TOP 5 MISTAKES NEW BROKERS MAKE

(And how to avoid them!)

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WHO AM I & WHY SHOULD YOU CARE?

Having built my career first as a broker, I saw how many advisers struggled with the same problems: inconsistent leads, low protection sales, no client retention, and chaotic scaling. So, I developed a method that breaks the entire broker journey into four parts: marketing, sales, retention, and scaling.

It’s an easy-to-follow system designed to cut out the trial and error. Instead of chasing leads or burning out, you get structure, confidence, and clarity at every stage of your business.

Today, I coach brokers across the UK using this method to:

✅ Generate consistent inbound leads without relying on introducers.

✅ Sell more mortgages and protection with confidence without feeling “salesy.”

✅ Retain clients long-term with processes that create repeat business.

✅ Scale with clear roles, automation, and a business that doesn’t rely solely on you.

If you are a broker who wants to build a business that attracts, not chases, the Mortgage Business Mastery Method was built for you. LEARN MORE ABOUT THAT HERE