What you will learn from this episode:
- Discover tactics and strategies that provide you leads for years to come rather than a one-off lead-generation campaign
- Learn how to build trust and relationships in a non-salesy manner
- Find out how to market and build your personal brand other than creating your own website or starting a podcast
3Rs Read, Resource, Reflect
“If you’re not growing, you’re dying.” – Jacob Perez
If meeting face-to-face is still your means of reaching out to your target audience, you should think again.
How do you cover a wide base of your target market without spending a ton of time and resources talking to each one of them?
Jacob Perez has been investing in the Hamilton, Ontario real estate market since he was 23 years old and now has a portfolio of close to 10 million dollars with 40+ doors.
Jacob is a Partner and Mortgage Agent with Synergy Mortgage Group, offering a digital experience backed by real people, working with both real estate investors and first-time homebuyers helping them leverage real estate to build wealth.
After only three years, he was featured nationally by Canadian Mortgage Professionals for being in the top 0.5% of 20,000+ brokers in Canada.
Jacob also has experience in analytics and digital marketing with a BComm from McMaster University and Masters in Management Analytics from Queens University.
In this episode, Jacob shares how he brings his digital marketing experience to the real estate investing world and the mortgage industry and helps him grow those businesses.
If you’re someone new to the real estate investing world, make the most of his thoughts and insights on where social media posts are concerned and which platform gives you the best traction.
How about curating instead of creating content? He’s got a lot of recommendations when it comes to brand communication.
What if you don’t yet have a story to tell, or you’re not experienced enough to be putting yourself as a podcast guest?
He knows how to flip the script and let it work to your advantage.
He talks about a non-sleazy way of building trust and relationships for your brand building and marketing.
This is the kind of route that had him a steady flow of clients through the years rather than just running an ad that you don’t get anything when no one clicks.
Get insider insights into where the mortgage industry is heading and why more people are interested in it.
He assures everyone not to be scared of personally branding themselves. He states the many reasons why you shouldn’t have to worry or avoid it.
02:34 – How the digital experience at Synergy avoids geographical constraints and allowed for a much larger target audience
03:39 – What he considers the biggest differentiator in the mortgage world
04:28 – How Synergy works
05:22 – What the synergy brand is all about
06:44 – How he brings his digital experience to the real estate and mortgage world
08:56 – What participating in forums can do for your real estate investing brand
10:08 – A non-threatening way to build trust and relationship for your brand
11:02 – Forms of content and other communication you can use to build and market your brand
13:56 – Three things you can do in terms of your social media posts
16:09 – Thoughts on where the mortgage industry is headed
19:29 – Real estate investing turning into not just people consider doing but something they need to do
21:33 – Real estate investing as a ticket to freedom and lifestyle for millennials nowadays
23:00 – The kind of content you can put out there for branding and marketing
23:48 – Favorite personal brand that he really looks up to
24:52 – Books he is recommending
25:51 – Favorite resource that has been the best source of business and entertainment for him
27:14 – Which social media to focus on when you start building your brand
28:02 – What he believes in life
28:41 – His recommendation to people on building a brand
29:35 – What prevents people from building a brand?
“And the beauty of forums or content or things like that, are a little bit different than the ads we do, is that they live online forever. So it’s not like an ad where if they didn’t click on that one-week campaign, you don’t collect anything from it. This stuff is potentially generating new leads for years to come and things like that.” – Jacob Perez
“I came from a digital marketing background, a consulting background, and from the very beginning, which is a couple of years before the pandemic, we’ve never really done the face-to-face thing. And that allows you to have a much bigger target audience and don’t have that geographical constraint.” – Jacob Perez
“I don’t want to look like a billboard, and scream the mortgage rates and come at you from the perspective of, ‘I’m a mortgage agent’ rather, ‘I’m willing to help you because I am willing to help you naturally, it’s not fake.’ If you’re a real estate agent, but you have an Instagram page about home design, and you’re consulting people in home design, it’s a non-threatening way to build a relationship and trust and eventually transfer them over to your services.” – Jacob Perez
“I think there are more and more people entering the mortgage industry. The barrier to entry is very low. The other thing is, it’s going to be the rise in technology, and you’re going to see all the major five banks competing on who could have the best tab to have the best streamline mortgage experience.” – Jacob Perez
“I think real estate investors are a great niche because I think they’re the least or rate-sensitive niche, and they appreciate you the most, whereas, some other type of buyers, you just might not see them for another five years plus kind of thing.” – Jacob Perez
“If anyone out there is looking to build a brand-related business or things like that, you just have to have the courage to go forward and do it. There are so many people who are afraid to brand themselves that just by that alone, your competition is actually very little, you’d be surprised. The kind of people that you’re trying to attract, you will attract.” – Jacob Perez
Connect with Jacob Perez:
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Music: Thank you to Zoax for the intro music