EXCITING NEWS: we’re thrilled to announce that one of our broker subscribers to Wealthify mortgage lead generation recently snared a massive deal from our leads. The home loan deal was for a whopping $9.5 million! The application was the largest mortgage deal ever for the bank in question – and it all came from Wealthify…
[transcript] Hi it’s Hami here from Wealthify lead generation. If you’re a financial adviser or a financial planning dealer group in Australia who wants more leads – then listen up. After months of testing with leading adviser groups, we’ve just released our Financial Adviser Lead Generation product. Advisers can now purchase financial planning leads in…
Regardless if you’re an independent financial advisor, mortgage broker or a big bank in Australia, Lead Generation is a crucial part of running your business. Generating leads is actually what gives meaning to running the business as it serves as the…
Tired of constantly pressing referral sources for more leads? Need a new lead source for your financial adviser staff? Then we have something that can help… Introducing WEALTHIFY FINANCIAL ADVICE LEADS. Whether you are a financial planner, or a financial adviser dealer group, you can now subscribe to this service so you can get quality…
Do you know enough about online mortgage broker regulations? Let’s explore them in detail. Photo by Campaign Creators on Unsplash Compliance is an important part of being a finance professional in Australia. Whether you are a financial adviser, credit adviser, fund operator, company auditor, SMSF auditor… … you have the obligation to conform to…
Do you know how important is to have an online brand video and online video advertising campaigns? Keep reading to discover how beneficial is video for your brand. Do you remember when only Fortune 100 companies had the money to run videos for brand promotions? Coca-Cola, Apple, Toyota, Nike, and other big brands got all…
How to Keep Your Leads Organised In doing business or working in Australia, you will encounter an overwhelming array of acronyms – ROI, KPI, SLA, SCM, GL, T&A, PP&E, BI, WMS, WBS, EBA just to name a few. But one particular acronym will make your life easier – CRM. Why Using a CRM Is Crucial…
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Since 2016, Wealthify has provided thousands of high-quality finance leads to leading lenders, advisers and mortgage brokers in Australia. We are thrilled with this success, but as part of our quest to continuously offer better lead generation services, we asked our clients how we can improve our offer. We’ve listened to brokers. One of the…
“Mortgage Leaders Ping Pong Championship” – Check out the highlights of the Grand Final Event! After four rounds of playoffs over six weeks, the championship trophy of Wealthify’s Ping Pong Tournament has been won by Ian Witteridge from Freedom Insurance. Ian is the business development manager of the Sydney-based insurance provider. As the champion of…
