583: 5 Creative Marketing Ideas - John Lee

I Love Mortgage Brokering

Today, we're joined by John Lee of Arise Mortgage.

In this episode we will cover:

1. How he adds value with FA’s and Accountants;
2. How he stays in touch with his pre-approvals;
3. How his podcast helps him build his network; and
4. His creative use of Christmas cards and birthday messages

To connect with John, you can check out the links below:

Facebook

Instagram

LinkedIn

Website

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I Love Mortgage Brokering: www.ilovemortgagebrokering.com

Find out more about BRX Mortgage: www.whybrx.com

I Love Mortgage Brokering is brought to you by Finmo.

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In this episode, John Lee and I discuss the five innovative marketing strategies designed to elevate your mortgage brokerage business. John Lee, a top-performing mortgage broker from Vancouver, joins us to share his creative approaches that make a significant impact with slight adjustments. Throughout our conversation, you’ll discover how John incorporates early conversations with financial planners and accountants, effectively uses an eight-week pre-approval campaign and leverages his podcast to expand his professional network. John’s unique methods for client engagement, such as sending personalized Christmas cards and birthday messages are also tackled. These small yet thoughtful gestures leave a lasting impression on clients and help generate more referrals. You’re going to find this episode truly enjoyable.

In this episode, we will cover:

• John’s transition from financial advisor and property manager to mortgage broker.
• Importance of early conversations with financial planners and accountants.
• Implementation of an eight-week pre-approval campaign.
• Leveraging a targeted podcast to expand professional networks.
• Creative client engagement with personalized Christmas cards and birthday messages.
• Offering value-added services to stand out in the competitive market.
• Building a referral network with financial planners and accountants.
• Automated follow up emails with valuable content for clients.
• Personalized voice recordings for birthday wishes.
• Launching a podcast focused on the Asian Canadian community.