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The Growth
Circle.
Group mentoring for mortgage brokers who want to grow their business.
A small group of up to eight mortgage brokers, meeting online once a month to tackle the challenges and opportunities that matter to their businesses.
I'll bring the expertise. You bring the questions, challenges and experience.
Think together. Grow together.
What Is The Growth Circle?
Running a mortgage business can be tough. You're busy advising clients, managing relationships and keeping the business moving. You don't necessarily have time to be an expert in marketing, strategy, leadership and business growth as well.
The Growth Circle gives you a regular opportunity to step away from the day-to-day and work on your business, not just in it.
It's a six-month group mentoring programme, facilitated by me, bringing together up to eight mortgage brokers who want to think differently about growth.
It's expert guidance, combined with the experience and perspective of the Group.
How Does It Work?
The concept is simple.
Up to 8 brokers
Each Circle is deliberately kept small so everyone has the opportunity to contribute, ask questions and get individual attention.
Once a month - online
We meet online via Teams, for a focused 90-minute session.
For six months
The commitment gives the Circle time to build relationships, explore ideas, put things into action and come back with questions and experiences.
The Circle chooses the topics
There is no fixed curriculum. Each month, we'll agree what the Circle wants to explore based on the challenges and opportunities members are facing.
Jeff provides the guidance
I'll bring my experience in marketing, strategy, customer behaviour, business growth and the mortgage market to guide the discussion, challenge assumptions and introduce new ideas.
Turn thinking into action
The aim isn't simply to have an interesting conversation. Each session should leave you with something useful to think about, test or do.
A Growth Circle for your team?
The Growth Circle can also be created exclusively for brokers within the same firm.
What Happens In A Session?
We start with the challenge.
What does the Circle want to explore?
We explore it together.
Different experiences, perspectives and questions come into the conversation.
I add the expertise.
I'll introduce relevant ideas, challenge assumptions and provide practical guidance.
We decide what happens next.
Each session should leave you with something useful to think about, test or do.
A Growth Circle for your team?
The Growth Circle can also be created exclusively for brokers within the same firm.
What We Will Work On. Together.
Growth isn't just about Marketing.
Sometimes the biggest opportunity is a better strategy. Sometimes it's changing how you think about your customers, becoming a better leader or simply making better business decisions.
That's why The Growth Circle can explore marketing, strategy, business, leadership, people and customer behaviour.
Getting
Noticed
How do you become more visible to the right clients?
Getting
Chosen
What makes a potential client choose you rather than another broker?
Creating Opportunities
Where could your next opportunities come from — and how do you create more of them?
The Power Of The Circle
The value doesn't just come from my experience.
It comes from eight different business perspectives in the room.
One broker's challenge can spark an idea for another. Someone else's experience can help you avoid a mistake.
And sometimes another broker asking a simple question can make you see your own business differently.
You bring the experience. I'll bring the expertise and guidance.
What You Get
Expert Guidance
My experience across marketing, strategy, growth, customer behaviour and the mortgage market.
Space To Think
90 minutes every month to step away from the day-to-day and work on your business.
Different Perspectives
Learn from the experiences, successes and mistakes of other brokers.
Strategic Thinking
Look beyond individual tactics and think about the bigger picture.
Momentum
Come back each month, review what happened and keep moving forward.
Who Is This For?
The Growth Circle 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 Investment
£65 + VAT per month
Six months. Six 90-minute sessions. Maximum eight brokers.
The six-month commitment gives the Circle time to build trust, explore challenges, put ideas into action and learn from what happens.
Not ready to commit?
Start with a one-off Strategic Growth Session and experience working with me first.
FAQs
Why only up to eight brokers?
Eight is large enough to bring different perspectives, but small enough for everyone to contribute and get value from the sessions.
How often do we meet?
Once a month online for 90 minutes, for six months.
Who chooses the topics?
The Circle does. There is no fixed syllabus. I'll help shape and guide the discussions based on what members want and need to explore.
Can a whole broker firm have its own Growth Circle?
Yes. If you're part of a larger mortgage brokerage, we can create a dedicated Growth Circle for your team.
The same principles apply — up to eight people, monthly 90-minute sessions and a six-month commitment — but the discussions can focus specifically on the challenges, opportunities and ambitions of your business.
If you'd like to explore a dedicated Circle for your team, get in touch.
What happens after six months?
At the end of the programme, the Circle can decide whether it wants to continue together. There is no obligation to do so.