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Mortgage Masterminds.
Helping mortgage brokers think differently about marketing.
Mortgage Masterminds is a small group of mortgage brokers, meeting online to explore the marketing challenges and opportunities that matter.
I'll bring the experience as your Marketing Architect. You bring the questions, challenges and ideas
What Is Marketing Masterminds?
Marketing Masterminds is designed to help mortgage brokers think differently about marketing - and make their marketing work harder.
This is NOT training or networking - it’s a peer advisory group led by myself.
Group Members meet monthly to exchange insights, tackle challenges, and unlock growth opportunities — in a private, supportive space built for collaboration and accountability.
We focus on the topic of marketing - which is misunderstood.
Because marketing isn't just promotion. There is far more to it than that. Which we discuss.
How Does It Work?
The concept is simple:
Up to 8 brokers Can Join A Session
Small enough for everyone to contribute, ask questions and get involved.
We Meet Online
A focused 60-minute session via Teams.
Frequency Depends on The Group
The Group may choose to meet fortnightly or monthly. We choose this before we begin and have all sessions in the diary.
For FOUR Sessions
We start with four sessions, to make it less daunting of a a commitment.
It is enough time to build relationships, explore ideas, put things into practice and learn from what happens. We can extend the number of sessions if the Group desires it.
The group chooses the topics
There is no fixed curriculum. We'll agree what to explore based on the challenges and opportunities the group is facing. I will share ideas to kick start the process.
Jeff provides the guidance
I'll bring more than 35 years of marketing experience, including many years working in the mortgage market. I'll challenge assumptions, introduce new thinking and help turn ideas into practical action.
A Masterminds Group for your team?
The Masterminds session can also be created exclusively for brokers within the same firm.
What Will We Talk About?
Marketing isn't one thing. Depending on what the group, we might look at:
Understanding Your Clients
Who are you really trying to attract? What do they need, want and worry about?
Your Proposition
What do you actually offer — and why should someone choose you?
Finding Your Position
What could you become known for?
Getting Found
Can the right people find you when they're looking for what you do?
Getting Chosen
Once they've found you, are you giving them enough reasons to choose you?
Building Your Brand
What does your business stand for — and are you communicating it consistently?
Creating Opportunities
Where does your business really come from? Where can we find more?
Promotion
Are you using the right channels and being human and helpful?
Existing Clients
Are you making the most of the relationships you've already built?
AI and Search
What does this mean for your marketing?
Making Marketing Work Harder
Are you spending your time, energy and money on the things that could genuinely make a difference? And sometimes we'll discover that the answer isn't more marketing. It's better marketing.
Who Is This For?
The Marketing Masterminds is for mortgage brokers who:
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Want to grow a better business, not simply write more mortgages
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Are willing to step back from the day-to-day and think strategically
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Want guidance rather than another marketing course
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Are open to new ideas and different perspectives
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Are prepared to share their own experiences with the Group
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Are willing to put ideas into action
You don't need to be a marketing or strategy expert. You just need to be open to thinking differently.
The Power of Masterminds
The value doesn't just come from my experience. It comes from having other mortgage brokers in the room. Learning. Sharing experiences.
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One broker's question might make another think differently.
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Someone else's experience might save you from making the same mistake.
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A different perspective might reveal an opportunity you hadn't considered.
And sometimes, explaining your own challenge to someone else helps you understand it differently yourself.
I'll bring the marketing experience. The group brings the perspective.
Marketing Masterminds
The Benefits
Expert Marketing Guidance
My experience across marketing, customer behaviour, strategy, brand, communications and the mortgage market.
Space To Think
60 minutes every month to step away from the day-to-day and think.
Different Perspectives
Learn from the experiences, successes and mistakes of others.
Better Questions
Sometimes the biggest breakthrough comes from asking a different question.
Practical Ideas
Things you can take away, test and put into practice.
Momentum
Come back each month, share what happened and keep moving forward.
Who Is Marketing Masterminds For?
Marketing Masterminds is for mortgage brokers who:
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Want to think differently about marketing
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Know they could be doing more with their marketing
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Want to understand marketing beyond social media and promotion
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Have ideas but aren't sure where to focus
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Want an experienced outside perspective
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Are open to new ideas and different ways of doing things
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Are prepared to share their own experiences with the group
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Want to turn thinking into action
You don't need to be a marketing expert. You just need to be open to thinking differently.
The Investment
£36 + VAT per month
Initial Four Months. Six 60-minute sessions. Maximum eight brokers per group.
See FAQs below
FAQs
Do I have to attend every session?
Ideally, yes - each session builds on the last. If you can’t attend, we’ll send a short recap and shared resources so you don’t miss out. We do not record the sessions to allow open dialogue.
Do I pay for all sessions?
Yes. It is a group session that builds and does not work if you drop in and out.
Do I pay upfront?
Ideally, as it is easier admin! If you prefer to pay one session at a time, let me know.
Why only up to eight brokers?
Because small is better. Eight gives us enough different perspectives without making the group too large for everyone to contribute.
How often do we meet?
Group decides that but usually once a month online for 60 minutes, for four months.
Why only four months?
usually Mastermind Groups are for six to 12 months. This is shorter to make it less of a commitment. We can extend the meetings if the Group wishes.
Who chooses the topics?
The group does. There is no fixed syllabus. I'll help shape and guide the discussions based on what members want and need to explore.
Is this a marketing course?
No.
There are no lessons, modules or exams. It's a facilitated conversation where we explore real marketing questions and challenges together.
I'll bring the experience and expertise, but the discussion is shaped by the group.
Do I need to be good at marketing?
Absolutely not.
In fact, you might be joining because you don't feel particularly confident about marketing. You just need to be open to learning, asking questions and thinking differently.
Can a whole broker firm have its own group?
Yes. Marketing Masterminds can also be created exclusively for brokers within the same firm.
The same principles apply but the discussions can focus specifically on the marketing challenges, opportunities and ambitions of your business.
If you'd like to explore a dedicated group for your team, get in touch.
Join A Mastermind Group
The first Group begins in October so sign up by 30th September