Masterclasses
For Financial Services
Results You Will Achieve
- Increased conversion from call/meeting to customer
- Significantly increase the number of leads into your business
- Increase your upsell and cross-sell conversion rates
- Reduce your cost per leads
- Increase your referral business
- Improve your customer outcomes
- Improve your customer retention rate
- Increase the number of 5* reviews and testimonials
- Increase ancillary products - wills, trusts, Keyman insurance
- A significant increase in protection sales
- A significant increase in add-on products i.e. wills, keyman insurance, private medical etc.
How it works
- All content by Tony Morris is unlocked from the outset. All other experts content can be unlocked for an additional fee.
- As everyone has different areas to develop, we allow the user to select which order they do the modules in.
- New content will continuously be added to Mortgage University, by an array of experts with different specialist areas to keep it fresh for the user. To unlock this content, it will come at an additional investment.
What you will learn
- Mindset
- Preparation
- Target Audience
- Telephone Manner
- Rapport
- Elevator Pitch
- Neuro-Linguistic Programming
- The Perfect Sales Call
- Time Management
- Conducting a meeting
- Proposals
- Emails
- Language
- Questioning
- Listening
- Maximise Opportunities
- Social Selling
- Sales Management
- Relationship Building
- Testimonials
- Objection Handling
- FAB Selling
- Introducers
- Negotiations
- Closing
- Referrals
- Networking
- Lead Generation
- Goal Setting
Performance Insights Within Mortgage University
Monitor Performance
The Sales Manager / Director can track which of the team has accessed the courses, therefore showing whom is committed to learn, learn, grow and develop. The manager can monitor how people score in each module and therefore identify which areas they need the most help with.
Tests
There is a test after every module to ensure the student understood the information and understands how to apply it in the real world of selling.
Monthly online meet up (2 x 1hr)
All members meet up twice a month on Zoom for 1 hour and Tony will phone your leads on a loudspeaker and close appointments for you, demonstrating the strategies he teaches. TMI’s experts will attend some meet ups, to answer questions around their specialist area.
Workbooks
There is a workbook to print out for every module.
The Masterclasses Explained
Virtual Masterclasses
The 12-month program is split into an AM (10am to 12:30) for mortgage and protection advisers and PM (14:00 to 16:30) for leaders, and directors, on the 1st Monday of each month.
Face to Face Masterclasses
The 12-month program is split into an AM (09:30 to 12:30) for mortgage and protection advisers and PM (13:30 to 16:30) for leaders, and directors. It will be on the 1st Wednesday of each month.
There will be a session in the North of England on the 1st Wednesday of each month and a session in the South of England on the 3rd Wednesday of each month.
Your Investment
NUMBER OF PEOPLE |
MORTAGE UNIVERSITY (SILVER) |
VIRTUAL MONTHLY INVESTMENT (GOLD) |
FACE TO FACE MONTHLY INVESTMENT (PLATINUM) |
|---|---|---|---|
1 PERSON |
£ 77 |
£ 197 |
£ 397 |
UP TO 9 |
£ 397 |
£ 597 |
£ 1,497 |
UP TO 29 |
£ 997 |
£ 1,316 |
£ 2,698 |
UP TO 59 |
£ 1,981 |
£ 2,967 |
£ 3,931 |
60+ |
POA |
POA |
POA |
- Prices are + VAT
- Gold and Platinum members get 50% off Mortgage University
- All 3 products above, are a monthly investment for a 12-month contract, and if staff leave or join during the 12-months, they can be replaced and added to the program
