myths & facts

We’re excited to launch a brand-new social media toolkit to encourage members to utilise social media as a marketing tactic. All you need to do is download the graphic you wish to use to your computer and upload it to the social media channel of your choice.

These posts are pre-approved by the FPG compliance team. The images carry the necessary risk warnings and so must be used alongside the wording accompaniment. You can personalise with a web link, phone number and/or email address. You can choose which hashtags to include or remove entirely. Do not change any of the other wording – this will render the posts non-compliant.

Getting a mortgage when you’re self-employed can often be a challenge because it’s difficult to demonstrate affordability.

We’ve years of experience helping people like you find suitable mortgages to buy their dream homes.

If this is you, get in touch: [insert phone number or email address or web link]

#selfemployedmortgage #selfemployed #mortgages #mortgageadviser #mortgageadvisor #mortgagebroker #househunting #mortgagetips #mortgageadvice #mortgageexperts

If you’re on the hunt for a great deal, then talk to us. We’ve helped loads of clients find great mortgage deals even in the current climate.

Contact us on: [insert phone number or email address or web link]

#mortgages #mortgageadviser #mortgageadvisor #mortgagebroker #househunting #mortgagetips #mortgageadvice #firsttimebuyer #firsttimehomebuyer #remortgage #mortgageexperts

Are you worried about how rising interest rates will impact your monthly outgoings when it’s time to remortgage?

We can help you find a great new deal and recommend options for reducing your monthly payments so that they’re manageable.

Talk to us today: [insert phone number or email address or web link]

#mortgages #mortgageadviser #mortgageadvisor #mortgagebroker #househunting #mortgagetips #mortgageadvice #remortgage #mortgageexperts

Struggling to get a mortgage? We’ve helped other people just like you find a mortgage deal that works for them, even when they’ve been declined a mortgage elsewhere.

We could do the same for you. Just get in touch: [insert phone number or email address or web link]

#mortgages #mortgageadviser #mortgageadvisor #badcredit #credittips
#mortgagebroker #househunting #mortgagetips #mortgageadvice #mortgageexperts

Moving home is stressful. We’re here to make it a whole lot easier. As whole of market mortgage advisers, we can find the right deal for you.

[insert phone number or email address or web link]

#mortgages #mortgageadviser #mortgageadvisor #mortgagebroker #househunting #mortgagetips #mortgageadvice #remortgage #mortgageexperts

virtual meetings – zoom

Following on from the validation workshops, we will be providing you with a library of virtual backgrounds that you can use on Zoom. This is a great opportunity to give your online presence a professional feel.

Here are some of our tips for getting the best out of a web meeting with your clients.

Look into the camera while speaking

During an in-person interview, maintaining eye contact with your client is a sign of confidence and respect. Video chat makes this a bit different, because if you were to look them in the eye on your screen, it may not look like that on their end. Instead, look into the camera as you are speaking. This creates the illusion that you are looking at them rather than yourself or the screen.

Choose a professional background

When setting up your computer, choose an area that is tidy and free of clutter. Make sure your background is sparse rather than busy. Setting up in front of a blank wall or will give your new virtual background the best chance of working. Alternatively, if you decide to use a room environment, ask yourself if this is the image you are happy to portray.

Right click and save as in order to download.


Your client needs to be able to see your body language and facial expressions during your Zoom interview. Choose a room with good lighting, so they can easily see you. Setting your interview space facing a window that lets in a lot of natural lighting is a great way to make yourself more visible. Setting up with a window behind you can cast shadows on your face and make you appear to look like a silhouette.


Choose an area that is quiet and free of distractions. This way your client can direct their full attention to what you have to say. A room where you can shut the door is an ideal space to interview. Limit other noises by closing windows and turning off your music or the television.


Before your Zoom interview, silence your phone and put it away. This way, you can focus on the interview rather than a text message or phone call.


While your client is speaking, keep your focus on the screen. Like you would in an in-person interview, show them that you are paying attention to what they have to say through active listening. You can do this by affirming what they say, nodding as they speak and asking questions based on what they say.


Along with turning off your phone, you should also turn off any notifications on your computer. Closeout of any social media websites or anything else that could become a distraction. Set the Zoom meeting to full screen so that your client is the only thing you can see.


Although Zoom has a mobile app, it’s better to use it on a desktop computer or laptop. Having your computer on a table creates a more stationary view of yourself while holding your phone in your hand could cause camera shake. Your computer camera also gives the client a better view of yourself and tends to come in clearer.


If your interview space doesn’t have an outlet, make sure to fully charge your laptop before your meeting. Ideally, you should choose a spot where you can leave your laptop plugged in during the entirety of your interview. This way, your device can last throughout a lengthy conversation.


Get the newest edition of Zoom prior to your meeting. Likewise, also do a full system update on your computer well in advance. If you were to accidentally click on the install update notification during your meeting, this could cause your computer to restart mid-interview. By doing these updates a few hours before the interview, you can ensure your device is at its best.

Use the mute button

Zoom has a feature where you can mute your audio. This is a great feature to use while your client is speaking for long periods. While using the mute button, they cannot hear anything on your end. This is useful when there are loud sounds in your household such as dogs barking or children playing. Keeping yourself on mute as they speak can help your client feel more focused on what they want to tell you.


Prior to your Zoom interview, make sure you have a strong internet connection. Test out your connection where you plan to sit during your interview. If you can stream video or Zoom with other people, then you are likely to have a solid connection during your interview.


If you live with other people, let them know when and where you are interviewing. Right before your meeting starts, remind them to give you space and keep a quiet volume until you are done. It is best that those you live with remain in a separate room than you, so you can stay focused.


Dress exactly how you would during an in-person interview. This means you should wear your nicest business attire.


In the event that you need to use the screen share option, it’s a good idea to close out of everything on your desktop before your interview. This can also prevent video or audio from suddenly playing in the background. Closing out of all websites may also help your Zoom call load more efficiently.


Get to know Zoom and all of its capabilities. Test out the software by having video chats with friends, colleagues and family.

Customer Relationship Management CRM

staying in touch with your clients has never been easier...

We add maximum value for our clients when they really need it. However, over time, this value can be forgotten and eroded. Also, other people are showing more and more interest in our clients. Last year, lenders retained more introduced business than ever before. 

what next...

At the end of every month, we export your data which triggers a communication process that is date driven. Everyone gets a thank you first. What comes next depends on when they were born and how close to Christmas it is. Also, we bridge the gap with two newsletters ‘inHouse’.

six months from renewal

When we hit the six month point, your client will get a nice email to start the process of finding another great deal. They are reminded every month until the last month. As the emails will be from you, any responses will land straight back into your inbox.

what can you do to maximise the benefit

Without an email address, none of this is possible. Personal email addresses last longer than work ones which is imporant when you have longer term fixed products. If you have two parties, only one will get an email if there is only one email. 

Communication library

Here is the library of communications. Please note that they are from Mark Ninnim as the broker and sometimes as the cutomer as these are live sent emails. Design wise, they are designed to be ‘mobile first’  as our stats show that more people open their emails on their phone than on a computer. 

Email one is different if you are a purchaser or a remortgage. The example shown is for a mover (hence the boxes).

Email 1 - Thank you
Email 1 - Home Mover
Email 1 - Remortgage
Email 2 inHouse
Email 2 - Newsletter
Email 3 - Happy Birthday
Email 5 - Newsletter 2
Email 6 - Happy Christmas
Email 7 - Anniversary

retention library

Here is the library of retention driven emails which are designed to provoke a reply directly to you. 

Email 1 - 6 months to go
Email 2 - 5 months
Email 3 - 4 months
Email 4 - 3 months
Email 5 - 2 months
Email 6 - 1 month

next steps

Trial starts on Monday 2nd where all of February completions will begin the journey. Everyone will receive the ‘thank you’ email and some will recieve a Birthday Card… As we introduce legacy data they will receive the retention driven countdown emails along with Anniversary and Christmas.


If you have any questions, please email me at and I will do my very best to help you. Good luck.

Setting up a Facebook Business Page

You know by now that you need a Facebook Business Page. You’ve seen the statistics. You know that Facebook’s more than two billion monthly active users make it an impossible platform for any business to ignore.

The fact is being on Facebook makes it easier for people to discover and interact with your brand online.

So, let’s dive into how to create a Facebook Business Page. Follow these steps and you’ll have your Page up and running by end of day.

By the end of this session, this is what you will have built.

All it takes is a little patience. Please make sure you are logged into your personal facebook page to start off with.

How to set up a Facebook Page for your business

Step 1: Sign up

Go to and click Create a Page in the top right hand corner. You’ll be greeted with several business type options including local business or place, brand or product, and cause or community. Select the type of business you’re creating the Facebook Page for. If your business type falls into more than one of the category options, choose the one your customers are most likely to think of when they think about your business.

Choose Local Business or Place.

When you click on a business type, a box will open asking for a few further details, like the name of your business, your address, and your Page category. Categories are basically sub-types within the larger business category you’ve already chosen. When you start typing in the category field, you’ll see a list of potential category options to choose from.

When you’re ready, click Get Started. Note that doing so indicates your acceptance of Facebook’s terms and conditions for Business Pages, so you might want to check those out before you proceed.

Step 2. Add Pictures

Next, you’ll upload a profile and cover images for your Facebook Page. It’s important to create a good visual first impression, so choose wisely here. Make sure the photos you choose to align with your brand and are easily identifiable with your business.

Once you’ve selected your image, click Upload a Cover Photo. In this case, please use the graphic below.

Step 3: Explore your new Page

Ta-da! Your page is alive, albeit it’s extremely sparse. At this point, you’ll be prompted to take a quick walk-through of a few features. Unless you’re already well aware of how Facebook Business Pages operate, we recommend clicking through the prompts, just so you know where everything is. It only takes a few seconds.

Of course, while the skeleton of the Facebook Page for your business is now in place, you’ve still got some work to do before you share it with your audience.


Let’s get compliant…

Facebook is advertising and as such, it comes under the MCOB guidelines. In the first instance we need to get your new page compliant and only then can we start to promote your content.

Step 4: Add a short description

This is your opportunity to tell people about your business. It should be just a couple of sentences (maximum 155 characters), so there’s no need to get too elaborate here. Click Add a Short Description, then just share what your customers need to know as clearly and concisely as possible. In our case, the compliance-approved description is.

Over 7000 mortgages and 70 lenders all under one roof. You will love our market-leading products and relaxed approach, call today for a free initial chat.

Once you have added that, you will be taken to step 2 and 3.



Step 5: Settings

Now we can add in some additional information that a potential customer may find useful when learning about you.


Look at the top right of your screen and you will see ‘settings’ click this…

Working down the screen you will see that some of your earlier entries are on display. Now to add some detail.


Over 7000 mortgages and 70 lenders all under one roof. You will love our market-leading products and relaxed approach, call today for a free initial chat.


Mortgage brokers and then add Insurance Broker


Add contact details as appropriate.


You can add your address, or in my case I have kept HO but marked myself as located in my town.


Mortgages, Re-Mortgages, Buy to Let Mortgages, Life Insurance, Critical Illness Cover, Income Protection and Buildings & Contents insurance. (add Equity Release if authorised to do so).

Company Overview

There are two pieces of information here that are specific to the way you sell protection. Simply pick the one that applies to you.

For Multi-Tie


For insurance business, we arrange policies from a panel of insurance providers.

We don’t charge a fee for our advice, instead, we may charge a fee of up to £499 for arranging your mortgage.

Finance Planning Mortgage & Protection Services is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.

For Sole-Tie


For insurance business, we arrange policies exclusively from Legal & General.

We don’t charge a fee for our advice, instead, we may charge a fee of up to £499 for arranging your mortgage.

Finance Planning is a trading name of The Finance Planning Group Limited, which is authorised and regulated by the Financial Conduct Authority.




South East England Region – Highly Commended
Mar 2019
NatWest Local Hero Mortgage Awards

Best Mortgage Network – Finalist – The Finance Planning Group
Feb 2019
Mortgage Strategy Awards

Best Broker for Protection – Finalist – The Finance Planning Group
Feb 2018
Mortgage Strategy Awards

Best Network: up to 300 ARs – Finalist – The Finance Planning Group
Feb 2018
Mortgage Strategy Awards

Large Firm of the Year (South) 2017 – Finance Planning Wealth Management
Jan 2018
Tenet Group Leading Lights Awards

Best Broker for Protection – Finalist – The Finance Planning Group
Mar 2017
Mortgage Strategy Awards

Best Network: up to 300 ARs – 3rd Place – The Finance Planning Group
Mar 2017
Mortgage Strategy Awards

Newcomer of the Year 2015 – Finance Planning Wealth Management
Nov 2015
Tenet Group Leading Lights Awards

Best Broker for General Insurance – Finalist – The Finance Planning Group
Feb 2014
Mortgage Strategy Awards

Best Broker for Protection – Finalist – The Finance Planning Group
Feb 2014
Mortgage Strategy Awards

Top Broker for Business Quality – Winner – The Finance Planning Group
Jun 2013
Legal & General Mortgage Club Awards

Best Broker for General Insurance – 3rd Place – The Finance Planning Group
Feb 2013
Mortgage Strategy Awards

Privacy Policy

Insert the URL for our privacy policy [].

To finish off

Let’s get rid of that ugly box and replace it with a logo. Simply click on the little camera icon and upload the below image.

Wait, lets sort out your page name.

All you need to do is click on the create page @username and choose a name. Most will be gone but you can do like I did and start with fpg.

You will then get a message…

Now when someone searches for you on Facebook, they will see this

Once you get this far, please can you send the link to the page to me at

This Business Facebook page must be approved by Finance Planning prior to use.

Boosting a facebook post

The Jargon

Organic – In social media, organic is a term for traffic that hasn’t been paid for.
Organic reach – Organic reach is the number of unique people who have seen your post on their newsfeed. Engagement – In social media, an engagement is when someone performs an action such as liking, commenting, sharing or clicking on a post.
Organic engagement – This is non-paid for engagement.
Content – Content is the main bulk of what makes up a social media post; be it a blog, image, video or link, it’s a piece of information that is valuable to your followers/audience.
Reach – Reach or ‘total reach’ is the number of unique people who have seen your social media post or advert. Share – A ‘share’ on social media is a type of valuable engagement where someone will share your post to their own followers or network.
Demographics – In social advertising, ‘demographics’ is a way to target your adverts to people using socioeconomic characteristics of a population expressed statistically, such as age, sex, education level, income level, marital status, occupation, religion, birth rate, death rate, average size of a family, average age at marriage etc…
Placement – In social advertising, a ‘Placement’ is where the adverts will actually appear. For example, if Instagram is selected as a placement it means that your adverts will show on the Instagram platform.


Social media advertising can be a great way of getting your business and content out there in front of your audience, especially on Facebook. Why Facebook? Well it’s the biggest social media network in the world and combined with Instagram, it’s a powerful platform that businesses can leverage. There are many types of different adverts you can run on Facebook but this cheat sheet is going to focus on the most accessible and basic type… the boosted post.

What is a boosted post?

As you know, on your company page you post updates and posts and these updates will appear on the news feeds of the people who follow your company page. However, Facebook will organically only show your company updates to a small part of your audience. This is all down to Facebook’s algorithm. Due to so many other advertisers and companies trying to compete for space on people’s news feeds, Facebook decided to limit the number of organic reach posts can receive once they have been posted. This is where boosted post adverts come in. Boosted posts allow you to pay money to show the post to your entire page following or to an audience of people you have built.

Step by step guide

Before you start, it’s important to know that there are two different ways to boost posts in Facebook. You can boost directly from the post on your company page using the express advert creator and you create a boosted post within Facebook’s advert manager. This cheat sheet is a guide to using the express advert creator.

1. First things first, to boost a post you need to have a company page set up. You can do this quite easily on Facebook through your own personal profile. If you click on the drop down arrow next to the question mark in the nav bar and click create page from the drop down menu, you can easily run through the guided process. If you already have a company page, that’s great!

2. So why exactly are you boosting a post? It’s a good question, that often, a lot of businesses don’t have an answer for. It’s important to have a goal in mind when you run any sort of advertisement and boosting a post is no exception. Once you have an objective, you can create a piece of content around that objective rather than just boosting random posts. Do you want to create awareness for your business? Get people to go to a certain page on your website? Get people to watch a video?

3. Boosted posts work best when you use a post that is already performing well organically. This is because if your organic audience finds it engaging then the audience you boost it to will also more than likely engage with it. So when you are deciding on which post to boost, think about current engagement levels on the post; if it’s high then you will probably get good results from boosting it. If you have yet to create the post, have a look at what type of posts already have high organic engagement and create something similar.

4. Once you have chosen the post you would like to boost, you should see the blue boost post button underneath your selected post. Click the button and you will be presented with the express advert creator. You will see that the screen is split into two sections. On the left side is where you can edit all of the options and on the right is the preview of what your advert will look like.

5. Start from the top left and work your way down each section of the advert. The first part is to set what results you would like from the post, so setting your main goal. There are 3 main types of objectives: – Website visits – this type of boosted post will encourage people to go to your website or a landing page – Engagement – this type of boosted post will prioritise likes, comments, video views and shares on the post. – Messages – this type of post will prioritise starting conversations with potential customers over Messenger.

6. Next you will be given the option to choose a button for your post. If you are directing someone to take an action then this is a must have on your post, especially if you are sending someone to your website. If you are trying to get more share or engagement on an image or video, you may not want to use a button.

7. Now, it’s time to build your audience. This is probably the most technical part of creating an advert but the express editor holds your hand throughout. It’s also the most important part of your advert build as if you don’t choose the right audience, you may be wasting your money promoting your business to the wrong people. Take your time on this section. You have 5 options to choose from when building your audience: – People you choose through targeting – this is the most customisable option and you can choose everything from gender, age range, location, demographics and interests that your audience may have. There is a handy dial which shows you how defined your audience is so try and keep it right in the middle. – People who like your page – this will simply show your advert to people who currently follow your page. Bear in mind that if you have quite a small following, this option might not yield high results. – People who like your page and their friends – this will show your post to people who follow your page and will also appear on their friends’ news feeds. This is useful to broaden your audience. – People in your local area – this is a good objective if you are a local business and want to specify an area to target. Facebook will recognise your local area from your company page and you can change the radius size around your location. – Custom audience – if you have previously built an audience in Facebook and saved it, you can use it again by selecting custom audiences. Finally, you should see a checkbox that says ‘run on Instagram’ – it’s up to you whether you want to run the boosted post on Instagram, the positives are that you will increase your reach by using Instagram as a placement.

8. Next you have to specify your budget and duration of the boost. There isn’t a right or wrong amount on Facebook: the more money you spend, the more people you will reach. You can choose your own budget or pick one of the preset amounts. There is a handy estimate of how many people you could potentially reach which gives you a good indication of how the advert will perform. If you decide to run the boost over multiple days then your overall budget will be split on a daily spend, so keep that in mind.

9. Once you are happy with all of the details, take a look at the preview window and check that the boost looks like it should do. You can view it on desktop and mobile. When you are ready to go, you can click the boost button and after Facebook has reviewed the post (normally within an hour), your boosted post will be live! Keep an eye on the performance of your boost throughout as if it’s not getting the results you want then you might be wasting your money on this piece of content and need to try a different post to boost. It can be trial and error to begin with when boosting your content but if you keep at it you should be able to find a winning type of content that gets you the results you want.

How to get more from LinkedIn in just 10 minutes a day

How to get more from LinkedIn in just 10 minutes a day

When you think about it, you’re most likely to get referrals from people you have a strong relationship with – people you ‘know, like and trust’ to use the well-known networking saying.

If LinkedIn is all about making connections, how do you make sure those connections develop into meaningful, productive relationships? You might feel quite proud of the fact you’ve grown your network to over 500+ contacts but how many of those people really know you? How do you take LinkedIn from being just a list of names to becoming a powerful business tool?

At traditional networking groups in the ‘real world’, you will be most successful if you turn up on a regular basis so that you can build relationships and stay ‘front of mind’. It’s all about being the mortgage broker someone immediately thinks of when they are asked to recommend someone. If your attendance is sporadic, you’re unlikely to enjoy the same success as someone who’s there every week.

It’s no different in the online world. If you just dip in and out of LinkedIn when you feel like it, you won’t be getting the most out of it. So think about how you can build a consistent approach into your routine and be visible.

There are some other useful parallels with traditional networking. When you attend a networking event, you’ll decide:

  • what to wear
  • what image you want to portray
  • what topics you want to talk about
  • how you’ll introduce yourself to someone new
  • how to follow up with someone after the event.

You need to consider the same things on LinkedIn. How often will you ‘attend’, what image does your profile give, how will you communicate with people, how will you connect with someone new and how will you continue the conversation?

Above all, it’s important to be natural and authentic so try and come across on LinkedIn as if you were meeting someone face to face. Always think about how you can help someone and add value rather than adopting a WIIFM (what’s in it for me) approach. The likelihood is you will get something out of it but not if that’s your primary motivation. The biggest turn-off is if someone connects with you and then immediately starts selling so aim to connect, maintain a regular presence and gradually grow the relationship.

Here are some helpful tips which will get you into the habit of using LinkedIn effectively each day but that won’t take up a lot of time.

  1. Log in and scan the homepage
  2. Have a look at your connections’ updates – ‘liking’ and ‘commenting’ as appropriate
  3. Like and comment on any company updates
  4. Choose 3 people you’re keen to build a relationship with and like or comment on their updates
  5. Choose 3 groups to actively participate in and join in the discussions
  6. Once a week, start a new discussion in a group
  7. At least once a month, publish an article via LinkedIn publisher

Don’t leave it there, though, if you’ve entered into conversation with someone, make sure you give a response. Review your notifications to see if any comments have been made. Remember to review your messages too, in case someone has contacted you directly. Be mindful of which area of the platform you’re in – whether you’re in a 1-1 ‘meet for a coffee’ environment such as Messages or at a networking type event such as in a group or public conversation.