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Strategy Breakdown
The specialist finance market is booming!
With 120,000+ Google searches a year and thousands more buyers scrolling socials or stuck with brokers they want to replace.​ Out of 20,000 UK brokers, fewer than 50 run ads on social media.
Right now is the best time to capture cheap, undervalued leads before the competition catches on.
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These clients don’t need convincing — they already want bridging finance. The issue is they can’t find you, or if they do, your brand doesn’t look strong enough online.
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Since brokers all offer similar rates and fees, clients choose who they perceive to be the best. And that comes down to marketing.​ It’s no longer about being the best broker — it’s about being the best known.
Step 1
Content Creation
These days, winning business comes down to being perceived as the best option.
To attract quality leads, you need a strong brand that builds trust.
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We provide content days with fully scripted, directed actors to create expert-led short-form videos — positioning you as the broker high-ticket clients want to speak to.
Step 2
Running Ads
We run these videos to thousands of targeted prospects.
Anyone who clicks the ad wants to speak to you — generating inbound leads that are far easier to convert.
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We run these on Instagram, Facebook, or TikTok — predicting buyer behaviour and reaching them before they ever hit Google search.
Step 3
Qualification AI
Most leads aren’t worth your time — many just want free information and will never convert.
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We fix this by using qualifying questions you choose, so only serious prospects can book in. That way, low-interest leads are filtered out, and you stop wasting time acting like a receptionist.
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You have the ability to sign off bridging deals worth £3–6K each. Your time should be spent closing qualified prospects who’ve sent their docs — not chasing time-wasters.
Step 4
Appointment Setting
Once a lead passes your strict qualifying process, we book them straight into your calendar — completely hands-off.
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So when you pick up the phone, you know they’ve already answered your questions and are far more likely to convert.
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This lets you scale, because your time is spent with qualified prospects — not just anyone filling out a form.
Step 5
CRM Management
We provide you with an AI-integrated CRM system that handles chasing, reminders, and appointment scheduling — saving you time and freeing you up to focus on what makes you money: taking sales calls.
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It also gives you an efficient way to track performance, while we supply a proven sales process that’s already generating thousands in ongoing commission for our clients.
