Advice Guru Lending Podcast

This is intended for intermediary use only and has not been approved for customer use.

This is intended for intermediary use only and has not been approved for customer use.

dd

This is intended for intermediary use only and has not been approved for use with customers

Sanjay and I discuss his career, family and what he does to relax. ‘This is intended for intermediary use only and has not been approved for use with customers.’

Chris Flowers

Ben and I discuss his Wills, Trusts and Power of Attorney business.

Craig Spark

Craig discusses his previous career, what happened in 2023 and his first six months at Paymentshield.

In this episode I discuss the final three in each of the Advisor and 'Other' Categories in the Mortgage Solutions Awards on Thursday January 25th. I also have a guess at who I think may win each category. I will be checking to see how many I got right after the awards. I also discuss the new type of products starting to emerge in the Equity Release market in January 2024. No doubt we will be discu...

An interesting chat about the launch of the Advice Guru website and how it will benefit Consumers and Advisors to support the growth of compliant Later Life Lending in 2024 and beyond.

Join us for the end of year quiz featuring many of your favourite guests from the podcast in 2023.

In this episode, we talk to Stuart Wilson (Chairman of Answers in Retirement) about the 2023 AiR Awards which took place on Thursday 30th November. I also managed to catch up with some of the Award winners to discuss how they felt about winning their award and why they felt they did. Listen to interviews with Matthew Taylor, David Forsdyke and Scott Burman about the awards they or their company wo...

A wide ranging discussion about Intellectual Property Law with my guest Joshua Chauhan of Wolferstans Solicitors including: -How Josh first became interested in law and specialising in this niche area. -Trademarks. What are they and how they can protect your brand? -the difference between Tradmarks and Copyright. -what if a company already has Trademarked my brand? -can I protect my new business f...

Stuart and David talk about a variety of subjects including: -The recent popularity of one of David's posts on Linkedin -The reasons behind this -Advisors needing to show that they are not selling Equity Release to clients -Examples of when we tell Clients that ER is not right for them. -How can we tell the FCA they are wrong wiht no evidence? -Who should collate the 'non sales' data? -How could w...

-Lisa describes the life of a BDM -Listening to all the Podcasts in the car -Lisa Podcast vs Steve Wilkie's Ibiza Pod! -The main question Brokers are asking -Unusual ways to meet your Broker -The Sky Diving BDM -What Lisa loves about her role -Responsible Lending and Advisor support -the future for Lisa and Responsible    

Jon Dunckley and I discuss a wide range of topics including: -Creating a great work/life balance -The importance of family -The power of goals -How Jon's autism influences him -using your strengths in business -Jon's previous career -Ten years in the Later Life Lending industry -Equity Release guidance audits -Jon's current business growth areas -2023. A tough year. Resetting your mindset -Choosin...

-Leaving the Equity Release industry -Changing industry and settling in -Using transferable skills to succeed -Hattie's early career -Fraud in the sector and how to prevent it -supporting vulnerable clients -Hattie's love of horses, inspiration and perspiration -The Equity Release years -Hattie's current role and the future

Matt and I discuss many topics including: -the latest at the Rugby World Cup -Matt at Loughborough University -Moving to many happy years at Nationwide Building Society -A career change moving to Equilaw -The evolution of cases and the interaction with Advisors -Introducing new tech to improve the Client and Advisor experience The future of Equilaw and the Later Life Lending market  

In this episode I speak with Pat Bunton, Strategic Advisor at Livemore about: -His early career and the growth of London and Country -Selling L and C to Experian for £177 million in 2018 -The 'no fees advice' model -Innovation, efficiency and growth -The call from Livemore -Livemore and Innovation. What the industry needs? -the art of the possible for consumers -the power of case studies and...

Daniel and I discuss: -his previous career as a Centre Parcs Instructor -starting in the Later Life Lending market with Pure -Daniel's day to day role -Who Advise Wise are and what they do -New tech and its role in the growth of Later Life Lending -The growth of AI -Building trust with Consumers -The move to a Later Life Lending market and away from a siloed approach

Jane talks to Nicola and I about a variety of topics including: -the Rugby World Cup -joining the Later Life Lending market in 2018 -The Team at Pure -The new Mullan arrival! -Simplicity, Honesty and Responsibility -Marketing Support for Advisors -A challenging market -Project online application from Pure -the Advisor/BDM relationship          

Three industry stalwarts, Pat Bunton, David Forsdyke and Les Pick join me to discuss their views on several interesting topics including:  -The Later Life Lending time machine -developing products to suit all over 50s -the evolution and development of advice -networking and partners -affordability first -no more 'one size fits all' -most effective things advisors could focus on for success in...

James Miles, director at The Mortgage Quarter (TMQ) joins me to discuss: -his previous career with Halifax -top tips for new brokers -becoming a 'poacher turned game keeper' and starting TMQ -how to understand mortgage clients needs in 2023 -bank closures and the opportunity for Advisors -building relationships with Introducers -product transfer vs remortgage -a team of 14 and growing -AI in mortg...

Managing Director of 'Fix My Legals' Rhys joins me to discuss why he started FML. Rhys explains why he sold his highly successful Peak Mortgages company recently. Rhys also discusses: -why he detests mortgages most days -why Later Life Lending tends to have better conveyancing firms than residential mortgages -the Snowdownia Blacksmith retirement plan -how he grew over 500 client reviews for Peak...