In this episode, we put the business plan to work—moving from slide deck to day-to-day execution. Stuart unpacks how to turn targets into trackable actions across lead generation, adviser workflows, compliance (Consumer Duty), and revenue forecasting. You’ll hear practical tactics for aligning marketing with introducers, building a measurable pipeline, setting lender-mix goals, and using dashboards to prove ROI. We also cover quick wins that lift case conversion without adding complexity, plus how to close the loop between learning, data, and client experience.
You’ll learn:
- How to translate annual goals into weekly actions
- What to track (and why): pipeline, fees, lender mix, conversion
- Simple dashboards for ROI and board reporting
- Consumer Duty baked into the workflow, not bolted on
- The 30-day execution checklist to build momentum
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Key Takeaways
- Execution beats intent: prioritise fewer, clearer weekly actions.
- Measure what moves revenue: live vs pending cases, advice/prop fees, introducer payaways, net income.
- Align marketing → introducers → lenders → pipeline → reviews.
- Treat Consumer Duty as a design principle, not an afterthought.
- Use a simple cadence: weekly scorecard, monthly review, quarterly reset.
Suggested Chapters
- Why plans stall (and how to prevent it)
- Translating targets into weekly scorecards
- Lead sources & introducer alignment
- Lender strategy and case triage
- Dashboards, ROI and board-ready reporting
- Consumer Duty built into the journey
- 30-day execution sprint
Mortgage advisers, Equity Release, Later Life Lending, Consumer Duty, lead generation, introducers, lender partnerships, ROI dashboard, pipeline management, Advice Guru.
