Co-founder and Director Graham Wilson added…..
When I began my journey as a broker in 2011 I quickly learned that being self-employed meant that each month I am no longer guaranteed a salary from the bank I had just left and that finding business and leads were purely down to me, myself, and I.
Between 2011 and 2013 I began to network heavily and call into estate agents, solicitors, and accountants as I knew that they were a vital source for leads. The general feedback was that they either didn’t have an adviser, or they did but he or she never kept them up to date with case feedback or remuneration for completed mortgages and/or protection.
This was, therefore, a great way to get my feet under the table, and so I started to design and send out example emails containing a snippet of a spreadsheet with client names, stages at which the cases are up to (eg. survey, offer, completed) along with the name of the individual referrer, branch and monetary value of cases.
The very first agent loved it and said that they had never seen a weekly update with up to the minute details which meant that they could easily update their system and therefore knew exactly where referrals were up to week-by-week.