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The New Leaf Podcast
Are you an aspiring financial or mortgage adviser? Looking to grow your business, find your niche, or just starting your journey? Welcome to the New Leaf podcast, where we turn over a new leaf in financial advice.
Join us as we interview successful advisers and industry experts who share their real-world stories, candid advice, and practical tips. Each episode provides a deep dive into the challenges and triumphs of building a thriving career in financial services.
We cover topics that matter to you, from qualifying and finding your first clients to specializing in complex areas like development and bridging finance. Our goal is to provide you with the insights and inspiration you need to succeed.
Ready to start your career or take the next step? Learn how New Leaf Distribution can support you at www.newleafdistribution.co.uk
The New Leaf Podcast
300 Enquiries from One Post: Sarah Drakard’s Authentic Marketing Secrets
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Sarah Drakard joins Daniel Hobbs to discuss her 13-year journey in the financial services industry, exploring the unique challenges and rewards of balancing a solo business with motherhood. This episode is a masterclass in lead generation through authenticity and the clinical importance of holistic financial planning.
Key Takeaways:
- The Motherhood Balance: How to navigate the "curse" of CPD and compliance shifts while enjoying the flexibility of self-employment.
- Will Writing as Lead Gen: Why wills are the "cornerstone" of Sarah’s business and a powerful way to build immediate trust.
- Marketing via Vulnerability: The story of the viral "Mum’s group" post that led to 300 enquiries without a single sales pitch.
- The Power of Protection: A heart-wrenching case study on why advisors must push for cover, even when clients believe they are uninsurable.
- Tech-Driven Growth: How the "Underwrite Me" tool transformed protection from a secondary thought into a core business pillar.
Resources:
- Visit the New Leaf Distribution Website.
- Learn more about Cruz Financial Services.
- Explore the New Leaf Will Writing Federation.
- Technology Mentioned: Underwrite Me.
About New Leaf Distribution:
New Leaf Distribution is a premier UK network dedicated to supporting financial advisors with robust compliance, cutting-edge technology, and a community-driven approach to business growth.
The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk