Momenti Group has launched a free Marketing Strategy Playbook aimed at helping mortgage brokers build more effective and structured marketing plans.
The guide sets out a step-by-step framework designed to help firms attract and retain clients without relying on trial-and-error tactics.
Jeff Knight, creator of the playbook, said: “When it comes to marketing, most organisations jump straight to tactics like social media posts or advertising.
“That’s why so much marketing underperforms.
“When companies skip the strategy stage, they guess. They make assumptions. And that leads to wasted time, wasted budget, and inconsistent results.
“This Playbook gives brokers the clarity and confidence to make smarter marketing decisions.”
The guide outlines four core stages of strategic planning: assessing the current position, defining objectives, mapping how to achieve them, and identifying how success will be measured.
It is designed to support brokers in making more informed decisions rather than turning them into marketing specialists.
Knight added: “This resource helps brokers ask the right questions before diving into tactics—questions about their target market, positioning, and key brand messages.
“It turns random marketing activities into intentional actions with purpose.”
