HNW Deals
Unlock the power of AI to attract high-net-worth clients and scale your financial service business. This channel is dedicated to helping residential and commercial mortgage brokers, financial planners and wealth and asset managers generate premium, high-value deals through cutting-edge AI tools, digital automation, and targeted marketing strategies. Learn how to streamline your operations, personalise outreach, and secure bigger clients with confidence. Subscribe now to stay on top of AI-driven innovations and gain the insights needed to elevate your practice and close high-net-worth deals consistently.
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HNW Deals
Chat GPT Promoting for Protection Brokers
1 year ago | [YT] | 0
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HNW Deals
Love these 💰✨️
1 year ago | [YT] | 0
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HNW Deals
Recent interview with mortgage podcast king @AshBorland
1 year ago | [YT] | 0
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HNW Deals
One from the vault 🧰 Mortgage Broker Coaching from Dave Corbett
1 year ago | [YT] | 0
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HNW Deals
Client Results: The Secret to £4.5 Million in Mortgage Enquiries in Just 24 Hours 📈
Discover how a mortgage brokerage transformed its fate from unpredictable income to generating £4.5 million in high-quality mortgage enquiries in one day, thanks to our revolutionary LinkedIn and AI-driven strategy.
Background:
Initially, the brokerage struggled with a lack of a coherent digital marketing plan, resulting in erratic income streams and long hours for mediocre returns. They catered to a broad client base, which diluted their efforts and effectiveness.
Transformation:
Our intervention redefined their strategy, focusing on attracting high net-worth individuals. Within just two months, this pivot not only streamlined their operations but also boosted their revenue by an additional £8k.
Strategy Unveiled:
1. Client Profiling with AI: We employed advanced AI tools to identify and target their ideal client - affluent, high net-worth individuals. This move sharpened their focus, leading to:
- More selective client engagement.
- Enhanced visibility among the desired demographic.
- Increased high-value appointments and deals.
- Reduced workload and higher profit margins.
- Ample time for personal life and family.
2. Revolutionary Messaging: We crafted unique, compelling messages that directly speak to the psychological needs and triggers of their target market - a fresh approach that distinguishes them from competitors.
3. Efficient Market Penetration: Leveraging LinkedIn’s vast professional, high value network, we connected them with potential clients, employing a non-salesy, conversational approach that fosters trust and opens doors to valuable discussions and appointments.
Results:
This strategic overhaul has not only differentiated them from the competition but also optimised their client quality, leading to five times more revenue per client without additional time investment.
Next Steps:
Are you a mortgage or financial planning firm looking to revolutionise your marketing strategy and outcomes? Discover our unique approach by booking a comprehensive audit of your current marketing strategy. Send me a message today. Limited slots available.
1 year ago (edited) | [YT] | 2
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HNW Deals
Great Summertime mix 🌞
2 years ago | [YT] | 0
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HNW Deals
Love this 😀
2 years ago | [YT] | 0
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HNW Deals
Probably the best visualised summary you
will get on the latest annual Linkedln algorithm report 📈😍
3 years ago | [YT] | 1
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