With around 1.8 million fixed-rate mortgage deals scheduled to end (UK Finance), this presents a significant chance for advisers to assist clients in finding the best refinance options that suit their specific needs. By proactively reaching out to clients whose mortgages are set to mature, advisers can help them navigate the current economic conditions and secure the right deal on their mortgage. In this article, we’ll explore potential techniques that you can use to maximise this opportunity in 2023.
One technique that can be used is to create a targeted marketing campaign to reach out to clients whose mortgages are set to mature. This can be done through a combination of channels such as telephone calls, direct mail, email marketing, or targeted online advertising. By reaching out to these clients, you’ll be able to educate them on the current market conditions and the benefits of refinancing with a mortgage adviser, which will increase their likelihood of turning to you for advice.
Another technique is to create a dedicated landing page on your website that is specifically designed for clients whose mortgages are set to mature. This page should provide information on the current market conditions, the potential benefits of refinancing with a mortgage adviser, and the different options that are available. By providing this information in one place, you’ll make it easy for clients to find the information they need and increase the chances of them reaching out to you for advice.
A third technique is to host videos or webinars that provide information on the current market conditions and the potential benefits of refinancing with a mortgage adviser. These events can be used to educate clients and provide them with the information they need to make informed decisions about their mortgages. Additionally, these events can provide you with an opportunity to connect with clients online, which can help to establish trust and credibility.
There is no doubt that 2023 presents a significant opportunity for UK mortgage advisers to assist clients in finding the best refinance options that suit their specific needs. By proactively reaching out to clients whose mortgages are set to mature, creating a targeted marketing campaign, hosting seminars or webinars, creating a dedicated landing page, and forming partnerships, UK mortgage advisers can maximise this opportunity and increase their clientele.
