Educated Mortgage Services

Sticking Out In A Crowded Market with Dan "The Mortgage Man"

After several years of declining gross revenue, owner Dan O’Brien realized that he needed to generate more new client leads in order to reverse the trend.


  • Build brand awareness in his market
  • Increase his current revenue by 30% in 2019, and 50% in 2020


We worked on a strategy to position Dan O’Brien as a trusted advisor who would help clients get the best mortgage based on their unique financial situation.   Part of that strategy was to help Dan stick out in a very crowded mortgage services market.  We helped create the persona “Dan The Mortgage Man” to uniquely brand him and his company in the marketplace so as to increase awareness and generate more new client leads.  

This also included a custom musical jingle that furthered the effectiveness of the branding strategy we created with Dan.

We then helped Dan integrate his brand with the raving fans we have on our Solid Rock 94.1 WJJO station by using adlib testimonials with one of our most well-known influencers, Johnny Danger.  In addition to that, we also helped associate Dan’s brand with one of the great causes we spearhead by having Dan’s company be the title sponsor of the JJO Veterans Radiothon hosted by Randy Hawke.


Dan met his 2019 goal of a 30% increase in revenue and is on track to achieve his revenue goal in 2020.

The number of new client prospects has increased by nearly 50%.

Dan has been pleasantly surprised by the number of people that have approached him outside the office and identified him as “Dan The Mortgage Man.”

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