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The Sounding
Board.
Get yourself a fresh perspective.
Sometimes you do not need another course, a complicated strategy or someone telling you what to do. You just need someone experienced to talk things through with.
The Sounding Board is a focused 90-minute, one-to-one conversation to help you step back from the day-to-day, see your business from the outside and work out what to focus on next.
First Things First:
Before We Meet
I will look at your business before we meet, then we'll spend 90 minutes working out what matters.
Therefore, before the session, you'll complete a short fact find covering:
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Where your business is today
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Where you want to get to
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What's working
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What's not working
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Your current challenges
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Where you think the opportunities might be
I'll also review your website and social media activity to understand how your business currently presents itself and how you're communicating with potential clients.
That gives me a view of where you are now and where you want to get to before we meet.
The 90-Minute Session
The conversation will be driven by you and what you want to discuss, but typical areas include
Existing business: Where does your business really come from? How could you create more opportunities?
Your why: Why you became a mortgage broker and why this is an important story.
Your proposition; Why clients really choose you over other brokers. What problem do you solve? What do you want to be famous for?
Your target audience: Who are you really catering for?
Your brand: Are you being as human as possible?
Your strategy: Where are you now and where are you going?
Your online presence: Are you giving the right trust signals so people get in touch?
And You: How can you be more effective and efficient?
What Do You Get?
An Outside Perspective
Someone experienced looking at your business objectively.
Fresh Thinking
Ideas and perspectives you may not have considered.
Greater Clarity
A clearer understanding of where the opportunities and challenges really lie.
Clear Priorities
A practical view of what you should focus on next.
Action
Ideas you can take away and start putting into practice.
Who Is This For?
The Sounding Board is for mortgage brokers who:
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Just want a different perspective - someone to talk to
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Feel they could be doing more with their business
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Aren't sure where to focus their efforts
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Have lots of ideas but need help prioritising them
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Want an experienced outside perspective
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Are looking for more than tactical marketing advice
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Have a challenge they want to think through
You don't need to have a problem. You might simply want to know what you're missing.
The Investment
£185 + VAT
One 90-minute session. One business. No ongoing commitment.
Your session includes the pre-session fact find and my review of your website and social media activity.
There is no package to buy and no ongoing commitment. If you want a longer commitment, we can discuss this later.
Just a focused opportunity to step back, think differently and work out what to do next.