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How to Use Retargeting Strategies to Re-Engage Visitors and Skyrocket Your Mortgage Business: A Guide for Mortgage Brokers and Advisers

September 18, 20233 min read

How to Use Retargeting Strategies to Re-Engage Visitors and Skyrocket Your Mortgage Business: A Guide for Mortgage Brokers and Advisers

Hey you, awesome mortgage brokers and advisers! 🙌

Today, we're diving into something exciting: Retargeting. No, it's not just another buzzword; it's a potent tool that can turn 'almost clients' into actual ones. So, let's dig in and see how retargeting can supercharge your lead generation and brand growth efforts.

What is Retargeting and Why Should You Care?

In a nutshell, retargeting is all about reaching out to people who've interacted with your online content but didn't convert (yet!). Ever wondered what happens to that 90% of site visitors who don't fill out your 'Contact Me' form? Retargeting lets you remind them, "Hey, I'm still here to help you with your mortgage needs!"

So, why does retargeting matter for mortgage brokers and advisers? Because it's all about relationship-building. This strategy keeps you at the forefront of potential clients' minds, transforming you from just another mortgage broker to their go-to mortgage expert.

Types of Retargeting for Mortgage Brokers

1. Pixel-Based Retargeting

This is the most common type. A pixel is a tiny piece of code you add to your website. It tracks user behaviour, which allows you to retarget those visitors with specific ads.

2. List-Based Retargeting

If you have a list of email addresses from potential clients, you can use this to retarget on various platforms. Simply upload the list, and your retargeting ads will appear when those individuals are online.

3. Social Media Retargeting

Platforms like Facebook and LinkedIn offer robust retargeting options. These are fantastic places to show your expertise and offer content that solves problems.

To understand the full range of retargeting options, be sure to tune into my daily Mortgage Marketing Podcast.

How to Start Your Retargeting Campaign

Step 1: Identify Your Audience

Not all visitors are created equal. Some are just browsing; others are serious about finding a mortgage adviser. Tailor your retargeting ads to suit different visitor intents.

Step 2: Create Engaging Content

Retargeting is not about spamming; it's about offering value. Think e-books, webinars, or handy mortgage calculators. Offer content that educates and elevates your brand.

Step 3: Set Up the Technical Bits

If the thought of setting up pixels and tracking codes makes your head spin, don't worry! There are plenty of user-friendly tools and platforms that make this easy. Or better yet, get in touch with me to sort it out effortlessly.

Step 4: Measure and Tweak

Always, always measure your results. Are people engaging with your retargeted ads? Are they moving down your sales funnel? Use these insights to adjust your strategy.

Pro Tips for Retargeting Success

  1. Segmentation: The more specific you can get with your audience segments, the better.

  2. Frequency Caps: Don’t overwhelm your audience by showing the same ad too often.

  3. Relevance: Keep your ads relevant to the content the visitor engaged with initially.

  4. CTAs: Your calls-to-action must be clear and compelling.

Wrapping Up

Look, retargeting is not just for big corporate firms with deep pockets. It’s an incredibly effective strategy for mortgage brokers and advisers focused on lead generation and brand growth.

If all this information has you intrigued but overwhelmed, don't fret. I've got your back! Let's get into the nitty-gritty of implementing a retargeting strategy tailored for you. Visit to learn more about how I can help you reach new heights.

For a more casual environment to learn and interact, remember to follow me on Instagram. I share bite-sized insights and strategies that can make a significant impact on your business.

That's it for now. Stay awesome, stay informed, and let's make your mortgage business the next big thing!

Mortgage BrokerMortgage AdviserMortgage ExpertRetargetingBrand GrowthLead Generation

Ash Borland

Mortgage Marketing Coach

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