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Finance & AI

A few days ago I posted a screenshot of an AI response to a basic lender policy question. It was just a random example to highlight how it might be used. While we’ve had our own AI assess virtually every question asked in a ton of broker forums (mainly to assess suitability as a general tool, but also to compare

The Cost of a Facebook Lead and Conversion

The question I’m asked more often than any other from those with a Facebook marketing budget: “How much will I pay for a lead?” It’s the wrong question. The better question: “How much does it cost for a conversion?” There’s no clear answer. Last month we saw one business consistently pick up *conversions* for $2.24 (that’s conversions into a deal

Shad of the Day, 19th June 2025

I come back to this every 6-months… so let’s revisit the obvious as there’s always somebody that’ll see it for the first time. First, the attached images are just examples from thousands. Far too many legitimate businesses are exposing themselves to a litigious future, and excluding a comparison rate – or failing to include it in the proper manner –

Don’t Use Fake News to Promote Finance

I came across these two dodgies within a few seconds of each other. Remember, it’s illegal to purport or suggest that you have a news endorsement when it isn’t legitimate, even if the news source is fictional. This deception is heavily enforced in the finance industry. The fake Fin Review ad opens up the business to litigation of a different

The One Million Dollar Marketing Challenge

A short time back we reintroduced our ‘Rescue’ program. We negotiated back and forth with our insurer and lawyers for a few months before introducing the first insured marketing service in the country (at least I think it is). Our claim: Triple your results or $1m. That’s one million dollars. It started at $20k. It really is that simple. We

Ad Language

This ‘critique’ isn’t criticism, per se, but I’m being a little critical. I hope that makes sense. I don’t know the company that published the above advert, and I don’t think I’ve ever heard of them. My objection to the ad? “1 Million Aussies Financed Last Year” is deceptive. I wouldn’t ever use it… at least as they’ve used it,

Mortgage Broker Primary Website Services Pages

We’ve recently updated the basic ‘evergreen’ pages on our broker framework, and it’s worth sharing (again) because every broker that takes their digital seriously needs the same page options. Despite the fact we’re missing ‘Insights’ and Rectangles – basically case studies and picture/text options, both of which go live this week – the pages give you a good idea on

Broker Website Front Pages and Switch Module

Why does our broker website have a minimum of 15 front pages? There’s a big conversation to be had here on positioning, differentiation, and funnel architecture, but at its core this part of our broad conditional framework is designed to introduce one thing into your organic and promoted funnels: relevance – a necessary funnel commodity in order to illicit interest

Full Block Calendar now used on Appointment Page

A note for clients. We pushed an update to the Yabber plugin today which forces the expanded ‘Calendly-style’ calendar to show on your ‘appoinrnent’ page. Dates and times populate based on calendar availability, and bookings are made directly to Outlook. All other integrated automation applies, such as email, SMS, voicedrops etc. The calendar format wasn’t getting the usage it deserved,

The Updated RBA Post Type and Archive of all RBA Board Meetings and Decisions

This update is worthy of mention, not only because its a (noteworthy, albeit minor) website framework update, but because it’s something anybody can do very easily (with good reason to do it). In the former website framework, all RBA articles were published as children of a post in the Resources module. The problem with this setup is that it required

What Does the Broker Website Framework Equipment Pages Look Like?

What does the consumer and business equipment pages look like in our mortgage broker website framework? Automotive, marine, aviation, and other types of finance is gateway lending that’ll path the way for other types of finance, so like it or not, your website needs the information, and quite frankly, it’d be careless if it wasn’t there. There’s a little bit

What Does the New Broker Framework Business Pages Look Like?

What does the business section look like on our mortgage broker website framework? Not much has changed in the various updates and there’s still around 12 basic pages. Unlike resi and associated lending, we have some information pages to supplement the FAQ module (pictured as truncated screenshots). Business lending is easy and essential, and it’s a gateway into residential and