The Adviser Magazine’s Post

Say goodbye to the guesswork and confusion surrounding customer acquisition. The Adviser’s Lead Gen Bootcamp is not just another workshop – it's a game changer! Check out this clip from Jason Back, Founder & Director of Broker Essentials as he provides a quick walk-through on what you’ll gain by attending his session. Visit leadgenbootcamp.com.au to learn more about the event, our specialist speaker line-up, the agenda, and to secure your ticket. https://bit.ly/3xl1X3g CoreLogic Australia #LeadGenBootcamp #leadgeneration #leads #broker #mortgage #marketing #insights #strategies

Follow-Up: Where Deals Are Made Lead generation is just the beginning. The real money's in the follow-up. Key strategies: 1. Multi-channel approach - Use DMs, texts, emails, and phone calls - Combine methods for maximum impact 2. Persistent outreach - Multiple touches - Vary time of day and day of week - Aim for dozens of contacts in the first month 3. Relentless determination - One client closed a $400,000 refinance on the seventh call in a day - High stakes justify extra effort 4. Smart automation - Use tech to streamline, not replace human interaction - Goal: Connect with people, not automate the loan officer out 5. Consistent effort - Higher contact rates lead to more relationships - More relationships mean more closed deals Remember: Automation should facilitate, not replace, personal connections. Done right, you'll squeeze more value from every lead, whether bought or self-generated. #mortgage #insurance #leadgeneration #leadconversion #digitalmarketing #rebeliQ

🚨 2025 TCPA Changes: Your Lead Gen Strategy Needs a Pivot Game-changing FCC regulations hit January: • Lead aggregators must disclose ALL buyers upfront • Early tests show massive consumer drop-off • Third-party lead costs will skyrocket But here's the opportunity:  Direct-to-consumer campaigns = lower costs, better control, stronger brand. Smart players are already building first-party systems. Don't wait. The future favors those who own their lead gen destiny. #TCPA #LeadGeneration #Mortgage #Compliance Ready to build your direct lead system? DM me and let's talk 💬

🎡 Building Your Client Flywheel: From Attraction to Retention Attracting, converting, and closing a client takes serious effort. So why start from scratch every time? Turn that hard-won deal into a long-term relationship. Here's are some ideas on how to build your client flywheel: 1. Implement a post-closing follow-up system - Schedule 30, 60, and 90-day check-ins - Use automation, but personalize your messages 2. Create an annual review process - Offer a yearly financial health check - Discuss refinance options or new purchase opportunities 3. Develop a value-add content strategy - Send monthly market updates - Share relevant financial tips and advice 4. Set up a referral rewards program (work with your compliance team) - Offer incentives for successful referrals - Make it easy for clients to refer (e.g., provide shareable links) 5. Leverage technology for ongoing engagement - Use a CRM to track client touchpoints - Implement a client portal for easy document access 6. Host client appreciation events - Annual BBQs or holiday parties - Educational seminars on homeownership topics Remember: One deal can become three, plus referrals. Build systems that set you apart and create a self-sustaining engine of growth. Want to supercharge your retention strategy? DM me to schedule a personalized assessment. We'll help you take your client flywheel to the next level. #mortgage #insurance #retention #referrals #growthstrategy #leads #leadgeneration #rebeliQ

Ever feel like you’re drowning in leads and don’t know where to start? When you work with us, we help take the guesswork out of lead prioritization for your sales team. By connecting our scoring system directly to your CRM via API or batch uploads, you’ll get real-time updates on which leads are most likely to convert. Once integrated, we can automatically sort and prioritize leads for you, helping your sales team focus on the ones that really matter. Then, our communication platform to automate follow-ups, speeding up response times and boosting conversions. Turn your leds into customers with Lead Intelligence powered by Agent Legend! #LeadScoring #SalesOptimization #CRMIntegration #SalesSuccess #PredictiveAnalytics #BusinessGrowth #RealEstate #Mortgage

To increase your daily Lead Supply of quality leads, stop believing these myths. . . Everytime you have these myths in mind, you have limiting beliefs which then assists in reducing not just the number of leads accumulated over time but also reduces the quality of those leads. Your mortgage brokerage deserves to always talk to the right clients and at the right time. Pay attention to these myths in your mind when you're generating leads to invest or purchase from your brokerage. Follow me to know how to break those myths long before you start running lead generation campaigns. #leadgeneration #facebookadstrategy #mortgagebroker #businesssuccess

Happening now: "Platforms that are Revolutionising Lead Generation for Brokers" session Julian Fayad, Founder & CEO of Loan Options, and Mandeep Sodhi, Founder & CEO (Chief Efficiency Officer) of Effi, are sharing their insights on how emerging platforms are transforming the way brokers manage their operations and generate leads. CoreLogic Australia #LeadGenBootcamp #leadgeneration #leads #broker #mortgage #marketing #insights #strategies

The #1 "Hack" for Lead Gen: Actually ASK Ready for the groundbreaking secret to lead generation? Ask for info. Sounds obvious, right? Yet countless businesses across mortgage, real estate, insurance, and home services are still missing the mark. Common mistakes: ✘ Drowning visitors in content ✘ Hoping they'll call... someday ✘ No clear path to engage ✘ Asking for too much info or in the wrong sequence Without a nudge, your marketing falls flat. Traffic becomes worthless. The simple fix: 1. Create engaging environments for info exchange 2. Ask easy questions 3. Make contact info submission a no-brainer 🚩 But don't swing too far the other way. ✘ Conversion killer alert: Demanding too much info (or in the wrong order). Remember: Marketing doesn't work if you can't capture leads. It's simple: Ask or lose out. Every visit without a capture point is a missed opportunity. hashtag #mortgage #realestate #insurance #leadgeneration #digitalmarketing #conversion

Spoiler Alert: Your 1003 is killing your lead gen. Driving cold or lukewarm traffic to a 1003 is scaring off potential business. It works for established relationships. For cold leads, it's a conversion dead end. Consider these traffic sources: - Google searchers - Realtor referrals - Review readers - Direct mail recipients - Facebook followers None are primed for an immediate loan application. Even "Apply Now" buttons kill conversions. "Get Started" might get clicks, but often leads to confusing login pages. Every lost lead costs thousands in potential revenue. Better approach: 1. Build relationships first 2. Create value before requesting info 3. Use the 1003 as a service tool, not for lead gen The 1003 serves clients, it doesn't find them. Don't let your application process cost you deals. Focus on trust-building, then gather additional info. #mortgage #mortgageindustry #leadgeneration #conversion #digitalmarketing #rebeliQ

Would you rather take a $10,000 Marketing Budget or $10,000 Cash? I asked this question about a month ago and over 70% voted in favor of the Marketing Budget. Interesting results if you ask me. Would these results be opposite in 2021? When all you had to do was answer your phone to get more business? This is a signal to Recruiting Leaders and Lenders that they need to show a LO how they help them get more leads and win. What are your leverage points that create "at-bats" for the LO? Data? Coaching? Relationships? Lead Generation? Marketing Strategies? Whatever it is, take the time to develop that plan and be prepared to share with the LO when you meet with them. It's not about value props, it's about your value. #mortgage #loanofficers #teamloandepot #fillyourcup #SOLOnotPOLO