Coaching for Mortgage Brokers w/ Bob Scott

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New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers

Dan Reddish Consulting

4 episodes

2 days ago

WHAT IS A NEW AGE ADVISOR? A new age advisor is an advisor that works less and earns more by using technology to do all the heavy lifting. While an old school traditional advisor may spend a day of their week travelling to a networking meeting, another day contacting a list of bad leads they had bought in and another day sending invoices and sitting on the phone for hours on hold to lenders. Don't let the more tech-savvy generation of financial services professional take your piece of the pie. Don't be a slave to your business and have to retire late. Be the Netflix, not the Blockbuster!

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Coaching for Mortgage Brokers w/ Bob Scott

New Age Advisor - Lead Gen & Business Growth Tips for Mortgage Brokers

1 hour 45 seconds

3 years ago

Coaching for Mortgage Brokers w/ Bob Scott

Coaching for Mortgage Brokers w/ Bob Scott

This video is taken from our New Age Advisor weekly coaching call.

This session we welcomed Bob Scott to share some knowledge to our group.

Bob Scott is an instantly recognised, Award-Winning figure in the UK Financial Services Markets.

With over 25 years of experience, he has built, from conception to inception, some of the best-known firms in the market place.

His most recent tenure for 7 years ,was with Primis Mortgage Network, Part of the LSL Group of Companies.

Highlights included; 10 Consecutive, Contribution To Sales, Winner for Recruitment Most profitable Region Number 1 Region for Protection for both Value and Volume Number 1 Region for Volume of Mortgages written.

Initially heavily involved in the Financial and Property markets, which lead to numerous opportunities in Business Growth, Structuring and Development .

Responsible for establishing and building 5 successful National Companies, including an FCA regulated Network of almost 500 ARs within 12 regional offices.

Coaching, Mentoring and Business Development skills training being subsequently delivered to numerous National and Regional Financial Services Firms from Sole Traders to Principals with 100+ Advisors.

Other opportunities also led to a number of years experience training Business start-ups and SMEs.

Bob has a lot of value to share taking from his 25 years working in the space.

Points Bob covered in the session were:

The pros and cons of going D.A

How G.I is a massive opportunity

The huge amount of mortgage deals coming to an end this year

How you need to know your numbers to scale.

And so much more.

If anyone would like to chat to Bob his details are below:

07538 977 274

E: bob.scott@therightmortgage.co.uk

If you'd like to take our free funnel training which shows you how you can implement you own client getting machine into your business see : www.danreddishconsulting.uk

Subscribe to our channel if you're a mortgage broker or financial service pro looking to scale your business.

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Website: www.danreddishconsulting.com