Eight actionable steps you can start today
In today’s competitive financial services landscape, a strong personal brand can be the key to standing out and winning clients. Whether you’re in residential, commercial, or asset finance, your brand reflects who you are, what you stand for, and why clients should trust you. Below, we expand on eight actionable steps to create a compelling personal brand, each with a task you can implement immediately.
Your UVP is the cornerstone of your personal brand—it’s what makes you, you. Think about your strengths, values, and the unique challenges you solve for your clients. Are you the go-to broker for first-home buyers? Or are you an expert in navigating complex commercial transactions? Your UVP should reflect both your expertise and your passion.
Immediate action item: Write down three key benefits you offer your clients that differentiate you from other brokers. Use these as the foundation for your elevator pitch or marketing content.
Clients often research brokers online before reaching out. A consistent, professional online presence builds trust and credibility. Ensure your LinkedIn, website, and social media accounts align with your personal brand and showcase your expertise.
Immediate action item: Update your LinkedIn profile headline to clearly state your niche, e.g., “Helping First-Home Buyers Secure Their Dream Home” or “Expert in Tailored Commercial Loan Solutions.”
Visual branding helps you become recognizable and memorable. From your logo to your email signature, your visual identity should reflect your professionalism and the type of clients you want to attract.
Immediate action item: Choose a professional headshot and use it consistently across all your online profiles and communications. If you don’t have one, schedule a quick photo session to get a high-quality image.
Networking expands your reach, while client testimonials build trust. Both are crucial to strengthening your personal brand. Networking with peers can also open doors to referrals and collaborations.
Immediate action item: Reach out to three past clients and request a testimonial. Ask them to describe how you helped them achieve their goals. Add these testimonials to your website or marketing materials.
Engaging with your community fosters trust and credibility. Sponsoring events, volunteering, or hosting workshops can help you connect with potential clients and establish your presence as a trusted local expert.
Immediate action item: Look for an upcoming local event or workshop where you can either sponsor, present, or attend. Even something as simple as introducing yourself to attendees can help grow your network.
Positioning yourself as a thought leader makes you the go-to broker for advice and solutions. Sharing knowledge through articles, webinars, or videos helps build credibility and keeps you top of mind.
Immediate action item: Draft a short LinkedIn post or blog article answering a frequently asked question from your clients, such as “What’s the Best Way to Get a Loan Approved Quickly?” and share it with your network.
A great client experience sets you apart and creates loyalty. Every interaction, from responding to inquiries promptly to providing updates throughout the loan process, reflects your brand.
Immediate action item: Call one of your current clients to provide a status update or ask how else you can assist them. This small gesture reinforces your commitment to service.
Branding isn’t static—it should evolve as you grow and adapt to market trends. Regularly review your messaging, visuals, and client feedback to ensure your brand aligns with your goals and resonates with your audience.
Immediate action item: Create a short client feedback survey using tools like Google Forms or SurveyMonkey. Send it to your clients to learn what they value most about your service and identify areas for improvement.
Building a strong personal brand starts with engaging your audience where they are—and in today’s market, that means on social media. Our free Social Media Calendar Template is designed to help brokers like you stay consistent, creative, and connected with your clients.
This easy-to-use monthly calendar includes ideas for posts tailored to the mortgage broking industry, making it simple to showcase your expertise, share client success stories, and build trust with your audience.
Ready to Elevate Your Social Media Game?
At Connective, we believe in equipping brokers with the tools they need to succeed. This social media calendar is just one of the many ways we support you in growing your business and standing out in the market.
Download the free Social Media Calendar Template today and make 2025 the year your brand thrives.
