society, he could never have predicted the three-decade journey ahead. After struggling to balance his till and constantly putting notes in the wrong slots, Jonathan found his true calling in advisory roles—a path that would lead him through leadership positions at major organizations before eventually establishing his own firm.In this deeply insightful conversation, Jonathan returns to The Mortgage Broker Broadcast after nearly four years to discuss how the mortgage industry has evolved—and where it's falling short. He articulates a powerful critique of today's training landscape, lamenting the disappearance of comprehensive development programs that once nurtured new talent. "The training was first class, the investment that the business made into people's development...I don't really see that these days anymore," Jonathan reflects, highlighting the aging broker population and questioning who will guide the next generation.What emerges most clearly is Jonathan's passionate belief that relationships within the mortgage industry need fundamental reform. He describes brokers trapped in "loveless marriages" with networks that over-promise and under-deliver, treating professionals as mere "numbers in seats" rather than valued partners. Through Needham Financial and his collaboration with Cornerstone Network, Jonathan is working to create an alternative model built on "servant leadership" where brokers receive genuine, long-term support rather than just transaction-focused interactions.Whether you're considering entering the mortgage industry, feeling stuck in your current arrangement, or looking to build sustainable value in your brokerage, Jonathan's candid insights cut through industry jargon and short-term thinking to reveal what truly matters. Ready to run your own race rather than someone else's? This conversation might be your starting line.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 ...

Send us a textEvery new mortgage broker faces a crucial strategic choice that can determine their long-term success: go broad immediately or build deep local foundations first. Through practical insights and honest advice, this episode dismantles the myth that rapid national scaling is the path to broker success.The local-first approach offers undeniable advantages that ambitious brokers often overlook. There's something powerfully effective about becoming the recognized mortgage authority in your community before attempting to conquer broader territories. Local markets naturally foster faster trust-building, face less competition, and generate word-of-mouth momentum that's nearly impossible to replicate at a national level.When you dominate your local market, you create a business ecosystem that practically runs itself. Consistent lead flow, high-quality referrals from satisfied clients, and strategic partnerships with estate agents, solicitors, and accountants become your growth engine. The episode provides actionable steps for establishing this local dominance - from optimizing your Google Business profile and collecting powerful reviews to creating location-specific content and meaningful community involvement. Most importantly, it outlines how to eventually scale the right way: replicating your local success model one territory at a time, ensuring each new location has the same solid foundation as your first.Ready to become the go-to mortgage broker in your community? Book a discovery call at craigskelton.co.uk and let's discuss how to build your local authority and create the mortgage business you've always wanted. Remember: run your own race - but make sure you're running it on the right track.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textQuarter one of 2025 has vanished, and with it, 25% of your year. For mortgage brokers, this moment demands serious reflection: Are you where you expected to be?The exciting goals and fresh energy of January often fade without systematic review. Without a manager breathing down your neck, the responsibility for accountability falls squarely on your shoulders. This critical juncture offers the perfect opportunity to assess both business performance and personal growth trajectories before proceeding into Q2.A thorough business evaluation examines financial metrics (revenue targets, completed mortgages, average case sizes), lead generation effectiveness, client experience quality, time management efficiency, and marketing consistency. Equally important is your personal development assessment: Are those January habits still intact? How's your mindset? Have you invested in your professional growth? Are you maintaining work-life balance and protecting your wellbeing?The consequences of skipping this review are severe: another year of directionless drifting, repeated mistakes, and stunted growth. Conversely, taking time away from your desk—in a distraction-free environment during your peak mental hours—to honestly evaluate Q1 empowers you to make meaningful adjustments while nine months remain.Setting specific, measurable Q2 goals transforms vague aspirations into actionable plans. Replace "I want more clients" with "I will generate 20 qualified leads monthly through LinkedIn" to create clear targets with definitive success metrics and weekly action steps.Ready to ensure 2025 doesn't slip away? Book a discovery call at craigskelton.co.uk to discuss how targeted coaching can help you achieve your mortgage business goals. Remember, in this competitive industry, the most successful professionals aren't necessarily the most talented—they're the ones who consistently pause, reflect, adjust, and run their own race with intention.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textDan Knott's return to The Mortgage Broker podcast reveals the extraordinary resilience required to maintain a thriving mortgage practice while facing life-altering personal challenges. As a specialist in helping first-time buyers navigate homeownership, Dan's business was flourishing until 2024 delivered multiple simultaneous crises - renovating his late grandmother's home, welcoming a sleep-resistant newborn, and receiving a devastating blood cancer diagnosis.What unfolds is a masterclass in controlling what's controllable. Rather than allowing circumstances to derail his business completely, Dan leveraged years of evergreen content to maintain visibility when creating new material became impossible. His philosophy that "it doesn't have to be done perfectly, but it does have to be done" guided him through months of uncertainty while awaiting final diagnosis results.The podcast explores the unique strength of Dan's client-focused business model, where clients specifically choose him rather than being referred, creating foundations of trust that withstood service interruptions during his health crisis. Now cancer-free, Dan shares how his experience transformed protection conversations with clients: "My immediate concern was just, although all the cover was there for myself, it never seems enough."Looking forward, Dan reveals his plans to launch "Let's Buy a Home" - a podcast helping people navigate both purchasing and early homeownership - along with creating a brand ecosystem spanning mortgages, content creation, community-building, and speaking engagements. His alternative vision challenges the assumption that broker success must follow a traditional expansion model.For anyone facing business challenges while navigating personal crises, this conversation offers both practical strategies and emotional reassurance that recovery is possible. Whether you're a mortgage professional or entrepreneur in any field, Dan's journey demonstrates that resilience isn't about avoiding difficulties, but developing the capacity to navigate through them while maintaining your professional identity.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textWhat does it mean to truly be on your client's side during the home buying process? In this practical, strategy-packed episode, we delve deeper into creating and implementing a comprehensive home buying service that transforms your mortgage brokerage from one-dimensional to indispensable.Following last week's exploration of the benefits, today we unpack exactly how to put this differentiating service into practice. The journey begins with creating a distinct brand for your home buying service – something clients can instantly recognize and understand. From there, we walk through the entire client journey, identifying precisely when and how to introduce, explain, and deliver this value-added service.The mortgage marketplace is crowded with brokers who all claim to find the best deals, but how many position themselves as the buyer's exclusive advocate throughout the entire home purchasing journey? Learn how to protect your clients from the persuasive tactics of estate agents and their in-house brokers by becoming their trusted guide. We share practical scripts, preparation strategies, and real-world examples of how to shield your clients while maximizing their chances of securing their dream home at the best possible price.This isn't just about adding another service – it's about fundamentally reshaping how you work with clients and how they perceive your value. By implementing the strategies outlined in this episode, you'll create a genuine competitive advantage that's difficult for others to replicate. After listening, you'll understand why clients who experience this level of support become your most enthusiastic referral sources, and how this approach creates a virtuous cycle of business growth. Ready to become more than just another mortgage broker? This episode shows you exactly how.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textReady to transform your mortgage broker business? This episode could be the game-changer you've been searching for, especially if you're just starting out as a self-employed broker.Most mortgage professionals limit themselves to arranging the financial side of home purchases. But what if you could become an indispensable guide through your client's entire home buying journey? The approach we explore offers a powerful way to differentiate yourself in a crowded marketplace while creating genuine, lasting value for your clients.We dive deep into the numerous benefits of positioning yourself as more than just a mortgage broker. First, it creates a unique niche that sets you apart from competition. Second, it thoroughly justifies your broker fee - clients no longer question your value when you're guiding them through one of life's most complex transactions. Third, you'll build stronger, more enduring client relationships that extend far beyond the initial mortgage arrangement.The ripple effects continue: you'll strengthen partnerships with local estate agents who recognize the value you bring to mutual clients; you'll generate more enthusiastic reviews and referrals; and you'll have a distinctive service offering that can be effectively branded on your website and social media. Perhaps most importantly, you'll provide clients with an exceptional, stress-reduced experience during what's typically one of the most challenging periods of their lives.This episode covers the "why" of this comprehensive approach, while next week we'll tackle the "how" - practical steps for implementing this service model in your business. Whether you're just starting out or looking to elevate your existing practice, this two-part series offers a roadmap to becoming truly invaluable to your clients and partners.Subscribe, leave a review, or reach out directly if you're ready to take your mortgage business to new heights!The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textDive into the essentials of client interactions in this episode, focusing on the all-important first appointment. We emphasize that this meeting goes beyond a mere fact-find; it's an opportunity to establish trust and rapport with potential clients. Discover how to make the conversation entirely client-focused by asking open-ended questions that allow them to express their needs and concerns.In this conversation, we delve into crucial strategies like active listening and reflective summarization, which ensure clients feel valued and understood from the beginning. By emphasizing the importance of a client-oriented approach, we uncover how to shift the focus away from a checklist to a meaningful dialogue that prioritizes client goals. Our discussion also highlights the role of technology in enhancing the appointment experience, demonstrating how tools like AI and automation can free brokers to concentrate on relationship-building rather than administrative tasks.We aim to provide you with actionable insights and practical advice to enhance your engagement with clients, ensuring each appointment fosters trust and partnership. Tune in and transform your approach to client meetings today! Don't forget to subscribe, share, and leave a review to continue shaping the mortgage broker community.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textFear of rejection can be one of the most crippling barriers for mortgage brokers trying to navigate their careers. In this episode, we explore the underlying dynamics of rejection and how they impact personal and professional growth. Every “no” can feel like a personal assault, leading to missed opportunities and stagnant careers. However, by reframing rejection as a learning tool rather than a failure, brokers can foster resilience and cultivate more effective strategies.Through discussions on psychological triggers, we delve into the reasons rejection stings so intensely. Our brains are wired to avoid pain; rejection can feel just as hurtful as physical pain. Yet, by employing strategies to embrace fear, such as role-playing scenarios and journaling reflections, brokers can emerge stronger. Additionally, we look into the significance of having a supportive mentor network. Sharing experiences not only eases the burden of rejection but also provides invaluable feedback that can refine pitches and strategies.Ultimately, success in mortgage brokering demands risk-taking and an openness to learn from each encounter. Through the lens of continual learning and adaptation, brokers can celebrate rejections as stepping stones toward greater achievements. Join us as we unravel these insights and empower you to take bold leaps in your mortgage career. Remember, each rejection can illuminate the path to growth. Subscribe now for personal development tips and share your experiences with fear of rejection!The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textUnlock the secret to transforming your mortgage brokerage business with the untapped power of client reviews. Ever wondered how to significantly boost your trustworthiness and online presence? This episode promises to equip you with the knowledge to leverage client feedback as a foundational element of success in a trust-based industry. Dive into the world of social proof and uncover how reviews not only serve as a beacon of credibility but also enhance your visibility and conversion rates. Understand the pitfalls of ignoring reviews and learn how to strategically balance your presence on platforms like Google and Trustpilot for optimal SEO benefits.Join me as I share actionable strategies to seamlessly incorporate review collection into your client journey, ensuring you harness feedback at just the right moments—like during the mortgage offer stage. Discover why reviews should be a cornerstone of your business strategy, driving continuous improvement and growth. Whether you're just starting out or looking to elevate your existing business as a self-employed mortgage broker, this episode offers valuable insights and personalized support. Subscribe, leave a review, and share with fellow brokers as we explore the transformative potential of client reviews to give you a competitive edge in the market.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textUnlock the secrets to achieving your financial goals as a mortgage broker with insights from Craig Skelton. What if you could streamline your processes and boost your completion rate to outperform industry standards? This episode promises to equip you with the knowledge to set and meet ambitious income targets by working backwards from your desired earnings. Craig breaks down the critical metrics that need your attention, including the pivotal submitted to completed mortgage rate, which should aim for a minimum of 85% to stand tall in the market. Learn to calculate your average case size factoring in location, client type, and protection conversions, and discover how these elements can shape your monthly mortgage submissions.Join us as we explore the comprehensive toolkit essential for mortgage brokers aiming for business growth. From understanding key metrics such as lead conversion rates and average broker fees to leveraging website metrics and client reviews, gain clarity on where your efforts should be focused. Craig sheds light on the often-overlooked components like protection premiums and lead generation—the cornerstones of success that could drive your business forward. Whether you're a self-employed broker or looking to accelerate your career, visit craigskelton.co.uk for additional resources and support to help you navigate your journey.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textEquity release specialist Mark Thompson returns with invaluable insights into the evolving landscape of later-life financial planning. Learn how Mark's transition from estate agency management to specializing in equity release has empowered him to address the unique challenges faced by individuals in their later years, emphasizing the importance of personal connection and trust. Mark's dedication to providing genuine, no-pressure advice, even when it comes without financial gain, shines through as he shares poignant anecdotes from his journey.Our conversation takes a deep dive into the nuances of advising on equity release products, with an emphasis on the distinctions between lifetime mortgages and Retirement Interest-Only (RIO) mortgages. Mark highlights the vital role of specialization and the power of education in maintaining strong broker-client relationships. We also examine the equity release market's recent fluctuations, reflecting on the impact of interest rates and the sector's resilience as it gears up for a potential recovery heading into 2025.The episode wraps up with a forward-looking discussion on emerging trends and innovations within the equity release market. From the reduction of early repayment charges to the introduction of hybrid products, lenders are evolving to meet consumer demands and inflation pressures. Mark shares how the increasing acceptance of equity release as a standard financial strategy for later life is driving this growth, along with tips for industry professionals looking to navigate the shifting landscape and leverage opportunities for their clients.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textWhat does growth truly mean for you as a mortgage broker or business owner? This episode promises to challenge your perceptions and help you define success on your terms. Join Craig Skelton as he unpacks the multifaceted nature of growth, emphasizing that it isn't about conforming to societal or industry norms but about aligning with your personal values and goals. Whether it's achieving a better work-life balance, enhancing business efficiency, or mastering new skills, Craig suggests that real growth is about clarity and pursuing what truly matters to you.Craig goes beyond the numbers to discuss personal growth's critical role in professional success. He highlights the importance of nurturing a growth mindset, investing in health, and valuing relationships and hobbies as pivotal components of a fulfilling life. The episode also revisits the pitfalls of comparison and distractions, advocating for a focus on your unique vision. This broadcast aims to empower you with actionable insights to tailor your growth journey, offering strategies to help you define and chase your own version of success.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textAre you ready to transform your mortgage broker journey and step into a path that's uniquely yours? Join me, Craig Skelton, as we unravel the secrets to navigating your career with clarity and purpose. This podcast episode is your guide to breaking free from the noise of constant notifications and conflicting advice, helping you cultivate self-belief and trust in your own process. We'll discuss the hazards of comparison and the liberating power of celebrating your personal achievements. Discover how to leverage your unique strengths to build a sustainable business that aligns with your core values and aspirations.As we move through this enlightening conversation, I emphasize the importance of strategic adjustments that keep you on track without derailing your progress. Learn the art of seeking guidance from the right mentors and the patience required to witness your hard work bear fruit. Whether you're a newcomer to the industry or a seasoned pro looking for fresh insights, this episode offers actionable strategies for staying true to your goals. Subscribe, leave a review, and share this episode with fellow mortgage brokers who are ready to redefine their success. Let's shape a fulfilling business journey together, one step at a time.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textWhat happens when a self-employed mortgage broker decides to take the reins and establish their own firm? Discover the answer as Leigh Rowland returns to our podcast, sharing his transformative journey to becoming directly authorised and launching Fear Financial. Leigh opens up about the challenges and victories along the way, from building a reputable local brand over the last five years to his transition from an office setting to a more engaging, public-facing shop environment. And that's not all—Leigh manages to balance his professional pursuits with his personal roles as a dedicated football coach and family man, all while looking ahead to the evolving landscape of mortgage broking in 2025.Ever wondered how competitive brokers can actually support each other? In this episode, we shine a light on an inspiring community of local mortgage brokers who prioritise collaboration over competition. Leigh shares his firsthand experiences with the Financial Conduct Authority (FCA), underscoring the importance of preparation and a solid support network when tackling the intricate process of direct authorisation. From liaising with stakeholders to navigating the maze of industry jargon and lender relationships, he offers invaluable insights into the patience and resilience required for such a significant transition.As Leigh steps into the demanding role of a directly authorised director, the conversation turns to the responsibilities and accountability that come with it. We also take a peek into the future of Fear Financial, focusing on sustainable growth and maintaining the company's core values. Whether you're just starting your career as a mortgage broker or looking to scale your business, this episode offers tailored guidance to help you reach your ambitions. Join us for an exploration of growth, challenges, and the power of a supportive community in the ever-evolving world of mortgage broking.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textCould a simple habit transform your business and personal growth? Uncover the secret to long-lasting success as I, Craig Skelton, argue why habits consistently outshine New Year's resolutions, especially for self-employed mortgage brokers and business owners. Tackling the often vague nature of resolutions, we explore how small, sustainable habits can lead to monumental changes by fostering identity shifts over time. Learn actionable strategies for anchoring a new habit to your existing routines and discover how tracking progress and celebrating small wins can pave the way for a transformative 2025. This episode is packed with insights on building a year founded on persistent actions rather than fleeting motivation.Join us in championing the power of consistency as the key to unlocking your potential this year. With an exciting episode ahead featuring Leigh Rowland, who recently went DA, we'll share his unique journey and the insights he's gathered along the way. Whether you're on the path to becoming a self-employed mortgage broker or looking to elevate your current business, this episode offers a roadmap to success. Subscribe, leave reviews, and share to inspire others in the community, and don't forget to visit craigskelton.com for personalized support and guidance in reaching your goals.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textDiscover the hidden potential of alternative lending solutions with Dave Coleman from Positive Lending as he unveils the evolving mortgage landscape and what it means for brokers in 2025 and beyond. With traditional mortgage avenues becoming more complex, the rise of second-charge mortgages and bridging loans offers exciting new opportunities for brokers to better serve their clients. Learn how overcoming outdated perceptions of these once-stigmatized solutions can transform client retention and revenue growth, ensuring clients have no reason to look elsewhere for their financial needs.As we anticipate the financial shifts of 2025, Dave provides a fascinating glimpse into the future, highlighting an optimistic outlook among lenders despite looming challenges. Upcoming stamp duty changes might cause a flurry of activity, while the demand for equity release products is set to grow among older demographics. Explore the resilience of second-charge and bridging markets, even as commercial and development finance faces headwinds. Gain invaluable insights into adapting to these changes and leveraging them for business success.Client retention takes center stage with innovative strategies for building trust and loyalty in an ever-competitive market. Uncover how brokers can maintain strong client relationships through consistent communication and a willingness to offer comprehensive financial solutions, even if it means partnering with others. This episode is packed with actionable insights designed to help brokers navigate the evolving landscape, ensuring long-term growth through repeat business and referrals.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textEver wonder how a simple habit like reflection can revolutionise your mortgage brokerage business? Discover the hidden potential of consistent review practices and how they can transform both your professional growth and personal development. I'm Craig Skelton, and today we're peeling back the layers on the importance of taking a step back to evaluate your year's wins and hurdles. As the fast-paced world of mortgage brokerage beckons, I'll share practical tips on making reflection a seamless part of your routine to enhance decision-making, maintain focus, and avoid burnout.As we gear up for 2025, it's about running your own race with determination and seeking the right support to reach those ambitious goals. Whether you're a seasoned broker or just starting, reflection can be your key to unlocking new heights. Stay tuned for insights from industry experts like Dave Coleman, who will be joining us next week to share his outlook for the coming year. Remember, your success story is just a reflection away, so subscribe, leave a review, and spread the word to anyone looking to thrive both in business and mindset.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textEver wondered why some mortgage brokers seem to effortlessly retain clients while others struggle? Uncover the secrets to client retention with me, Craig Skelton, as we explore strategies that will transform your business. On this week's Mortgage Broker Broadcast, we promise to guide you through the art of timely lead response, a crucial element in establishing trust and standing out in a competitive market. Learn how nurturing lasting client relationships not only boosts revenue and brand loyalty but also becomes a powerhouse for valuable referrals. Through actionable insights like annual mortgage reviews and overpayment advice, your client communication will never falter, ensuring ongoing satisfaction and a thriving business.Beyond client retention, the journey of personal development and business growth takes center stage. Whether you're a seasoned mortgage broker or just starting out on a self-employed path, I'll be sharing valuable insights on how to achieve your goals by 2025. Engage with our content, subscribe, and provide feedback to keep our discussions relevant and impactful. Remember, the path to success is unique for everyone, so it's vital to stay motivated and run your own race. Tune in for the actionable strategies and motivational support you need to enhance your mortgage broker business.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textDiscover the secrets of niche marketing with Louis Adkins from Labs Media, as he returns to share his transformative journey over the past year. Reflecting on humorous graduation day mishaps, Louis dives into the real-world challenges and victories of expanding his marketing services beyond financial services. We explore how sticking to a niche focus helped him reconnect with financial advisors and specialist brokers, ultimately learning invaluable lessons in the art of clear messaging and industry-specific marketing.Unpack the wisdom behind building trust with potential clients through free resources, as inspired by business authors like Alex Hormozi and Russell Brunson. Louis shares how offering valuable content—be it guides or courses—can establish expertise and nurture relationships, especially for mortgage brokers targeting first-time buyers. From leveraging LinkedIn to harnessing the power of written guides, Louis provides practical strategies for converting leads into loyal clients, even if video content isn't your forte.Dive into the nitty-gritty of digital marketing strategies specifically tailored for mortgage brokers. We shine a light on the importance of combining effective landing pages with targeted Facebook ads and newsletters to foster consistent communication and trust. Learn how to navigate the nuances of ad budgets and local targeting to optimize lead generation efforts. Whether you're a seasoned broker aiming for growth or just starting your own brand, this episode is packed with actionable insights to elevate your digital presence and meet your business goals.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Send us a textWhy are you considering a career change? Do you feel as if your current role is holding you back? Join Craig Skelton, as we explore the personal motivations that lead people to make professional changes. This chapter will offer an insight into how understanding your "why" can give you the clarity you need to make smarter decisions about your future. By researching these ideas, we can guide you to consider practical steps that could improve your current situation without making big changes right away.You will learn how ordinary opportunities such as an honest conversation with your employer about your needs can lead to adjustments that improve your overall work satisfaction. From flexible working hours to restructuring your responsibilities, small changes can make a big difference. But, if these discussions do not bear fruit, we also discuss other options that may be much more suitable for your situation. This chapter is full of practical advice to help you navigate an exciting time of change with purpose and understanding. Join us to see where your journey leads you.The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

Unlock the secrets to thriving in the mortgage industry by mastering your mindset. This week, we're bringing you a brand-new format for the Mortgage Broker Broadcast, integrating the profound insights of the Morning Mindset podcast into every discussion. Get ready to transform how you think about your business with stories and strategies that go beyond numbers and paperwork. Whether you're just starting out or you're a seasoned pro, our conversations will challenge you to break free from self-imposed limits and embrace the full potential of your role in financial services. Join us every Tuesday as we introduce a diverse lineup of guests, from fellow brokers to financial advisors, sharing their experiences and wisdom. You'll hear firsthand accounts of industry challenges and triumphs, learn how different sectors can collaborate for better client outcomes, and gain insights into the crucial role personal development plays in business success. We promise to keep you engaged with unexpected twists and actionable takeaways that will enhance both your professional and personal growth. As always, your feedback and questions are the pillars that shape our content, ensuring that each episode is as dynamic and relevant as your aspirations. Subscribe, engage, and let's redefine success together!The Mortgage Broker Broadcast on YouTube https://www.youtube.com/playlist?list=PLxXEaYQYmRFg4as3o6uafzq6WP3-omp4N Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/3xmMdDcgmYh4A74wxeXnCV?si=cbc8f8b024fc4c98 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 ...

From the bustling world of corporate mortgage services to the entrepreneurial freedom of his own business, Steve Humphrey's journey is nothing short of inspiring. Discover how Steve transitioned from a trainee broker, studying for his CeMAP qualification amidst the serene landscapes of Thailand, to founding the Mortgage Pod. His tale is one of resilience and adaptation, as personal life changes and global events like the COVID-19 pandemic spurred him to prioritize a flexible lifestyle, ultimately leading to the creation of a business that thrives on independence and a client-focused approach.Steve's story is a testament to embracing the unexpected and valuing protection as much as facilitating lifelong debt. As we explore the evolution of his career, Steve reflects on the surprising intricacies of being a mortgage advisor and the rewarding shift from structured corporate life to self-employment. His focus on work-life balance and dedication to exceptional customer service not only fuels personal fulfillment but also propels business growth through natural client recommendations. Steve's commitment to quality service and core values continues to shape the identity of the Mortgage Pod, highlighting the importance of maintaining focus even amidst the pressures of generating leads and finding customers.With a keen eye on enhancing client experience, Steve shares insights into strategic recruitment and specialization, introducing industry experts like Ebony, Barry, and Chris to the Mortgage Pod team. We discuss the exciting prospects of leveraging technology for service delivery and expanding the brand's reach. As Steve candidly addresses industry challenges and outlines plans for future growth, listeners are invited to gain valuable perspectives on the entrepreneurial journey, making this episode not only informative but a blueprint for success in the mortgage brokerage world.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk

Revolutionising the Mortgage Industry: Adrian Richardson's Journey with Mortgage WalletDiscover the transformative journey of Adrian Richardson, the visionary mind behind Mortgage Wallet, as we unravel the path from corporate life to successful entrepreneurship. Adrian's 20-year experience as a mortgage broker offers invaluable insights into creating a thriving independent business. By sharing his personal story, Adrian illuminates the courage and strategic foresight necessary to transition from a corporate environment to self-employment, offering a roadmap to anyone considering this bold step. He also highlights how Mortgage Wallet uniquely benefits brokers and clients, particularly in client retention.  Explore the role of technology in revolutionising the mortgage industry through the lens of the Mortgage Wallet app. The app was designed to enhance broker-client communication, providing real-time updates, maintaining a personalized touch, and facilitating ongoing engagement. Adrian discusses how the COVID-19 pandemic accelerated the shift to digital interactions and the necessity of leveraging modern communication trends to stay competitive. By capturing referrals efficiently and using the app to streamline processes, brokers can reinforce client relationships and keep pace with a fast-evolving digital landscape.  Understand the challenges brokers face with client retention and the evolution of lender policies over time. Adrian emphasizes the importance of establishing long-term relationships, cautioning against the risk of clients making uninformed decisions when renewing mortgages online. He also shares the strategic advantages of adopting digital tools that prioritize the client experience, ensuring brokers remain competitive with digital-savvy lenders. Through Mortgage Wallet, Adrian continues to innovate, enhancing the broker-client journey while safeguarding the personalized service that forms the foundation of successful mortgage broker businesses. Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722  Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 Looking for one to one mentoring, visit my website to see how it works craigskelton.co.ukListen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/

Can technology really make the mortgage process seamless and enjoyable? Join us as we explore this intriguing possibility with Ifthikar Mohamed from MortgagX, a groundbreaking app that's transforming the mortgage brokerage industry. Iftikhar shares his unique journey from chartered accountancy to mortgage brokerage and explains how his financial expertise led to the development of an app that's revolutionizing the way brokers and clients manage mortgages. Discover the inspiration behind MortgagX and how it's designed to streamline the mortgage process, cut down on paperwork, and significantly increase efficiency using cutting-edge AI and advanced technology.We tackle the pain points of traditional mortgage applications and present an innovative CRM system that simplifies the process for both brokers and clients. Learn how features like open banking, integrated credit reference agencies, and ID verification can drastically reduce application times and eliminate manual errors. Iftikhar passionately discusses the importance of leveraging technology to enhance the accuracy and reliability of data, ensuring a smoother, more efficient user experience. By focusing on triangulation and the use of AI tools like ChatGPT, we reveal how brokers can manage administrative tasks more effectively, allowing for better client interactions and increased revenue.Finally, we dive into the broader implications of technology for mortgage brokers, emphasizing the importance of comprehensive client care. From initial mortgage processes to estate planning, we highlight how technology enables brokers to provide more detailed and personalized advice. Ifthikar underscores the necessity of addressing protection options and financial safeguards for clients' futures, illustrating how new technological tools can enhance professional development. Early adopters of these innovations are already reaping the benefits, offering a glimpse into the future of the mortgage brokerage industry. Don't miss this insightful conversation that showcases the potential of technology to empower brokers and transform the mortgage landscape.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/

Curious how to revolutionize your digital marketing strategies in the mortgage broking industry? Join us as Robert Rusu, founder of MySocialGoals, takes us through his captivating journey from British Transport Police officer to a digital marketing expert dedicated to helping mortgage brokers excel. Robert shares his early passion for website development and how it evolved into a mission to streamline workflows and ease client acquisition stress for mortgage professionals.Discover the intricacies of creating effective websites tailored for mortgage brokers, as Robert sheds light on the unique challenges faced in regulated industries. Learn from his firsthand experiences, like how working with his first client, Chris, underscored the importance of tailored digital solutions. Robert explains the critical components of a successful online presence, emphasizing how even a single, well-designed landing page can significantly boost credibility and client acquisition.Robert also unveils innovative strategies for streamlining broker processes and reducing costs, such as integrating mortgage fact-find forms directly onto websites and leveraging Google reviews for business growth. He emphasizes the importance of trust and transparency in digital marketing, sharing his philosophy of under-promising and over-delivering to build lasting relationships. Packed with actionable insights, this episode is essential listening for anyone aiming to enhance their digital marketing efforts in the mortgage broking sector.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/

Ever wondered what it takes to thrive as a self-employed mortgage broker while championing leasehold reform? Join us for an eye-opening conversation with Lucy, a dedicated mortgage broker from Southend in Essex, as she reveals her inspiring journey into the financial services industry. Lucy shares how she turned a personal leasehold nightmare into a professional passion, educating clients on the often-overlooked pitfalls of leasehold properties and advocating for systemic change. Learn from her experiences, from coping with personal loss to finding her footing in a highly competitive field, and discover her tips for balancing a demanding career with single parenthood.Lucy's journey is nothing short of remarkable. She recounts her progression from Southern Mortgages to First Choice Financial Services, all while making bold career moves that defy the norm. Her story touches on both the challenges and the triumphs of diving straight into self-employment, shedding light on the importance of autonomy, the thrill of career growth, and the satisfaction that comes from helping clients navigate the complexities of mortgage brokering. Lucy's enthusiasm for steam trains and her personal anecdotes add a relatable and human touch to her professional narrative.The episode also delves into the pressing need for leasehold reform, with Lucy discussing the collective responsibility of industry professionals to ensure transparency and educate buyers. From the intricacies of capping ground rent to the benefits of common hold ownership, she paints a comprehensive picture of the current leasehold landscape and its future. Moreover, Lucy emphasizes the importance of a supportive community for brokers, sharing her strategies for stress management and the invaluable role of a positive, collaborative mindset. Whether you're a seasoned professional or just starting out in financial services, Lucy's journey offers a wealth of insights and inspiration.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/

Embark on a transformative journey with Chris Hazell, who went from grappling with post-grad uncertainty to carving a niche in the mortgage advising realm. Our candid chat unveils his strategic maneuvers into the industry, shedding light on the pivotal role past experiences play in shaping a fulfilling career. You'll uncover the potent mix of skills gained from estate agency that can amplify your success as a mortgage broker, and grasp the nuances of guiding clients, particularly those navigating the daunting waters of first-time homeownership.Tune in as we peel back the layers of transitioning to self-employment, where the autonomy and potential for growth are as immense as the challenges. The discussion spins tales of financial juggles, the delicate dance of family and career, and the iron-clad persistence required to build a thriving business. Get an insider's look at how industry veterans navigate the complexities of lead generation, regulatory compliance, and the often underappreciated art of timing when soliciting client reviews.As we wrap up this insightful episode of the Mortgage Broker Broadcast, I'm extending an open invitation to subscribe to my new daily, solo podcast, The Morning Mindset.Whether you're an established mortgage broker or aspiring to chart your own course in the industry, join us for a daily dose of empowerment with 'The Morning Mindset' podcast and let's push the boundaries of personal and professional growth together.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth with 1-1 Coaching https://craigskelton.co.uk/coaching/

Celebrate with us as we recently hit a milestone of three years and 153 episodes on the Mortgage Broker Broadcast, and trust me, this is no ordinary cake-and-candles affair. Leigh Rowland, the genius behind the Mortgage Broker Bulletin, joins us to reflect on our incredible journey, dissect the craft of content creation, and even have a chuckle over how a rainy day can wreak havoc on our work ethic. We're peeling back the curtain to reveal the evolution of our show and the meaningful new paths we're taking to enrich the lives and businesses of mortgage brokers everywhere.This episode isn't just a trip down memory lane; it's a launchpad into a future where our monthly bulletins will arm you with a comprehensive review of market trends and offer a space for reflection that's as essential as your morning cup of coffee. Expect a fresh lineup of industry-savvy guests sharing their first-time podcasting jitters and their priceless insights. Plus, get ready to supercharge your day with 'The Mortgage Broker Mindset,' a daily dose of five-minute motivation tailored to empower brokers through the grind of remote work and self-employment. So, pop in those earbuds and join us on this adventure, because it's all about staying in the race, focused and undeterred.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.1-1 Coaching https://craigskelton.co.uk/coaching/#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...

Unlock the potential of your mortgage advising business with the insights from Heather Cocks of Utility Warehouse, who joined us to share her expertise on thriving during economic downturns. Our conversation peeled back the layers on how Heather's partnership with UW has empowered newly self-employed mortgage advisors, sparking an increase in leads and business growth. By merging utility cost savings with mortgage advice, Heather has carved out a unique niche that not only benefits clients but also creates lucrative, new revenue streams for advisors.Are you a mortgage advisor looking to expand your portfolio and offer more to your clients? Our latest episode delves into the adaptability of UW's business model, highlighting its appeal to advisors at various stages of their careers. We discuss how utility service integration can transform the mortgage process, providing clients with a seamless experience and advisors with an edge in a competitive market. Heather and I also explore practical financial strategies that can lead to significant savings and discuss the innovative promotional draw that could see your clients having their mortgage paid for two years.To all the go-getters in the mortgage industry, get ready for a masterclass in maximizing your earning potential. This episode is packed with actionable advice, from leveraging social media to capitalize on bill reviews to understanding how cashback cards can be a game-changer for your clients' financial management. We also provide a roadmap for new brokers, detailing the comprehensive training and mentorship available, and the opportunity to earn while getting your feet wet. Tune in to discover how you can transform your business approach, elevate client satisfaction, and sail to new heights of success with the strategies we discuss. Heather's success story is not just inspiring, but it could also be your future—so why wait? Join us and start charting your own course today!Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.1-1 Coaching https://craigskelton.co.uk/coaching/#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...

Celebrating three years of empowering mortgage brokers to branch out on their own, our latest broadcast hits a remarkable 153 episodes! It's been an incredible ride, from my own leap into self-employment to cultivating a community that thrives on shared experience and expertise. Let's raise a glass to milestones and the powerful practices of accountability and habit formation that have gotten us here. Reflecting on the first quarter, we dissect the strategies that have helped us grow, inviting Leigh to drop his Mortgage Broker Bulletin with fresh insights for first-time homebuyers post-Easter.This episode isn't just about looking back; it's a call to action for self-investment and bolstering your business ventures. We delve into why self-accountability isn't just jargon but the bedrock of successful entrepreneurship, and how mentorship can elevate us beyond our expectations. I extend heartfelt thanks to you, our dedicated listeners, for tuning in and turning up your game, and I'm eager to hear how you've kicked off the year. So, let's connect and share those Q1 wins and lessons—we're in this together, growing one quarter at a time.Listen To The Mortgage Broker Broadcast Apple https://podcasts.apple.com/gb/podcast/mortgage-broker-broadcast/id1560964722 Spotify https://open.spotify.com/show/2FPLBPfyUoTlgZiIp4Zau8 ---------------------------------------------------Work With Me I Help & Support Self Employed Mortgage Brokers So They Can Accelerate Their Business Growth.1-1 Coaching https://craigskelton.co.uk/coaching/#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing#mortgagebrokertips ...