In this engaging episode, join us as Gary Waters, the visionary behind the Protection Academy, delves into his proven strategies that catapult mortgage and protection sales well above the national average. Gary opens up about the critical steps for mortgage advisers to maximize their success – from setting clear expectations right at the outset of a mortgage and protection interview to mastering the art of rapport building by understanding clients and their families on a deeper level.
Discover how the lack of industry training and coaching has left a gap in effective protection sales and learn from Gary's expert advice on bridging this gap. He shares invaluable insights on balancing the conversation between mortgage and protection, employing the 'fact find' method to uncover client needs accurately, and ensuring the protection meeting is set in stone before moving forward with the mortgage process. Gary also touches on the importance of thorough preparation and the power of visual presentation tools like Zoom or Teams to make advice more accessible and impactful.
But that's not all – Gary uncovers the untapped potential of social media for mortgage advisers. Learn how simple it can be to generate lead generation for mortgage advisers through answering common queries in videos and posts, maintaining consistency in your content, and engaging with your audience on platforms where they spend their time, like Facebook and Instagram. This episode is a treasure trove for those looking to sharpen their mortgage marketing strategies and leverage social media for mortgage advisers to stand out in the competitive market.
Tune in to transform your approach with strategies that blend traditional advice with innovative mortgage adviser social media
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