Has the quest for enhancing client relationships while streamlining your daily tasks ever led you to consider technology? Enter Joanne Cole, founder of BrokeriQ, an app-based platform designed to push boundaries and transform the way mortgage and protection advisors manage their business and interact with clients. With a background in data analysis and digital transformation within education, Joanne brings a wealth of knowledge and a fresh perspective to enhance rather than replace the existing broker-client dynamics.
Our discussion shines a spotlight on how BrokeriQ facilitates a seamless flow between advisors and clients. Imagine having all your client's information in one place, the convenience of automated messages, and the ease of providing hyper-personalised communications. Yes, the app is that good at bridging gaps and fostering stronger relationships. Joanne and I also delve into the learning curve involved with the app and how advisors and their clients are embracing it, ensuring we leave no stone unturned.
Joanne’s vision for BrokeriQ doesn’t end here. We also explore future prospects, including expansion plans into the wealth advisory space and how they're working on adding more features to benefit advisors. We wrap up the discussion by looking at the reception of BrokeriQ, feedback that highlights the positive impact on advisors' efficiency and client engagement. If you're curious about leveraging technology to revolutionize your advisory business, this episode is a must-listen!
I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk
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