Course curriculum

  • 1

    Instructions for this course

    • How to Use the Course

  • 2

    Welcome to B2B Marketing in the mortgage market

    • Message from Jeff

    • Before we begin...answer these questions

    • Course Outcomes

  • 3

    Broker Decisioning Journey

    • Module Intro

    • The Broker Decisioning Journey

    • Brand Salience

    • Cognition Marketing & Getting Cut Through

    • Be Distinct

    • Journey Quiz

    • Quick Recap

  • 4

    Understanding Broker Psychographics

    • Module Intro

    • Receiving Information

    • Structuring Our Work

    • Making Decisions

    • Where Do We Get Our Energy

    • What does this all mean?

    • Module quiz

    • Summary of module

  • 5

    Communication Tips

    • Something To Get You Going

    • General Advice

    • Words Are Important

    • Email Marketing Tips

    • Advertising Tips

    • Thought Leadership

    • Webinars

    • Question for you

  • 6

    Recap

    • B2B Training Recap

    • Further reading

  • 7

    Delivering highly effective marketing campaigns

    • Quick Intro To The Module

    • What Are Crimes Crimes?

    • Your Campaign Steps For Highly Effective Marketing Campaigns

    • Your Final Task

  • 8

    Before you leave

    • Exit Survey

Key Learnings From This Course

  • Broker Decisioning Journey

    Get to learn the journey a broker goes on when choosing a lender. See why building brand salience is so important and how to do this; it is not about pushing rates!

  • Psychographics

    Learn vital insight into how brokers prefer to receive information. Discover how to get your message heard.

  • Get Practical Tips

    Discover proven tips and hints that will make your marketing more effective. This across different communication channels.

  • Getting Cut Through

    Learn how to apply cognition marketing principles to get your marketing messages heard.

  • Key Elements Of Messaging

    It's all about being clear, relevant, distinct, consistent and getting the timing right.

Why Do This Course

Marketing to intermediaries is different to conventional B2B and B2C. It is more complex. Discover learnings from 20 years of experience that you can apply successfully yourself.

  • Learn the fundamental psychology of marketing to intermediaries.

  • Get to know how to build brand salience - and why pushing rates does not work.

  • Because there is more scrutiny on your ROI - this course will deliver you increased marketing effectiveness.

  • You have choices: do more marketing or learn how to deliver the right messages in the right way.

  • It will help you look good in your organisation.

  • It will get you on the front foot.

Watch Intro Video

Video

Pricing options

This price is for an individual, one off purchase. If you wish to buy for a team, need invoices, pay by BACS or a payment plan, get in touch.

Instructor(s)

FCIM

Jeff Knight

Jeff Knight has held several senior level positions as a marketer over the last 30 years. He has been fortunate to have worked with some great leaders and has won several awards for marketing excellence. Jeff now spends his time sharing his knowledge and helping other marketers excel in their careers. He is a Fellow of the Chartered Institute of Marketing and a strong believer of the importance of marketing to organisations - but I guess as a marketer he would say that! Jeff believes in the notion of no action without insight and that creativity is the engine room of marketing.

Now Go And Make Your Marketing More Powerful

If you are ready to get started, go and get started. If you need to discuss Group options or invoicing, just email [email protected]