for mortgage brokers and financial advisers
Generate More Leads and Get More Clients by Creating an Effective Marketing Strategy That Will Help You Stand Out in a Crowded Marketplace
Learn how to improve your marketing and start generating more mortgage leads even if you have zero marketing knowledge!
Stop worrying about where your next client is coming from and learn a new way to generate your own mortgage leads even if you know nothing about marketing
I used to be just like you, back in the days when I had my IFA firm.
No-one had ever taught me anything about marketing and I literally didn't know where to start when it came to generating leads and getting new clients.
Confused and overwhelmed by the whole idea of creating a proper marketing strategy, I ended up spending money on unreliable mortgage leads, living hand-to-mouth off referrals and recommendations, and struggling to make a small marketing budget work.
People told me that referrals were the best way to build a sustainable and consistent business. But I quickly realised that relying on referrals and word-of-mouth business simply creates a feast and famine cycle where one minute you're really busy, and the next you're wondering how to make ends meet.
So I tried buying leads from lead generation companies, but the quality was awful and the cost per lead was ridiculously high.
But one day that all changed…
You see, after a while, I realised two things.
Firstly, it dawned on me that 80% of our revenue came from 20% of our clients so I needed to figure out what these clients had in common and find more people like them to market to.
Secondly, I realised that we were offering the same products from the same lenders as everyone else - so there was nothing to set us apart from the thousands of other mortgage brokers and IFAs out there.
So I spent the next few weeks building a detailed picture of my perfect client and niching the business to focus in on these ideal prospects. And I worked on creating a powerful value proposition that would resonate with these perfect clients and make my firm their go-to choice.
Suddenly all our marketing became easier and more effective, and we started getting a steady flow of new clients - all because we now had a clear message and we knew how to get it in front of the right people.
And now, many years later, I've created a simple, straightforward set of online courses that show you how to do exactly the same thing…
Mortgage Marketing Fundamentals Course Bundle
If you're a mortgage broker or financial adviser, these three courses will help you create an efficient and effective marketing strategy which will transform your business, underpinning everything you do and giving you the ability to generate a consistent flow of mortgage leads.
Buy now for £197 plus VAT
Change the way you do business in just 7 days
When you buy this suite of courses you'll get everything you need to create a winning marketing strategy and proposition in as little as one week. You'll gain clarity on what sort of people you need to market to, how to reach them, and what to say to them in order to turn them from cold leads into clients.
With these foundations properly laid, you'll be ready to scale up your offline marketing, become better at face-to-face networking, or turn your website and social media channels into a lead generation machine.
Here's what you'll get:
Course #1 - Creating Customer Personas
This course will teach you why you need to define your ideal customer persona and will show you how to go about doing it. By the end of this course you'll have a clear concept of who your ideal client is, what makes them tick and, crucially, what their pain points are.
Bonus item: includes my ideal customer persona template
Course #2 - Niching Your Business
In this course you'll find out how to niche your business and discover why doing so will allow you to take on more new clients with less marketing effort.
I'll share examples of successful niches that other mortgage brokers have used to get more clients and I'll guide you through choosing a niche that's a good fit for you and your business.
Course #3 - Creating a Value Proposition
This course will take you step-by-step through the same process I use when I am creating powerful value propositions for my 1-2-1 clients.
By the end of this course you'll have a clear marketing message you can use on your website and other marketing materials to set yourself apart from your competitors and attract your ideal type of client.
Bonus item: includes my value proposition spreadsheet template
Complimentary Coaching Call
Courses are great, but it's results that matter.
And to help make sure you get those results, this package includes a 30-minute 1-2-1 coaching call with me via Zoom.
I'll be able to help with anything you're unsure about, answer any questions you've got about the training, and guide you on how to put what you have learnt into practice and use it to start generating more mortgage leads.
Don't think you need all this?
Watch this video to hear how Paul Tait radically improved one aspect of his marketing and lead generation just by learning how to niche his business.
And look at what these other mortgage brokers and current members of The Predictable Pipeline Programme are saying about my unique approach to online lead generation:
A minor miracle
David really gets results. His ability to generate leads from a previously inactive website is nothing short of a minor miracle. The trouble a client has with engaging David is that the resulting increase in business might be too much to cope with!
Kerri-Ann Douglas CeMAP
Marketing & Business Relationship Manager
Great value for money
In less than a month I have learnt so much, especially around niching and value propositions, and added huge value to my firm's marketing and lead generation goals already. It's also great to have access to the community hub to gain further support from David and other members as well as sharing ideas. Looking forward to where the course can take me.
Comprehensive and so well delivered
The content of this course is comprehensive and so well delivered. It really does equip you with the tools, skills and knowledge to build a sustainable and affordable all round marketing platform.
The 3-Step Financial Lead Generation System
Generating a consistent flow of high quality mortgage leads involves three things - finding an audience, getting them to engage with you, and convincing them to choose you over your competitors. This suite of courses will help you identify the right target audience for your business and create a marketing message that will have those ideal clients beating a path to your door.
Join today and get all this!
Creating Customer Personas Course that will help you pinpoint your ideal clients (£97 value)
Niching Your Business Course that will guide you through selecting a profitable niche (£97 value)
Creating a Value Proposition Course that will help you get more leads from your website and other marketing (£97 value)
1-2-1 Coaching to ensure you complete the course and know how to put what you've learnt into practice (£150 value)
Bonus Templates to help you achieve rapid implementation and results (£37 value)
Unlimited Support via email whilst you complete the training (£priceless)
Lifetime Updates that ensure you always have the very latest content (£500 value)
Total Value = £978
All for Only £199 plus VAT
I’m David Miles, and I can tell you from experience that every single thing you have read in the last 5 minutes works in the real world. I owned a successful firm of IFAs and mortgage brokers, I know what works and what doesn’t, and I know results when I see them.
That’s why if you’re unhappy for any reason, I’ll refund everything within 30 days of your purchase. I really am that confident that my unique approach to lead generation will transform your business!
Don’t wait! Look at what my past students have to say...
A fantastic course
David ran a fantastic course. This man knows what he is talking about – a prince in a sea of charlatan’s and snake oil salesmen. Listen and learn!
Digital Marketing Manager
I was thoroughly impressed by David’s wide knowledge of PPC and his ability to offer clear and effective advice. I left the course feeling a lot more confident about my ability to run a PPC campaign.
Head of Marketing
I left the course with skills I am excited to use
David uses real-time examples so that you can easily relate to what he is talking about, and I left the training course armed with skills I am excited to use!
A fantastic course
David's helped me set up my Facebook Ads campaign and from that I've generated over 50 leads.
Head of Marketing
David’s strategies have shown immediate improvements to online impressions, click-through-rate and enquiries since they were implemented.
Chief Technical Officer
An excellent course
David has a way of making potentially very tough and complicated procedures clear and easy to understand. An excellent course, one which I’d recommend to anyone who wants to get involved with their own AdWords campaign.
get the mortgage marketing training today
One off payment for lifetime access
100% Satisfaction Guarantee
If you don't feel these courses deliver excellent value, you can get a full refund anytime within 30 days of joining.
Frequently Asked Questions
Depending on how quickly you work through the training and where you're starting from, you could potentially have everything done within a week. But if you want to take things a bit slower then that's fine too!
This training helps you lay solid foundations for all your marketing - whether that's online or offline. So you don't need to have a website in order to benefit from these courses.
However, if you don't have a website yet then I'd recommend you get one soon because once you complete this training you're going to be hungry for more and you're going to want to use your website to get your new marketing message in front of as many potential clients as possible.
Yes - definitely!
A lot of IFAs provide mortgage advice as part of their service. And even if you don't the skills you'll learn in this programme can be used to help you sell more protection products and take on more pension and investment clients too.
No, it won't. Each lesson is only around 10 minutes long and you'll see great results just from devoting 30 minutes a day to the courses.
You'll get a complimentary 1-2-1 coaching call plus unlimited support via email while you're doing the training.
One off payment for lifetime access