by Craig Skelton
<p>Developing your knowledge to help you build a successful Mortgage Broker business. Craig Skelton shares his thoughts and experiences on all aspects of mortgage advice covering everything from operating in the banking world, estate agency based advisers all the way up to working as a self employed broker. He will be joined by experts from within the industry and other business sectors which all play a key part in becoming a successful mortgage broker in the modern world.</p>
Language
🇺🇲
Publishing Since
3/31/2021
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April 29, 2025
Send us a text 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 cataly...
April 22, 2025
Send us a text 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 l...
April 15, 2025
Send us a text 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 re...
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