The Growth Series Podcast is a dedicated resource that aims to help mortgage brokers of all sizes scale and grow their business using digital and communications marketing techniques.
In episode #122 of the Growth Series podcast, host Kathy Clark is joined by Emma Tomes, Managing Director of The Mental Health People, and together, they explore the often-overlooked subject of mental health in high-pressure roles like mortgage brokering. Emma shares her personal journey into mental health advocacy following a family tragedy, which led her to create a supportive space for individuals struggling with mental health. Listeners will learn about the concept of a "stress container" and how recognising early signs of stress can be a game-changer in managing mental well-being. The episode delves into the challenges of men's mental health and the importance of creating safe spaces for emotional expression. Emma introduces the therapeutic approach of Internal Family Systems and discusses the impact of stress at home on work performance. Offering practical strategies for maintaining mental health, such as utilising support tools like Samaritans and Shout text service, and with emphasis on the importance of daily habits like taking walks and conducting self-check-ins, this episode is a must-listen for anyone looking to improve their mental health and create a more balanced, fulfilling life.
In episode #121 of the Growth Series podcast's Mortgage Mentors series, host Jeremy Duncombe speaks with Stephanie Sharman, Chief Executive of the Association of Mortgage Intermediaries. With nearly three decades in the industry, Stephanie shares her personal journey from an admin role at Abbey Life to leading AMI, and how values like diversity, inclusion and sustainability have shaped her leadership. The conversation with Steph explores the emotional impact of homeownership, the role of mortgage advisers in a volatile market, and how imposter syndrome, especially among women, can hinder career growth. Packed with honest reflections and practical advice, this episode is a must-listen for anyone navigating career progression in the mortgage industry.
In episode #120 of the Growth Series podcast, host Nicola Alvarez sits down with Chloe Timperley from the Green Finance Institute and Matt Coulson from Heron Financial to explore the rapidly evolving world of green mortgages. They discuss the innovative certification initiative by the Green Finance Institute, designed to empower brokers with the knowledge and confidence needed to navigate the green mortgage market. Chloe shares how this certification is setting a new standard in the industry, while Matt discusses the benefits of becoming certified, including attracting new clients and enhancing reputations. Both guests emphasise the crucial role brokers play in educating consumers about energy-efficient homes and how they can leverage these insights to better serve their clients. Brokers should listen for valuable insights into the green mortgage market that will help them to differentiate themselves and harness the power of green finance for sustainable success.
In this episode of the Growth Series podcast, host Iain Cunningham sits down with Joe Milton, Director of Training and Competence at Alexander Hall, to explore the transformative shift toward hybrid working in the mortgage industry, the importance of maintaining strong team connections and adapting mentoring strategies to suit a hybrid environment. Joe emphasises the value of in-office presence for new advisors to build skills and networks, while also recognising the flexibility needed for seasoned professionals. The conversation explores creating structured development plans for young talent, fostering a collaborative work culture, and leveraging technology to maintain team cohesion. This episode is a must-listen for anyone looking to understand the nuances of hybrid working and its impact on professional growth in the mortgage sector.
In episode #118 of the Growth Series podcast's Mortgage Mentors series, host Jeremy Duncombe interviews Danielle Moore, Operations Director at AE3 Media. With nearly two decades in the mortgage industry, Danielle has become a transformative leader in a traditionally male-dominated field. Her journey from studying history in Bristol to excelling in financial services and media offers valuable insights for brokers. Danielle discusses strategies for managing industry relationships, emphasising honesty, setting boundaries, and adapting to gender dynamics. Her perspective as a working parent enhances her leadership insights, focusing on inclusivity. Brokers will benefit from her approach to fostering inclusive work cultures and balancing professional duties with personal passions. This episode is essential for those interested in career development and personal growth within the mortgage industry, offering practical advice on maintaining a fulfilling work-life balance.
In this insightful episode of the Accord Growth Series podcast, Jeremy Duncombe sits down with Charles Roe from UK Finance and Rob Thomas Rob Thomas from the Intermediate Mortgage Lenders Association to explore the UK mortgage market's performance in 2024 and the outlook for 2025. The episode begins by examining how the market surpassed expectations, achieving £242 billion in outcomes due to strong purchase lending and buy-to-let activity. As interest rates eased and economic conditions improved, the discussion shifts to how these factors influenced market resilience. The guests provide a detailed analysis of the potential for interest rate adjustments in 2025, driven by global political influences and domestic economic trends. This episode offers a comprehensive overview of the UK mortgage market, highlighting both challenges and growth opportunities for 2025.
Meet ballet dancer turned banking figurehead, Esther Dijkstra, Managing Director for Lloyds Banking Group as she joins us on the second episode of Mortgage Mentors, hosted by Jeremy Duncombe. From Esther's humble beginnings in a Dutch village to becoming a global leader in the mortgage industry, this episode will take you through the pivotal milestones in Esther's career, exploring topics of resilience, adaptability, current market insights and more. Perhaps most interesting is the personal tone of this discussion as Esther uncovers her unique approach to leadership learned over 25 years in the industry. At the core of it all, Esther encourages authenticity, empathy and inclusivity as key pillars for future leaders. A must-listen for the most ambitious amongst us, this is a rare look into what it means to not only manage, but lead teams to excellence.
In episode #115 of the Growth Series podcast, Ian Cunningham, Corporate Account Manager at Accord Mortgages, is joined by Business Development Managers at Accord Mortgages, Kathy Clark and Mike Houston, to discuss the evolving role of self-serve tools in the mortgage industry. They reflect on the challenges of 2024, including market volatility and affordability, and share their predictions for 2025. The discussion explores how self-serve solutions can complement BDM support to help brokers work more efficiently and effectively. What to Expect: Key challenges brokers faced in 2024, such as affordability and market volatility How self-serve tools improve efficiency and free up time for brokers and BDMs Insights into the opportunities for brokers in 2025, including refinancing and digital innovation. The Growth Series is a dedicated and FREE resource for mortgage brokers, containing blogs, guides, and podcasts to help you scale and grow your business. For more hints and tips on how to grow your business, you can sign up to the Growth Series here.
In this episode of the Growth Series podcast's Mortgage Mentors series, Jeremy Duncombe, Managing Director at Accord Mortgages talks with Ben Thompson, Deputy CEO at Mortgage Advice Bureau, about his career journey, leadership philosophy and insights into the evolving mortgage industry. From overcoming early setbacks to becoming a leader in financial services, Ben shares how persistence and key mentors shaped his success. The discussion explores current challenges for brokers, including regulatory pressures, customer demands and technology's growing influence. Ben provides a forward-looking perspective on the role of AI and the importance of strategic partnerships in shaping a stronger, more professional mortgage sector. With a focus on mentorship, Ben reflects on the value of helping the next generation, emphasising the importance of consistency, curiosity and integrity in building a lasting impact.
In this episode of the Growth Series podcast, Chantelle Wilson chats with Matthew Williams, Mortgage Consultant at London Money, about how brokers can build a strong local brand. Matt shares how hosting weekly mortgage clinics at a local coffee shop and partnering with businesses like estate agents and solicitors has helped him become a trusted figure in Chelmsford. He highlights the importance of face-to-face interactions, social media engagement, and positive client reviews in building credibility and trust. Despite challenges like competition and stepping out of his comfort zone for video content, Matt explains how creative marketing, such as leaflets and community events, has helped his business thrive. His advice to brokers: focus on consistency, collaboration, and authentic connections to succeed in your local market.
In episode #112 of the Growth Series podcast, host Gurpreet Chahal sits down with Bob Singh, Director of Chess Mortgages, to discuss how TikTok has transformed his business. Known as the "Mortgage Maharaja," Bob shares how he overcame initial scepticism and leveraged TikTok to create a powerful personal brand that attracts diverse clients. From mastering the platform's live feature to balancing personality with professionalism, Bob provides actionable insights that any broker can adopt to grow their audience and enhance lead generation. Highlights include: -Bob's reflections on the challenges of consistency -The innovative use of live Q&A sessions to demonstrate expertise -The power of authenticity in building trust with potential clients. With stories of how TikTok has opened doors to high-value inquiries and fostered lasting client relationships, this episode is a must-listen for brokers ready to explore the platform's potential.
In episode #111 of the Growth Series podcast, Natalie Pater, Regional Account Manager at PMS is joined by Darren Polson, Head of Mortgage Operations at Aberdein Considine to discuss the secrets to crafting training plans that not only boost business growth but also nurture personal development in your team. Darren breaks down the essential elements of an effective training plan, from a personalised induction process to an interim development period with targeted support and the vital role of ongoing mentorship. Discover how these components work together to build confident, capable mortgage brokers ready to excel in their roles. With innovative methods like online learning and bi-weekly development slots, Darren illustrates how to maintain high levels of engagement while accommodating flexible work structures. Whether you aim to enhance customer outcomes, improve staff retention or foster career progression, this episode is packed with actionable insights to help your mortgage firm thrive.
In episode #110 of the Growth Series podcast, Charlotte Bates and Natalie Wilcox, Directors of BatesWilcox, join our host Adam Parker, Accord BDM, to discuss how they've built a thriving mortgage broker firm by leveraging the power of apprenticeships and integrating fresh talent into their business by collaborating with companies that specialise in financial services apprenticeships. Charlotte and Natalie share their innovative approach, emphasising the value of personality and communication skills over formal qualifications and revealing how this strategy has opened doors to various roles including marketing and HR. They discuss the importance of investing in staff development and recognising potential, even from outside the industry, to create a loyal and well-rounded team. Don't miss their invaluable advice on nurturing talent and promoting from within to build a cohesive and dedicated workforce.
In episode 109 of the Growth Series podcast, Charlotte Bates and Natalie Wilcox, Directors of BatesWilcox, join our host Adam Parker, Accord BDM, to discuss effective recruitment strategies for brokers. The discussion covers how to navigate the competitive job market, defining recruitment USPs and leveraging technology to streamline the hiring process. Both brokers lean on their extensive experience to offer insights into retention strategies and the importance of creating a positive work environment to keep top talent engaged.
In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise various types of vulnerabilities, and build trust with clients. Plus, Paul discusses the comprehensive training and support initiatives by the Openwork Partnership, including establishing power of attorney and simplifying vulnerability reporting, to better serve vulnerable clients and enhance business processes.
In this episode of the Growth Series podcast, Corporate Account Manager Gurpreet Chahal is joined by Giles Smith, Technical Director at SDL Surveying and Simon Jackson, CEO at SDL Surveying, to discuss the critical role brokers play in supporting clients to retrofit homes, aiding the UK's journey towards net zero carbon emissions. They explore the complexities of housing contributions to carbon emissions, the need for large-scale retrofitting, the challenges presented by the UK's old housing stock and the importance of education and skilled tradespeople. The conversation also covers the role of green finance, grants and the necessity for a clear governmental directive to support the retrofit industry, providing brokers with practical advice on how to navigate these challenges and support clients effectively.
Welcome to another episode of Accord Mortgages Growth Series podcast, in episode #106 Gurpreet is joined by industry colleagues Paul Purewal from Coventry Building Society and John Samra from Just Mortgages. The discussion centres around the significance of names, personal identity and cultural heritage in the context of South Asian Heritage Month. Paul and John share their personal stories about using more westernised names to fit in and how this has impacted their professional lives. They explore the evolving perceptions of non-western names in society and the importance of embracing one's heritage. The episode aims to shed light on the experiences, challenges, and discussions around diversity, equity and inclusion within the mortgage industry. Tune in for insightful dialogue and personal anecdotes that highlight the importance of being proud of one's identity and name.
In this episode of the Accord Mortgages Growth Series podcast, host Gurpreet Chahal, Corporate Account Manager at Accord discusses the evolving mortgage market with Richard Howes, Director of Mortgages at Paradigm Mortgage Services, and Anthony Rose, CEO at LDN Finance. They explore significant changes in the industry, from the impacts of COVID-19 and economic turmoil to fluctuating interest rates and the crucial role of brokers in providing tailored advice. The discussion covers strategies for brokers to adapt and thrive, the importance of considering clients' overall financial picture, the potential of technology and AI in assisting brokers and best practices for staying informed about industry trends. The episode highlights the persistent value of broker-client relationships amidst technological advancements and regulatory changes.
In the latest Accord Mortgages Growth Series podcast, Natalie Pater, Regional Key Account Manager for PMS interviews Jamie Lewis, Managing Director at Affinity Mortgages and Tim Atkinson, Managing Director at Mortgage Required. They discuss the evolution of their businesses, their individual journeys in the mortgage industry and the strategies they used to attract and retain talent while maintaining a diverse and inclusive work environment. The conversation also touches on the challenges of transitioning from advising clients to leadership roles, the importance of staying connected to industry trends and how technology supports their operations. Both guests offer valuable lessons in leadership and team management, emphasising trust, empathy and the significance of a supportive work culture.
In episode 103 of the Growth Series podcast, Nicola Alvarez, Senior Manager Proposition Development at Accord Mortgages, speaks to Megha Srivastava, National Account Manager at Twenty7Tec, Rachel Edwards, Senior Policy Advisor at the Association of Mortgage Intermediaries, and Dom Scott, Managing Director at Lifetime Connect, about the benefits of mentoring.
In episode 102 of the Growth Series podcast, Mike Houston, Business Development Manager at Accord Mortgages, speaks to Rob Chart, Mortgage and Protection Advisor at The Finance Planning Group, about client contact strategies and why they are so important.
In episode 101 of the Growth Series podcast, Jeremy Duncombe, Managing Director of Accord Mortgages, speaks to Kevin Roberts, Managing Director of L&G Mortgage Services, and Clare Beardmore, Director of L&G's Mortgage Club, about allyship and investing in women.
In episode 100 of the Growth Series podcast, Kathy Clark, Business Development Manager at Accord Mortgages, speaks to Lea Karasavvas, Managing Director at Prolific Mortgage Finance, about first-time buyers, the difficulties they face and how brokers can help this particular group.
In episode 99 of the Growth Series podcast, Stephanie Charman, Strategic Relationships Director at Sesame Bankhall Group, speaks to Richard Danna, Co-Founder of Tembomoney about intergenerational lending.
In episode 98 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, is joined by Robert Sinclair, Chief Executive of the Association of Mortgage Intermediaries (AMI), and Nick Piper, Senior Manager, Governance and Strategy at Accord Mortgages, to discuss the implementation and ongoing impact of Consumer Duty.
In episode 97 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, speaks to Giles Smith, Technical Director at SDL Surveying, about what's in store for the housing market this year.
In episode 96 of this two part Growth Series podcast, Jeremy Duncombe,Managing Director at Accord Mortgages, speaks with Rob Thomas, Principal Researcher at IMLA, and Charles Roe, Director of Mortgages at UK Finance, about what's in store for the mortgage market in 2024.
In episode 95 of this two part Growth Series podcast, Jeremy Duncombe,Managing Director at Accord Mortgages, speaks with Rob Thomas, Principal Researcher at IMLA, and Charles Roe, Director of Mortgages at UK Finance, about how the mortgage market performed in 2023.
In episode 94 of the Growth Series podcast, Sian Varone, Business Development Manager at Accord Mortgages, speaks to Hemat Natha, CEO and Advisor at Mortgage Advice Point, about mental health and why it is important for brokers.
In episode 93 of the Growth Series podcast, Iain Cunningham, Corporate Account Manager at Accord Mortgages, speaks with Chris Targett of Social for Brokers about simple ways that brokers can elevate their social media presence.
In episode 92 of the Growth Series podcast, Yvonne Payne, Business Development Manager at Accord Mortgages, speaks to George Williamson of the Mortgage Advice Brokerage, about the difference technology can make to brokers.
In episode 91 of the Growth Series podcast, Nicola Alvarez, Senior Manager Proposition Development at Accord Mortgages, speaks to Nick Elston, Founder of Forging People, about how brokers can both look after their mental health and support anxious clients.
In episode 90 of the Growth Series podcast, Jess Keniwell, Business Development Manager at Accord Mortgages, speaks to Phil Anderson, Director at Phil Anderson Financial, about training and development.
In episode 89 of the Growth Series podcast, Jeremy Duncombe, Managing Director of Accord Mortgages, speaks to Charlotte Nixon, Mortgage and Protection Proposition Director at Quilter Financial Planning, about the value of advice, given the current volatility in the mortgage market.
In episode 88 of the Growth Series podcast, Adam Parker, Business Development Manager at Accord Mortgages, speaks to Pam Brown, owner of Oxfordshire-based company Pam Brown Mortgages, about how to set up a successful business, what Pam's learned while working in the mortgage industry, and what she wishes she'd known beforehand.
In episode 87 of the Growth Series podcast, Sian Varone, Business Development Manager at Accord Mortgages, speaks to Ken James, a Mortgage Broker at Contractor Mortgage Services, about building referral relationships with other businesses, such as estate agents, accountants and solicitors.
In episode 86 of the Growth Series podcast, Chris Hill, Senior Manager at Accord Mortgages, speaks with Chris Frame, Senior Director at Get Ground, about how conditions in the buy-to-let mortgage market are likely to evolve in 2023 and beyond
In episode 85 of the Growth Series podcast, Jeremy Duncombe, Managing Director at Accord Mortgages, catches up with LDN Finance's Chief Operating Officer Greg Cunnington and Mortgage Adviser Heather Greatorex about the latest developments in the mortgage market and what happens next.
In episode 84 of the Growth Series podcast, Nicola Alvarez, Senior Manager Proposition Development at Accord Mortgages, is joined by Danny Belton, Head of Lender Relationships at L&G Mortgage Club, and Racheal Hunnisett, Green Mortgage Campaign Lead at the Green Finance Institute, to discuss green mortgages.
In Episode 83 of the Growth Series Podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, is joined by Nick Piper, Senior Manager, Governance and Strategy at Accord Mortgages and David Hollingworth, Associated Director, Communications at L&C Mortgages, to discuss Consumer Duty
In episode 82 of the Growth Series podcast, Andrew Calder, Corporate Account Manager at Accord Mortgages, is joined by Nicola Mckenzie, Private Client Services Manager at Dunham McCarthy and Matt Brown, Head of Proposition at Primis, to discuss the protection gap in the market.
In episode 81 of the Growth Series podcast, Tom Simpson, Managing Director for YBS Commercial Mortgages, is joined by Norman Chambers, Managing Director of the National Association of Commercial Finance Brokers (NACFB), to discuss the commercial mortgages market, the opportunities and threats faced by the sector, and what the future might look like.
In episode 80 of the Growth Series podcast, Nicola Alvarez, Senior Manager Proposition Development at Accord Mortgages, is joined by Nicola Goldie, Head of National Accounts at Virgin Money, Lisa Martin, Development Director at TMA Mortgage Club and Atlyn Forde, Senior Manager and the Global and UK Diversity and Inclusion Committee Chair at Pepper Money, who discuss the type of work they've done in this area and why they wanted to be involved.
In episode 79 of the Growth Series podcast, Jeremy Duncombe, Managing Director at Accord Mortgages, speaks with Charles Roe, Director of Mortgages at UK Finance, and Rob Thomas, Principal Researcher at IMLA, about what lies ahead for the mortgage market in 2023.
In episode 78 of the Growth Series podcast, Jeremy Duncombe, Managing Director at Accord Mortgages, speaks with Charles Roe, Director of Mortgages at UK Finance, and Rob Thomas, Principal Researcher at IMLA, to reflect on 2022.
In episode 77 of the Growth Series podcast, Jeremy Duncombe, Managing Director at Accord Mortgages, speaks to LDN Finance's Chief Operating Officer Greg Cunnington and Mortgage Adviser Heather Greatorex about the recent turmoil in the mortgage market and what happens next.
In episode 76 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, speaks to Greg Cunnington, Chief Operating Officer at LDNfinance, and David Hollingsworth, Associate Director of Communications L&C Mortgages, about recruiting and developing talent in a changing broker market.
In episode 75 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, speaks to Christine Newell, Mortgages Technical Director at Paradigm Mortgages, and Graeme Stewart, Head of Compliance Consultancy at Paradigm Consulting, about what the Consumer Duty means for brokers.
In episode 74 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, speaks to Greg Cunnington, Chief Operating Officer at LDNfinance, and Oliver Peace, Managing Director at James Leighton Financial Services, about the future of the advised broker market.
In episode 73 of the Growth Series podcast, Iain Cunningham, Corporate Account Manager at Accord Mortgages, discusses technology for brokers with Maria Harris, industry consultant at Digital Cat.
In episode 72 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, speaks to Christine Newell, Mortgages Technical Director at Paradigm Mortgages, and Graeme Stewart, Head of Compliance Consultancy at Paradigm Consulting, about the Consumer Duty.