Business Planning & Strategy
The subject of business strategy is a complex one and there are a number of factors involved in developing a successful position within the market. The resources aim to simplify the subject and help you to formulate your strategy. The most successful firms know where they want the business to go and what they need to do to get there.
Planning & Strategy Articles
Cultivating Leadership Excellence
As the mortgage industry continues to evolve in response to economic fluctuations, technological advances, and regulatory changes, effective leadership within mortgage brokering has become more
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
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
Unveiling a Winning Strategy for Mortgage Advisers Inspired by David Ogilvy
In the complex world of mortgage advising, it is crucial to develop a strategy that effectively communicates your value proposition to clients. In this article,
Strategic Planning – Why it’s Important
As a mortgage adviser, having a well-crafted strategic plan for your business is crucial for achieving long-term success. A strategic plan is a document that
KPIs and OKRs: A Guide for Mortgage Advisers on Monitoring and Improving Performance
As a mortgage adviser, it’s important to have a clear understanding of key performance indicators (KPIs) and objective and key results (OKRs) in order to
Using SWOT Analysis in Strategic Planning
Mortgage advisers are constantly facing new challenges and opportunities in the ever-changing market. To stay ahead of the game, it’s crucial for advisers to engage
Structuring & Communicating a Strategic Plan
Planning to Succeed in 2023 and Beyond. If you look outwardly across the business landscape, the superior performers within the financial advice industry all have
What’s your Vision? How to Write a Vision Statement
A Vision statement shapes and guides your entire strategy. Getting the right Vision can be an enjoyable process and it’s worth spending some time on it, because a Vision underpins everything about your strategy. When done well it will be memorable, engaging, informative and inspiring.
What’s Your Mission? How to Structure a Mission Statement
A good mission contains your key objectives and how you intend to get there. A mission statement summarises this in a short, engaging way. It’s a statement of why you exist and what you do. The challenge is keeping it short.
Guide to Setting Strategic Business Objectives
Objectives set out what a business is trying to achieve. They should be based on organisational strategy and be aligned with the vision, mission, and values of the business.