We are starting a new Mortgage Broker business and require a Marketing / Business plan to be developed.
I am the primary Mortgage broker and I have 2 support staff.
Basic business/marketing plan outline for your business, for the next 12 months, incorporating the following activities:
- Developing professional relationships
- Prospecting for clients
- Marketing ideas
- Client retention
> How do you envisage being able to apply your knowledge, skills and understanding to enable
clients’ needs and expectations to be met and how will you incorporate the functions
associated with the provision of a quality, professional practice to those customers.
> How do you envisage you will develop, nurture and maintain professional relationships with
clients, colleagues and other referrals in order to complete work tasks, further the reputation
of the organisation or your company, as well as the profession generally, and improve long
term relationships and sales.
> How do you envisage you will establish contact and then build rapport both in your own
industry and within other finance industries incorporating sales and presentation skills as
well displaying an industry-knowledge of regulations, disclosure and selling.
> How do you envisage identifying and contacting potential client prospects through use of
networks, leads and research skills.