In the latest special Mortgage & Property edition of IFA Talk, we explore what it takes to build a successful and sustainable mortgage advisory business, from attracting new clients and generating referrals to improving business performance and preparing for future growth.
To discuss these important topics, hosts Meg and Sue are joined by Terry Blackburn, Founder and CEO of The Wealthy Advisers Club, the UK’s leading community for financial advisers, mortgage brokers and protection specialists. Having worked with hundreds of adviser firms through coaching, mentoring and business development, Terry shares practical insights into the habits, systems and strategies that help the industry’s top-performing businesses thrive.
Highlights of this months mortgage and property episode include:
• The key characteristics that separate successful mortgage brokerages from the rest of the market
• Practical strategies for attracting new clients, generating referrals and building long-term business growth
• Why systems, processes and client experience are essential to creating a sustainable and profitable advice business
• The opportunities and challenges shaping the future of mortgage advice, and how firms can position themselves for long-term success
This episode provides valuable insight for mortgage brokers, advisers and industry professionals looking to strengthen their businesses, improve client outcomes and gain practical ideas for sustainable growth in an increasingly competitive market.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Bio
Terry is the Founder and CEO of The Wealthy Advisers Club, the UK’s leading community for financial advisers, mortgage brokers and protection specialists. Through coaching, mentoring and business development support, he has helped hundreds of adviser firms improve performance, build more profitable businesses and create long-term, sustainable growth.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and any necessary legal advice should be sought before acting on any information contained in this podcast. The value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
