Convert More Mortgage Leads - David Thomson - Suada
In this episode, you’ll learn the science of influence and how to apply it to your business to convert more mortgage leads. If you're ready to build a strong, systemised business that can scale and sell, this is essential listening. With over 25 years of experience in the financial sector, David Thomson has a global reputation for training and engaging people using technology. David shares how to handle leads and convert more using the science of persuasion and influence. There's also a wealth of tips on recruitment and building a profitable team.
Advisers Assemble - Lead Generation For Financial Services · Alex Curtis, David Thomson
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Show Notes
Handling Leads and "Flash to Bang" Time: Learn why contacting a lead instantly is "massively important" to prevent competition. David explains how to open the call with high energy, demonstrating that you are an expert and are "cool, social, relevant, interesting and intriguing".1
The Science of Sales: Understand how to utilise principles of influence, such as reciprocity, framing, negotiation, and future pacing, so clients say yes to your requests at a higher case value.1
Protection Conversation: David shares his highly effective technique for introducing protection early by asking, "If you lent me £250,000 and I died, would you want your money back?". He stresses the need to always present a client with three choices: a good, a better, and a best option.1
The Open Loop Referral System: Discover how to get more recommendations than you can "ever dream of" by neutralizing reciprocity. The system involves telling a client, "Don't thank me now, Alex," and setting up an "open loop" for them to repay the favor later by providing referrals.1
Recruiting and Training: David explains that he looks for four key traits in advisors—energy, an edge, the ability to execute, and a winner’s attitude. He details how systemised training, using models he learned as a top financial advisor, can get an advisor banking £12,000–£15,000 a month within two to four months.1
If you're ready to build a strong, systemised business that can scale and sell, this is essential listening.
Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.