NRG Insights: Recent Episodes
Marcus Nanson
NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
In this episode of NRG Insights, Marcus is joined by Harry Downer from Raw Capital Partners to discuss his route into financial services through an apprenticeship rather than the traditional university path.
Harry shares how early sales experience helped him develop the communication and relationship-building skills that have supported his career in business development. He also reflects on the value of mentorship, learning on the job, and why curiosity and asking questions are so important when you're starting out.
In this episode, we discuss:
- Choosing an apprenticeship over university
- Learning through experience
- Building relationships in financial services
- The value of mentors
- Developing confidence early in your career
- Advice for anyone starting out in finance
Listen now...
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights: Rising Stars 2026, Marcus is joined by Jack Grey from P10 Financial to explore what it takes to build a career in specialist finance at a young age.
Jack's career began in personal banking before moving into mortgage advice, where he completed his CeMAP qualification. After qualifying during one of the toughest periods for the mortgage market, he made the move to P10 Financial, where an unexpected opportunity saw him transition into bridging, development and commercial finance.
Since then, Jack has worked alongside some of the industry's most respected professionals, developing both his technical knowledge and his understanding of what it takes to build lasting relationships with clients and introducers.
The podcast explores the value of mentorship, why personality can be one of your biggest strengths, and how young professionals can build credibility in an industry where experience is often highly valued.
Jack also shares his thoughts on networking, developing a personal brand and why putting yourself out there can create opportunities that wouldn't otherwise exist.
In this episode...
- Jack's journey from retail banking into specialist finance
- Qualifying during a challenging mortgage market
- Learning bridging, development and commercial finance
- The role mentorship has played in his career
- Why relationships are at the heart of financial services
- Building your personal brand through networking and LinkedIn
- Standing out early in your career
- Advice for young professionals entering the industry
Whether you're looking to break into financial services or establish yourself in specialist finance, Jack shares practical insights from his own experience of building a career in a relationship-driven industry.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Peter Maina, Business Development Manager at MS Lending.
Peter's route into financial services wasn't planned. What started with a chance conversation led him into mortgages, before progressing through broking and eventually into specialist lending.
Throughout the conversation, Peter reflects on the importance of resilience, building relationships and making the most of opportunities, even when they don't go to plan.
One of the strongest messages from the episode is that rejection doesn't have to slow your career down. Whether it's reaching out to someone in the industry, applying for a role or pushing yourself outside your comfort zone, Peter believes progress often comes from taking chances that other people avoid.
The discussion also explores the role of mentorship, why representation matters, and how transferable skills can help people break into financial services, even without a traditional finance background.
In this episode...
- Peter's route into financial services
- Moving from mortgages into specialist lending
- Why rejection shouldn't stop your progression
- Building confidence early in your career
- The value of mentorship and representation
- Identifying and using transferable skills
- Developing relationships in specialist finance
- Advice for anyone looking to build a career in the industry
Whether you're trying to break into financial services or looking to take the next step in your career, Peter shares practical insights from his own journey and the lessons he's learned along the way.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Harry Pleasance, Business Development Manager at Glenhawk.
Harry has spent more than a decade in financial services, building experience across retail banking, investment platforms, later life lending, residential mortgages, buy-to-let, commercial finance and bridging.
That broad background has shaped how he approaches business development today.
Rather than focusing purely on products and transactions, Harry believes the best BDMs become trusted partners to brokers by understanding the wider market, helping solve problems and supporting clients beyond their own proposition.
The conversation explores Harry’s journey from corporate banking into specialist lending, the lessons he's learned along the way, and why relationships continue to be one of the biggest differentiators in a competitive market.
Harry also shares his thoughts on education, market knowledge and what younger professionals can do to build credibility and trust early in their careers.
In this episode:
Harry’s route into financial services and specialist lending
The move from corporate environments into specialist finance
Why good BDMs do more than just sell products
Building long-term relationships with brokers
The importance of education in a fast-moving industry
How broad market knowledge helps brokers and clients
What makes a BDM valuable in today’s market
Lessons learned from working across multiple lending sectors
Whether you're a broker, lender, BDM or someone building a career in specialist finance, this episode offers a practical look at what relationship-led business development really looks like.
Listen on Spotify
Watch on YouTube
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
People build careers in finance in very different ways.
Some start in sales. Some come through lending. Some build businesses. Others progress through leadership roles over time.
But despite those different paths, certain pieces of advice seem to come up again and again.
In this episode, we bring together highlights from previous NRG Insights conversations with Adam Butler, Paula Mercer, Andy Alvarez, Aby Pickford and Roz Cawood.
The discussion covers some of the themes that repeatedly surface across the industry, including relationships, resilience, career progression, leadership and personal growth.
While every guest has a different perspective and experience, there are clear similarities in how successful people approach challenges, opportunities and long-term career development.
Topics discussed include:
- The career advice that continues to resonate across the industry
- Why relationships play such an important role in long-term success
- Learning from setbacks and difficult periods
- The importance of consistency and reputation
- Leadership, growth and progression
- Taking opportunities when they arise
Featured guests:
- Adam Butler
- Paula Mercer
- Andy Alvarez
- Abi Pickford
- Roz Cawood
Whether you're early in your career or have spent years in the industry, this episode offers a collection of perspectives from people who have built successful careers across financial services.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Adam Tauber, Head of Sales at Phoenix205 Money.
With more than two decades of experience across sales, broking and specialist finance, Adam shares the journey that took him from early sales roles into senior leadership within the lending industry.
The conversation looks at how sales skills translate into finance, what separates strong sales leaders from average ones, and why relationships still sit at the centre of business growth in specialist lending.
Adam also reflects on working across both lender and broker sides of the industry, and how those experiences shaped the way he now leads teams, structures deals and builds partnerships.
In this episode:
- How Adam got started in sales at 17
- Lessons learned from early sales environments
- Moving into financial services and specialist finance
- The transition between lending and broking
- What makes a strong sales leader in finance
- Building high-performing teams and culture
- Why relationships still drive business growth
- How Phoenix205 Money is evolving its broker proposition
This episode is a practical look at leadership, progression and relationship-building in specialist finance, from someone who has worked across multiple sides of the industry.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this special short-form episode of NRG Insights Rising Stars 2026, we bring together highlights from our first four guests:
- Calypso Cox
- Jack Cope
- Francesca Starkey
- Razvana Horton
Four honest perspectives on what helps younger professionals progress early in their careers.
Across just seven minutes, this episode pulls together some of the biggest themes that have come up throughout the Rising Stars series so far.
From confidence and networking, to resilience, adaptability and taking opportunities when they appear.
Whether you’re starting out in finance, changing direction, or trying to build momentum early in your career, there’s a lot packed into this episode.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Calypso Cox from Stamford Finance.
Calypso’s route into finance wasn’t planned in the traditional sense.
With a background in English Literature and Art History, she found herself entering the industry through a marketing internship before moving into a role that combined marketing, relationship management and business development.
Since then, she’s built experience across both BD and marketing, developing a strong understanding of how relationships, communication and consistency help people progress in a relationship-led industry.
This conversation looks at what actually helps young people build momentum early in their careers.
From networking and learning quickly, to understanding people, building confidence and making the most of unexpected opportunities.
It’s also an honest discussion about entering a male-dominated industry at a young age, and how younger professionals are finding their place within it.
In this episode:
How Calypso found her way into finance
The crossover between marketing and business development
What helps young people build confidence early in their careers
Why networking and relationships matter so much in finance
The challenges of entering a male-dominated industry
How young professionals can stand out and build credibility
Why saying yes to opportunities often matters more than having a fixed plan
If you’re early in your career, trying to build confidence, or looking to understand how progression actually happens in finance, this episode is worth a listen.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Razvana Horton, Business Development Manager at Hampshire Trust Bank.
Razvana didn’t start in finance.
Her early career was in property, working across off-plan sales in both UK and international markets. When the market shifted during the pandemic, she had to adapt quickly, moving her focus towards income-generating property and thinking more commercially about deals.
That shift eventually led her into financial services.
This conversation looks at what that transition really involved, from learning a new side of the industry, to understanding deals in more depth, and building the relationships that sit behind them.
It’s a practical look at how people move into finance without a traditional route, and what helps once you’re in.
In this episode:
- Starting out in property and off-plan sales
- Adapting to market changes during the pandemic
- Moving from property into financial services
- The transition from brokering into lending
- Why relationships matter more than most people think
- The role of mentors and leadership in career progression
- What helps new entrants build confidence and credibility
If you’re looking to move into finance, change direction, or build a career in a relationship-led industry, this episode gives a clear view of what that journey can look like.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Francesca Starkey, Business Development Manager at Project & Co.
Francesca’s route into the industry wasn’t straightforward. After facing two redundancies in 2024, she found herself reassessing what came next and applying for new opportunities without a fixed plan.
That next step led her into specialist finance and into a BDM role she’d never done before.
What followed has been rapid progress, strong industry recognition, and proof that experience isn’t always the only thing that matters.
This conversation looks at how Francesca backed herself, adapted quickly, and turned her personality into a genuine advantage in a relationship-led industry.
It’s also an honest look at confidence, resilience, and what early career progression can really look like when you’re willing to learn on the move.
In this episode:
- How Francesca dealt with redundancy and found a new direction
- Moving into a BDM role with no previous BDM experience
- Why personality and authenticity can be a real advantage
- The importance of building trust and relationships early
- How confidence is often misunderstood in business
- The role mentors and supportive networks play in progression
- Advice for young professionals entering financial services
If you’re early in your career, changing direction, or trying to build momentum in a competitive industry, this episode is packed with perspective.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In the first episode of our Rising Stars series 2026, Marcus sits down with Jack Cope, Head of Mortgages at Bridgemore Capital.
Jack’s career didn’t follow a straight, planned path. Like a lot of people in finance, he found his way into the industry, learned on the job, and took opportunities as they came.
What’s made the difference is how he approached those opportunities.
From starting out in customer-facing roles to moving into brokering and stepping into leadership, Jack shares how saying “yes” early on, backing himself, and being willing to learn has helped him build momentum in his career.
This episode is a grounded look at what early careers in finance actually look like, and what tends to make the difference over time.
In this episode:
- How Jack got started in financial services
- Why early roles matter more than people think
- The transition from employed roles into brokering
- What helped him progress into leadership
- Why saying “yes” to opportunities can accelerate your career
- The role of mentors and learning from people around you
- Advice for anyone starting out or looking to move forward
If you’re early in your career in mortgages, specialist lending or financial services, this episode gives a realistic view of how careers develop and what actually helps you move forward.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Kallie Henson, Senior Consultant at NRG Recruitment, to talk about how hiring in financial services has changed over the past 12–18 months.
There are still roles being filled. There are still good candidates in the market.
But the way hiring decisions are being made has shifted.
Processes are more considered. Expectations are higher on both sides. And what makes someone the “right fit” isn’t always as straightforward as it once was.
This conversation looks at what’s actually driving that change, and what hiring managers and candidates need to understand to navigate it properly.
In this episode:
- Why hiring processes are becoming more considered
- What’s changed in how candidates are being assessed
- Why cultural fit is playing a bigger role in hiring decisions
- How expectations have shifted on both sides of the process
- What stands out in a more competitive and selective market
- How to approach hiring and job moves more effectively right now
About Kallie Henson
Kallie Henson is a Senior Consultant at NRG Recruitment, specialising in the lending and specialist finance market.
She started her career in senior and executive finance recruitment before moving into specialist lending, where she focuses on short-term finance, development finance and commercial mortgages.
Working closely with both hiring managers and candidates, Kallie brings a clear, up-to-date view of how the recruitment market is evolving.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, we bring together perspectives from Kunal Mehta, Ashley Ilsen and Duncan Kreeger to look at what’s actually driving deals and long-term success in financial services.
With more technology, more automation and more tools than ever, it’s easy to assume the industry is moving away from people.
But in reality, the opposite seems to be happening.
The processes might be faster, the systems more efficient, but the value still sits in relationships, communication and trust.
Across this episode, the conversation focuses on how experienced operators are balancing technology with personal interaction, and why the human side of the industry is becoming more important, not less.
In this episode:
Why technology improves process but doesn’t replace relationships
How strong relationships continue to drive deals in competitive markets
The role communication plays in building trust with clients and partners
Why different communication styles matter across clients and generations
How to balance efficiency with a more personal approach
As the industry continues to evolve, the fundamentals haven’t changed.
People still back people.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, we take a step back and look at what actually helps people and businesses stay relevant in a changing market.
Bringing together insights from Peter Beaumont, Andrew Robinson and Chris Gardner, this episode focuses on three themes that continue to come up in conversations across financial services: understanding the market, evolving with it, and working more collaboratively.
Each guest offers a different perspective, shaped by their experience across lending, development and advisory. But across all three conversations, there are clear patterns in how experienced operators approach change, uncertainty and growth.
From adapting products based on broker and client feedback, to evolving business models and building stronger relationships across the industry, this episode highlights what tends to make the difference when conditions shift.
In this episode:
- Why understanding market feedback is key to staying relevant
- How businesses adapt their offering as conditions change
- The importance of evolving beyond your original model
- Why collaboration between lenders, brokers and developers matters more than ever
- How experienced professionals approach uncertainty in the market
This episode offers a practical look at what helps people navigate an evolving financial landscape, without overcomplicating it.
Whether you’re a broker, lender or working within property finance, the themes in this conversation will feel familiar.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Careers in financial services rarely follow a straight line.
Some start in admin roles, some in sales, others in completely different industries before finding their place in finance. But over time, certain lessons tend to repeat themselves. The people who build long, successful careers often share similar attitudes towards learning, work ethic, and how they approach opportunities.
This Best Of episode of NRG Insights brings together advice from several guests who have built strong reputations across the industry. Featuring Paula Mercer, Jaz Dhaliwal, Dan Kendrick, Danny Kiely, Rebecca Lewis, Matthew Yassin and Uliana Kuzmis, the episode pulls together some of the most practical career insights shared on the podcast.
Across different roles and career paths, they reflect on the decisions, habits and lessons that helped shape their journeys in finance.
If you're starting out in the industry, building momentum in your career, or simply looking for perspective from people who have already navigated the path, this episode offers a collection of valuable insights from those who have done it first.
What’s covered in this episode:
- Why learning the fundamentals early in your career pays off later
- The role persistence and resilience play in financial services
- Why relationships still drive opportunities in the industry
- How mentorship and experienced colleagues accelerate learning
- The importance of staying curious and continuously improving
- Why setbacks often become the most valuable lessons
- How consistency and reliability build long-term credibility
Whether you're new to the industry or already established in your role, these lessons offer a practical look at what helps people succeed in financial services over the long term.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Matthew Yassin, Managing Director of Structured Finance at Aquilae Capital, to explore what really goes into structuring complex financial deals.
With over 25 years of experience across banking, property investment and structured finance, Matthew has spent his career helping businesses navigate major financial decisions. From acquisitions and refinancing to restructuring and growth capital, his role sits at the point where strategy, risk and funding all intersect.
Marcus and Matthew discuss the realities of advisory work in today’s market, why no two transactions are ever the same, and how thoughtful structuring can make the difference between a deal that works on paper and one that works in practice.
They also explore the growing importance of strategic guidance when businesses face high-stakes decisions, and why understanding both the numbers and the people behind them is critical in structured finance.
In this episode:
- Why structuring becomes more important as deals get more complex
- The role advisory plays when businesses are making major financial decisions
- How experienced advisors help navigate uncertainty in the market
- Why every client situation requires a tailored approach
- What separates good financial strategy from simply raising capital
Matthew also shares insights from his career across banking and investment, and how his experience helps clients approach financial decisions with clarity and long-term thinking.
Whether you’re involved in structured finance, property investment or advising businesses on funding strategy, this episode offers a valuable perspective on how deals come together when the stakes are high.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this Best Of episode of NRG Insights, we revisit conversations with three of the industry’s Rising Stars, Billie Cox, George Ormerod and Sam Hutchins, to hear what it’s really like starting out in financial services today.
The next generation is entering the industry at a time of constant change. Markets move quickly, expectations are higher, and the learning curve is steep. But fresh perspectives, adaptability and a willingness to learn are helping early-career professionals build momentum faster than ever.
This episode looks at how these Rising Stars approached their first roles, what helped them progress early, and the habits and mindset that are making a difference at the start of their careers.
If you’re new to the industry, managing junior talent, or thinking about how the next generation is shaping the future of financial services, this one’s worth a listen.
What you’ll hear in this episode:
Why starting in foundational roles builds long-term confidence
The value of mentorship and exposure early in your career
How younger professionals are adapting quickly to a changing market
Why being in the office still matters for learning and development
The realities of early career progression in financial services
If you like this episode, don’t forget to tag NRG when you share it!
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Uliana Kuzmis, Chief Credit Officer at Pallas Capital, to talk about how a new lender builds credibility and momentum in a competitive development finance market.
Uliana shares her experience joining Pallas Capital as one of the first hires in the UK and helping to put the foundations in place, from credit frameworks and risk controls to operational processes and team structure.
The conversation looks at how Pallas Capital has entered the UK with the backing of an established international business, why experienced originators and strong credit discipline matter early on, and how trust is built quickly with brokers and borrowers.
Marcus and Uliana also discuss the role of technology in supporting lending decisions, the importance of educating brokers in a complex sector, and where opportunities are emerging across the development finance market.
A practical episode for brokers, developers and anyone working in specialist lending who wants a clearer view of how new lenders establish themselves — and what the market looks for before backing them.
What you’ll hear in this episode:
- What it takes to launch and scale a new lender in the UK
- Why strong credit frameworks matter from day one
- How experienced teams help build market trust quickly
- The role of technology in managing development lending efficiently
- Why broker and developer education is essential in development finance
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Jaz Dhaliwal, Consultant Solicitor at Taylor Rose, to talk about how client expectations in conveyancing are changing and what good service really looks like today.
With over a decade in residential property, Jaz shares how moving from a traditional model into consultancy has allowed her to offer a more flexible, client-focused approach. From out-of-hours communication to more personal support throughout the transaction, she explains why the standard clients expect is higher than ever.
The conversation also tackles some of the common frustrations around conveyancing, including where delays really come from and why better communication between solicitors, brokers and clients makes a significant difference to outcomes.
Marcus and Jaz also discuss the role of social media in building trust, the importance of being accessible and transparent, and why collaboration across the property process is essential as transactions become more complex.
A practical episode for brokers, property professionals and anyone involved in residential transactions who wants a clearer view of what clients now expect from their solicitor.
What you’ll hear in this episode:
- How client expectations in conveyancing have changed
- Why flexibility and accessibility are becoming essential
- The common causes of delays — and how to reduce them
- Why communication between brokers and solicitors matters more than ever
- How a more personal, service-led approach improves the client experience
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Kunal Mehta, Managing Director of SDKA, to talk about his journey from airline captain to running one of the UK’s leading bridging lenders.
Before entering property finance, Kunal spent over 15 years as a pilot with Emirates. That experience, operating in a high-pressure, precision-led environment, now shapes how he approaches risk, decision-making and service in the world of bridging.
A practical, straight-talking episode for brokers, property professionals and anyone working in specialist lending.
What you’ll hear in this episode:
- How aviation discipline and decision-making translate into lending
- Why precision and risk management matter in bridging finance
- How the bridging market has evolved in recent years
- The growing demand for semi-commercial and flexible funding solutions
- Why service and relationships still drive long-term success
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Dan Kendrick, a well-known and well-respected voice in business development across specialist lending.
Dan shares his journey through financial services, starting out in smaller, less glamorous parts of the market and learning the ropes the hard way. From early roles focused on modest loan sizes to building long-term relationships in a crowded lending landscape, Dan explains why persistence, communication and genuine effort still matter more than talent alone.
The conversation covers the realities of being a BDM today — from standing out when brokers are overwhelmed with choice, to handling rejection, pressure, and constant change in the market. Dan also talks openly about the impact of COVID on lending, how he adapted, and why leaning into relationships rather than hiding behind process made the difference.
Along the way, Marcus and Dan discuss what separates good BDMs from great ones, why belief in your product is essential, and how clear, honest communication builds trust that lasts.
A straight-talking episode for anyone working in business development, lending, or looking to build a long-term career in financial services.
What you’ll hear in this episode:
- Why hard work often beats natural talent in business development
- How early, unglamorous roles can shape long-term success
- The importance of persistence without becoming a nuisance
- Why communication beats hiding behind emails
- How strong relationships are built and maintained over time
If you like this episode, don’t forget to tag NRG when you share it!
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Rebecca Lewis, Group Director at Affinity, to talk about what credibility really looks like in specialist finance — and how you actually build it over time.
Rebecca shares her journey into financial services, starting at the very bottom and learning the business properly before moving into more complex lending.
They discuss why understanding the foundations matters, how making mistakes plays a big part in earning trust, and why experience often counts for more than job titles.
The conversation also covers relationship-building in a people-led industry, the role social media plays in building professional credibility, and why being consistent and authentic matters more than chasing quick wins.
Rebecca offers honest advice for anyone building a long-term career in finance, including the traits that really make a difference and how to stay grounded in an industry that’s constantly evolving.
A relaxed, straight-talking episode focused on experience, trust, and doing the job well.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Getting started in financial services isn’t always straightforward.
Titles are unclear, career paths aren’t linear, and most people don’t really know what “good” looks like in their first few years.
In this Best Of NRG Insights episode, Marcus Nanson brings together voices from four professionals who are rising fast in specialist finance...
George Sanford
Lloyd Whiting
Chris Grant
Calean Gokani
They share what they’ve learned while breaking into the industry, figuring things out on the job, and building credibility without years of experience behind them.
This episode focuses on the practical realities of starting out in finance, not theory, hype, or polished career stories.
In this episode, you’ll hear about:
- Why mentorship matters early on, and how to find it informally
- How clear communication builds confidence and trust faster than jargon
- What young professionals often misunderstand about careers in finance
- Why asking questions early can save years of mistakes
- How continuous learning and adaptability shape long-term progression
If you’re new to financial services, considering a move into the industry, or still finding your feet in your first few roles, this episode offers grounded advice from people only a few steps ahead of you.
If you like this episode, don’t forget to share and tag NRG in your post.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Markets don’t always reward scale, speed, or process. Sometimes they reward judgement, experience, and knowing when to change course.
In this episode of NRG Insights, Marcus sits down with Stephen Johnson, founding partner at 9Y Capital, to talk about what lending really looks like when conditions tighten and certainty disappears.
Stephen has spent more than two decades in property finance, lending through booms, downturns, and full market freezes. From pioneering commercial mortgage securitisation at Commercial First, to helping build Shawbrook Bank through to IPO, and now operating a boutique lender focused on judgement over volume, his career offers a rare through-the-cycle perspective.
Rather than focusing on products or predictions, this conversation looks at how lenders actually adapt when the environment turns against them.
In this episode, we cover:
- What breaks first when markets tighten
- Why rigid lending models struggle under pressure
- How experience changes the way risk is assessed
- The trade-off between scale and control
- Why relationship-led lending matters more in tough markets
- What founders and lenders often misunderstand about resilience and timing
This episode is for lenders, brokers, investors, and founders who want a clearer view of how decisions are made when conditions are difficult — and why some businesses survive while others don’t.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
The first working days of the year are often when people pause and take stock.
What worked. What didn’t. And what they want this year to look like.
In this Best Of episode of NRG Insights, we’ve brought together practical advice and honest reflections from across the financial services industry, focused on what actually matters as you head into a new year.
Rather than predictions or trends, this episode is about fundamentals: how people approach their careers, navigate change, stay resilient when markets tighten, and keep momentum when things don’t go to plan.
The conversations feature insights from Ash Borland, Billie Cox, Hirsche Hughes, William Lloyd, George Ormerod, and Jonathan Sealey, each bringing a different perspective from their own corner of financial services.
Whether you’re starting the year with clear goals, or still figuring out what needs to change, this episode is designed to give you grounded thinking you can carry into the months ahead.
In this super short episode, you’ll hear about:
• How to approach a new year without burning out early
• Why adaptability matters more than certainty in financial services
• The habits that quietly separate long-term performers from short-term wins
• How to learn from mistakes without letting them stall progress
• Why resilience, consistency, and self-awareness still outperform hype
Subscribe to NRG Insights for weekly conversations with leaders in specialist finance, mortgages, and property lending.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Careers in financial services rarely follow a straight line.
In this Best Of episode of NRG Insights, we bring together standout moments from four conversations that show how people actually find their way in the industry — often by accident, necessity, or saying yes to the wrong job before it turns out to be the right one.
Featuring Nick Hilton, Ashley Ilsen, David Weir, and Anastasia Ttofis, this compilation explores how very different starting points can lead to long-term success in finance, from bridging and development lending to banking and specialist legal services.
Across these clips, we talk about timing, risk, career pivots, and what happens when the market changes faster than your plans. There’s no blueprint, no polished career ladder — just honest reflections on what helped these individuals progress, adapt, and build meaningful careers in financial services.
If you’re early in your career, considering a move, or simply reassessing where you want to go next, this episode offers real perspective from people who’ve already navigated the uncertainty.
In this episode, you’ll hear about:
- Why most careers in finance start by accident
- The value of saying yes to opportunities you didn’t plan for
- Switching industries and starting again
- How timing and market shifts create unexpected openings
- Why resilience and curiosity matter more than a perfect CV
Listen now and explore how different paths can still lead to success in financial services.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
As 2025 comes to a close, the role of the Business Development Manager continues to change. Markets are tighter, expectations are higher, and relationships matter more than ever. In this special NRG Insights compilation, we look ahead to 2026 and break down what genuinely separates strong BDMs from the rest.
This episode brings together insights from Jez Quinn, Dan Narwal, Andy Reid, and Will Calito, each offering a grounded perspective based on real experience in specialist finance.
Rather than focusing on scripts, targets, or surface-level tactics, the conversation looks at the behaviours and mindset that will define successful BDMs in the years ahead.
Caring Beyond Performance
Jez Quinn explains why genuine care still sits at the top of the list. Not just caring about personal numbers, but about brokers, clients, and the wider business. Skills can be taught, but commitment, pride, and ownership cannot. In a market where trust is hard won, this mindset becomes a competitive advantage.
Adaptability and Relationship Depth
Dan Narwal highlights the importance of staying adaptable in a specialist market that changes quickly. Criteria shifts, deal structures evolve, and no two cases look the same. The best BDMs stay ahead by understanding nuance, communicating clearly, and building relationships that last beyond individual transactions.
Resilience in a Demanding Market
Andy Reid focuses on resilience. Rejection, delays, and pressure are part of the job, and without resilience, consistency is impossible. The BDMs who last are those who can take setbacks in stride, keep perspective, and show up the same way regardless of market conditions.
Thinking Long-Term
Will Calito brings a broader view shaped by development and lending experience. He stresses the importance of looking beyond short-term wins and thinking in years, not months. Strong BDMs understand where their role fits into a longer journey for brokers, clients, and themselves.
Looking Ahead to 2026
Across all four perspectives, one theme is clear: the future of the BDM role is human. Technical knowledge matters, but attitude, judgement, and relationships matter more. As the industry moves into 2026, the BDMs who thrive will be those who combine commercial awareness with consistency, care, and credibility.
Whether you’re early in your career or already established, this episode offers a practical reset on what really counts in business development going forward.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Leadership in finance has changed. Titles matter less than trust. Process matters less than people. And the leaders who are actually performing are the ones who understand that managing numbers is easy compared to managing humans.
In this special NRG Insights compilation, Marcus brings together four conversations with leaders operating at the sharp end of specialist finance. Each guest shares practical insight into how they lead teams, handle pressure, and build cultures that hold up when the market gets tough.
This episode focuses on what leadership really looks like day to day. Not theory. Not buzzwords. Just the decisions, behaviours, and mindset shifts that separate effective leaders from everyone else.
Featured conversations include:
- Jonathan Sealey on why culture comes before strategy, and how autonomy drives performance
- Jamie Pritchard on management as a responsibility, not a reward
- Paula Mercer on emotional intelligence, values, and leading with intent
- Andy Alvarez on trust, motivation, and the human side of sales leadership
In this episode, you’ll hear:
- Why strong leaders focus on alignment, not control
- How trust is built inside teams, not announced in meetings
- What modern employees actually expect from leadership
- Why emotional intelligence now matters as much as experience
- How the best leaders adapt without losing clarity or standards
Whether you’re leading a team, managing senior people, or stepping into leadership for the first time, this episode gives a grounded look at how leadership really works inside financial services today.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Marcus sits down with Andrew Robinson, Founder of Arc & Co, to talk about how broking has changed, and why brokers who don’t adapt get left behind.
Andrew started Arc & Co in 2007, grew it through some of the toughest market conditions in recent memory, and recently sold the business to FRP Advisory. His journey shows what it really takes to build and scale a brokerage when the market keeps moving the goalposts.
If you’re in broking, lending, or thinking about growing a business in financial services, this episode will help you understand what actually matters.
What You’ll Learn
How broking has changed...and what’s coming next
Why resilience matters more than timing or luck
The decisions that helped Arc & Co grow when others stalled
What Andrew looks for when hiring and developing talent
Why the FRP deal wasn’t planned — but made sense
Andrew Robinson is the founder of Arc & Co, a specialist finance brokerage working across residential, commercial, marine and aviation finance.
He built the business from scratch, grew it through multiple market cycles, and recently led its acquisition by FRP Advisory to support its next stage of growth.
Subscribe to NRG Insights for weekly conversations with leaders in specialist finance, mortgages, and property lending.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this special compilation episode of NRG Insights, we explore the one thing that sits behind every successful lender, broker, and leader in financial services, people.
Featuring moments from conversations with Chris Britto & Joe Eden (Bridgemore Capital), Charlie Gregory (Glenhawk), Sonia Mann (Roma Finance), and Grant Hendry (OSB Group), this episode dives into the realities of communication, culture, trust, and what it actually takes to build long-term success in this industry.
If you’ve ever wondered why some businesses scale and others stall, or why certain leaders inspire loyalty while others lose good people, this is the episode that joins the dots.
In this episode, you’ll learn:
- Why communication is the real competitive advantage in lending and broking
- How business partnerships stay strong when pressure hits
- Why authenticity builds trust faster than a script ever will
- The difference between managing people and leading them
- How ego, personalities, and values shape team success
- Why culture isn’t a poster on the wall, it’s every conversation
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
This week on NRG Insights, Marcus sits down with Danny Kiely, the new Head of Sales at Hampshire Trust Bank (HTB).
Danny didn’t follow the usual route. No degree. No big break. He started in 2014 delivering post at Shawbrook Bank and worked his way through operations, underwriting, BDM roles and into leadership. Step by step. One job at a time.
This episode is a proper look at what progression in financial services actually looks like when you build it from the ground up — the learning curve, the setbacks, the mentors, and the moments that push you forward.
If you're early in your career, developing a team, or looking at that next step yourself, you’ll take plenty from this one.
In this episode:
- How Danny moved from admin work to senior roles
- The skills that helped him at each stage
- Why taking your time early on pays off later
- The role of ambition, visibility and consistency
- Dealing with imposter syndrome as you move up
- How mentors shaped his approach to leadership
- What he’s focusing on now as HTB’s Head of Sales
About Danny Kiely
Danny is Head of Sales at Hampshire Trust Bank, with almost a decade across specialist lending. He started his career in entry-level operations at Shawbrook before moving into underwriting and BDM roles at MT Finance and HTB. His progression into leadership has been built on learning every part of the process and proving himself at each stage.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Chris Gardner, CEO and Co-Founder of Atelier, to unpack what it really takes for a lending business to stay ahead.
Chris has built one of the UK’s most innovative specialist lenders, and in this conversation, he breaks down the patterns he’s seen across multiple financial cycles, the opportunities most lenders overlook, and what developers and brokers should understand about today’s environment.
Whether you’re in lending, broking, development, or leading a business through uncertainty, this episode gives you practical insight from someone who’s built, scaled, and rebuilt multiple times over.
• How Chris went from car finance innovator to mortgage broker to specialist lender
• Why the best lenders focus on behaviour, not just assets
• What’s changed in development & bridging finance — and what hasn’t
• Why COVID accelerated Atelier’s growth
• How to survive inflation, rising build costs & shifting economic cycles
• The real role of government policy in the housing market
• What developers should understand before taking on their next deal
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Joe Eden and Chris Britto, Co-Founders of Bridgemore Capital, to talk about what makes business partnerships work in finance and beyond.
With backgrounds spanning mortgages, property investment, and specialist lending, Joe and Chris have built a brokerage that’s defined by communication, trust, and mutual respect.
In this episode...
- How to build a partnership based on complementary strengths
- Why clear communication beats hierarchy every time
- The importance of educating clients, not just selling to them
- How values like respect and transparency shape long-term success
- The lessons Joe and Chris have learned building Bridgemore Capital
If you’re running a brokerage, working in specialist finance, or thinking about starting something of your own, this conversation is a masterclass in what it takes to build something that lasts.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Ashley Ilsen, CEO and Co-Founder of Magnet Capital, to unpack what developers, brokers, and even lenders often get wrong about development finance.
Ashley shares how Magnet Capital carved out a strong position in a crowded field of over 240 short-term lenders by focusing on relationships, service, and real understanding of developers’ needs, not just speed and pricing.
Whether you’re a broker, developer, or lender, this conversation is packed with lessons on standing out, surviving tough markets, and building trust in a sector where reputation matters most.
In this episode
The biggest misconceptions about development finance
How to stand out in a saturated lending market
Lessons from launching Magnet Capital and leading through uncertainty
Why “fast and flexible” isn’t enough anymore
How culture and recruitment shape long-term success
The future of tech and collaboration in development finance
About Ashley Ilsen
Ashley Ilsen is the CEO and Co-Founder of Magnet Capital, a specialist lender providing development finance for new-build residential projects. Since launching in 2018, Magnet Capital has become known for its straightforward lending approach and relationship-driven service, supporting developers across the UK through changing market conditions.
Subscribe to NRG Insights for weekly conversations with leaders in specialist finance, mortgages, and property lending.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Gregory Tarn, Managing Director at Avamore Capital, for a candid look behind the scenes of today’s specialist lending market.
From investment banking in Switzerland and London, to heading a small, agile team in mezzanine and second-charge lending, Gregory shares what it really takes to build, lead and adapt in a lending business that’s built for today, not yesterday.
What You’ll Learn
How moving from large-corporates into small teams gave Gregory a full view of how a lending business works, end-to-end
Why agility, tech investment and relationships now go hand-in-hand in specialist lending
The market shifts from mezzanine to first-charge lending and how strategy must evolve accordingly
Why leadership in smaller finance firms means wearing many hats — and why that’s an advantage
What defines a modern lender in 2025: culture, tech-savvy operations and trusted broker partnerships
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, we’re joined by Charlie Gregory, Business Development Manager at Glenhawk, to explore what really drives success in financial services, authenticity, adaptability, and genuine human connection.
Charlie’s career has been anything but ordinary. From growing up between Paris and Japan, to starting in estate agency, and eventually finding his stride in bridging finance, his journey shows that great salespeople aren’t just closers, they’re connectors.
This episode dives into what makes a great BDM in today’s market, why being yourself can be your biggest advantage, and how social media can amplify authenticity instead of faking it.
What You’ll Learn...
- Why personality matters more than pitch — and how to build real, lasting relationships in financial services
- How to adapt to every client without losing authenticity
- The role of humour and honesty in winning trust and business
- Social media as a networking tool — how to stay visible and genuine
- How resilience and mentorship have shaped Charlie’s approach to leadership and growth
In a competitive market, it’s not the loudest that win, it’s the most human. Building trust, showing personality, and staying consistent will take you further than any sales script ever could.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Sometimes taking a step back is the only way to move forward.
In this episode of NRG Insights, Marcus Nanson sits down with David Weir, National Account Manager at Hope Capital, to talk about what it really takes to change careers, grow fast, and find your place in financial services.
David shares his journey from the construction industry to the world of bridging and specialist lending, including the bold decision to take a pay cut and start again as a financial services apprentice.
It’s a story about resilience, attitude, and how focusing on people (not just targets) can completely change your career trajectory.
In this episode:
- Why taking a pay cut was the best move of David’s career
- The habits that separate good BDMs from great ones
- How to build genuine relationships with brokers and clients
- Turning the tension between sales and underwriting into a strength
- The lessons that helped David move from apprentice to National Account Manager
If you’re a BDM, broker, or looking to build a long-term career in financial services, this one’s full of honest insight and practical takeaways from someone who’s been there.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson sits down with Stephen Baldwin, Managing Director of Credicus, to uncover what it really takes to grow a successful brokerage in today’s market.
With over two decades in financial services, Stephen’s story is one of resilience, reinvention, and lessons learned the hard way — from building a client base and taking the leap into self-employment, to scaling a business and avoiding the common mistakes that hold brokers back.
💡 In this episode:
- The biggest mistakes brokers make when building their business
- Why recruitment and structure are key to long-term success
- How to generate your own business and stop just taking orders
- Lessons learned from hiring, planning, and scaling Credicus
- The mindset every broker needs to survive in a tough market
Whether you’re a broker, team leader, or aspiring business owner in financial services, this episode will give you practical insights to help you grow smarter, build better teams, and navigate the ups and downs of running your own firm.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson sits down with Jez Quinn, Head of Sales for the short-term finance division at West One Loans, to talk about what really makes a great Business Development Manager (BDM) in today’s financial services industry.
Jez shares his journey from nearly taking over his family pub to building a 15+ year career in financial services, with roles at West Bromwich Building Society, Secure Trust Bank, Masthaven Bank, and now West One.
Along the way, he’s seen first-hand how the role of the BDM has changed, and what separates the good from the great.
In this episode, you’ll learn...
- The skills and qualities that make a standout BDM in finance
- How Jez transitioned from branch roles into senior leadership
- Lessons from leading teams through mergers, product shifts, and market change
- Why passion, care, and culture matter more than quick wins
- How West One is building for growth in bridging and specialist lending
- Tips for recruitment, mentoring, and retaining the right talent in finance
This episode is a must-watch for:
✅ Mortgage brokers and financial advisers
✅ Current or aspiring BDMs in financial services
✅ Lenders, sales leaders, and recruiters in the mortgage and bridging space
✅ Anyone interested in leadership, culture, and career growth in finance
🔗 Connect with Jez Quinn
LinkedIn: https://www.linkedin.com/in/jez-q-b3027671/
🔗 Follow NRG Resourcing & NRG Insights
Website: https://nrg-resourcing.co.uk/
LinkedIn: https://www.linkedin.com/company/nrg-resourcing/
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, host Marcus Nanson sits down with Jourdan Rajwan, an entrepreneur and financial services leader whose unconventional career journey is packed with lessons for anyone in business, finance, or real estate.
Jourdan shares how he went from studying history and politics to breaking into real estate, surviving the challenges of the 2008 financial crisis, and eventually pivoting into short-term lending, where he built a thriving business during one of the toughest market environments in recent memory.
From his early days at Jones Lang LaSalle (JLL) and Schroders, to taking a risk on launching his own firm, Jourdan’s story highlights resilience, adaptability, and the courage to pursue new opportunities. You’ll also hear how he’s investing in the next generation of financial services talent, building a team culture that empowers graduates and young professionals.
What you’ll learn in this episode...
How to navigate a career pivot in finance and real estate
Lessons from launching an investment management firm
Why setbacks can spark entrepreneurial innovation
The growth of the short-term lending market in the UK
How to hire, train, and retain top graduate talent in financial services
Why lean teams and agility are key to scaling successfully
If you’re an aspiring entrepreneur, property professional, financial services recruiter, or investor, this conversation is packed with insights you won’t want to miss.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus speaks with Peter Beaumont, Director of Stamford Finance, about building a lender that stands out in today’s competitive development finance market.
Peter shares his journey from being a property developer to running a privately funded lender, why trust and speed matter more than offering the cheapest rate, and how agility can be a lender’s biggest advantage.
We cover the current state of the bridging finance and development finance markets, what over 240 competing lenders get wrong, and how Stamford Finance uses flexibility and personal relationships to win deals.
In this episode...
- Why Stamford Finance stays privately funded (and what that means for brokers)
- Standing out in a crowded lending market
- Adapting products based on broker and client feedback
- Challenges with "below market value" property deals
- Market cycles, economic uncertainty, and lender agility
- Balancing growth with service quality
- Real-world advice for newcomers to property finance
Whether you’re a mortgage broker, bridging finance professional, property developer, or someone interested in real estate lending, this episode is packed with practical insights.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus speaks with Jonathan Sealey, CEO of Hope Capital, about what it really takes to launch, grow, and lead a successful bridging finance business in the UK.
Jonathan shares his career journey from the early days in property development and venture capital, through the challenges of the 2008 credit crunch, to founding Hope Capital in 2011. He talks about the highs, the setbacks, and the key lessons learned while building a lender from the ground up.
Whether you’re an aspiring business owner, a bridging finance broker, or already in the specialist lending space, you’ll get a first-hand look at what’s involved in starting and scaling a company in one of the most competitive areas of financial services.
In this episode:
- How Jonathan moved from property development to bridging finance
- The steps – and missteps – in launching Hope Capital
- Securing your first deals and building early credibility
- When and how to hire and delegate as the business grows
- Using technology to support – not replace – personal service
- How Jonathan’s leadership style has evolved over time
- Lessons for new and aspiring CEOs in specialist lending
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of The Leadership Sessions on NRG Insights, Marcus talks with Sonia Mann, Head of Sales at Roma Finance, about what it really takes to lead in today’s financial services industry.
With 28 years’ experience in banking, specialist lending, and sales leadership, Sonia shares her journey from junior roles at Barclays to senior positions at NatWest and Roma Finance, and the lessons she’s learned about authenticity, empathy, and trust.
This episode covers:
- How to build trust and credibility as a leader
- Why authenticity matters in leadership (and how to maintain it)
- Balancing pressure, stress, and adaptability in high-performance teams
- The role of empathy and emotional intelligence in modern leadership
- Spotting and developing future leaders within your team
- Advice for women pursuing leadership roles in financial services
Watch the full conversation for practical leadership advice you can apply whether you’re leading a team now or aiming for your first management role.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What does it really take to move from a sales role into leadership in financial services?
In this episode of The Leadership Sessions on NRG Insights, Marcus sits down with Paula Mercer, Sales Director at LendInvest, to talk about her career journey, the mentors who shaped it, and the lessons she’s learned along the way.
With 17 years in financial services, Paula has gone from BDM roles to senior leadership, leading teams, driving growth, and shaping culture in specialist finance. Her story is packed with practical advice for anyone looking to take the next step in their own career.
In this episode:
- How Paula’s career developed from broker support into leadership roles
- The role of mentorship (and why every aspiring leader needs a Maria Harris)
- What makes the transition from BDM to leadership so challenging
- Why understanding underwriting and operations makes you a better leader
- The importance of diversity, inclusion, and mental health in modern leadership
Whether you’re a BDM, broker, mortgage adviser, or future leader in financial services, Paula’s insights will help you see what it really takes to build a career that lasts — and a leadership style that makes a difference.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do you prepare yourself for leadership before you’re given the title?
In this episode of The Leadership Sessions, Marcus speaks with Adam Butler, Sales & Marketing Director at Avamore Capital, about his journey from financial adviser and broker to leading high-performing sales teams in specialist lending.
With over a decade in specialist finance and experience at firms like Vida Home Loans, Hampton Trust, and Avamore, Adam shares the lessons he learned making the jump from individual sales to leadership — and why the best preparation often comes from stepping up before you’re officially promoted.
We cover...
- Adam’s career path from IFA to leadership in specialist lending
- How to “do the role before you get the job” and why it matters
- The differences between sales skills and leadership skills
- Lessons from working at multiple lenders in the UK mortgage and property finance market
- The evolving role of sales leaders in bridging, buy-to-let, and development finance
- Why knowledge, credit acumen, and culture now matter more than rate cards and lunches
Whether you’re a BDM, broker, mortgage adviser, or aspiring sales leader, this conversation is packed with insights on leadership development, sales management, and building teams in financial services.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson is joined by Andy Alvarez, National Intermediary Distribution Manager at Leeds Building Society, to discuss the realities of sales leadership in financial services.
Andy shares his insights on leading sales teams, the challenges of moving from a top sales performer to a leadership role, and how to build a strong company culture that resonates with modern salespeople.
With over 25 years in mortgages and specialist finance, Andy has seen how the industry’s expectations of leaders have changed. This episode explores how leadership styles need to evolve, how to manage diverse teams, and why the best salespeople don’t always make the best managers.
In this episode, we cover:
- How to transition from sales to leadership in financial services
- The difference between being a great salesperson and being a great leader
- What motivates sales teams in 2025 (it’s not just commission)
- How to build team culture in a hybrid/remote environment
- Why “safety of voice” is key to leadership success
- The importance of diversity and inclusion in financial services leadership
- How to lead with empathy while driving sales performance
Andy Alvarez is the National Intermediary Distribution Manager at Leeds Building Society, with 26 years of experience across mortgages, specialist lending, and broker engagement.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of The Leadership Sessions from NRG Insights, Marcus Nanson sits down with Jamie Pritchard, Managing Director at MS Lending Group, to explore what it really takes to move from a high-performing sales role into effective leadership.
Drawing on over 25 years of experience in financial services, mortgage lending, and sales management, Jamie opens up about the realities of leadership in the lending industry. From managing egos to building trust, from making tough calls to letting go of personal performance metrics, this episode is a deep dive into the skills, mindset, and maturity required to lead successfully in today's financial landscape.
Whether you're a Business Development Manager (BDM) thinking about your next move, a sales team leader learning how to manage people, or a broker curious about what good leadership looks like behind the scenes, this episode will give you grounded, practical insight from someone who's done it.
In this episode:
The difference between great salespeople and great leaders
Why not all BDMs are cut out for management
How ego impacts leadership in lending and broking
The importance of coaching, not controlling, your team
How Jamie built his leadership style through real-world experience
The role of mentorship and self-awareness in leadership development
The gap in leadership training across mortgage and specialist finance
Practical advice for anyone considering the leap into management
Why delegation, empathy, and long-term thinking matter more than targets
Plus: how to stay people-focused in a performance-driven industry
Search NRG Insights to subscribe and get every episode as it drops.
For more NRG Insights episodes, salary guides, and financial services content, follow us on LinkedIn, YouTube, Spotify, and Facebook.
Find out more www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus kicks off our new series, The Leadership Sessions, where he speaks to the people building teams, leading from the front, and shaping the culture of financial services.
This week, Marcus is joined by Abi Pickford, Intermediary Sales & Operations Director at Together. Abi’s worked across financial services for over a decade, moving from debt management to underwriting, to sales operations leadership, and she’s developed a reputation for building teams that back themselves and each other.
They dive into what leadership in sales really looks like, and the traits that separate managers from true leaders.
If you lead a sales team, want to move into leadership, or just want to build a better culture within your business, this one’s a must-listen.
In this episode:
- How Abi built her leadership career in financial services
- What great sales leaders do differently
- Why resilience is the most important leadership skill
- How to balance coaching with giving people independence
- The link between culture and performance
- How Together builds an inclusive, supportive environment
Who is Abi Pickford?
Abi Pickford is the Intermediary Sales & Operations Director at Together, where she’s responsible for leading the intermediary channel and sales operations. She’s spent over 13 years in finance, starting in personal finance management and debt management before progressing into operations and leadership roles. Abi is passionate about team culture, creating environments where people feel supported to grow, and is a proud mum of one.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson is joined by Dan Narwal, Business Development Manager at Together, to break down the real role of a BDM in specialist lending.
Dan shares his full career journey — from working in mobile phone sales, to joining his family’s loan company, to underwriting, and then finding his place as a BDM. He offers candid insights into what the job really involves day to day, what brokers actually want from their BDMs, and why some BDMs still get labelled as "biscuit BDMs."
If you're a broker looking to understand how to get the most out of your lender relationships, or a BDM wanting to improve your impact in the market, this episode is packed with practical advice.
We cover:
- What brokers expect from a great BDM
- The misconceptions about the BDM role
- How to build real relationships, not just contacts
- Common mistakes brokers make when approaching lenders
- The skills that make a BDM stand out in the market
- How the role of the BDM is evolving in specialist finance
Listen now to understand what it takes to build better partnerships between brokers and lenders — and how to avoid becoming just another face in the crowd.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson sits down with James McCudden and Sean Hirschle, the co-founders of specialist mortgage brokerage Hirschle Hughes.
They share the real story of leaving a large city brokerage to start their own business from scratch. James and Sean talk openly about the leap from employees to business owners, how they built Hirschle Hughes from the ground up, and what it takes to grow a specialist brokerage in today’s market.
Whether you’re thinking about starting your own brokerage, building a team, or just curious about the behind-the-scenes reality of growing a business in specialist finance, this is a conversation worth tuning into.
In This Episode...
- The risks (and rewards) of starting your own brokerage
- Leaving the comfort of a large city firm
- What it’s really like to grow a specialist brokerage from scratch
- Building trusted referral networks with accountants and solicitors
- Managing cash flow and growing a team in the early days
- Creating a company culture that actually works
- Lessons learned and advice for brokers thinking about going solo
For more NRG Insights episodes, salary guides, and financial services content, follow us on LinkedIn, YouTube, Spotify, and Facebook.
Find out more www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of the NRG Insights: Rising Stars series, Marcus sits down with Glenn Franklin-Jones from Brickflow to talk about his unconventional journey through finance and the future of broking in a tech-driven world.
Glenn’s story takes us from his first job as a cashier at Barclays to working in specialist finance, running his own business, and now shaping the future of commercial finance at Brickflow, a platform built to make broking faster, smarter, and more efficient.
They talk about...
👉 The problem with old-school banking
👉 Why tech is reshaping commercial finance (and how brokers can keep up)
👉 What it’s like building your own business in this space
👉 Balancing risk, family life, and career growth
👉 Why the next generation needs to understand finance earlier
👉 How brokers can use technology to deliver faster, better outcomes for clients
Whether you’re a broker, lender, or someone thinking about the future of finance, this episode is packed with insights on where the industry is heading.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of the NRG Insights Rising Stars series, Marcus and Caelen talk about building a career in bridging finance.
Marcus sits down with Caelan Gokani from REIM Capital, a young professional making a name for himself in the bridging and development finance space. Caelan didn’t come into the industry with a ready-made client list or years of experience. He is building his reputation from scratch by picking up the phone, making the tough calls, and putting relationships first.
They talk about...
- How Caelan got his start in bridging finance right after university
- Why cold calling and old-school sales still matter in specialist lending
- The power of mentorship in shaping a young career
- What he’s building with the Young People in Bridging Association
- How to grow a personal brand in the property finance industry
- Why being yourself is the best way to build long-term trust with brokers and clients
- What new brokers and BDMs can do right now to stand out
If you’re managing young talent, starting out in sales, or just figuring out how to grow in bridging and development finance – this one’s full of lessons you can actually use.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
This week on the Rising Stars series, Marcus is joined by Chris Grant, Mortgage and Protection Adviser at Aberdein Considine, to talk about what it really takes to build a successful career in financial services.
Chris didn’t follow a traditional path. He started out in admin and worked his way up, and now delivers advice across the legal, property, and finance spectrum.
In this episode, he shares honest insights on:
👉 Why soft skills are as valuable as technical ones
👉 The perception problem facing young professionals in finance
👉 How managers can better support Gen Z talent
👉 Building confidence through role variety
👉 His advice to anyone just starting out
Whether you're early in your own career, leading young talent, or hiring into your business, this one’s full of perspective and practical advice.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Some careers you don’t plan for but they turn out to be exactly where you’re meant to be.
In this episode of the Rising Stars series, Marcus is joined by Will Calito, Business Development Manager at Magnet Capital, and former dental entrepreneur, to talk about his unusual route into the world of specialist finance.
From dentistry to estate agency to specialist lending, Will’s story shows why relationship-driven roles in short-term finance attract some of the most interesting talent in the industry today.
If you’re looking to understand how newer voices are shaping this space — or thinking about hiring/mentoring the next generation of brokers — this is a conversation you won’t want to miss.
What we cover:
- What makes short-term finance a uniquely “human” side of the industry
- Why the sector needs to break old stereotypes to attract young talent
- How to build resilience and play the long game in your career
- Why personal brand and relationships matter more than ever
- What advice Will gives to anyone thinking of entering this space
If you’re thinking about how to attract new voices to your team — or exploring your own path in this space — you’ll get plenty from this one.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of our Rising Stars Series, Marcus chats to Mortgage Advisor at Vibe Finance, about his unusual path into specialist lending.
George spent five years at JP Morgan in project management and tech before taking a leap into the world of mortgages and property finance, with no prior lending experience.
Fast forward four years, and George is now thriving in specialist finance and about to take on a leadership role with the Specialist Finance Academy.
This episode includes...
- Making a career pivot into finance
- How to build confidence fast in specialist lending
- The realities of being new in the industry
- The importance of personal branding for young brokers
- Why “swallowing the frog” matters when building trust
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of our Rising Stars Series, Marcus sits down with Billie Cox, Commercial Associate at Sirius Property Finance and winner of the Rising Star Award at the British Specialist Lending Awards.
Billie’s journey into financial services started young, joining the industry during lockdown while still studying for her A-levels. What began as an admin placement quickly evolved into a career path she hadn’t expected but fully embraced.
After cutting her teeth in mortgage case management at Brightstar, Billie made the leap to broking, and hasn’t looked back. Now a rising name at Sirius, she’s handling complex commercial finance deals, winning awards, and proving that age is no barrier when you’re willing to put the work in.
In this episode, we cover...
How Billie got her start while still in school
What she learned working alongside senior brokers
Making the leap from case management to broking
Why trust is the biggest challenge (and opportunity) for young professionals
The realities of starting a finance career early
Her take on tech, training, and the future of brokerage
Advice for young people thinking about finance — and for businesses looking to hire them
Billie’s story is proof that you don’t need decades of experience to add value — just a strong work ethic, a willingness to learn, and the confidence to ask for more.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Rising Stars, Marcus sits down with Lloyd Whiting, Case Manager at Assetz Capital, to explore what it really looks like to start at the bottom and build a career in financial services.
Lloyd’s journey is a great example of what’s possible when curiosity, consistency, and a willingness to learn meet opportunity.
Starting as a Relationship Support Assistant, he’s now managing cases and working closely with senior Relationship Directors with his sights set on becoming one himself.
We talk about what it takes to break into the industry, the value of learning operations before jumping into sales, and why young talent shouldn't underestimate the power of simply being in the room.
In this episode:
✅ Lloyd’s career path from his first role at Assetz Capital to case management
✅ The importance of learning the full deal process before specialising
✅ Why mentorship from senior colleagues still matters
✅ How to make the leap from ops to sales
✅ Advice for young professionals trying to get into finance
✅ Thoughts on industry job titles and the need for standardisation
✅ What employers can do to support junior talent better
Whether you're just getting started in financial services, managing young talent, or thinking about how to move from support roles into more commercial ones, this is a conversation worth tuning in for.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What’s it really like entering the world of finance today?
In this episode of NRG Insights, Marcus sits down with two rising stars of the lending world — Sam Hutchins and George Ormerod — to talk about the real experiences of launching a career in financial services.
From non-traditional routes into the industry, to the learning curves, misconceptions, and career advice no one tells you early on — this episode is a must-listen for anyone just starting out, managing junior talent, or wondering how to attract the next generation into finance.
What's coming up in this episode...
What it’s really like starting in finance as a 20-something
Breaking the stereotype that finance is “boring”
Why more young professionals don’t consider this career path
The shift from estate agency and banking into broking and lending
The importance of in-office learning vs. remote
How networking, mentors, and LinkedIn have accelerated their careers
Honest advice for others starting out in the sector
Whether you're looking to build a career in financial services, or you're hiring the next generation of talent, this is one to share with your team.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Anastasia Tfofis, co-founder and CEO of ILA, to explore what it really means to build a business (and a life) on your own terms.
Anastasia’s path hasn’t been traditional. From high-stress roles in banking and finance law, she took a leap into the unknown, walking away from the corporate track to co-found ILA, a remote-first legal business that’s redefining how independent legal advice is delivered.
In this conversation, Anastasia talks about launching a niche firm with no funding, no safety net, and no playbook, and why that was exactly what made it work. We also cover what it looks like to build a business around your values, your energy, and the kind of life you actually want to live.
In this episode:
✅ How Anastasia left traditional law to launch a fully remote legal business
✅ What it takes to build a niche brand from scratch — and make it profitable
✅ The systems and tools that keep ILA running lean and fast
✅ Why authenticity is more than a brand play
✅ How Anastasia separates self-worth from business performance
✅ Mentorship, mindset shifts, and creating “freedom time”
✅ Why success means doing it your way
Whether you're building your own business, breaking away from a career that no longer fits, or just trying to figure out what success should look like, this one’s for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
This week on NRG Insights, Marcus is joined by Kelsey Phillips, founder of Arose Finance.
From chasing a career in professional football to landing a role on the trading floors at Goldman Sachs, Kelsey's journey has been built on resilience, ambition, and a drive to succeed against the odds.
After establishing herself in investment banking, she took the bold leap to entrepreneurship, founding Arose Finance, a commercial brokerage that's already making an impact in the industry.
In this episode, Kelsey shares how she navigated major career transitions, built a business from scratch, and why adaptability and determination are key ingredients to long-term success.
In this conversation, we cover:
How Kelsey went from professional football to financial services
Lessons learned from high-pressure environments like Goldman Sachs
Why she left investment banking to start her own brokerage
The realities of building a business at 27 with no roadmap
How to create trust and credibility fast in a competitive market
Advice for anyone thinking about launching their own firm
Kelsey's story is a must-listen for entrepreneurs, brokers, and anyone aiming to carve their own path in finance.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Mark Harrington, CEO of L&C, to talk about what it takes to build a strong business culture at scale.
From his early days as a protection adviser to now leading a team of 440+ advisers, Mark shares the lessons learned, challenges faced, and what’s shaped his leadership journey.
Whether you're building a brokerage, leading a team, or stepping into leadership for the first time, this episode is packed with insights on how to lead with empathy, create alignment, and build a business people want to be part of.
Here's what's coming up...
Mark’s journey from adviser to CEO of one of the UK’s largest brokerages
The role of culture in scaling a financial services business
Managing people through growth, change, and economic uncertainty
Leadership lessons from nearly two decades in the industry
Why visibility, empathy, and trust are critical to modern leadership
How L&C is building its next generation of leaders
Balancing remote working with team connection and productivity
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Chris Schutrups, Founder and Managing Director of The Mortgage Hut, to unpack what it takes to build and scale a successful mortgage brokerage in today’s digital world.
From dropping out of college at 16 to running one of the most recognised mortgage brands in the UK, Chris shares the key decisions, marketing strategies, and leadership lessons that have driven The Mortgage Hut’s growth over the last 14 years.
We talk tech, team building, leaving the network model behind, and how to stay agile in a fast-moving industry.
What’s Inside This Episode:
👉 How Chris built The Mortgage Hut from scratch
👉 The digital marketing tactics that actually work in 2025
👉 Why finding a niche is one of the most powerful tools for growth
👉 Balancing customer experience with operational scale
👉 Lessons from working abroad and building a remote-first mindset
👉 The mindset needed to grow a modern brokerage
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
This week on NRG Insights, Marcus is joined by Nick Hilton, Managing Director at Glenhawk, to talk about leadership, resilience, and standing out in specialist finance.
From breaking into the sector during the 2008 financial crisis to helping redefine bridging finance as a credible, client-focused solution, Nick shares the lessons, risks, and relationships that shaped his career.
Whether you're in bridging, lending, or simply looking to grow in financial services, this episode is packed with insights from one of the most respected names in the industry.
What’s coming up...
✅ How Nick broke into financial services without a traditional background
✅ Why 2008 was a turning point for bridging finance
✅ The role of mentorship in career growth
✅ How Glenhawk built a winning culture and loyal team
✅ Why calculated risks matter in leadership
✅ What sets the best lenders apart in today’s market
Nick’s journey is proof that you don’t need the “perfect” CV to succeed, you need drive, clarity, and the right people around you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Andy Reid, Sales Director at TAB, to talk about the one thing that still closes deals in specialist lending — relationships.
With over two decades in financial services, Andy has worked across underwriting, business development, and sales leadership. His career has taken him from humble beginnings as a lifeguard and pub worker to senior roles in blue-chip and challenger firms — proving that success in lending is as much about people as it is about products.
Whether you're a BDM, broker, underwriter or lender, this episode is packed with insight on building trust, staying relevant, and leading in a changing market.
🔍 What’s Inside This Episode
✅ Why face-to-face connection still beats digital when it comes to sales
✅ Andy’s journey from underwriting to sales leadership
✅ How to build a network that supports long-term career growth
✅ Why mentoring the next generation matters more than ever
✅ The mindset needed to thrive through industry shifts and setbacks
✅ What COVID taught Andy about resilience, adaptability, and leading under pressure
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
The way we build, manage, and scale teams is evolving.
Strong leadership today creates a culture that keeps them performing at their best.
In this episode of NRG Insights, we bring together Tanya Elmaz, Martin Stewart, and Louisa Sedgwick to break down what it takes to lead high-performing teams in financial services in 2025.
From company culture to career progression to the future of remote work, our guests share what’s working (and what’s not) when it comes to managing people, driving results, and adapting to a changing workforce.
What’s Coming Up in This Episode?
✅ Why company culture is the foundation of any successful team
✅ How to set clear personal development plans that drive career growth
✅ The challenges and realities of remote work in financial services
✅ Why leadership presence and communication are more important than ever
✅ How businesses can balance flexibility with productivity in 2025
Featured Guests
🔹 Tanya Elmaz (Director of Intermediary Sales, Together) – How culture drives success in specialist lending.
🔹 Martin Stewart (Managing Director, London Money) – The importance of career planning for long-term success.
🔹 Louisa Sedgwick (Managing Director of Mortgages, Paragon Bank) – Leadership, presence, and the reality of remote work.
If you like this episode, don’t forget to share and tag NRG Resourcing in your post.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Everyone talks about sales… but what about operations?
The best mortgage businesses don't sell well, unless they run well.
Operations might not get the spotlight, but without the right systems, processes, and people behind the scenes, scaling is impossible.
This week on NRG Insights, I sat down with William Lloyd-Hayward, Group COO of Brightstar Group, to talk about why operational excellence is the key to long-term success in financial services.
Will went from a career in politics to running one of the UK’s leading mortgage packaging firms, proving that strategy, leadership, and innovation drive growth—not just sales.
Inside this episode:
👉 How to scale mortgage operations the right way
👉 Why operations teams are just as important as sales teams
👉 How technology and automation are changing financial services
👉 The importance of mentorship, leadership, and company culture
👉 Why diversity and inclusion matter in finance
If you like this episode, don’t forget to share and tag NRG in your post.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
The mortgage process is more about people, than numbers.
In this episode of NRG Insights, Ky Benjamin, Operations and Lending Director at Century Capital, joins Marcus Nanson to talk about the mortgage customer journey and why every role in the industry, whether broker, underwriter, or lender, plays a part in sales.
With experience across underwriting, lending, and operations, Ky explains how financial professionals can better understand customer needs, build stronger relationships, and align their roles with business success.
What’s inside this episode...
✅ The key stages of the mortgage customer journey
✅ Why every role in financial services is connected to sales
✅ How underwriters and lenders can improve relationship management
✅ Balancing traditional lending with modern technology
✅ The impact of mentorship, learning, and career development
✅ How company culture influences the lending experience
Whether you’re a broker, underwriter, lender, or business owner, this episode provides actionable insights on improving the customer experience and growing in the mortgage industry.
If you like this episode, don’t forget to share and tag NRG in your post.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What does it mean to build a mortgage business with impact?
In this episode of NRG Insights, Ross Jones, founder of Home Financial and Evolve Commercial, joins Marcus to share his journey from serving in the Navy to building a successful mortgage business.
What’s coming up...
✅ From the Navy to financial services – How Ross made the leap into mortgages and finance
✅ The corporate lessons that shaped his business approach
✅ How a personal turning point led to launching his own firm
✅ Why finding a niche and engaging with the community drives business growth
✅ The role of mindset, wellbeing, and leadership in business success
✅ How to scale a mortgage business while staying true to your values
Whether you're a mortgage broker, business owner, or thinking about scaling your firm, this episode is packed with insights on leadership, business growth, and creating a lasting impact.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do mortgage brokers stand out online?
Authenticity.
In this episode of NRG Insights, Ash Borland, mortgage marketing strategist, business coach, and brand expert, joins Marcus Nanson to discuss how brokers can leverage content to attract clients, build trust, and grow their business without constantly chasing new leads.
Here's what's coming up...
✅ The biggest mistakes brokers make in marketing (and how to fix them)
✅ How to create content that actually brings in business
✅ Why authenticity is the key for brokers
✅ The right way to use social media and content to grow as a mortgage broker
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What does it take to become a standout leader in the mortgage industry?
From starting on a Youth Training Scheme with no qualifications to becoming Managing Director of Mortgages at Paragon Bank, Louisa Sedgwick has become a true leader in mortgages. But how did she do it, and what can mortgage professionals learn?
In this episode of NRG Insights, Marcus Nanson sits down with Louisa to discuss:
✅ How she went from admin temp to MD in mortgages
✅ The leadership lessons that shaped her career
✅ Why mentorship and visibility are crucial for career growth
✅ The biggest challenges facing brokers and lenders today
✅ The future of the mortgage market and how to stay ahead
Whether you're an aspiring leader, a broker, or just someone looking for career-changing insights, Louisa is proof that success in finance is about more than just experience.
If you enjoyed this episode, don’t forget to share and tag NRG Resourcing on social media.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What makes a top-performing sales team in specialist lending?
Hiring the right people, training them properly, and giving them the tools to succeed, it all sounds simple, but few get it right.
A strong sales team is the backbone of any brokerage or lender, but building one is never easy.
In this episode of NRG Insights, Tanya Elmaz, Director of Intermediary Sales at Together, joins Marcus Nanson to share her expertise on developing and leading high-performing sales teams in mortgages and specialist lending.
What’s coming up in this episode:
✅ The key ingredients of a high-performing sales team in specialist lending
✅ How to recruit, train, and retain top talent in financial services
✅ Why brokers need to diversify beyond residential mortgages to stay competitive
✅ The biggest mistakes sales leaders make and how to avoid them
✅ How culture and leadership shape long-term sales success
Whether you're running a brokerage, leading a sales team, or looking to improve your own skills, Tanya’s insights will help you get ahead in specialist lending.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
🎙️ What does it take to thrive in the mortgage industry and beyond?
In this episode of NRG Insights, Marcus Nanson speaks with Martin Stewart, Managing Director of London Money, about his journey in financial services, the challenges of scaling a business, and his transition into writing.
Martin shares insights on business growth, industry regulation, and creative exploration.
In this episode, you’ll learn:
The key to long-term success in the mortgage industry
How to scale a business without losing control
The impact of regulation on mortgage brokers
Why mindset matters for entrepreneurs and leaders
How Martin ventured into writing his first book
Practical advice for business owners and aspiring authors
💡 Whether you’re in finance, running a business, or exploring creative passions, Martin’s story offers actionable insights for success.
👉 Watch now and subscribe for more expert conversations!
If you enjoyed this episode, don’t forget to share and tag NRG Resourcing on social media.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Looking to scale your business, challenge industry norms, or integrate new technologies?
This special episode of NRG Insights brings together standout moments from four industry leaders who are reshaping the landscape of financial services and beyond.
Here’s what’s included:
Matt Watson – Scaling Internationally
Matt shares his strategy for scaling businesses in international markets, focusing on high-net-worth clients in secured lending. His insights highlight the importance of a deep understanding of your market and offering a tailored, high-touch service for high-value transactions.
Colin Horton – Breaking Industry Norms
Colin challenges traditional practices and emphasises the power of authenticity and resilience in standing out. He discusses navigating the "old boy club" in finance and how delivering personalised client experiences drives success.
Matt Chapman – Enhancing Sales with Extra Services
Matt introduces the concept of integrating additional services like protection sales into your core business operations. His approach ensures long-term client satisfaction while creating sustainable and profitable revenue streams for brokers.
Hugh Spillane – Embracing Technology
Hugh highlights the transformative role of technology in business, from streamlining operations to enhancing client relationships. He showcases “Mogul,” a specialist finance and insurance comparison tool designed to provide transparency and efficiency for professionals.
If you’re a business owner, broker, or entrepreneur looking for actionable strategies to drive change and growth, this episode delivers the insights you need. Learn from experts who have navigated challenges, broken barriers, and leveraged innovation to lead in their industries.
If you like this episode, don’t forget to share and tag NRG Resourcing in your post.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
When speed and flexibility matter, bridging is the answer.
In this episode of NRG Insights, Marcus is joined by Michael Clifford, Commercial Director at Signature Property Finance, to explore how bridging finance is transforming the property market. They discuss how bridging can provide speed, flexibility, and creative solutions for complex property projects.
Heres what's coming up...
Michael’s Path to Bridging Finance
From his start at Santander to his leadership at Signature Property Finance, Michael shares his career journey and how it shaped his expertise in real estate lending.
Why Bridging Is Essential for Developers
Discover why speed and flexibility make bridging finance an essential tool for developers working on time-sensitive or unconventional projects.
Understanding Risk and Reward in Bridging
Michael explains the importance of evaluating opportunities effectively and how developers and lenders can work together to balance risk and reward.
How Signature Property Finance Stands Out
Learn how Signature Property Finance approaches the market with innovative solutions, a strong emphasis on relationships, and tailored funding options.
Advice for Brokers and Developers
Michael offers practical tips for brokers and developers to get the most out of bridging finance, from preparation to execution.
Why Listen?
Whether you’re a property developer, broker, or someone curious about the financial strategies shaping property, this episode provides valuable insights into bridging finance’s role in unlocking opportunities.
Tune in now to hear Michael’s expert advice and learn how bridging can become your competitive advantage.
If you like and share this episode, don’t forget to tag NRG Resourcing in your post.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus is joined by Andrew Cappaert, Group Head of National Accounts at Brightstar, to tackle the misconceptions surrounding packagers and their role in supporting brokers.
If you’re a broker who’s ever felt stuck with a complex case or unsure how to maximise your offeri, this episode is for you.
Andrew sheds light on how packagers like Brightstar bring value, flexibility, and solutions to the table, empowering brokers in today’s market.
What’s coming up...
👉 What Packagers Really Do: Dispelling the myths and explaining how packagers complement, not compete with, brokers.
👉 Complex Cases Made Simple: Real-life examples of how Brightstar has found solutions for even the most challenging client needs.
👉 Building Profitable Partnerships: How working with a packager can increase broker income and client satisfaction.
👉 Spotting Opportunities: Why brokers need to think beyond the immediate deal and leverage packager expertise for long-term success.
👉 The Future of Lending: Insights into market confidence, emerging opportunities, and why collaboration is the key to thriving in the financial industry.
Tune in now to learn why collaboration with packagers is a game-changer for brokers. Don’t miss this episode!
If you like and share this episode, don’t forget to tag NRG Resourcing in your post.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Are brokers and lenders aligned for success, or drifting apart?
In this episode of NRG Insights, Marcus is joined by Lorenzo Satchell from Trust Bank to discuss how broker-lender relationships are evolving and what the future holds for financial services professionals.
With over 25 years of experience across lending, packaging, and brokerage, Lorenzo offers a wealth of insights into today’s market conditions and the importance of collaboration, education, and trust in the industry.
This episode is packed with actionable advice and strategies for brokers, lenders, and financial professionals looking to thrive in a changing market.
Lorenzo shares his expertise on building better partnerships, overcoming common challenges, and staying ahead of industry trends.
Here's what's coming up...
- Adapting to Market Challenges: Lorenzo discusses the current economic and geopolitical factors impacting the industry, from rising interest rates to changes in government policy.
- Empowering Brokers with Knowledge: Why education is critical to helping brokers structure better deals and succeed in a volatile market.
- Selective Partnerships Over Spray and Pray: The value of understanding lender appetites and building focused, meaningful partnerships.
- Social Media and Personal Branding: How brokers and lenders can leverage digital platforms to stand out and build trust in a crowded market.
- Leadership and Team Culture: Lorenzo’s perspective on fostering collaboration and empowering the next generation of financial professionals.
This episode is for brokers, lenders, and anyone in the financial services industry who wants to deepen their understanding of successful broker-lender dynamics, enhance their leadership skills, or gain insights into the future of the market.
Tune in now.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What does it take to build a global lending business from scratch?
Matt Watson, CEO of Tenn Capital, reveals the bold strategies and lessons that led him to success in international finance.
In this episode of NRG Insights, Marcus is joined by Matt Watson, CEO of Tenn Capital, a leader in international lending. Matt shares his journey from an unconventional start to building a bespoke lending business that serves high-value clients across the world.
Whether you’re interested in entrepreneurship, the lending industry, or scaling a global business, this episode is packed with actionable insights and lessons from Matt’s career.
Matt dives into:
- Pivoting Careers: How his background led to success in financial services.
- Lessons from the 2008 Financial Crisis: How challenging times shaped his entrepreneurial mindset.
- Launching Tenn Capital: The bold moves and strategies behind creating an international lending business.
- Serving High Net Worth Clients: Why understanding client needs and offering concierge-style service is key.
- Future Innovations: How technology and compliance are shaping the future of the lending market.
Tune in now.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Duncan Kreeger, CEO of TAB, to uncover his journey from a qualified mortgage broker to a leader in the specialist lending market.
Duncan shares insights from his two decades in financial services, including the ups and downs of running a business, building a strong company culture, and what it takes to stand out in a competitive lending landscape.
Here's what's coming up...
- The Journey from Broking to Lending - Duncan takes us back to his early days in property and lending, sharing what motivated him to make the leap from broking to becoming a lender.
- Starting and Scaling TAB - Hear how Duncan founded TAB, navigated tough financial times, and maintained momentum by focusing on transparency, relationship-building, and sound lending practices.
- Balancing Control with Delegation - Discover the challenges of scaling a business, from finding the right balance between hands-on leadership and trusting his team to drive growth.
- Building Culture and Vision - Duncan discusses his approach to fostering a positive company culture that’s adaptable as the team grows, including his monthly all-hands meetings focused on progress and transparency.
Don’t miss this opportunity to learn from Duncan’s experience as he shares hard-won lessons in leadership, innovation, and perseverance.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson is joined by Colin Horton, a valuation expert who’s challenging industry norms in lending valuations.
Colin brings a unique perspective on the mortgage and property markets, shaped by his own experiences and his unconventional approach to valuations. From his beginnings in the industry to founding his multi-disciplinary firm, Project Co., Colin’s story is packed with insights for anyone interested in lending, valuations, or modern business leadership.
Here’s what's coming up...
- From the Ground Up: Colin shares his journey from property industry “outsider” to the founder of a thriving, multi-service firm.
- Redefining the Role of a Valuer: Learn how Colin’s personal experiences with downvaluations inspired him to create a valuation service that prioritizes transparency and empathy.
- Balancing Act Between Lenders and Brokers: Colin delves into the delicate balance between lenders’ and brokers’ needs, explaining how his team addresses these complex dynamics.
- Breaking the “Old Boys Club”: Colin discusses his approach to business networking, sharing how LinkedIn and visibility have been crucial to building his company’s reputation.
- Leadership in a Modern Lending Firm: Leading a team of 25, Colin speaks openly about the challenges of scaling, maintaining growth, and managing a team with empathy.
- Vision for the Future: Colin shares his plans for Project Co., including expansion, a potential sale, and his aim to innovate in the industry through unique networking initiatives.
This episode is perfect for anyone in financial services, valuation, or property industries who wants to hear how a modern, people-first approach can drive success.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Marcus sits down with Michael Street, a former Royal Engineer turned founding partner in specialist lending.
Michael’s journey into financial services wasn’t traditional, but it was driven by a desire for more purpose and fulfilment in his career. Now, as a founder and leader in the finance world, he shares the lessons he’s learned about finding balance, overcoming challenges, and building success in the mortgage industry.
If you’re in financial services or thinking about a career shift, Michael’s story offers practical advice. From career changes to mental health challenges, Michael is open and honest about what it takes to build a career with meaning.
What's coming up...
Michael’s transition from military life to finance and how it shaped his approach.
The importance of purpose and passion in career decisions.
How Michael balances ambition with mental health.
Practical advice for finding success and satisfaction in the finance world.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
For more visit: www.nrg-resourcing.co.uk
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Marcus sits down with Hugh Spillane, CEO of DNA Financial Solutions to discuss all things people, culture and tech.
If you’re curious about what it takes to grow a business in the finance, this episode offers valuable insights.
Hugh talks about the challenges he faced, the key decisions that shaped DNA Financial Solutions, and how he's embraced technology to stay ahead of the curve.
Here's what's coming up...
Starting from Scratch: How Hugh's early experiences shaped his path into the financial services sector.
Building a Strong Team: Why culture, positivity, and the right people have been key to DNA Financial's success.
Innovation in Financial Services: How embracing technology has set DNA apart, including the launch of "Mogul," their finance and insurance comparison tool.
Overcoming Challenges: The hurdles DNA faced during economic downturns and how they used resilience and strategy to come out stronger.
Future Ambitions: What’s next for DNA Financial, and how they plan to continue growing while maintaining their core values.
Whether you're working in finance or another field, Hugh's insights on building a strong team, navigating challenges, and embracing technology offer actionable advice for anyone looking to grow their business.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Albatross Lending Group founders Jordan Fearnley Brown and Lewis Casserley share their journey from stockbroking to creating a successful lending business from the ground up.
With no capital or client base, their leap into the world of lending was nothing short of bold.
This episode offers lessons for anyone interested in entrepreneurship, lending, or the challenges of starting a business.
What’s Included:
- Making the Leap: Jordan and Lewis discuss the transition from stockbroking to starting Albatross Lending with limited resources, and how they viewed risk as an opportunity rather than a barrier.
- Building Relationships: How the duo’s focus on relationships, both with clients and partners, has been key to their success in a competitive industry.
- Learning Through Failure: They explain the importance of learning from mistakes, and how their early setbacks shaped the way they assess risk and handle underwriting today.
- Adapting for Growth: The episode delves into their strategy for expanding their team, reaching new markets, and refining their sales approach as the company scales.
- Future Ambitions: Jordan and Lewis share their long-term vision for Albatross Lending and their plans to grow strategically without sacrificing the quality that has driven their success so far.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do you stay competitive in a tough mortgage market?
Gordon Henderson, Recruitment Director at Mortgage Advice Bureau, says it all comes down to people, strategy, and tech.
In this episode of NRG Insights, Gordon shares his 30+ years of experience in financial services. From starting as a life insurance salesperson to leading recruitment at MAB, he offers insights into what’s working in the mortgage industry today.
If you're in the mortgage industry, this episode is packed with practical advice, including:
How recruitment drives business growth.
The role of technology and why people still matter.
What to expect in the mortgage market over the next few years.
Tips for brokers on planning and strategy.
Don’t miss this chance to learn from someone with decades of experience in the mortgage industry.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insi..
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Steve Cox, Chief Commercial Officer at Fleet Mortgages, to get an inside look at the world of buy-to-let mortgages.
With over three decades of experience in financial services, Steve shares his journey from estate agent to industry leader, sharing insights into the buy-to-let market, leadership, and today’s challenges.
What You’ll Learn:
Steve’s Career Journey: From his beginnings as an estate agent in the 80s to becoming the CCO of Fleet Mortgages.
State of the Buy-to-Let Market: Steve talks about the current challenges and opportunities, including the impact of recent tax changes and legislative reforms.
Leadership and Retention Strategies: Discover how Steve empowers his team, builds trust, and fosters long-term retention at Fleet Mortgages.
The Starling Bank Acquisition: Learn how Fleet Mortgages has grown after being acquired by Starling Bank, and what this means for the future.
Engaging Brokers Effectively: Steve discusses strategies for maintaining strong relationships with brokers, including the balance between large trade shows and smaller, more personal events.
Steve’s experience and practical advice offer a valuable perspective on leadership, market dynamics, and long-term success in buy-to-let mortgages.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do you build a successful team in lending?
In this episode of NRG Insights, Richard Deacon, MD of Sales at Octane Capital, joins Marcus Nanson to share his insights on mastering leadership in lending. From building strong relationships to market fluctuations, Richard has a wealth of experience and practical advice for anyone looking to succeed in specialist lending.
What’s Coming Up:
- Richard’s journey from traditional banking to specialist finance.
- How to build and lead an effective team in lending.
- The role of technology and AI in shaping the future of lending.
Tips on motivating and guiding the next generation of professionals.
Richard’s approach to leadership, built on years of experience, highlights the importance of relationships, team dynamics, and continuous education.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What makes a great leader in finance?
In this episode, we’re digging into the leadership strategies of three top finance leaders—Gareth Lewis (MT Finance), Nick Neophytou (The Mantra Group), and Andrew Montlake (Coreco Mortgages). These leaders share their thoughts on team building, communication, and the challenges of modern work environments.
Why Listen:
- Hiring for Potential: Discover why personality and a willingness to learn can be more important than skills when building a strong team.
- Hybrid Work Insights: Hear how hybrid work models can offer flexibility, but why some leaders believe face-to-face collaboration drives better results.
- Remote Work Challenges: Learn from real-world experiences on the struggles of managing a remote team and what lessons were learned during the pandemic.
- Effective Communication: Understand why direct, in-person communication can stop small issues from turning into bigger problems.
- Building High-Performing Teams: Gain tips on how to create a “super team” and a culture where everyone’s opinion is valued.
Whether you’re a finance professional or leading a team in any industry, this episode is packed with practical advice for better leadership and team-building.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this special episode of NRG Insights, Marcus dives into the essential strategies for building credibility and trust in the mortgage industry.
With insights from Ash Borland, Dominic Hiatt, and Rosalia Lazzara Tilley, this episode focuses on the marketing tactics that help brokers succeed as a mortgage broker.
What’s in this episode:
- The Power of Consistency: Learn why showing up every day in your marketing efforts is key to mastering your craft.
- Social Media’s Long-term Impact: Discover how a consistent online presence builds credibility, even when immediate results aren't apparent.
- Mindset Shifts for Success: Explore how brokers can move away from transaction-based thinking and focus on long-term relationship building.
- Real-life Case Study: Hear about Carla Edwards' journey, from skepticism to quadrupling her income through a long-term marketing strategy.
- Building Brand Trust with PR: Understand the importance of leveraging media appearances to boost credibility and generate leads.
Whether you're just starting or looking to refine your approach, this episode offers practical, real-world strategies for creating a sustainable and trusted business.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus sits down with Scott Marshall, founder and CEO of Roma Finance, to learn what it takes to build a successful lending business.
From humble beginnings to becoming a leader in the finance industry, Scott shares his journey, the challenges he faced, and the lessons he learned along the way.
What's in This Episode:
1. From Engineering to Finance: Scott Marshall’s transition from engineering to finance and how it shaped his career path.
2. Starting Roma Finance: The story behind the creation of Roma Finance, including the early struggles and the determination it took to grow the business from the ground up.
3. Overcoming Challenges: Scott discusses the challenges he faced in the early days, including balancing a full-time job with building a business, and the importance of perseverance.
4. Building a Strong Team: How Scott found the right people to join his team and the role that company culture and core values play in Roma Finance’s success.
5. Key Lessons for Entrepreneurs: Scott shares lessons for anyone looking to start their own business, including the importance of aligning personal and professional values, continuous learning, and the power of resilience.
Whether you're in the finance industry or thinking about starting your own business, this episode is packed with practical advice and insights from a seasoned entrepreneur.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can you connect with clients while generating sales?
This episode of NRG Insights brings together four industry leaders to share their proven sales strategies and the practical advice that can transform your approach.
In this episode, you’ll hear from:
- Lorenzo Satchell on the critical importance of truly understanding client needs.
- Jaxon Stevens on finding joy in providing solutions that work.
- Josh Knight on balancing roles in marketing and business development.
- Harsha Dahyea on building strong, trust-based relationships with brokers.
If you're looking to sharpen your sales skills, build stronger relationships, and stay competitive in the market, this episode is packed with actionable insights from those who have been there and done it, including
- Practical tips for understanding and meeting client needs.
- Strategies for balancing multiple roles effectively.
- Insights on how to stand out in a crowded market through relationship building.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this special compilation episode, we’re featuring some of the brightest minds in the lending industry.
Join us as we revisit conversations with seven guests: Michael Allison, Guy Harrington, Jaxon Stevens, D'mitri Zaprzala, James Briggs, Jamie Pritchard, and Adrian Moloney.
These leaders share what’s worked for them and what can work for you in the fast-paced world of lending.
What's Coming Up:
Authenticity in Leadership: Michael Allison talks about why being yourself at work matters just as much as it does at home.
Balancing Leadership Styles: Guy Harrington explores the challenges of keeping leadership personal while managing larger teams.
Adapting to Growth: Jaxon Stevens shares his thoughts on why it’s crucial to evolve your role as your business grows.
The Power of Relationships: D’mitri Zaprzala and Jamie Pritchard explain how strong relationships are the backbone of successful lending.
Continuous Learning: James Briggs discusses the importance of staying sharp and adapting to market changes.
Embracing Feedback: Adrian Moloney reveals how listening to feedback has been a key part of his growth, both personally and professionally.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What does it take to build a successful business from the ground up?
In this special episode of NRG Insights, we're diving into the "Best of Founders" to explore the journeys of some of the most influential leaders in the mortgage and finance industry.
From coming through financial crises to working with new technology and forming partnerships, these founders share the secrets behind their success.
Join us as we visit the stories of Jamie Lewis from Affinity Mortgages, Ian Humphreys from Brickflow, Emma Ross from Ross Commercial Finance, Matt Coulson from Heron Financial and David Turner and Adam Stiles, founders of Helix Financial.
Here's a little more about what we have coming up...
- Learn how to turn challenges into opportunities
- Discover the value of strong partnerships
- Get inspired by innovative approaches
- See how technology is shaping the future of the industry
- Get practical advice on building a successful, resilient business
Tune in now to hear these powerful stories that can help you in your own career or business journey.
Don't miss out on this opportunity to learn from the best!
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Looking to learn from the best minds in finance?
In this special episode of NRG Insights, we bring together insights from four leading women in mortgages and lending: Leanne Andron, Gemma Perry, Roz Cawood, and Andrea Glasgow.
They share their experiences, achievements, and the challenges they’ve faced in the mortgage market.
What's Included:
Visionary Leadership: Learn about the importance of having a clear vision and taking risks in building successful businesses.
Company Culture: Discover how to create a thriving and engaging company culture that motivates employees.
Scaling Up: Understand the journey from a small team to a larger corporate organisation and the importance of maintaining core values.
Gender Equality: Hear about the ongoing struggle for gender equality in financial services and personal stories of overcoming biases.
Financial Education: Discover the importance of financial literacy, and the role of education in creating a healthier economic future.
Don't miss this conversation with some of the most influential women in finance.
Listen to the full episode of NRG Insights now!
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can you build a successful specialist lending business?
In this episode of NRG Insights, Marcus Nanson sits down with Michael Stratton, CEO of MS Lending, to discuss his journey, the importance of investing in people, and the innovative strategies that have driven his company's success in the bridging and specialist lending markets.
What's Coming Up:
- Michael's Career Path: From coaching football in Australia to becoming a leading figure in specialist lending.
- Building Strong Relationships: The critical role of broker relationships and providing consistent service.
- Innovative Product Development: How MS Lending creates niche products tailored to market needs.
- People-Centric Approach: Investing in a collaborative culture and transparent communication.
- Marketing and Branding: The power of unique branding in a traditional industry.
Tune in now to hear Michael Stratton's insights on building a successful specialist lending business.
Learn how investing in people, innovative thinking, and strong relationships can transform your approach to lending.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Considering adding protection sales to your brokerages offering?
In this episode of NRG Insights, Marcus Nanson chats with Matt Chapman, the multi-award-winning Protection Coach and host of the #LetsTalkIP podcast.
Matt Chapman is a renowned protection coach with extensive experience working with the UK's largest brokerages, smaller firms, and high-performing individuals.
In this episode you'll learn...
Financial Resilience: Shift the focus from just selling insurance to ensuring clients’ financial sustainability.
Consistency in Practices: Embed protection conversations throughout the mortgage process.
Building Strong Relationships: Regular client contact and annual reviews reduce policy cancellations.
Value Over Cost: Focus on the long-term benefits of protection policies.
Tune in now to transform your approach to protection sales.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Are you ready to learn from one of the best in bridging finance?
In this episode of NRG Insights, Marcus Nanson sits down with Leanne Ardron, Director of Bridging at LendInvest.
Leanne shares her journey into financial services, her rise through the industry, and the innovations shaping the future of bridging finance.
Why You Should Listen:
Discover Leanne’s unique path from law firm employee to a leading figure in bridging finance.
Learn how LendInvest grew from a small team to a 200-person operation under strong leadership.
Understand the importance of company culture and how it contributes to business success.
Hear about the latest technological innovations transforming the bridging finance sector.
Gain insights into balancing professional growth with personal well-being, including support during maternity leave.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Are new build mortgages your next great opportunity?
In this episode of NRG Insights, Marcus sits down with Gemma Perry, the Operations Director at Acumen Mortgages, to explore her unique path into financial services, her experiences navigating the job market post-2008 financial crash, and the current trends in the new build sector.
What's in This Episode?
- Unique Journey into Financial Services: Gemma's unconventional career path and how it shaped her approach to the mortgage industry.
- Challenges in the New Build Sector: Insights into the dynamics of the new build market and the importance of maintaining robust relationships with builders and lenders.
- Employee Retention Strategies: Acumen's impressive retention strategy, which focuses on loyalty and efficiency, even during tough economic times.
- Evolving Mortgage Market: Discussion on the shift towards financial education, inclusivity in hiring, and the benefits of bringing fresh perspectives into the mortgage industry.
- Digital Marketing and Social Media: The growing importance of a strong digital presence and adapting to the changing expectations of new generations entering the workforce.
Whether you're a broker, lender, or simply interested in mortgages and financial services, this episode offers practical advice and forward-thinking strategies.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How are serious landlords stepping up their game in the buy-to-let market?
In this episode of NRG Insights, Marcus Nanson chats with Harsha Dahyea from Quantum Mortgages. Harsha shares her extensive experience and the challenges she faced in the mortgage industry, from her early days at HFC Bank to her current role at Quantum Mortgages.
What's to come:
- The strategies Quantum Mortgages is using to support buy-to-let landlords.
- How technology is enhancing the mortgage application process.
- Key trends in the buy-to-let market that you need to know.
- Building strong broker relationships and why they matter.
- Leadership lessons and career advice from Harsha’s extensive experience.
Tune in for practical advice and insider knowledge on the future of buy-to-let mortgages.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insights
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do you keep going in the face of financial crises?
In this episode of NRG Insights, Marcus Nanson chats with Jamie Lewis, an experienced leader in financial services. Jamie dives into his career, sharing how he faced and overcame major industry challenges, and tells us what he thinks the future has in store.
What's Included:
- Starting Out: Jamie began as a mortgage broker in an estate agency, later founding Affinity in 2007 just before the financial crisis hit.
- Building Affinity: Jamie's firm, Affinity, grew through tough times by expanding into niches like private banking and business protection.
- Current Challenges: Jamie talks about the tough climate in the mortgage industry today and how he keeps his team motivated.
- Collaborative Leadership: Jamie explains how teamwork and learning from peers, highlighting his involvement with the Industry Panel for Financial Advice (IPFA), has grown his business.
- Looking Ahead: Jamie discusses the importance of mentoring new talent and balancing tech advances with personal connections.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do top finance leaders balance high-stress careers and personal health?
This episode with Lorenzo Satchell offers a rare glimpse into the struggles and triumphs of managing both.
In this episode of NRG Insights, we were joined by Lorenzo Satchell, Sales Director at Hampshire Trust Bank.
Lorenzo shares his career path in financial services, the challenges his team faces in the current market, and a personal health scare that has reshaped his outlook on life and work.
5 Key Takeaways:
- Balancing Career and Health: Lorenzo's story underscores the importance of prioritising health alongside a demanding career.
- Industry Insights: Gain a deeper understanding of the current challenges in the mortgage market from a seasoned professional.
- Resilience and Recovery: Learn about Lorenzo's journey to recovery after a major health scare and how it has influenced his approach to stress management.
- Empathy in Leadership: Discover the importance of empathy and well-being in leading a successful team.
- Practical Advice: Lorenzo offers valuable advice for professionals in high-stress jobs on maintaining a healthy work-life balance.
Listen now to gain insights and advice from the brilliant Lorenzo Satchell!
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How did two friends turn a shared vision into a thriving business?
In this episode of NRG Insights, we dive into the inspiring story of Dave and Adam, founders of Helix Financial.
Their journey from colleagues to business partners shares lessons in leadership and the importance of a strong professional partnership.
Starting from their early days at Liquid Financial to establishing Helix Financial in 2021, they share their experiences, challenges, and strategies that have helped them build a successful business partnership.
Tune in to this episode for valuable insights and practical advice from Dave and Adam on building a successful financial business.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How is technology transforming the specialist lending industry and what can brokers learn from a platform like BrickFlow?
In this episode of NRG Insights, Marcus Nanson sits down with Ian Humphreys, CEO of BrickFlow, to explore how technology is revolutionising specialist lending.
Ian shares the journey of BrickFlow, how it’s changing the landscape of commercial property finance, and the innovative features that make it an essential tool for brokers and lenders.
5 Things Commercial Brokers Can Learn:
- Efficiency through Technology: Learn how BrickFlow streamlines the loan sourcing and application process, saving brokers significant time and effort.
- Universal Application Form: Discover the benefits of a standardised application form that reduces redundancy and enhances efficiency.
- Enhanced Broker-Lender Relationships: Understand how BrickFlow’s internal rating system fosters continuous improvement and transparency between brokers and lenders.
- Strategic Value Addition: See how reducing administrative tasks allows brokers to focus more on strategic planning and relationship building with clients.
- Expansion and Integration: Explore how BrickFlow’s white-label solution can enhance credibility and reach for brokers, estate agents, and auction houses.
Don't miss out. Tune in to learn from Ian Humphreys and discover how you can leverage technology to improve your lending processes.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can you differentiate in crowded markets?
In this episode of NRG Insights, Marcus Nanson sits down with Asim Shirwani, Chief Commercial Officer at LendHub. Asim shares his expertise in finance, including lessons on growth, adaptation, and leadership.
From his early days at NatWest to leading roles at Bank of Scotland and Barclays, Asim has grown in banking and lending with skill and insight.
What's included...
- Adaptability: Asim’s career highlights the importance of being adaptable, especially in times of economic uncertainty and industry change.
- Innovation: The rise of challenger banks like Metro Bank shows how innovation can disrupt traditional banking and create new opportunities.
- Recruitment: Leading teams at HBOS and Metro Bank, Asim emphasises the importance of fostering talent and creating supportive environments.
- Crises: The 2008 financial crisis and the COVID-19 pandemic taught Asim valuable lessons about resilience and strategic thinking in times of crisis.
- Approach: Throughout his career, Asim has focused on understanding and meeting customer needs, a crucial factor for success in financial services.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Have you ever wondered what the right investment could do for your business?
Matt Coulson, co-founder of Heron Financial, joins us to explore how strategic investments and a growth mindset have shaped their success in the industry.
In this episode, Matt delves into his extensive experience, from his beginnings in the industry to spearheading Heron Financial's strategic growth.
He highlights the crucial role of data analytics, the dynamics of cultivating a supportive workplace culture, and the importance of adaptability in leadership.
Reasons to Listen:
- Strategic Insights on Using Data: Learn how data analytics can transform decision-making and customer satisfaction in your business.
- Cultural Dynamics for Success: Discover the benefits of fostering a competitive yet supportive environment that drives team performance.
- Leadership During Crises: Gain insights into effective business navigation during the 2008 financial crisis and the COVID-19 pandemic.
- Empathy and Adaptability in Leadership: Understand the role of empathy in managing teams and why flexibility is crucial for modern leadership.
- Real Success Stories: Be inspired by Matt’s journey from entry-level to co-founder and the strategic decisions that led to sustained growth.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can relentless dedication shape a successful career?
In this episode of NRG Insights, we dive into the world of commercial finance with Emma Ross, the driving force behind Ross Commercial Finance.
From her early days at HSBC to leading her own enterprise, Emma's journey is a masterclass in hard work and passion to overcome challenges and seize opportunities.
In this chat with Marcus Nanson, she shares the crucial lessons she's learned along the way and her approach to building a successful business.
What can Commercial Brokers expect to learn from this episode?
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The Importance of Foundation Knowledge: Emma stresses the value of understanding the basics before jumping into complex solutions, providing a solid foundation can significantly enhance decision-making and client relationships.
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Adapting to Change: Transitioning from residential to commercial finance, Emma highlights how flexibility and willingness to learn new skills are essential for staying relevant and competitive in the finance industry.
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Building Relationships is Key: At the heart of Emma's success is her focus on cultivating strong, lasting relationships with clients and stakeholders, proving that trust and personal connection can drive business growth.
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Mentorship Matters: Emma discusses the impact of having mentors and being a mentor, underscoring the dual benefits of gaining wisdom and passing it on to nurture the next generation of finance professionals.
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Work Ethic: She advocates for a strong work ethic, not just to propel a career but also to inspire and set standards within the team, fostering an environment of commitment and success.
Don't miss out on these invaluable insights from a top leader in commercial finance.
Tune into this episode of NRG Insights to learn how you can apply Emma's principles to your own career and drive success in your professional journey.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insi...
Mortgage Industry Insights stands as the premier podcast series for financial sector professionals and anyone aiming to elevate their branding and networking strategies in this digital age. Tune in with Marcus Nanson for more enriching conversations and industry insights.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can strong leadership create more inclusivity in lending?
This week on NRG Insights, Marcus Nanson talks with Jo Pocklington and Dominique Highfield from Purplebricks Mortgages.
This episode delves into their roles and experiences, highlighting the significant strides they've made in leadership, diversity, and building high-performing teams within the finance industry.
What You'll Learn:
- Inclusive Cultures: Unpack strategies that foster inclusive workplaces, where diversity is not just acknowledged but actively celebrated and integrated into company values.
- Leadership Impact: Discover the unique leadership approaches Jo and Dominique bring to their roles, driving policy changes and innovation in a competitive industry.
- Mentorship for Growth: Learn about their effective mentorship strategies that help in developing ambitious professionals eager to advance in their careers.
- Industry Challenges: Explore how they handle the pressures and opportunities in the financial sector, implementing forward-thinking solutions to stay ahead.
- Education and Awareness: Dive into the initiatives they champion to promote financial literacy and workplace inclusivity, addressing critical topics like menopause awareness among others.
Tune in to gain invaluable insights from leaders who are redefining the landscape of financial services through empathy, innovation, and a commitment to inclusivity.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insights
Mortgage Industry Insights stands as the premier podcast series for financial sector professionals and anyone aiming to elevate their branding and networking strategies in this digital age. Tune in with Marcus Nanson for more enriching conversations and industry insights.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What does it take to become a top leader in lending?
Join us on this episode of NRG Insights as Marcus Nanson sits down with James Briggs, an experienced leader in lending and current Head of Intermediary Sales at Together.
With decades of experience at institutions like the Royal Bank of Scotland and various specialist lenders, James offers a wealth of knowledge on thriving through industry upheavals and leading with integrity.
5 Reasons to Listen:
- From the Ground Up: Trace James’s steps from entry-level positions to top-tier management and learn how foundational experiences can propel your career in lending.
- Mastering Market Shifts: Understand how to navigate and leverage big market changes from someone who’s experienced decades of industry transformations.
- Leadership Essentials: Discover the core attributes James credits for his long-standing success and how you can apply them to your own leadership style.
- Adapting to Technological Advances: Get insights on adapting to digital transformations within the lending industry without losing the human touch.
- Building and Maintaining a Strong Team: Learn strategies for assembling a high-performing team and maintaining morale and productivity through challenging times.
If you’re aiming to elevate your career in financial services, or if you’re seeking leadership strategies that have stood the test of time, this episode is a must-listen.
Tune in now for actionable insights that could redefine your approach to leadership in lending.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How do you build a standout career in the competitive lending market?
In this episode of NRG Insights, join host Marcus Nanson as he dives into an insightful conversation with Roz Cawood, the Managing Director of Property Finance at Streambank.
Roz shares her decades-long journey in the lending industry, detailing her rise from a management trainee at NatWest to a leadership role at Streambank.
This episode explores the evolution of the mortgage market, the digital transformation within the sector, and Roz's integral role in shaping it.
Here’s what you’ll learn by tuning in:
- A Changing Market: Learn how to navigate through industry downturns and capitalise on emerging opportunities in lending.
- Successful Teams: Discover the importance of creating a supportive and collaborative team environment to drive company success.
- Key Professional Traits: Understand the impact of authenticity, consistency, and respect in fostering successful professional relationships.
- Diversity and Inclusion: Gain insights into Roz's efforts to promote diversity and how it has transformed the financial services landscape.
- Mentorship: Learn about the transformative role of mentorship in developing the next generation of financial leaders.
Listen to the full episode now to empower your journey in the financial services industry.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Are you prepared for future of the lending market?
In this episode of NRG Insights Marcus is joined by Josh Knight, the Sales and Marketing Director at Optane Capital.
Josh shares wisdom from experience in property finance and how he has been navigating the complexities of a volatile market.
What you'll learn by tuning in:
- From Sales to Specialist Lending: Explore Josh's unique career journey and the lessons learned transitioning from mainstream finance to specialist property lending.
- Navigating Market Instability: Discover the strategies Optane Capital employs to remain resilient and agile during economic fluctuations.
- Direct Access Client Management: Learn about Octane Capital’s innovative approach to client relationships, which involves direct interactions with credit managers and ongoing involvement of Business Development Managers.
- Commitment to Lifelong Learning: Josh emphasizes the importance of continual education in understanding the evolving nuances of property finance and regulatory changes.
- Preparing for Future Trends: Uncover insights into the future of property lending and how adapting to market trends can provide competitive advantages.
Ready to steer through the dynamic waters of property finance with expert guidance?
Listen to the full episode now for expert insights into thriving in today’s market.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can brokers turn today’s challenges into opportunities?
In this episode of NRG Insights, Marcus Nanson sits down with Brad Rhodes from Pepper Money, discussing Brad's unique path from the Royal Air Force to a National Key Account Manager in the mortgage industry.
They delve into the challenges and opportunities facing the mortgage market in 2023, offering Brad’s insights to guide professionals through uncertain times, and look ahead, optimistically to the positivity in the market.
What you'll learn by tuning in:
- How to communicate effectively with clients about fluctuating mortgage rates
- The importance of diversifying your service offerings
- Ways to maintain and strengthen client relationships in turbulent market conditions
- Insights into navigating career transitions and finding success in the mortgage industry
- Brad’s perspective on the future of the mortgage market and how to prepare for it
Don’t miss this opportunity to gain valuable insights from a seasoned expert in the mortgage field.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
What drives success in today's lending market?
In the latest NRG Insights episode, Marcus Nanson CeMAP speaks with Sundeep Patel from UTB in a discussion that looks at the role of company culture in driving success within the lending industry.
Sundeep's insightful journey through the financial sector, offers strategies to building an environment that accelerates success, as well as fostering innovation and resilience.
This is a must-listen for leaders in the competitive landscape of lending.
Key takeaways from this episode include:
- Understanding the direct correlation between company culture and market success.
- The impact of leadership and vision in cultivating a positive corporate environment.
- Practical tips for embedding a culture of diversity and inclusivity.
- Lessons on navigating market challenges
- Sundeep’s personal leadership philosophies
Tune in now to explore how company culture can be your strongest asset in achieving success.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How does a mortgage broker build a lasting career?
In this episode of NRG Insights, Marcus Nanson CeMAP sits down with Jaxon Stevens from Tuscan Capital to explore his growth, development and top tips in the lending industry.
From his early days in high street banking to his current role, Jaxon shares the milestones of his career, the lessons learned, and his forward-looking insights into the industry's future.
This episode is a deep dive into how education, relationship building, and adaptability have been the cornerstone of not only Jaxon's success but also the lending services landscape.
What you'll learn by tuning in:
- How to build a network in the lending industry.
- The importance of developing trust
- The role of adaptability and innovation in lending
- The transition from traditional banking to specialist financial markets.
- Advice for emerging professionals on building a career in finance.
Don't miss this opportunity to gain valuable insights from a seasoned expert in the lending field.
Listen to the full episode now.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How can lenders differentiate themselves in a digital-first world?
This episode of NRG Insights with Marcus Nanson features Roger Morris Director of Mortgage Division Sales and Distribution at Tandem Bank, shedding light on his climb from grassroots to a top-tier role and how he's influencing the finance sector.
Roger Morris's journey is one of grit, strategic vision, and human connection within lending, and there is plenty for mortgage brokers and lenders to learn, most notably, the impact of business culture on success.
Here's what else you can expect...
- Strategies for career resilience in fluctuating markets.
- The role of human connection in digital finance.
- Differentiating with customer-centric solutions.
- The value of mentorship in professional growth.
- The importance of personal service in finance.
For a dose of inspiration and practical strategies from a finance veteran, tune into this episode. Roger’s insights offer a clear vision for achieving success in today's fast-paced financial world.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Wondering how to climb the ranks in the mortgage industry?
Join us as Marcus Nanson chats with Andrea Glasgow, a standout figure in the mortgage world and a recent nominee as an elite woman in the industry.
Andrea shares her journey from starting as a cashier to becoming a key player at Hampshire Trust Bank, offering tips on success, relationship-building, and navigating a male-dominated field.
Here’s what you’ll learn:
- Steps from cashier to banking success—Andrea's early career and key moves.
- Career change—How Andrea switched lanes to business development.
- The power of mentorship and networking for career advancement.
- Mastering relationship-building to excel in finance.
- Breaking through as a woman in finance—Andrea's insights and advice.
Don't miss this episode packed with actionable advice for anyone looking to grow in the financial services sector. Dive in to discover how to make your mark!
👉 Listen now for insights and inspiration from Andrea's journey.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
How resilient are you?
In this episode of NRG Insights, Marcus Nanson sits down with Jamie Pritchard, Managing Director of Sales at Glenhawk, to explore the profound impact of personal health on professional life and the vital lessons learned along the way.
Jamie's story, from success to heart attack and back again, offers insights into hard work, health and success in lending.
Here's a little more about what's included:
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Embracing Change and Continuous Learning: Jamie's career evolution highlights the importance of adaptability and the continuous pursuit of knowledge, both within your industry and in understanding personal health and wellness.
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The Importance of Well-being in High-Stress Careers: Jamie's personal health scare underscores the need to prioritise health alongside career ambitions, shedding light on the often-overlooked aspect of personal well-being in the drive for professional success.
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Navigating Career Growth with Health in Mind: Learn strategies for pursuing career growth without compromising your health, understanding the signs your body sends, and making necessary lifestyle adjustments.
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Embracing Change and Continuous Learning: Jamie's career evolution highlights the importance of adaptability and the continuous pursuit of knowledge, both within your industry and in understanding personal health and wellness.
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Customer Feedback as a Catalyst for Improvement: Discover how staying receptive to customer feedback can not only enhance service delivery but also foster a culture of continuous improvement and innovation.
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The Power of Vulnerability: Jamie's willingness to share his experiences offers a powerful lesson in vulnerability, demonstrating its role in building stronger, more empathetic connections within the professional sphere and beyond.
Jamie Pritchard's insights provide a roadmap for anyone looking to navigate the complexities of modern day success with health and happiness in balance.
Tune in to NRG Insights to hear Jamie's full story and learn how to align your professional aspirations with personal well-being for lasting success.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Navigating the mortgage market's twists and turns isn't for the faint-hearted, especially for those leading the charge in top financial institutions.
Marcus Nanson's chat with Adrian Maloney from One Savings Bank dives into what it takes to make strategic decisions in a big lending firm. This episode is a rare glimpse into the hurdles and wins at the top of the lending game, packed with lessons for anyone in the finance field.
Here are a few reasons to tune in:
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From Frontline to Front Runner: Adrian's journey from the grassroots of mortgage trust to a pivotal role at One Savings Bank showcases the power of climbing the ladder with hard work and strategic vision.
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Staying Agile Amidst Market Swings: Discover how One Savings Bank keeps ahead, even in rough financial seas, by adapting strategies that balance innovation with solid customer retention.
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The Human Touch in a Digital World: Despite the rise of tech, learn why personal insights from experienced underwriters remain irreplaceable in specialist lending scenarios.
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Broker Education as a Pillar for Growth: Tapping into specialist lending markets? Adrian emphasises the importance of robust training and the value of personal networks for navigating these waters.
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A Bright Horizon for Buy-to-Let: With a seasoned eye, Adrian shares an optimistic view for the buy-to-let sector, pointing out the opportunities that lie ahead for informed investors.
Whether you're a budding broker or a seasoned lender, there's a wealth of knowledge here to steer you through the complexities of the finance world.
Adrian's narrative inspires and equips us with the understanding needed to navigate the ever-evolving landscape of financial services.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insi...
Mortgage Industry Insights stands as the premier podcast series for financial sector professionals and anyone aiming to elevate their branding and networking strategies in this digital age. Tune in with Marcus Nanson for more enriching conversations and industry insights.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
This week, Marcus Nanson CeMAP is joined by Dimitri Zaprzala, CEO of Avamore Capital, as they delve into the intricacies of leadership, career progression, and navigating the unpredictable waters of the financial services industry.
This episode is a goldmine for anyone in the financial sector looking to steer their career or business through challenging times with grace, wisdom, and foresight.
Here’s why tuning in could be the best decision you make today:
- Discover the Power of Seizing Opportunities: Learn how Dimitri’s journey from cashier to CEO exemplifies the impact of hard work, seizing opportunities, and the importance of continuous learning in career advancement.
- Gain Insights from Pre-Financial Crisis Experiences: Understand the dynamics of the mortgage world before the financial crisis and how these challenging times shaped the industry and Dimitri’s approach to business.
- Learn Leadership Qualities Before Holding the Position: Dimitri discusses the significance of displaying leadership qualities early on and the value of long-term thinking in a short-term focused world.
- Explore the Importance of Authentic Leadership: Hear about Dimitri’s consistent leadership style across different roles and how trust and alignment in core values are crucial during transitions.
- Understand the Complexities of Succession and Team Dynamics: Get valuable insights into succession planning, building trust within a team, and the time it takes to foster genuine loyalty.
This episode serves as a mentorship session on overcoming obstacles, embracing change, and making strategic decisions that pave the way for lasting success in the financial services market.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insights
Mortgage Industry Insights stands as the premier podcast series for financial sector professionals and anyone aiming to elevate their branding and networking strategies in this digital age. Tune in with Marcus Nanson for more enriching conversations and industry insights.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Join Marcus Nanson and Hugh Wade Jones, the new Chief Investment Officer at Tenn Capital, in the latest episode of NRG Insights.
This episode follows Hugh's journey, from his initial steps in the mortgage brokerage world to helping spearhead a venture that lends on a global scale, Hugh's journey is one that anyone in the financial industry needs to pay attention to.
Why Listen?
- Discover the Genesis of a Global Lending Powerhouse: Learn how Hugh transformed his early experiences at Alexander Hall and Foxton's into the foundation for Ennis and later, Ten Capital, navigating the complex transition from local broker to international lender.
- Unpack the Dynamics of Effective Communication and Partnership: Hugh shares his preference for direct, personal communication and how this ethos has shaped his business relationships and operational success.
- Glean Insights into Building and Nurturing a Winning Team: Understand the critical elements Hugh believes are essential in assembling a team capable of sustaining growth and driving innovation in the lending market.
- Learn the Value of Feedback and Mentorship: Hugh discusses the importance of seeking out and discerning valuable advice, highlighting mentorship's role in navigating the business world's ups and downs.
- Strategies for Overcoming Market Challenges: Gain perspectives on tackling the inherent challenges of the lending industry, from strategic decision-making to resilience and adapting to market fluctuations.
Tune in to this episode of NRG Insights to explore how Hugh Wade Jones and Tenn Capital are shaping the future of international lending, one bold move at a time.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Marcus Nanson sits down with Gareth Lewis of MT Finance, a seasoned professional in the specialised lending space.
With over two decades of experience, Gareth takes listeners on a journey through his career, shedding light on the transitions, challenges, and triumphs he has faced.
As the third instalment in our lending series, this episode not only uncovers the personal growth of a finance industry expert but also delves into the broader implications of his insights for the financial services market.
From the value of in-person interactions to the importance of continuous learning and adaptation, Gareth's story is one of the resilience and dynamism required to succeed in specialised lending.
Why You Should Listen:
- Uncover Career Growth Strategies: Learn from Gareth's vast experience on how to navigate career transitions effectively, from underwriting to sales, and the importance of understanding every facet of your industry.
- Embrace the Power of Authentic Connections: Discover how Gareth's background in competitive sports informed his ability to forge genuine connections in the professional realm, emphasising the irreplaceable value of in-person interactions for learning and building team dynamics.
- Master the Hybrid Work Model: Gareth shares insights into balancing the benefits and challenges of hybrid work models, offering strategies for maintaining productivity and team cohesion in a changing work environment.
- Explore Specialised Lending Insights: Gain valuable knowledge on entering new lending spaces, like the buy-to-let sector, and learn how continuous improvement and a proactive mindset can lead to successful product launches and business expansion.
- Cultivate a Positive Business Mindset: Listen to advice on maintaining competitiveness, the importance of a growth-oriented personality, and how staying focused on your own path can drive success in the financial services industry.
Whether you’re a seasoned professional in the finance sector or just starting out, this episode provides invaluable lessons on leadership, adaptability, and the importance of maintaining a positive outlook in the face of industry challenges.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In the second episode of our finance series, Marcus Nanson CeMAP chats with Michael Allison, Commercial Director at Roma Finance.
They dive into the world of leadership and management within the financial services sector, discussing how to steer through its unique challenges and opportunities.
In this podcast, Michael shares his extensive experience, focusing on the crucial role of authenticity in leadership, especially during uncertain economic times. The talk also covers the unique hurdles of the specialist lending sector and offers a masterclass in adapting leadership styles and enhancing communication.
Key Benefits of Listening:
- Learn from Experience: Understand the evolution of leadership through Michael’s transition from a collections agent to a commercial director.
- The Power of Authenticity: Discover the importance of genuine leadership and how it can positively impact team dynamics and workplace culture.
- Encouraging Team Growth: Find out why stepping back sometimes is key to problem-solving and how it allows your team to develop and learn.
- Master Communication: Get insights into effective communication strategies that help bridge generational gaps and build stronger team connections.
- Embrace Workforce Evolution: Explore how to adapt your leadership approach to meet the changing expectations of today’s workforce and create a more aligned and productive work environment.
Tune into this episode for practical leadership lessons and insights into navigating the complex world of financial services.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Marcus Nanson is joined by Guy Harrington, founder of Glenhawk Group to talk all things finance and mortgages!
This episode delves into Glenhawk's journey, highlighting Guy's vision that shaped the company from its inception, driven by the need for ethical practices in bridging lending.
Discover the ups and downs of building a successful business in the financial sector, the importance of a strong, resilient team, and Guy's forward-looking strategies for Glenhawk, including plans to venture into new product areas.
Key Takeaways:
- Glenhawk's Origin Story: Learn about the creation of Glenhawk Group and the motivation behind establishing a new standard in bridging lending.
- Overcoming Challenges: Insights into how Glenhawk navigated obstacles, particularly during challenging periods like the COVID-19 pandemic.
- Building the Right Team: Understand the significance of cultivating the right team culture, leadership, and open communication in business success.
- Future Business Plans: Explore Glenhawk’s strategy for growth, including expanding into buy-to-let and other regulated products.
- Guy’s Business Philosophy: Gain perspectives on Guy's approach to continuous learning, adapting to market changes, and the importance of team dynamics in a growing business.
Tune into this episode for a deep dive into the financial industry's intricacies and strategies for enduring success.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Marcus Nanson is joined by Michael Craig, Sales Director at Brilliant Solutions to delve deep into the financial services industry, exploring the ever-changing landscape and uncovering strategies for success in the mortgage industry.
Highlights Include:
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Insights into Career Evolution: Discover how to steer your career in financial services, learning from Michael's progression from underwriter to Sales Director. Understand the crucial balance between technical expertise and sales skills for effective interactions in the brokerage world.
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Enhancing Financial Education: Explore actionable ways to improve your financial literacy and industry understanding. Michael emphasises the importance of workshops, mentoring, and open discussions to bridge education gaps in finance.
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Understanding Market Dynamics: Gain valuable insights into current market conditions, including lending costs and how borrowing influences market dynamics. Michael’s perspective will help you navigate these elements effectively in your brokerage business.
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Predicting Market Trends: Listen to Michael’s predictions about market activity in the upcoming months, including his expectations of a quieter January followed by increased activity and the potential impact of the Bank of England's interest rates.
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The Art of Relationship Management: Learn the importance of building strong client relationships and engaging customers
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Welcome to a special episode of our podcast, hosted by Marcus Nanson, Director of NRG Resourcing. We're thrilled to bring you his conversation with Phil Leivesley from Monica Bradley Associates, known affectionately as the 'Loveliest Bloke in Mortgages.'
In This Episode:
- Discover the Power of Mentorship: Learn from Phil's experiences how the right mentor can guide you through the complex world of mortgage brokerage and accelerate your career growth.
- Uncover Networking Secrets: Get valuable tips on building lasting professional relationships that can open doors and create opportunities in the mortgage industry.
- Navigate Industry Challenges: Hear firsthand about the ups and downs of the mortgage market and how to stay resilient and adaptable in a changing environment.
- Gain Recruitment Wisdom: Find out how focusing on behavioral traits rather than just qualifications can lead to more successful hires in your team.
- Cultivate a Strong Team Culture: Learn the key elements that contribute to a supportive and productive workplace environment.
- Master Social Media for Business: Get Phil's insights on effectively leveraging social media to enhance client engagement and grow your business.
- Explore the Role of Behavioural Testing in Recruitment: Understand the benefits of behavioural testing in aligning team members with your company culture.
- Apply the Platinum Rule for Better Interactions: Learn the significance of treating others the way they prefer to be treated in both team dynamics and client relations.
- Implement Clear Behavioural Standards: Discover the importance of setting and upholding specific standards in your business to foster a positive and efficient work environment.
Join Marcus and Phil for an engaging and friendly chat, packed with anecdotes, insights, and practical advice that any mortgage professional will find valuable.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Welcome to the third and final instalment of our "Marketing for Mortgage Brokers Mini-Series."
This episode features Dominic Hiatt, the driving force behind NewsPage, as Marcus Nanson interviews and explores the evolving world of PR and news in the mortgage brokerage industry, including...
- Discover the Future of Mortgage News: Gain insights into how the landscape of news delivery is evolving, moving from traditional formats to more engaging, modern methods that resonate with today’s audience.
- Learn the Value of Authenticity Over AI: Understand the importance of human insights in content creation, and why genuine, relatable content trumps AI-generated material in connecting with your audience.
- Explore Innovative Ways to Share Information: Hear about NewsPage’s revolutionary mobile app that's changing how professionals respond to news alerts, offering a more dynamic and interactive experience.
- Understand the Impact of Brokers in Media: Learn how mortgage brokers are becoming increasingly influential in the media, and how their direct and candid approach is reshaping how news is presented and consumed.
- Real-Time Insights vs. Theoretical Analysis: Discover the importance of incorporating real-time experiences from industry professionals in news stories, offering practical perspectives over theoretical economist views.
- Strategies for Effective Media Engagement: Get valuable tips on how mortgage brokers can leverage media exposure to build credibility, generate leads, and enhance their business growth.
- The Role of AI in Future Journalism: Delve into the conversation about AI’s growing influence in media and the critical role of human intelligence in creating impactful and authentic opinions.
This episode with Dominic Hiatt offers a wealth of knowledge for mortgage brokers looking to enhance their PR strategies and leverage modern media platforms effectively.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of our podcast series, Marcus Nanson sits down with Ash Borland, a former mortgage broker turned Content Marketing Coach, renowned for his practical and authentic approach to personal branding in the mortgage industry.
In this episode:
- Learn How to Showcase Value to Fee-Free Clients: Discover Ash's techniques for demonstrating the worth of your services, especially crucial for brokers who don't charge fees.
- Find Out How to Establish Service Superiority: Uncover strategies to stand out in the competitive mortgage market, particularly vital for fee-free brokers looking to distinguish themselves.
- Overcoming the Fear of Business Loss: Gain insights into Ash's approach to maintaining business integrity without the fear of losing clients, a crucial mindset for sustained success.
- Master the Art of Expertise Before Diversification: Learn why it’s important to become an expert in a specific area first and how this expertise can be a foundation for future expansion.
- Understand the Significance of Client Journeys: Explore the impact of client experiences on long-term relationships and business growth.
- Navigate Financial Education and Business Returns: Delve into the long-term benefits of financial education initiatives and why immediate business returns should not be the sole focus.
- Leverage AI in Content Creation Without Losing Authenticity: Discover how Ash uses AI as a tool for structuring content while maintaining his unique voice and authentic approach.
- Embrace the Power of Genuine Opinions: Learn the importance of expressing honest opinions and how this authenticity can differentiate you in the industry.
- Continuous Learning and Growth: Reflect on the importance of evolving, learning, and sometimes the necessity of turning down clients to uphold service quality.
Join Marcus and Ash, as they share their invaluable experiences and tactics, offering a clear path to success for mortgage brokers in a digital-first world.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode, Marcus Nanson, Director of NRG Resourcing, engages in a deep conversation with Rosalia Lazzara-Tilley, CEO of Manuka Media and author of "Social Media Guide For Mortgage Brokers." Together, they explore the evolving landscape of social media and its impact on mortgage advisors and the industry at large.
Highlights of the Episode:
- The Shift in Mortgage Advisory: Rosalia discusses the transition mortgage advisors are experiencing, from relying on leads to generating their own business through effective use of social media and networking.
- Building Long-term Relationships: Discover how to move away from transactional interactions, and nurture lasting relationships for business growth.
- Lessons from the Pandemic: Insights gleaned during the pandemic underline the critical role of trust and credibility in ongoing lead generation.
- Content Creation as a Key Strategy: Uncover the significance of creating engaging content, overcoming challenges in this area, and the importance of seeking expert guidance and regular practice.
- Adopting a Content-Centric Approach: Rosalia emphasises the need for a mindset shift towards prioritising content creation and relationship-building for sustainable business success.
Join Marcus and Rosalia for a comprehensive discussion that offers invaluable insights into mastering social media strategies in the mortgage industry and beyond.
This episode is a must-listen for professionals looking to adapt and thrive in the content revolution era.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
In this episode of NRG Insights, Marcus Nanson, Director of NRG Resourcing, discusses the long game in leadership with Nick Neophytou, Managing Director of the Mantra Group. Nick shares his compelling journey from his early days at Bank of Cyprus UK to his influential role in the financial sector.
Episode Highlights:
- Nick’s Evolution in Finance: From coding checks to leading change, discover how Nick's unique career path shaped his approach to business and leadership.
- Building Successful Partnerships: Uncover the importance of complementary skills and clear role definitions in creating effective partnerships.
- Strategic Leadership: Dive into Nick's insights on maintaining brand consistency and the impact of a strong internal culture on client relationships.
- Challenges and Growth: Learn how Nick navigated business scaling, adapting to shifts in the industry, and why long-term vision is key.
Join us as Nick shares invaluable lessons on leadership, brand building, and the art of adapting in the ever-changing financial world.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Join Marcus Nanson, CeMAP, founder of NRG Resourcing, in the latest episode of NRG Insights as he hosts Joe Aston from Aria Finance.
Discover Joe's journey in the mortgage market, uncovering key insights from his progression in the industry, and learn how to reach the top as quickly as he has.
This episode includes...
- Advice for Aspiring Professionals: For newcomers to the industry, Joe offers invaluable advice: perseverance, habit-building, and adaptability are key to success in the ever-evolving mortgage market.
- Journey of Growth: Follow Joe's path from his early days as a BDM at Vantage Finance to his pivotal role as Commercial Director at Aria Finance. This transition showcases his leadership development and the impact of his sports background on his management style.
- Leadership and Team Dynamics: Joe shares the importance of caring for the team and looking at the bigger picture. Understand how these aspects are crucial in today's fast-paced mortgage environment.
- Facing Industry Challenges: Gain insights into the practical aspects of managing a team, especially during transformative periods like mergers. Joe discusses strategies for maintaining team morale and ensuring collaborative success.
- Bridging and Brokerage Insights: Delve into the nuances of the bridging space in the mortgage industry. Joe talks about the importance of long-term thinking over short-term gains and responsible brokerage practices.
This episode is a guide to thriving in the mortgage industry, filled with practical advice, leadership strategies, and industry insights.
Tune in to "Beyond the Deal with Joe Aston" for an educational and entertaining experience in mortgage industry wisdom.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Gindy Mathoon, is the Senior Mortgage & Protection Adviser at Create Finance. He takes us through his 15-year odyssey in the mortgage sector. From humble beginnings to the establishment and expansion of his own company, Gindy's story is packed with insights and practical wisdom for navigating the financial services landscape.
Key Takeaways:
- Strategic Scaling: Learn how Create Finance rapidly scaled from a trio of brokers to a robust team, highlighting the significance of delegation and selecting high-value tasks to ensure productivity and growth.
- Resilience Through Change: Gain insights into how the company adapted its strategy during the pandemic, maintaining a strong business model while handling the emotional weight of making tough decisions.
- The Balancing Act: Discover the importance of balancing hands-on advising with effective business management, and why maintaining this equilibrium is essential for both personal satisfaction and business success.
- Leadership and Structure: Explore the benefits of a flat company structure, where open communication and team input are valued, and why this approach can be more effective than traditional hierarchical models.
- Mentorship and Growth: Hear Gindy's valuable advice for new brokers about the necessity of joining a firm that offers robust training and mentorship, underlining the importance of continuous learning and development in the industry.
Tune in for these insights and more as Gindy Mathoon reveals the dynamics of building a thriving financial business, the importance of adapting to market shifts, and the personal growth that comes from facing the industry's inevitable challenges.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Welcome to the latest episode of our podcast series: Marketing Magic in the Mortgage Industry with Andrew Montlake, Managing Director @ Coreco
In this episode, join us as we explore the world of marketing and branding in the mortgage industry, featuring the seasoned expertise of Andrew Montlake.
Including:
- Journey of a Mortgage Maestro: Delve into Andrew's remarkable career transition from marketing and PR to his influential role in the mortgage industry. Discover his inspirational journey at John Charcoal and how the wisdom of Ian Darby helped shape his path.
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The Birth of Coreco: Learn about the inception of Coreco amidst the financial turbulence of the credit crunch. Gain insights into how the founders embraced control and carved a distinct approach to mortgage brokering.
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The Art of Branding: Uncover the pivotal role of marketing in the mortgage sector. Andrew emphasizes how brokers essentially sell their brand, not just products, and why personal connection is paramount.
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Adapting to Industry Evolution: Witness how Andrew addresses the necessity for businesses to evolve, maintain customer relationships during slow periods, and tackle industry challenges head-on.
-Talent Acquisition and Diversity: Dive into the complexities of recruitment in the mortgage industry, the increasing relevance of social media, and the critical role of the Association of Mortgage Intermediaries (AIME).
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Empowering New Ventures: Whether you're starting out or scaling up, Andrew shares invaluable advice on setting realistic expectations, adapting to change, and embracing diversity.
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Revolutionising Recruitment: Learn why hiring based on behaviour and attitude trumps traditional CV-focused methods, and discover how to assess potential candidates more effectively.
For a more comprehensive look into the topics explored in this episode and further details about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/insights/
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Join Marcus Nanson as he sits down with Shazad Ahmed, diving deep into the transformative journey of a mortgage broker creating a powerful personal brand using social media. Throughout the episode, they pull from Shazad's personal experiences and challenges, offering invaluable insights to the mortgage industry and beyond.
Highlights include:
- Shaz's Career Evolution: Tracing Shazad's steps from a call centre role at Lloyds Bank to establishing Elan Property Finance, unveiling the ups and downs that moulded his professional trajectory.
- Mastering Digital Networking: Unpacking the three pillars of networking, from face-to-face encounters to the virtual world of direct messaging, elucidating their pivotal roles in expanding clientele and connections.
- Embracing Social Media & Branding: An in-depth look at the significance of authentic online branding, with Shazad stressing the blend of consistency and genuine engagement as the keys to a thriving personal brand in the digital age.
- Overcoming Digital Hurdles: Addressing common fears like judgement on social platforms and the art of striking a balance between personal and corporate branding, particularly in an industry as intricate as mortgage brokering.
- Facebook to Instagram Transition: Shazad's unique strategies in harnessing the strengths of various platforms, especially the transition from Facebook's information-rich environment to Instagram's visual appeal, leveraging his background in graphic design.
- Growth Mindset & Industry Collaboration: Shazad’s emphasis on the value of supporting fellow brokers, advocating for a communal growth mindset over competition, and the importance of genuine reciprocity in the business realm.
For a deeper dive into the topics covered in this episode and more about NRG's initiatives, visit https://www.nrg-resourcing.co.uk/contact-us/.
Mortgage Industry Insights is the go-to podcast series for professionals in the financial sector and anyone aiming to strengthen their branding and networking game in this digital era. Join Marcus for more insightful discussions and industry revelations.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
Welcome to another captivating episode of NRG Insights, the podcast that dives deep into the world of Mortgage Brokerage owners.
In this episode, we have the privilege of interviewing Sam Fox, an industry expert and the mastermind behind UK Mortgage Centre(UKMC). Sam's journey in the mortgage industry has been filled with remarkable achievements and valuable insights that are sure to inspire and enlighten our audience.
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Mortgage Introducer is the only monthly mortgage title for the mortgage intermediary and was the first ever title to be published for this market both in print and online. With a monthly circulation of 5,000 registered individuals in print format, it is also the only mortgage intermediary trade magazine that is audited by the ABC.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In this week's episode of "Behind the Broker," hosted by Marcus NansonMarcus Nanson from NRG Resourcing NRG Resourcing, we had the pleasure of inviting Dan Reddish, a renowned consultant in the mortgage industry.
The episode delved deep into the significance of niching down and how to attract dream clients. Together, they explored various topics, including adapting to changing times, focusing on customer profiles for increased efficiency, educating clients, coaching, mindset, burnout, and building a supportive broker community.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Welcome to another exciting episode of “Masters of the Craft,” the podcast where we dive deep into the world of mortgage brokering, featuring interviews with industry leaders who share their valuable insights, experiences, and advice. In this episode, we had the pleasure of interviewing David Coleman, Head of Sales at Positive Lending, a pioneering master broker in the specialist property finance industry. Join us as we uncover David’s remarkable journey and the key takeaways from our conversation.
David Coleman is an accomplished professional in the mortgage industry, leads Positive Lending’s sales team, working closely with key decision makers and lenders to drive growth and deliver exceptional opportunities. With a wealth of experience and expertise, David is responsible for providing structured training programs to both entry-level and advanced advisers, empowering them to excel in their roles. His dedication to supporting Positive’s key accounts and network partners has positioned him as a prominent figure in the specialist property finance sector.
Our interview with David Coleman on “Masters of the Craft” offered a wealth of insights and inspiration for mortgage brokers looking to excel in their careers. From personal branding and social media presence to networking and building a successful career, David’s journey and advice shed light on the keys to thrive in the ever-evolving world of mortgage brokering. Stay tuned for our next episode, where we continue to explore the craft and wisdom of industry experts.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In our latest episode of Mortgage Broker Insights, we had the privilege of speaking with Akhil Mair, the managing director at Our Mortgage Broker. With extensive experience in UK banking, corporate finance, and residential and commercial mortgages since 2002, Akhil shared invaluable insights on how to navigate your team and business through market changes.
Our Mortgage Broker is a specialist property finance brokerage that offers a wide range of financial services for various purposes, including short-term finance and bespoke financial solutions for residential and commercial clients. With an impartial, discrete, and qualified advisory team boasting over 75 years of combined experience, Our Mortgage Broker stands out as a trusted partner in the industry. Their professional team of nine advisors is accredited with the industry CeMAP accreditation, ensuring expertise and professionalism in their services.
If you’re eager to delve deeper into the expertise of Akhil Mair, we invite you to check out our captivating podcast episode. You can find it on popular platforms like Spotify, YouTube, and LinkedIn. This enlightening conversation will undoubtedly provide valuable insights into financial protection and leave you inspired to safeguard your own future and that of your loved ones.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Welcome back to another exciting episode of "Masters of The Craft"!
In this edition, we had the pleasure of sitting down with Adrian Benjamin, the extraordinary mind behind Adrian B Finance.
This series aims to showcase individuals who excel in their fields, bringing unique perspectives and invaluable insights that go beyond traditional business ownership. Adrian's wealth of experience and dedication to financial protection make him a true master of his craft.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Meet Joe Testouri, the visionary entrepreneur behind Bespoke Brand Developers. With a passion for marketing and a deep understanding of the mortgage industry, Joe has made it his mission to help mortgage brokers and lenders grow their businesses through powerful branding and marketing strategies.
Joe was invited to share his insights and expertise on our Behind The Broker podcast, hosted by Marcus Nanson and produced by NRG Resourcing. In this episode, Joe discussed the importance of unique and marketing for mortgage brokers and lenders, as well as some of the strategies and tactics that have helped his clients achieve success.
As a mortgage broker or lender, you know that lead generation is the lifeblood of your business. But it's not just about generating leads - it's about converting those leads into sales and building long-term relationships with your clients. To achieve success in the competitive world of mortgage sales, you need to master the key elements of lead generation and long-term growth.
Here are some tips and strategies discussed in the podcast to help you optimise your business, drive sales, and build a loyal customer base:
Consistency and Patience
Success in mortgage sales doesn't happen overnight. It takes time, effort, and patience to build a steady stream of leads and convert them into sales. That's why it's important to be consistent in your marketing efforts and follow up with your leads regularly. Whether it's through email campaigns, social media, or direct mail, make sure you stay top of mind with your prospects and clients. Don't give up on leads that don't convert right away - nurture those relationships over time and you'll reap the rewards in the long run.
Emotion-Driven Marketing
Mortgage sales are not just about numbers and financial calculations - they're also about emotions and aspirations. By tapping into your clients' emotional needs and desires, you can create marketing messages that resonate on a deeper level and build stronger connections with your audience. This could involve using storytelling, personalization, or other tactics that appeal to your clients' emotions and values. By creating an emotional connection with your clients, you can build trust, loyalty, and advocacy for your brand.
Long-Term Growth
Finally, it's important to think beyond lead generation and focus on long-term growth. This means investing in your brand, your team, and your technology to build a sustainable and scalable business. It also means staying up-to-date with industry trends and regulations, and adapting your business model to changing market conditions. By planning for the future and taking a holistic approach to your business, you can achieve long-term success in the competitive world of mortgage sales.
In conclusion, mastering the key elements of mortgage sales success takes time, effort, and dedication. By being consistent, targeting your ideal clients, differentiating yourself from the competition, tapping into emotions, and planning for long-term growth, you can build a thriving and profitable mortgage business that serves your clients' needs and exceeds their expectations.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
The NRG Insights Podcast is dedicated to helping mortgage professionals gain insights into the industry through interviews with successful brokers and brokerage owners. In a recent episode, host Marcus Nanson had the pleasure of interviewing Steve Hand, the founder of Express Mortgages.
We'll dive into some of the key takeaways from that interview and discuss what makes Steve Hand and Express Mortgages stand out in the industry.
One of the most striking things about Steve Hand's story is his resilience. He started Express Mortgages over 20 years ago, but early on, the company was hit with a major legal setback that almost drove it out of business. However, Steve was determined not to let the setback defeat him. He knew that if he wanted to succeed, he had to keep pushing forward and find a way to overcome the challenges.
Steve's persistence paid off. He was able to rebuild Express Mortgages and turn it into a thriving brokerage with a strong reputation in the industry. Today, the company offers a wide range of mortgage services and has a team of highly skilled brokers who are committed to helping clients achieve their financial goals.
During the interview, Steve shared some valuable insights into what it takes to succeed as a mortgage broker or brokerage owner. One of the key points he emphasised was the importance of mindset. According to Steve, having the right mindset is essential for overcoming challenges and achieving success in the industry. He advised that brokers should focus on building a positive mindset, cultivating resilience, and staying focused on their goals.
Steve also had some advice for smaller brokers who are just starting out. He emphasised the importance of building strong relationships with clients and providing excellent customer service. He noted that smaller brokers often have an advantage over larger firms because they can offer a more personalised experience for clients.
Another topic that came up in the interview was recruiting. Steve shared his approach to recruiting brokers, which he called the "Will & Skill" method. He looks for candidates who have both the willpower and the skills to succeed in the industry. He emphasised that while skills can be taught, willpower is something that comes from within and is essential for long-term success.
One of the most valuable pieces of advice that Steve shared was about content marketing. He emphasised the importance of creating valuable content that helps clients solve their problems and achieve their goals. He noted that social media is a powerful tool for reaching new clients and building relationships with existing ones. By offering helpful tips and advice through social media and other channels, brokers can establish themselves as experts in the industry and build trust with potential clients.
Overall, the interview with Steve Hand was packed with valuable insights and advice for mortgage brokers and brokerage owners. Steve's story is a testament to the power of resilience and the importance of having a strong mindset in the face of challenges. Whether you're just starting out in the industry or you're an experienced broker, there's something to be learned from Steve's journey with Express Mortgages.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In the latests episode of Behind The Broker, we are joined by the inspirational Katie Dennehy to talk everything UnderwiteMe, and how they support Brokers and Insurers.
Insurance is a complex industry, with different products, underwriting requirements, and sales processes. As a result, insurance companies, brokers, and advisors often struggle to offer the right protection to their clients efficiently and profitably. However, a UK-based insurtech company called UnderwriteMe is changing the game by leveraging technology to simplify and streamline the insurance journey for everyone involved.
UnderwriteMe is a cloud-based software platform that connects insurance providers, intermediaries, and consumers in a transparent and efficient manner. By using UnderwriteMe, insurance companies can digitise their underwriting rules and processes, making them more accurate, consistent, and fast. This allows them to offer instant quotes and decisions to customers, reducing the time and effort required to sell policies.
At the same time, intermediaries and consumers can use UnderwriteMe to compare multiple insurance products, including life, critical illness, and income protection cover, and choose the one that best suits their needs and budget. They can also apply online, track the progress of their application, and receive updates in real-time. Moreover, UnderwriteMe enables advisers to personalise their advice and recommendations, based on the client's risk profile and preferences, and offer value-added services such as trust planning and business protection.
To learn more about UnderwriteMe and its impact on the insurance industry, we interviewed Katie Dennehy, Digital Account Manager at UnderwriteMe, on our latest episode of Behind the Broker. Katie has been in the insurance industry for nearly eight years and has worked for a direct provider in Australia before joining UnderwriteMe in 2019. She is passionate about using technology to deliver better outcomes for clients and help advisers sell more protection.
Katie explained that UnderwriteMe has received several awards and recognitions for its innovative approach and customer-centric solutions. For instance, she won the "Best use of social media by a BDM" award at the Protection Guru Awards in 2020, recognising her efforts in educating and engaging advisers on social media. In addition, UnderwriteMe has been named "Best tech provider" at the Cover Excellence Awards in 2020 and received the "Outstanding PP" award at the
Protection Review Awards in 2021, among others.
Overall, UnderwriteMe is a great example of how technology can transform traditional industries and create new opportunities for innovation and growth. By leveraging the power of data, automation, and customer-centricity, UnderwriteMe is enabling insurance providers, intermediaries, and consumers to collaborate and succeed in a fast-changing world. If you're interested in learning more about UnderwriteMe and its solutions.
The Takeaways:
✴️ How UnderwriteMe can help Brokers and Insurers save time
✴️ Challenges of selling protection
✴️ Cost of living crises and the effects on mindset
✴️ Why UnderwriteMe educate their clients
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In the latests episode of Behind The Broker, we are joined by the inspirational Nicola Firth to talk everything Knowledge Bank, along with expert insights into running a business.
Knowledge Bank is a leading platform that offers a range of tools and solutions to mortgage brokers, intermediaries, and lenders in the UK.
The company was founded in 2016 by a team of mortgage industry experts with the aim of revolutionising the way mortgage brokers access and share information.
With the ever-changing regulations and policies in the mortgage industry, brokers need access to accurate and up-to-date information to be able to provide their clients with the best advice. Knowledge Bank provides a comprehensive database of over 100,000 criteria across more than 200 lenders, making it the go-to platform for mortgage brokers in the UK.
The success of Knowledge Bank is a testament to the power of innovation and technology in transforming traditional industries. By providing mortgage brokers with the tools and information they need to do their job more effectively, Knowledge Bank is helping to drive the industry forward and improve the overall customer experience.
Knowledge Bank is a game-changing platform that is transforming the way mortgage brokers access and share information. With its innovative technology and commitment to the industry, it is no surprise that it has become the go-to platform for mortgage brokers in the UK. If you are a mortgage broker or intermediary looking to improve your efficiency and provide your clients with the best advice, Knowledge Bank is definitely worth checking out.
Knowledge Bank has received numerous accolades and awards for its innovative technology and commitment to the mortgage industry. In 2019, it was named "Best Technology Provider" at the Mortgage Strategy Awards, and in 2020, it won "Best Technology Provider" and "Best Criteria Search Provider" at the Mortgage Introducer Awards.
The Takeaways:
✴️ The benefits of NEDs & mentors in business
✴️ What to do when expanding your company
✴️ The key to successful combination
✴️ Knowledge Banks journey
✴️ How tech has changed the industry
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In the latest episode of Behind The Broker we caught up with Daniel Hobbs, the Managing Director of New Leaf Distribution, also known as the #CeMAP Coach.
With a strong passion for developing people and bringing new blood into the industry, Daniel leads one of the longest-running privately owned networks in the industry, with over 20 years of experience.
At New Leaf, the focus is on helping mortgage advisors grow and achieve their goals.
The network has a strong reputation for promoting mortgage advisers to IFA status and has received several accolades for its training and contributions to the industry.
Accredited by the London Institute of Banking & Finance for provision of CeMAP training, New Leaf is committed to providing its members with access to valuable resources and networking opportunities.
Daniel's dedication to helping people join the industry has earned him the Special Contribution Award winner 2022 at the PMS Mortgage Club Awards and his network was highly commended at the Mortgage StrategyProtection Guru Awards 2022.
As a result of his tireless efforts, Daniel and New Leaf have been recognised as Best Network Finalists at Mortgage Strategy (five years running), Cover Excellence (2022), and Professional Adviser (2022, 2023).
The Takeaways 👇
🌿 What New Leaf offer their advisors
🌿 How to become a successful broker
🌿 Advice on social media & marketing
🌿 The history of New Leaf
🌿 6 principles to consider when joining a network
Connect with New Leaf Distribution below:
Facebook
LinkedIn
Twitter
TikTok
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Get ready to meet the one and only Rob Jupp, the superstar CEO of Brightstar Group!
With over 30 years of experience in the UK specialist lending market, Rob is a true industry legend.
As the leader of the largest specialist distributor of UK-based, secured property debt, producing more than £1 billion of specialist property debt per annum, Rob has propelled the Brightstar Group to win over 130 national awards since 2012! That’s right, you heard it – 130 awards!
Not only has Rob brought home a ton of hardware , but he’s also a five-time British Mortgage Award winner and was voted Mortgage Personality of the Year at the Mortgage Strategy Awards in 2012 and 2019.
With accolades like that, it’s no wonder that Rob is a regular panellist and keynote speaker, providing support to the FCA on current and future market issues.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In the latest episode of Behind The Broker, we chatted with proposition mastermind that is Matt Brown from Primis Network.
Are you a mortgage broker feeling like a small fish in a big pond?
Well, have no fear because using a network mortgage company like PRIMIS is like upgrading from a dingy rowboat to a fancy yacht. 🚣♀️ > 🛳
In this episode we learn the ins and outs of exactly what a Mortgage Network can do for you (and it’s hell of a lot!)
By partnering with a network, you can access a wide range of benefits that can help you streamline your operations, increase your earning potential, and stay ahead of the curve in an ever-changing industry.
PRIMIS, for example, offers training and development opportunities, marketing support, and access to industry-leading technology, as Matt mentioned “The Toolbox”, which is a custom built CRM at your disposal!
They and many similar networks offer amazing support to brokers such as:
👉 Marketing Support
👉Compliance Advice
👉Broker Services & Fees
👉Training
👉Events / Networking meet-ups
👉Policy Support
👉 Business Development
The list goes on….. 😂
It was great to catch-up with Matt and understand exactly how a Network operates, in this podcast we covered:
🦁 Exactly a Mortgage Network is
🦁 What to look for in a Network
🦁 How PRIMIS approach Training
🦁 Tips for young / new brokers interested in joining
🦁 How you can benefit of having network support
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Are you ready to take your company's digital marketing game to the next level? 🚀
Well, buckle up because we’ve sat down with the one and only Rachel Southcott to give you the inside scoop on how to make your content stand out, build trust with consumers, and ultimately drive leads to your business.
First things first, let's talk about content. You might be thinking "but, wait! All financial services companies have the same boring content, right?" WRONG.
You have the opportunity to break the noise by following a simple framework which Rachel reveals, alongside her expert tips on what content to post and how / when to post it.
Next up, branding. We're not just talking about a fancy logo or a catchy tagline, we're talking about building a strong identity that sets you apart from the competition. By consistently using the same messaging and imagery across all digital platforms, you'll be creating a sense of familiarity with consumers, and that, is the first step in building trust.
Now, let's talk about social media. We all know that it's a powerful tool, but with so many financial services companies vying for attention, it can be hard to stand out. So, what do you do? You create unique and engaging content that addresses the specific concerns and interests of your target audience.
From videos, infographics, and other visual aids these are a great way to make complex financial concepts easy to understand, and let's be real, who doesn't love a good infographic?
The takeaways 👇
💡Tricks to staying consistent on social media
💡Importance of tone and content within your brand
💡Tips for independent brokers & practises
💡How to build a framework for content creation
💡The power of video and how it cuts through online
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In the latest episode of Behind The Broker, we chatted with industry expert Chris Targett from Social For Brokers
And boy, did he have some valuable insights to share.
First and foremost, Chris emphasised the importance of developing a strong visual identity and branding strategy. A cohesive look and feel will set you apart from the competition and help establish your brand.
He talked about the “Sainsbury’s carry-bag analogy”, where colour schemes and subconscious marketing play an important role through social media.
But it’s not all about the aesthetics. Chris also shared some clever strategies for standing out on social media platforms and engaging with your followers. And let’s not forget about turning leads into closed deals – we’ve got some actionable tips for making that happen along him revealing some brilliant tools to use.
So don’t be afraid to show off your personality and let your confidence shine through on social media. And above all, have fun with it! After all, that’s what it’s all about.
The takeaways
- The significance of developing a strong visual identity and branding strategy
- Strategies for standing out on social media platforms
- Insights on increasing brand awareness
- Advice for new mortgage brokers on getting started
- Essential tools for maximising success on social media
- The story of how Chris grew Social For Brokers into a highly sought-after agency
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In this months episode of NRG Insights we’re sitting down with Gemstones Gemma Cuff
Gemma shares her journey of growing Gemstone, the unique way they recruit, her core values and everything in-between!
The Academy Model is an approach to building and developing a team that focuses on continuous learning and improvement. It involves creating a culture of learning and providing team members with the resources and support they need to continuously develop their skills and knowledge.
Here are some steps you can take to build a superstar team using the Academy Model:
Establish a clear vision and mission for the team: Clearly communicate the team's goals and objectives, and help team members understand how their work contributes to the overall vision.
Foster a culture of continuous learning: Encourage team members to take on new challenges and seek out learning opportunities, and provide resources such as training programs, workshops, and mentorship opportunities.
Encourage collaboration and teamwork: Encourage team members to work together and share their knowledge and expertise with one another.
Set clear expectations and provide feedback: Clearly communicate expectations for team members' performance and provide regular feedback to help them stay on track and continuously improve.
Recognise and reward excellence: Recognise and reward team members who demonstrate exceptional performance and contribute to the team's success.
It’s clear throughout the discussion how hard she has worked to create a team who are aligned, motivated and dedicated to the company, which is all down to the “Academy Model” recruitment dynamic she pushes.
Be comfortable being uncomfortable
The takeaways
How Gemstone uses the Academy Model
The benefits of recruiting on character
Creating Habits within business
Tips for young brokers
The importance of using social media
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Marketing powerhouse Rosalia Lazzara joins us on episode 2 of “Behind The Broker”.
We uncover the truth about social media marketing and how ANYONE can dominate feeds with a few simple steps.
Key takeaways from our chat:
✨How to get noticed and stay memorable on Social Media
✨The power of Connection
✨What a social media manager actually does
✨Positive Pollination
✨The pillars of building a brand and channels vibe
✨Who / What / Where is Manuka?
Her motto “Take your content from BORING to BUZZING” shines bright throughout this episode, the amount of gold Rosa drops is breathtaking!
Get a notepad ready for this one, it’s a definite game changer!
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In this months episode of Masters of the Craft A legend in the life insurance game, the one, the only Dave Corbett to the series.
Dave a built a reputation within the finance industry that matches no other and its even more apparent the second he starts talking.
For someone who has been through it himself, he understands the importance of his product and drives his clients to the best possible deal for their circumstance - A true advocate for Life insurance
He explains his job role as simply
“selling peace of mind to individuals, families and businesses across the UK, for if the proverbial hits the fan”
Throughout the episode we see the care Dave has for his clients and colleagues, offering advice and training wherever he can.
It was a pleasure having “Uncle Albert” on our Masters Of The Craft series, where we covered:
- The importance of client relations
- How to sell when people aren’t interested
- The power of mentorship
- Advice for young brokers
- Going above and beyond for your clients
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Today we launch the first episode of our new series Behind The Broker
The purpose of this series is to bring praise and insight to the people working hard behind the scenes in finance.
We’ll be gaining valuable insight from leading marketers, the hottest lead generators, analytical superstars and everyone who’s anyone supporting the financial sector. discussing the latests hacks, tips and tricks to turbo-charge your company.
We wanted to start BIG on this series, so without further ado we welcome lead generating extraordinaire Alex Curtis
With his background firmly in web design and marketing, Alex has spent the last 18 years working in finance, helping his clients generate leads through the World Wide Web.
His mission: “to ensure that when someone searches online for mortgage advice, they find an adviser and not a lead generator, who will sell their data”
Award winning Mortgage 1st was established in 2008 by Jon Stones from his dining room table. Jon, a qualified Mortgage Adviser worked hard to build a business, growing his client bank locally in and around the Chesterfield area.
Fast forward to 2022 and Jon is at the helm of a sensational team of 40, including directors, mortgage advisor, business growth specialists and support staff.
Not only does Mortgage 1st dominate Chesterfield and the surrounding areas, the company have placed advisors nationwide offering their award winning services across the UK and beyond.
With over 15 years in the game, Jon has experienced everything the industry has thrown at him, making him an ideal guest on our comprehensive NRG Mortgage Broker Insights series.
We were super excited to invite Jon onto our Mortgage Broker Insights series, with his wealth of knowledge it was sure to be an informative and interesting discussion!
The episode covers a range of thought provoking topics, such as:
- How to focus on organic company growth
- Tips to amplifying your team during tough times
- Understanding the “Long Game”
- The importance of team support
- Advice for young brokers
- The secrets to starting your own company
- What a positive mindset can achieve
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
In this months episode of Masters of the Craft we welcome specialist property royalty Paul Elliott to the series.
Paul has built a strong industry reputation for his straight-talking and positive approach to both his clients and his teams. Paul is adept at simplifying and resolving complex issues and has vast experience leading sales teams across residential and commercial property finance intermediation, as well as the real estate market.
He is the Managing Director at Propp, The UK’s first specialist property comparison website.
Their mission is simply; to support people who see the value in property and driving higher competition amongst lenders.
Their website and digital optimisation process, coupled with influence and industry experience, allows Propp to negotiate and guide borrowers to the best deals available on the market. Greater choice, impartial guidance and transparent language. It’s as simple as that.
We covered a range of stimulating topics that will provide an uncensored view into the specialist property world:
- Steps to hiring authentic team members
- Tips to success for young brokers
- Tested referral techniques
- How to engage your team successfully
- The importance of work culture
If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.
Firstly, congratulations to Sy for winning Best Broker (Buy to Let) in this years British Mortgage Awards 2022, we're not surprised he came top of the pile on this one!
Sy has spent over 11 years in the property finance from working his way up the ranks at Barclays (to Assistant Vice President of Premier Relationship Manager) to now managing his own team at Dynamo.
In this episode we learn how to maintain your market share in tough climates along with masterclass in relationship management.
We covered a range of interesting topics that gave invaluable guidance into the mortgage world, including:
- Switching roles within the industry
- Tips to success for young brokers
- How to navigate in an ever-changing environment
- How to win business
- Advice on navigating the New Budget in Mortgages
Sy goes above and beyond for his clients and it's clear relationships are his true passion.
Martin is the founder and driving force behind The Money Group’s inaugural company – London Money. Now on his third decade of working in the financial services, clients and partners benefit form his wealth of experience and intimate knowledge of the mortgage market. He believes that those running Financial Services businesses should always be the leader when it comes to doing the day job. And one of his current day jobs is being a Director of The Money Group.
Being the director of the flagship brand, London Money (Directly Authorised since 2011), Martin quickly identified that this was the sector that is ripe for exponential growth and believes that unifying a previously fragmented sector, was the best way to get the broker at the forefront of the industry – where they rightfully belong
Martin has a reputation for going above and beyond what is expected. Indeed he encourages the entire London Money team to go that extra mile for their clients. He believes that mortgage advice, as well as financial planning, should be simple and smart; an approach which runs through London Money like a stick of rock.
Ying Tan is non-executive Chairman of Knowledge Bank, a leading fintech, and founder and former CEO of Dynamo, one of the largest mortgage brokers in the UK. Ying recently successfully exited Dynamo after 15 years to an established blue chip business.
He bootstrapped from one person to 200 strong, scaling the business to over £15m turnover with a market leading brand, strong culture and fintech focus. He has been instrumental in helping distribution and launching many lenders to the mortgage industry.
A qualified accountant and former investment banker at Goldman Sachs, he has won in excess of 50 industry awards, both personally and for his business; most recently winning Mortgage Strategy’s prestigious “Best Mortgage Personality” and Mortgage Introducers respected “Mortgage Entrepreneur of the Year” awards. Now focusing on angel investing and board advisor roles he is passionate about connecting and collaboration amongst his network.
He is author of a five star amazon rated book ” Don’t push too many trolleys ” published by Wiley, and most importantly Ying is a family man, raising his 5 children in Berkshire, with his wife Samantha.
In this episode of NRG Insights we welcome David Baker from LIFT Mortgages.
Runner up in Financial Times (Money Marketing) Mortgage Planner of the year 2013 & 2018. Mortgage content published in the FT, Daily Mail, Independent on Sunday, Resolution Magazine and Advice Matters. Podcasts for Mortgage strategy. Recent nominee for both Moneyfacts and Legal & General mortgage club "Mortgage Broker of the Year". Regular advisor to a number of the largest UK lenders on high net worth clients requirements.
David has extensive experience in financial advisory (Wealth Management, Tax Planning, Pension, Protection and Mortgage advice).
Employed by LIFT-Financial as Managing Director (Mortgages). LIFT are a professional fee based full-service financial planning firm with a presence in the City of London, Edinburgh and Manchester regions.
LIFT-Mortgages continues to go from strength to strength and is now a major player in the mortgage advice market.
Their clients include high net worth financial services professionals, city professionals, professional sports people and celebrities. The team includes brokers and administrators
Offering a fully independent, whole of market advice.
Are you thinking about recession-proofing your business? 👀
It’s on the tip of our tongues, in the back of our minds and constantly talked about across social media - which is why we’ve brought in the best of the best to discuss 🏆
Massive thanks to Islay and Hugh from Enness Global for taking the time to join this special webinar, where we covered in-depth the subject of recession proofing.
For those that don’t know (where have you been?) 😅
Enness is a leading broker of million-pound-plus finance for high-net-worth individuals, business owners and companies. Enness help source and negotiate finance to buy properties, grow businesses, invest in new opportunities or create liquidity.
In this episode we welcome Glen Russell from Russell Financial Solutions.
Hosted by Marcus Nanson of NRG Resourcing the pair talk in-depth about Glens journey through the financial sector, promoting mortgage knowledge and his unique way of lead-generation.
Glen has been in financial services for over 20 years which includes roles such as a Bank Manager for various financial institutions and advisory roles.
Customer service and client experience is key to Glen’s core values and this is filtered through the team at RFS which is evident in client reviews which he prides the business on.
One of the main talking points in this webinar was Glens use of TikTok to promote and gain leads for his business.
During the podcast we covered a range of interesting topics, that help RFS keep at the top of their game!
- Starting a Business
- Utilising Social Media
- Generating Leads
- Client Satisfaction is Key
- Law of Attraction
- Brand Awareness
In this months podcast we welcomed Chris Dawe from London Mortgage Partners.
Hosted by Marcus Nanson, Chris took us through his amazing insight into transitioning from the corporate world to running his own firm and multiple sister companies attached to the brand.
With over 15 years in the industry, Chris started London Mortgage Partners in 2019 with the mission of “making high-quality mortgage advice, available to all”.
Initially focusing on servicing the needs of London’s self-employed Creatives, their modern approach to mortgage advice has now spread to encompass a wide plethora of clientele including overseas investors and High Net Worth individuals.
Sarah Tucker is an established public figure within the UK mortgage industry, writing as a Money Expert for The Sun, and providing regular commentary on industry news, including Mortgage Strategy, Mortgage Solutions and Mortgage Introducer.
Alongside frequently appearing as a guest speaker and industry expert on a number of panels, articles and podcasts including FSE Week 2021 and is host of The Mortgage Mum Podcast, recently voted as one of the top 10 Mortgage podcasts in the UK.
During our chat we covered a range of interesting topics (not all mortgage focussed) which really encompassed Sarah as a person and business professional.
- Law of Attraction
- Branding
- Tips to Starting a business
- Learning to Lead
- Creating a Following