Advice Guru Lending Podcast

Uncovering the Short-Lease Challenge: Guy de Jersey on Lifetime Mortgage Gateway Logistics In this powerful episode of The Advice Guru Podcast , hosts Stuart Powell and Stuart Wilson sit down with Guy de Jersey , Managing Director of Lifetime Mortgage Gateway Logistics (LMG) , to unpack one of the biggest hidden issues in later-life lending — short leases and how they block thousands of older home...

In this episode of the Advice Guru Podcast, we welcome three advisers actively building their business plans using the new Advice Guru Business Planning Tool. Stuart and Ben sit down with Tim Spencer, Andy Wilson and Rich Baxter to explore what they’ve learned so far — from succession planning and financial forecasting to time management, workflows and the emotional reality of running a small advi...

In this episode, we put the business plan to work —moving from slide deck to day-to-day execution. Stuart unpacks how to turn targets into trackable actions across lead generation, adviser workflows, compliance (Consumer Duty), and revenue forecasting. You’ll hear practical tactics for aligning marketing with introducers, building a measurable pipeline, setting lender-mix goals, and using dashboar...

💭 “A business plan only works if you actually use it.” That line came up again during this week’s Advice Guru Podcast , and it couldn’t be more true. In this latest episode — The First Half of the Business Plan — we pick up where we left off last week, moving from why advisers should have a business plan to how to make it work in practice. Joined again by Stuart Wilson , Andy Wilson , Mark Varela...

Advisers and Using the Business Plan Guru In this episode of the Advice Guru Podcast , host Stuart Powell and co-host Stuart Wilson are joined by a panel of experienced advisers — Andy Wilson, Mark Varela, Tim Spencer, and Rich Baxter — to explore how financial advisers can use the new Business Plan Guru Tool to plan, track, and grow their businesses with purpose. Together they discuss why so many...

🎙️ Episode Title: Business Plan Guru AI Launch – Part 2: Turning Ideas into Action 📝 Episode Description: In this episode, hosts Stuart Powell and Stuart Wilson continue their discussion on Business Plan Guru AI — the powerful new planning tool designed to help Mortgage Advisers, Equity Release Specialists, and IFAs plan smarter and grow stronger in 2026. Joined again by advisers Andy Wilson , Ri...

🎙️ Episode Title: Business Plan Guru AI Launch – How Advisers Can Build Stronger Businesses for 2026 📝 Episode Description: In this episode, hosts Stuart Powell and Stuart Wilson introduce Business Plan Guru AI — a powerful new platform helping Mortgage Advisers, Equity Release Specialists and IFAs plan smarter, market better, and grow stronger in 2026. Joined by leading advisers Andy Wilson (Lin...

Episode Summary In this episode of the Advice Guru Podcast, Stuart catches up with Scott Burman, Head of Distribution at Pure Retirement , to explore the latest developments in later life lending. They discuss Pure’s redesigned website and broker portal, how the company gathers and acts on advisor feedback, and the evolution of its market-leading marketing toolkit . Scott also shares insights on P...

About Adrian Cavill. His past work history and how he has grown to be the Later Life Lending Adviser he is today.

We discuss with Adrian Cavill having a Business Plan and a Marketing Plan. He tells us about the elements within his plans and how he executes the different aspects of them.

Key Takeaways & Adviser Action Points | Advice Guru Podcast In this special follow-up episode of the Advice Guru Podcast , host Stuart Powell brings back a panel of leading voices to reflect on the first two episodes and share their top recommendations for advisers. Joining him once again are Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group ), Andy Longhurst (Commercial Di...

Introducers & Paid Lead Generation Strategies for Advisers | Advice Guru Podcast In this episode of the Advice Guru Podcast , host Stuart Powell is joined once again by a panel of leading industry experts: Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group ), Andy Longhurst (Commercial Director at LeadTech ), Sara Laws ( The Mortgage Mam ), and Rachel Flanagan . Together the...

Business Plans & Lead Generation with Industry Experts | Advice Guru Podcast Learn how business plans and lead generation drive adviser growth in this powerful episode of the Advice Guru Podcast . Host Stuart Powell is joined by a panel of industry leaders including Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group ), Andy Longhurst (Commercial Director at LeadTech ), Sara...

Gemma discusses her new role at Pure, what that involves, as well as the support and tools Pure Retirement have available for Equity Release advisers to market their business.

This episode explains why we created the Legal Guru AI Agent and how Equilaw helped us train it, develop and test it. A great tool for Advisers and Clients in the Equity Release market.

How has Advice Guru worked with Lenders to support advisers? The Lender Support Grid is a unique and interactive tool that shows advisers all the ways in which lenders can support the growth of their business. It also has direct links to the BDM teams of all lenders in one place.

The first dedicated podcast that explains the five ways Advise Guru will support Advisers to grow their business focuses on lead generation. We have so many way that we can help businesses obtain free, paid and introduced leads as well as automated nurturing of their existing leads to appointment stage and beyond. Listen to us discuss them and get ready to use them.

In this episode we update our listeners on the exciting news that the Advice Guru adviser business growth support tools have been developed and are being tested ready for launch. Stuart Wilson and I go through the five areas in which we will help you grow your business.

In this episode, Jonathan Thirkill, Founder and CEO at Advise Wise and Managing Director at Age Partnership joins us to discuss his role. Jonathan also tells us where he sees the Later Life lending market going in the next 12 months and exclusively reveals details of an exciting, exclusive project he and a major partner have just agreed.

Paul joins us to discuss why Advisers change companies and how he supports them in their search for a new company, or to change their company status at the FCA.

Jess joins me to talk all things Smart Money People, in particular how the site helps consumers make smart decisions, how lenders use the information they gather, and how brokers could join the site for free and grow their client reviews.

Steve talks about his day to day role at MAB and how he is focused on growing the Later Life Market.

Leon joins me to discuss the huge leaps forward Livemore have made in product innovation recently. We also discuss how the market could and should evolve and grow. Some controversial points raised but a very interesting conversation.

Adrian Brewer, Head of Later Life Lending at Access Financial Solutions discusses his passion for Later Life Lending, referrals from Mortgage Advisers and his very interesting and some would say controversial views on how we treat the topic of vulnerability.

Colin tells us about how Perenna started and was laucnched in 2024. A unique lender with products that will change how the Later Life Lending market works.