Aug 12, 2021
From motivation to mindset, personal branding to perseverance, you will learn tried and tested ways to generate leads, increase your sales and build a strong lifestyle business.
Gary Das takes you on an entrepreneurial journey of education, inspiration, and motivation to help you become a Pro of your industry!
In this episode Gary is with Jennifer Greer, Director at Athena Mortgages. Jennifer is one of his mentees who began her self-employed journey in 2020. Jennifer offers purchase and remortgage/ refinance advice on residential, buy to let and adverse mortgages as well as protection advice. For Jennifer it’s very important to establish a way for clients to obtain the home they want - but also to ensure they are in a position to keep that home. She works with a number of referrals from estate agents, accountants and IFAs to help assist their clients with purchasing and remortgaging.
What Is Covered In Today’s Episode Of The Financial Pro Podcast:
- How Jennifer started as a mortgage advisor
- How Covid affected her business and how she coped with it
- How Jennifer manages her customer journey and sales
- Why should you use a protection advisor?
- The importance of improving your admin
- Jennifer’s future marketing plan
- How to structure social media planning
Channels:
Visit Financial PRO website www.financial-pro.com
Follow Gary Das on Facebook and Instagram
Connect with Jennifer Greer