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Looking 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

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Struggling 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

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The 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

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Ready 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

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The 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 ...

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Have 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.com

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

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The 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

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Finding 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

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What 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

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The 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

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When 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

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Every 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.

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

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Quarter 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.

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

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Dan 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.

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

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What 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.

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

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Ready 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!

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

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Dive 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.

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

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Fear 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!

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

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Unlock 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.

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

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Unlock 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.

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

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

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Equity 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.

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

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What 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.

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

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

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Are you 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.

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

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

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What 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.

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

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

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Could 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.

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 ...