On the back of our popular ‘mortgage leads’ product, Wealthify is now offering financial planning leads for sale that target SMSF enquiries. Our SMSF leads are people who may be interested in either setting up an SMSF, or getting professional help with their current Self Managed Superannuation Fund. ‘SMSF leads’ can be an excellent option in today’s financial advice market. Many account holders are unhappy with their current fund, and SMSF’s are the fastest growing sector of superannuation.

With our SMSF Leads MINI Pack Wealthify has created an affordable package that’s just perfect for smaller financial advisers who want to grow. We’ve put all the pieces together and will manage the entire lead generation process for you as a subscription service. Enjoy SMSF leads generated in the name of your business, delivered straight to your inbox!

Wealthify helps financial planners avoid the capital cost of establishing a lead generation infrastructure; it’s now possible to ‘rent’ all the elements you need for a successful lead generation ‘by the month’ instead:

• Landing page templates
• Ad copy & campaign management
• FREE Gift ‘lead magnet’
• Auto-responder messages
• Customer Relationship Management (CRM) platform

We’ve developed in-house templates and strategies proven to work on Facebook and Google over countless campaigns. We provide the digital marketing expertise your campaign needs for success:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

The post SMSF Leads – MINI Pack appeared first on Wealthify.

1. Systems
2. Customer Psychology
3. Adviser Mindset
4. Communication & ‘Selling’
5. Lead Management

WHO IS THIS MORTGAGE SALES TRAINING FOR?

Wealthify’s online home loan sales training is the perfect course for finance professionals who want to convert more leads to sale. It is ideal for:

• mortgage brokers | financial advisors | finance brokers | mobile lenders | bank managers | mortgage franchise groups | mortgage aggregators

WHY YOU NEED THIS COURSE:

The smartphone has changed everything for Australian finance professionals. More than 50 per cent of Google search now occurs on mobile, and the digital channel is disrupting traditional financial sales activity. Digital is fastest growing source of leads in financial services. Online leads are very different to referrals – and even referrals are getting harder to convert in the digital era – yet there is very little training publicly available to cater for this new market reality – until now.

Conversion is the #1 challenge for mortgage brokers & financial advisers. To succeed in this new sales environment, a different lead conversion approach is needed

HOW DOES THE “LEAD CONVERSION ESSENTIALS” COURSE WORK?

When you purchase the course you obtain an individual (non-transferable) license to access the Wealthify online learning platform, and to complete the Lead Conversion Essentials course. (Bulk order discounts are available for groups and larger organisations – enquire here).

Students can work through the course content in their own time, at home or in the office. Wealthify’s online learning platform allows you to save & track your progress so that you can complete the course gradually over a period of days or weeks in need.

WHAT YOU WILL LEARN IN THIS MORTGAGE SALES TRAINING:

• The essential systems & tools you need to convert more finance leads
• The truth about the ‘customer journey’ – and where you fit in
• How customers think, and what they want
• The real reasons why you’re not converting
• Quick actions to boost your conversion rate immediately
• When – and how – to call finance leads
• The mindset you need to be a top-performer
• How to ‘un-learn’ bad sales habits
• Easy lead management systems that work
• Ethical selling practises & elite conversion tips

TIME:

The Lead Conversion Essentials course duration is approx FIVE (5) HOURS. Both the MFAA & the FBAA have approved 5 x CPD hours for completion of the course. Students receive a Certificate of Attainment upon graduation, with the relevant CPD codes to claim credit for both the FBAA & MFAA cpd points.

The post Mortgage Sales Training- “Lead Conversion Essentials” (payment plan) appeared first on Wealthify.

1. Systems
2. Customer Psychology
3. Adviser Mindset
4. Communication & ‘Selling’
5. Lead Management

WHO IS THIS MORTGAGE SALES TRAINING FOR?

Wealthify’s online mortgage sales training is the perfect course for finance professionals who want to convert more leads to sale. It is ideal for:

• mortgage brokers | financial advisors | finance brokers | mobile lenders | bank managers | mortgage franchise groups | mortgage aggregators

WHY YOU NEED THIS COURSE:

The smartphone has changed everything for business owners & Australian finance professionals. More than 50 per cent of Google search now occurs on mobile, and the digital channel is disrupting traditional financial sales activity. Digital is fastest growing source of leads in financial services. Online leads are very different to referrals – and even referrals are getting harder to convert in the digital era – yet there is very little training publicly available to cater for this new market reality – until now.

Conversion is the #1 challenge for mortgage brokers & financial advisers. To succeed in this new sales environment, a different lead conversion approach is needed

HOW DOES THE “LEAD CONVERSION ESSENTIALS” COURSE WORK?

When you purchase the course you obtain an individual (non-transferable) license to access the Wealthify online learning platform, and to complete the Lead Conversion Essentials course. (Bulk order discounts are available for groups and larger organisations – enquire here).

Students can work through the course content in their own time, at home or in the office. Wealthify’s online learning platform allows you to save & track your progress so that you can complete the course gradually over a period of days or weeks in need.

WHAT YOU WILL LEARN IN THIS MORTGAGE SALES TRAINING:

• The essential systems & tools you need to convert more finance leads
• The truth about the ‘customer journey’ – and where you fit in
• How customers think, and what they want
• The real reasons why you’re not converting
• Quick actions to boost your conversion rate immediately
• When – and how – to call finance leads
• The mindset you need to be a top-performer
• How to ‘un-learn’ bad sales habits
• Easy lead management systems that work
• Ethical selling practises & elite conversion tips

TIME:

The Lead Conversion Essentials course duration is approx FIVE (5) HOURS. Both the MFAA & the FBAA have approved 5 x CPD hours for completion of the course. Students receive a Certificate of Attainment upon graduation, with the relevant CPD codes to claim credit for both the FBAA & MFAA cpd points.

The post Mortgage Sales Training- “Lead Conversion Essentials” Course appeared first on Wealthify.

On the back of our popular general ‘mortgage leads’ product, Wealthify is now offering mortgage leads for sale that target property investors looking to buy a new investment property or refinance existing investor loans. ‘Investment loan leads’ can be an excellent option in today’s mortgage market. Given most property investors are also home owners, there is often the potential to refinance the home loan too. This tends to boost the overall loan portfolio size and revenue opportunity arising from the client.

With our Investment Loan Leads MINI Pack Wealthify has created an affordable package that’s just perfect for smaller mortgage brokers who want to grow. We’ve put all the pieces together and will manage the entire lead generation process for you as a subscription service. Enjoy Investment Loan leads generated in the name of your business, delivered straight to your inbox!

Wealthify helps brokers avoid the capital cost of establishing a lead generation infrastructure; it’s now possible to ‘rent’ all the elements you need for a successful lead generation ‘by the month’ instead:

• Landing page templates
• Ad copy & campaign management
• FREE Gift ‘lead bait’
• Auto-responder messages
• Customer Relationship Management (CRM) platform

We’ve developed in-house templates and strategies proven to work on Facebook and Google over countless campaigns. We provide the digital marketing expertise your campaign needs for success:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

The post Investment Loan Leads – MINI Pack appeared first on Wealthify.

Sometimes things ‘break’! If you require help desk tech support to fix urgent website issues, or just a skilled developer to update or change your content then our ‘Website Tech Support’ pack is for you. You can purchase the necessary support time required in multiples of 1 hour.

The post Website Tech Support appeared first on Wealthify.

OPPORTUNITY: Smart businesses know the value of a good copywriter. Compelling web content is great for SEO, and chances are the regular publication of fresh original content on your blog or site will boost visibility on Google, and help you win the battle for new customers  – and beat your competitors.

PROBLEM: most business owners either can’t write well, OR simply don’t have the time.

SOLUTION: our Copywriting Service provides ‘Ghost Blogging’ in your name. We can publish regular, original news articles on your own website which make you a look like a star in your industry!

The post Copywriter Service (subscription) appeared first on Wealthify.

Are you looking for ongoing maintenance and management for your website? Look no further!

At just $140 per month, our ‘Website Maintenance Service’ is the cost effective solution for businesses who need a small to medium site professionally managed.

The post Website Maintenance Service (subscription) appeared first on Wealthify.

Well now you can. Get fresh mortgage leads on demand, with Wealthify’s lead generation subscriptions.

Whether you are a mortgage broker, home loan lender or aggregator you can now ‘rent’ by the month all the necessary elements required for successful online lead generation:

• Landing page templates
• Ad copy & campaign management
• FREE Gift ‘lead bait’
• Auto-responder messages
• Customer Relationship Management (CRM) platform

Wealthify has put all the pieces together, and manages the entire process for you as a subscription service. With our MEGA Pack you’ll get mortgage leads generated in the name of your business, delivered straight to your inbox!

If you’ve tried Facebook or Google advertising and it didn’t get results, you’re not alone. Any business can pay to advertise online, but generating real mortgage leads from that advertising is much, much harder. It’s a very specialised skill that requires years of digital marketing experience. In fact, effective mortgage lead generation requires a high level of competency in at least four disciplines:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

If you get even one of these elements wrong, your mortgage lead generation efforts will really struggle. It’s no wonder then that most mortgage brokers who have a go themselves fail, then give up in frustration unable to pinpoint why.

Wealthify Mortgage Lead subscriptions are the answer.

The post Mortgage Leads – MEGA Pack appeared first on Wealthify.

If you’ve tried Facebook or Google advertising and it didn’t get results, you’re not alone. Any business can pay to advertise online, but generating real mortgage leads from that advertising is much, much harder. It’s a very specialised skill that requires years of digital marketing experience. In fact, effective mortgage lead generation requires a high level of competency in at least four disciplines:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

If you get even one of these elements wrong, your mortgage lead generation efforts will really struggle. It’s no wonder then that most mortgage brokers who have a go themselves fail, then give up in frustration unable to pinpoint why.

Wealthify Mortgage Lead subscriptions are the answer. Whether you are a mortgage broker, home loan lender or aggregator you can now ‘rent’ by the month all the necessary elements required for successful online lead generation:

• Landing page templates
• Ad copy & campaign management
• FREE Gift ‘lead bait’
• Auto-responder messages
• Customer Relationship Management (CRM) platform

Wealthify has put all the pieces together, and will manage the entire process for you as a subscription service. With our MAXI Pack you’ll get mortgage leads generated in the name of your business, delivered straight to your inbox!

The post Mortgage Leads – MAXI Pack appeared first on Wealthify.

Enjoy mortgage broker leads generated in the name of your business, delivered straight to your inbox! With our MINI Pack, Wealthify has created a an affordable package that’s just perfect for smaller mortgage brokers who want to grow. We’ve put all the pieces together and will manage the entire lead generation process for you as a subscription service.

In our experience, brokers are good at writing loans but struggle with marketing and the skills required to generate leads. It’s no wonder then that most brokers who have a go at themselves fail, then give up in frustration unable to pinpoint why.

If this sounds like you, or your simply don’t have the time to generate your own leads, Wealthify can help. Mortgage brokers can now avoid the capital cost of establishing a lead generation infrastructure and instead simply ‘rent’ by the month all the elements required for successful online lead generation:

• Landing page templates
• Ad copy & campaign management
• FREE Gift ‘lead bait’
• Auto-responder messages
• Customer Relationship Management (CRM) platform

We’ve developed in-house templates and strategies proven to work on Facebook and Google over countless campaigns. We provide the digital marketing expertise your campaign needs for success:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

The post Mortgage Leads – MINI Pack appeared first on Wealthify.