How Financial Services Can Add 75%+ to Your Estate Agency Revenue (with Terry Blackburn)
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概要
In this episode of Estate Agency Leaders, Ian Preston is joined by Terry Blackburn — founder of Mortgage Genie, Bespoke Financial, and the Wealthy Advisors Club — to unpack why mortgages, protection, and insurance are still so poorly developed in many estate agencies, and what that is costing business owners in real terms.
Together, they explore:
How financial services can increase revenue per transaction by 75% or more
Why most agencies underperform in FS despite clear customer demand
The true economics of broker fees, proc fees, protection, and recurring income
Employed vs self-employed adviser models — and when each makes sense
How FS materially increases business valuation and exit multiples
The power of back books, repeat remortgages, and referral flywheels
This is a practical, numbers-led conversation for agency owners who want more control, more profit, and a more valuable business — without chasing more instructions.
If you plan to grow, professionalise, or exit your estate agency in the next 3–5 years, this episode is essential listening.