Edition #2: 7 Quick Marketing Wins For Busy Brokers

by | Apr 30, 2024

Welcome back to the Broker Focus newsletter from Auctus Coaching. In case you missed the first edition (all about maximising your broker CRM) you can catch up here.

If you enjoyed it and are back for more, thank you and do let us know if you’d like us to cover anything else in these newsletters, we’d love to hear from you.

Reading time: 3 mins


7 Quick Marketing Wins For Busy Brokers

You got into broking because you like to help clients with their loans and finance, right? So when you have to generate leads, learn the latest marketing techniques or write social media posts it’s understandable you put it into the ‘I’ll do it later’ basket – and then never do it.

We speak with brokers everyday who are struggling to grow their business. Many are falling into the trap of believing that they have to spend a ton of money on paid ads, locked-in SEO services or flashy industry awards. While all of these can be great strategies for some brokers, they often fall flat when the basics aren’t yet in place.

And honestly, it’s not as hard as you imagine if you keep things simple…

Here are 7 of the most common marketing challenges we hear about from brokers (and what we suggest they do)

1. Website Woes

Challenge: “I’m embarrassed to share my link with clients.”

Your website might have been built 5 years ago, or even last year, and already look outdated. The truth is, a website can become outdated very quickly, especially as the pace of design and AI speeds up.

Solution: Opt for a simple, well-designed landing page to capture leads directly into your CRM, bypassing the need for a costly full website redesign. Trust us, you do not need anything flashy!

2. No Confidence on LinkedIn (or any other platform)

Challenge: “I can’t write well enough for LinkedIn.”

Solution: Start by engaging with posts from industry leaders to build visibility and confidence, paving the way for your own content creation. Likes and comments take seconds but will help to build you up within your network.

Pro tip: Talk to us about how we can support your content creation to elevate your profile even more.

3. Engaging Email Subscribers

Challenge: “I have a huge list but don’t know how to engage them.”

Solution: Utilise a bespoke monthly newsletter (like this one!) filled with relevant tips and insights to convert subscribers into leads by adding value to their inbox.

Pro tip: Set up your email subscriber list with relevant tags from your CRM and create custom sequences that speak directly to your customers and their current situation (i.e. send reminders when someone’s interest-only period is about to end or when you know someone will have their deposit saved up). Not sure how to do this? We’re here for that.

4. No Referral Strategies

Challenge: “I’m running out of word-of-mouth leads.”

Solution: Commit to daily engagement on a platform like LinkedIn to unlock new referral sources through consistent, meaningful interactions.

Pro tip: Like we said in tip #3, you can also set up targeted email campaigns to your partner referral network so new leads are made to feel welcome and more likely to engage with you.

5. Stressful Social Media

Challenge: “Maintaining an active social media presence is overwhelming.”

Solution: Focus on one platform and use scheduling tools to maintain a regular posting rhythm of valuable, engaging content. Believe us when we say, brokers do not need to be on Instagram, Facebook, TikTok and LinkedIn – that’s a full time job right there to create content for each platform and will lead you to burnout. Pick one (our favourite for brokers is LinkedIn) and stick with it until you see results (which you will, over time – no shortcuts here).

6. Losing out on leads

Challenge: “Leads come in but then go cold because I can’t reach out to them quickly enough.”

Solution: Automate, automate, automate! Set up tags and labels in your CRM that link to your email marketing software so that a new lead is automatically sent a custom sequence that welcomes them into your business, includes a booking link as well as the basic information they need to know. Then, when you follow up by phone, they are already aware of you and how you can help and will likely be much more likely to proceed.

7. Work with anyone mentality

Challenge: “I will write any loan for anyone.”

You might wonder why this is even a challenge, and we know that as a broker – especially if you’re in the growth phase of your business – that you would take on any client, but this is not always the best approach. Why? Because if you’re speaking to everyone, you’re reaching no one.

To be clear – we’re not saying turn business away. Business will always come from different channels and referrals. What we are saying here is to maintain focus on a couple of niche customers / segments you actively want to pursue.

Solution: Get very clear on your brand identity, niche and messaging. This is something most brokers skim over thinking it doesn’t apply to them. But it absolutely makes all the difference between the brokers who are successful (but burnt out with no clear strategy) vs the brokers who are working with their ideal client, on the type of deals that they love the most. A big difference!

Pro tip: Ask us how we can help you work out your brand messaging to stand out from the crowd.

With these simple approaches, you’re not just addressing immediate challenges; you’re laying the groundwork for sustained success and client satisfaction. Auctus Coaching is committed to supporting your journey, offering personalised guidance to navigate the marketing landscape for brokers with confidence.


If you’d like to see how we’ve helped numerous brokers to overcome their marketing struggles and grow a business that brings leads effectively (without any ad spend), book a time or DM me ‘Growth’ to get started. I can’t wait to support you on your broker growth journey!

Christian Paterson, Auctus Coaching

Christian Paterson

Director, Head Coach

I love nothing more than helping hardworking brokers to work smarter and enjoy their business while growing an incredibly profitable and efficient operation.