Marketing
Latest Marketing Insights & Articles

How AI Will Transform the Way Clients Search for Your Business Online
Image credit: Robert – stock.adobe.com The way people search for mortgage advice online is evolving, driven by advances in artificial intelligence (AI). For mortgage advisers,

The Ultimate SEO Guide for Mortgage Brokers
As a Mortgage Advice firm, you understand the importance of being visible to potential clients. In today’s digital age, that visibility hinges on your Search

Stand Out on the High Street: How to Create an Inviting and Welcoming Mortgage Office
Creating an inviting and warm atmosphere at your high-street mortgage office is crucial for attracting potential clients. Making a positive first impression and ensuring that

To Go In-House or to Outsource: That is the Question
I am frequently asked by mortgage advisers whether they should outsource their marketing efforts or build an internal marketing team. Marketing is a demanding part

The Hidden Barriers to Insurance Adoption
Guiding clients towards the right insurance policy can often feel like navigating a labyrinth. Despite the undeniable benefits of adequate coverage, clients frequently exhibit reluctance

The Strategic Importance of Defining Your Target Audience
Launching or expanding a mortgage advice business necessitates minimising uncertainties to maximise the probability of success. In an environment where political, economic, social, technological, legal,

Meet Customers Where Their Digital Journey Begins
Each month, I perform an analysis of search trends across various search engines. The data unveils a startling reality — over 673,000 UK consumers actively

Marketing is More Than Communications
“Don’t do something because others are doing it, do it because it aligns with your target audience. “ Introduction All too often, mortgage advisers fall

Download: How to Create a Marketing Campaign
Download our handy guide on how to create a marketing campaign. Remember to ensure compliance with regulations by following our Financial Promotions Policy & Guidance

Download: Mortgage Market Lending Outlook
Drawing on data from UK Finance, we have compiled an insightful lending outlook specifically tailored to the mortgage market. This comprehensive report provides a holistic

Download: Shaping Consumer Understanding
We have developed a useful poster to enhance consumer understanding, incorporating key considerations for creating consumer-facing content within the framework of the Consumer Duty Regulation.

Download: Broker’s Guide to Marketing
Before engaging in any marketing activities and submitting materials for approval by financial promotions, we kindly request that you familiarise yourself with HLPartnership’s financial promotions

Watch: Mortgage Marketing Programme – Planning & Summary of Key Points
Hosted By: Kenneth O’Callaghan, Head of Marketing – HLPartnership Jeff Knight, Director – The Mortgage Marketing Forum

Watch: Mortgage Marketing Programme – Creating Good Content
Hosted By: Kenneth O’Callaghan, Head of Marketing – HLPartnership Jeff Knight, Director – The Mortgage Marketing Forum

Watch: Mortgage Marketing Programme – Digital Marketing Part 2
Hosted By: Kenneth O’Callaghan, Head of Marketing – HLPartnership Jeff Knight, Director – The Mortgage Marketing Forum

Watch: Mortgage Marketing Programme – Digital Marketing Part 1
Hosted By: Kenneth O’Callaghan, Head of Marketing – HLPartnership Jeff Knight, Director – The Mortgage Marketing Forum

Watch: Mortgage Marketing Programme – Strategy & Target Audience
Hosted By: Kenneth O’Callaghan, Head of Marketing – HLPartnership Jeff Knight, Director – The Mortgage Marketing Forum

Extra Reading: Enhancing Client Relationships and Providing Support
While attracting new clients is undoubtedly important, it is equally essential to focus on nurturing and supporting existing clients after providing them with advice. By

Extra Reading: Crafting Content Ideas
With countless potential clients relying on search engines for answers to their pressing questions, it becomes imperative to understand what they are searching for and

Extra Reading: The Mortgage Marketing Trap
In the ever-evolving world of mortgage advice firms, effective marketing strategies are vital to stand out from the competition and attract new clients. However, all

Extra Reading: How Perception and Branding Align for Mortgage Advice Firms
Elon Musk once stated, “Brand is just a perception, and perception will match reality over time.” This thought-provoking quote highlights the dynamic relationship between branding

Extra Reading: Finding Authenticity
In the realm of branding, establishing a strong and authentic connection with customers is paramount. One powerful tool for achieving this connection is by tapping

Extra Reading: Easy to Mind, Easy to Find
During a recent Mortgage Marketing Programme webinar, industry expert Jeff Knight of the Mortgage Marketing Forum emphasised the importance of adopting marketing strategies that are

Extra Reading: Be Yourself, Everyone Else is Already Taken
In today’s competitive market, mortgage advice firms face numerous challenges in standing out from the crowd. With an abundance of similar services and a sea

Use: New Pre Approved Marketing Material
We are pleased to announce that the latest updated content is available on the HLP Business Booster website. As part of the latest update, we

Read: Financial Promotions Policy & Guidance
Please read HLPartnership’s financial promotions policy and guidance before conducting any marketing activity and before getting material approved by financial promotions to ensure that it

Introducing the Social Media Licence
HLPartnership has been listening closely to the feedback provided by our members, and we understand that social media approval is a major challenge for many

The Power of the 4 E’s: How Mortgage Advisers Can Use Social Media to Educate, Empower, Entertain, and Engage their Audience
As a mortgage adviser, social media can be a powerful tool to reach new clients, build your brand, and establish yourself as an expert in

Creating an Effective Landing Page: A Guide to Tools and Best Practices
As a mortgage adviser, having a website that effectively showcases your services and attracts potential clients is crucial to building your business. One key component

How You Can Use Google Ads and Bing Ads to Promote Your Business
As a mortgage adviser, promoting your business online can be a great way to reach potential clients who are actively searching for mortgage-related services. Platforms

How Mortgage Advisers can use Instagram to Promote Their Business.
Mortgage advisers have the opportunity to use social media platforms, like Instagram, to expand their reach and promote their business. Instagram, in particular, can be

Navigating the Mortgage Market in 2023
The UK mortgage market is forecasted to experience a slowdown in 2023, returning to pre-pandemic trends, with a decrease of 15% in overall mortgage lending,

5 Ways Mortgage Advisers Can Maximise LinkedIn for Business Growth
As a mortgage adviser, staying ahead of the competition and generating new business enquiries is crucial for success. One platform that has proven to be

Remortgage Marketing: Maximising the Opportunity in 2023
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

Growing Your Reach Using Video
As a mortgage adviser, it’s essential to establish trust and credibility with potential clients in order to stand out in a competitive market. Utilising video

Watch: Search Engine Marketing Masterclass Part 2
In the first of this series of short videos, we look at how search engine marketing auctions work. The video will cover essential SEM principles

Watch: Search Engine Marketing Masterclass Part 1
An overview of the fundamentals of Search Engine Marketing and how it differs from Search Engine Optimisation (SEO).

Why is Marketing Important?
Marketing is about attracting attention, and inciting action. It’s about keeping customers and prospects informed, letting people know about what you have to offer – and making them think, why should I come to you for advice?

Crafting & Developing A Brand
Often overlooked, your brand could be your businesses’ most valuable asset. Are you giving it enough attention?

Create Your Brand Name in 8 Steps
Creating an effective brand name can be challenging, but done correctly, it can transform your business.

Maximise your CRM: Advisers lost 60% of their clients at Remortgage in 2020
Client retention is crucial for any business, and according to the FCA, advisers lost 60% of their clients at remortgage in 2020. This highlights the

A Guide to Social Media
At HLPartnership, we’re often asked to help out with social media posts & advertising, whether it’s providing ideas, inspiration, or templated content. To the uninitiated, posting about your business online can seem daunting, but the reality is that it’s no different to promoting your business through any other medium.

7 Simple But Effective Ways to Increase Awareness
In order to generate custom, you need to make people aware of your existence, and there are many ways to do this. Here are some

The Value of Advice Campaign
We’ve put together a campaign that you can promote to clients, to reinforce the value of seeking mortgage and protection advice. Why it’s important for

Half of British Homeowners Have Never Remortgaged.
Nearly half of homeowners have never remortgaged their properties, despite the fact it could save them hundreds or even thousands of pounds a year. While
Have You Seen These Digital Marketing Courses?
Google provide an extensive range of digital marketing courses. We have hand picked a selection of free courses that you may find useful.