Marketing Mortgages | Social For Brokers

Hosted by Chris Targett

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Episodes

202

Latest episode

Feb 2026

Language

EN-GB

About the show

The ultimate podcast tailored specifically for mortgage advisors and brokers looking to amplify their business strategies! Join us as we delve into the dynamic world of mortgage brokerage, offering exclusive interviews with industry experts who share their tales of triumphs, setbacks, and the invaluable insights gained along their entrepreneurial journeys. Gain firsthand knowledge of successful marketing tactics tailored for mortgage advisors and brokers, as our guests and I provide actionable tips and strategies to enhance your visibility and attract clients.

Listen to episodes

60 recent

February 23, 202641 min

Why you should always try to sack yourself - Tips for growing a business

From starting his business at the kitchen table to leading a thriving team of 13, John Foster, founder of Foster’s Financial, shares his honest and practical insights with host Chris Targett. John opens up about what it really takes to grow a successful mortgage advice business — from mastering **lead generation for mortgage advisers** to building a strong team and personal brand that clients trust. He talks about why **referrals** remain the most powerful form of lead generation, how **social media for mortgage advisers** can help build connections in the community, and why understanding your numbers is key to sustainable growth. John also reveals how **mortgage marketing** and local sponsorships can drive organic leads, and how technology can make running your business more efficient. Whether you’re just starting out or looking to scale up, this episode is packed with realistic advice on hiring, retaining clients, outsourcing effectively, and maintaining balance while growing your business. If you want practical strategies to stand out on **mortgage adviser social media** and attract the right clients, you’ll find plenty to put into action here.

January 6, 202641 min

How to build a business in a box with Paul Flavin

Today I chatted with Paul Flavin, a wizard in business growth and the mastermind behind the impactful book 'Build, Scale, Sell'. Listen in as Paul unravels the secrets to a thriving business, guiding mortgage advisers from the day-to-day grind to owning a flourishing enterprise. Discover why mastering mortgage marketing and excelling in social media for mortgage advisers isn't just beneficial; it's crucial.We delve into the four cornerstones every successful business stands on: marketing, sales, operations, and finance. Prepping your business for sale might seem far off, but Paul highlights why envisioning this early can be a game-changer. He stresses the importance of making yourself redundant in the day-to-day, ensuring your business can not only survive but thrive without your constant input. This approach hinges on having robust systems and processes that guarantee quality service, time after time.Whether you're a veteran mortgage adviser looking to finesse your lead generation strategy or new to the field and eager to make your mark, this episode is packed with actionable insights. Dive deep into the world of mortgage adviser social media tactics, learn how to captivate your audience, and transform your approach to mortgage marketing. Don't miss out on these nuggets of wisdom that could redefine your business and set you on the path to success.

January 2, 202632 min

200% Growth & Managing 50 Staff - Daniel At Grange Mortgages' Story

Join Chris as he has a fascinating chat with Daniel Mumford, the brain behind Grange Mortgages & Protection, about transforming from a hands-on mortgage adviser to a visionary business leader. Discover how Daniel took his brokerage from juggling 15-20 mortgages a month to steering a crew of 50, multiplying his company's size by 200% over six years. This episode serves as a blueprint for advisers and brokers caught in the cycle of endless meetings, paperwork, and long days, showing there's a more efficient and rewarding way to operate.

December 15, 202539 min

Using Tech to Stay Ahead with Michael O'Brien

I sit down with Michael O’Brien, the visionary behind Home of Mortgages, for an insightful chat you won't want to miss. Michael unveils his entry into the mortgage world, triggered by an eye-opening experience with estate agents. You'll hear about the highs and lows of building a business from the ground up, including how his team weathered the storm of the 2008 financial crisis by pivoting towards lettings.Michael opens up about the critical role of safeguarding your brand and how a unique name can set you apart in the bustling mortgage industry. Discover the art of assembling a winning team—a cornerstone of Michael's success—and how investing in team development has paid dividends.We delve into the power of digital marketing and how social media for mortgage advisers has become an indispensable tool for contemporary lead generation.Listen in to uncover Michael’s strategy for leveraging a custom CRM system to enhance client communication, ensuring a personal touch in every transaction. Plus, get a peek into the unpredictable nature of the mortgage market and why adaptability and flexibility are your best allies.Finally, Michael shares a priceless tip for mortgage advisers: the importance of building a robust network of potential clients or introducers, essential for business growth and sustainability.Whether you're a budding mortgage adviser eager to make your mark or you’re looking to up your mortgage marketing game, this episode is packed with actionable advice on lead generation for mortgage advisers and insights into using social media for mortgage advisers effectively.

December 5, 202532 min

How to Niche down in your Mortgage Business- with Ross Jones

Ross unpacks his personal path to becoming a mortgage adviser, detailing how unique challenges paved the way to specialising in clients with variable incomes. He brings to light effective mortgage marketing strategies that have fuelled the growth of his brokerage through stellar service and a profound understanding of his client's needs.Throughout the episode, Ross opens up about initiating 'Pitch to Bricks', a podcast intersecting athletes and media professionals with the property investment sphere. This venture underscores his commitment to educating specific audiences, leveraging social media for mortgage advisers, and cultivating lasting client relationships within his niche market.- How niche marketing is revolutionising mortgage advising, making it a critical strategy for business advancement.- The significance of recognising and adapting to the unique financial landscapes of self-employed clients and those in the sports and media industries.- The role of authenticity and trust in securing and nurturing client connections for unparalleled business growth.- The importance of mortgage adviser social media presence in broadening outreach and enhancing lead generation for mortgage advisers.Ross also shares wisdom on the broader benefits of understanding your demographic for effective lead generation and the synergies created through strategic business collaborations. Whether you're a seasoned mortgage adviser looking to sharpen your social media for mortgage advisers toolkit or new to the field seeking tangible mortgage marketing strategies, this episode is packed with invaluable takeaways to help elevate your approach and secure high net-worth clients in your niche market.

May 19, 202540 min

Lessons from 24 years of running Beechwood Mortgages with Adrian & Sam Collins

Join us as Chris Targett sits down with Adrian and Sam Collins, the dynamic couple behind Beechwood Mortgages, for a candid chat about their 24-year adventure in the mortgage world. From the rollercoaster ride through the 2008 financial crash to adapting during the COVID-19 pandemic, they open up about the highs and lows of running a thriving mortgage brokerage. Discover how they transitioned from being bogged down by day-to-day operations to strategic visionaries in their business, thanks to some timely business coaching and savvy planning.Adrian and Sam share their early days' tales, underlining the crucial role of teamwork and the defining moments that reshaped their approach. Peek into their management style, learn about their commitment to effective communication, and get inspired by their innovative methods of lead generation for mortgage advisers. They delve into the nuts and bolts of building a successful team, the art of picking the perfect staff, and how they have navigated the ever-changing tides of mortgage marketing in the digital era.This heart-to-heart is more than just a story of business growth; it's about the power of personal connections and fostering a culture that celebrates support within the team. Perfect for mortgage advisers looking to scale up their business and harness the power of social media for mortgage advisers, this episode is packed with wisdom on making it big in the mortgage industry. Tune in for an insightful session that promises to elevate your approach to mortgage marketing and lead generation for mortgage advisers, ensuring your business not only survives but thrives.

May 13, 202556 min

Three Keys to Financial Services Growth with Terry Blackburn

Chris Targett sits down with Terry Blackburn, who narrates his remarkable journey from construction sites to the pinnacle of entrepreneurial success with his ventures, Bespoke Financial and Mortgage Genie. Listen in as Terry reveals the pivotal challenges and challenges that propelled him forward, the critical importance of sculpting a business that thrives independently, and the indispensable role of astute recruitment and savvy mortgage marketing strategies in fuelling business expansion.Terry doesn't hold back on sharing the secret sauce: a robust sales skillset is the backbone of success in the financial services arena. He and Chris demystify the art of sales within mortgage brokering, urging advisors to proudly wear their sales identity as a badge of honour. They unfold the blueprint for effective lead generation for mortgage advisers, covering both the avenues of paid and organic strategies, and underscore the art of following up to transform leads into loyal clients.Moreover, Terry introduces the Wealthy Advisor Club, a sanctuary for financial advisors seeking to elevate their game and achieve unparalleled success. They also touch upon the game-changing impact of employing support staff, which not only optimises operational efficiency but also ensures mortgage advisers can focus on what they do best.Whether you're a seasoned mortgage adviser seeking to refine your social media for mortgage advisers strategy, or you're just starting out and looking for reliable lead generation tactics, this episode packs a wealth of knowledge, tips, and encouragement to help you elevate your mortgage marketing game and secure more business through the power of social media.

May 5, 202539 min

LinkedIn Saved My Career with Roger Morris

Join us as Chris Targett chats with Roger Morris of Chetwood Bank, uncovering the fascinating path that led him to become a key player in the mortgage industry. Roger sheds light on the crucial role of personal branding on LinkedIn, unveils the magic behind successful video content, and shares effective stress management strategies for those within this high-pressure field. He underscores the significance of regular interaction on platforms, crucial for mortgage adviser social media success. Offering actionable advice, Roger aims to empower mortgage brokers to elevate their digital footprint. Discover how leveraging social media for mortgage advisers not only transforms careers but fosters genuine connections. Dive into this episode for a wealth of insights on mortgage marketing, becoming a standout name in the industry, and mastering lead generation for mortgage advisers through the potent combination of authenticity and consistent engagement.

April 21, 202534 min

How to get more introducers & keep them with Jonathan Southgate

Join Chris Targett and Jonathan Southgate as they reveal the secrets to turbocharging your mortgage advising business using social media and innovative mortgage marketing strategies. Discover the art of expanding your lead generation toolkit beyond the traditional avenues. Jonathan, with his wealth of experience, walks us through his journey of collaborating with a wide array of introducers from various sectors. He underscores the critical role of forging strong connections and tailoring your approach to meet the distinct requirements of each introducer for sustained success and enhanced community involvement.Jonathan delves deep into how nurturing these partnerships through effective communication, offering comprehensive support packs, and understanding the unique challenges faced by clients can significantly uplift your business. He shares insights into creating seamless interactions with introducers, the importance of a smooth onboarding process, and providing continuous support to address client concerns promptly. By drawing on soft facts and establishing robust feedback channels, Jonathan illustrates how to maintain a fluid, two-way communication line for ongoing improvement and stronger collaborations.This candid conversation is packed with actionable tips on utilising social media for mortgage advisers to not only draw a wider net of leads but to also forge lasting relationships with introducers. Whether you're looking to refine your lead generation for mortgage advisers or searching for fresh mortgage marketing techniques, this episode is brimming with guidance to help you stand out in the competitive mortgage landscape. Welcome to a treasure trove of insights designed to accelerate your growth and transform the way you engage with both introducers and clients.

April 21, 202544 min

The Pros & Cons of Going DA - with Martin Reynolds of Simply Biz Mortgages & Mark Huby

Join Chris Targett, along with experts Mark Huby and Martin Reynolds, as they unpack the journey of transitioning from an Appointed Representative (AR) to Directly Authorized (DA) within the mortgage sector. This friendly discussion brings to light both the perks and hurdles of achieving DA status, focusing on key aspects like financial impact, autonomy, and compliance hurdles. Essential for mortgage advisers considering this pivotal switch, our experts deliver a well-rounded perspective on staying AR versus aiming for DA status.This episode isn't just about the big move; it's crammed with valuable insights on ensuring happiness in advisory roles, adopting the right mindset for success, and the vital questions that need answering before joining a new network. With the evolving role of technology and social media for mortgage advisers in sharp focus, we also delve into how understanding contracts and leveraging online platforms are critical in today’s mortgage marketing strategies.Moreover, we feature an in-depth look at Simply Biz Mortgages’ unique offerings and provide hands-on advice for firms weighing the benefits of becoming Directly Authorized. Perfect for those interested in lead generation for mortgage advisers, this episode is packed with practical tips on using mortgage adviser social media strategies effectively to win more business.Whether you're a seasoned pro pondering the DA leap or a newer adviser carving out your niche, this conversation is tailored to help you navigate the complexities of mortgage marketing and social media for mortgage advisers, ensuring you’re well-equipped to make informed decisions that enhance your growth and success in the competitive mortgage industry.