Advice Guru Lending Podcast

Jacqueline discusses her previous career and how My Care Consultant (MCC) started. Jacqueline describes the service MCC provides to Advisors and Clients. 'A new breed of expert' Why the business was started.  How early we should seek Care Advice. Cost of services and what you receive. The levels of Care needed from 1-10. The nine ways to pay for Care. Equity Release and Care in the home....

Rosalia, 'I started my business by accident!' Working with Advisors on their buisness. The Money Honey brand and podcast. 'Now is the only time for Advisors to innovate'. The questions Advisors are currently asking Ros. How are some Networks currently upsetting Advisors? Ros talks about her new and first ever book: a Social Media self-study guide for Advisors to grow their business. How raw and ho...

In this episode, Stuart and Nicola explore the questions that are being asked on the Advice Guru Facebook pages.  What do Advisors need to know? What are Consumers asking about currently? An interesting look back and discussion of the last month.

Rachel discusses a variety of topics including: -Rachel's day to day role -supporting firms growth and development -2023 compared to other years -preparing for growth again -the return of discretionary spending? -car parking clients -building a snowman in summer!  

This episode rounds up our conversations around AI and its potential uses to help advisors and consumers in the Later Life Lending market. We also update the Top 3 podcast episodes ranked by listeners and look ahead to some future guests on the pod.

Lots of insight into AI in this one and some great tips about which sites could work for your company. And Stuart with his rendition of Bohemian Rhapsody. No really.

AI part 2

We have a few changes for Season 2. Firstly, the podcast has changed its name...to Advice Guru Podcast: Later Life Lending. Secondly, the podcast is now sponsored by Responsible Lending and Royal London to celebrate the fact that Responsible Lending are the exlusive providers of Royal London products. The third change is in the topics for this season. Season 2 will focus on using modern technology...

In this bonus episode, Stuart and Nicola are joined by advisors John Harris and Paul Edwards to discuss what they thought of the Air Conference at the British Motor Museum on Thursday 29th June 2023

In this podcast we find out about the underwriting process and how an Operations Director of a lender sees the current and future market.  -How did they progress to their current positions? -Who has a 96% accept rate on Lifetime Mortgages? -Why do they want more cases from advisors that are 'more on the fringes'? -Can you contact them for pre-clearance on a case? -What were the major challeng...

Find out about the event on Thursday 29th June 2023

In a first for the Equity Release Podcast, we have a surveying expert as a guest. James tells us all about the process of surveying a property for Equity Release purposes as well as: -how surveyors also consider potential vulnerabilities in a client -could there be different ways of surveying property with loft foam spray insulation in the future? -what being on the Equity Release Council Standard...

In this episode we chat with Kay Westgarth, Sales Director at Standard Life Home Finance about: -Kay's previous career -listening to podcasts to relax and learn -family, football and friends -what Kay enjoys most about her job -supporting advisors -the Equity Release summit -changing consumer perceptions -the current market and the future

This episode was recorded on June 1st 2023 and features Stuart Powell talking to Kay Westgarth, Sales Director of Standard Life Home Finance, Carol Nuttall, Director at Adlington Law and Nicola Palmer, Senior Business Development Coonsultant at Air. The topic of discussion is 'what has happened to the Equity Release Market so far in 2023?' The podcast features a lively conversation about how the i...

In this episode, Stuart discusses the first six months of the podcast. He discusses the huge growth in the number of listeners and individual listens as well as the most popular episodes. Stuart also covers the future direction of the podcast and asks the audience what type of guests (and who) they would like to hear in the future.

The second (and last) episode that brings together Plymouth, Finances and Sport. This episode isinteresting because the finances in place in football are rarely seen in the world of rugby. Ellie discusses: -her introduction to the world of wotrk and financiaql services -working in the Bridging Loan business -her family saving Plymouth Albion from administration -the dynamics of a family business&n...

Connor talks about his carrer and becoming a BDM as well as: -How he manages to combine family life and work on the road -How Canada Life reacted to the market turmoil in late 2022 and early 2023 -The current range of Canada Life products and LTVs -What comes next for Canada Liofe products, interest rates and LTVs

This episode features Stuart and Nicola talking to Ali about: -Ali's previous jobs in the City before becoming an IFA -Ali's first referral to me and how that changed his life -Travel, new cars, home improvements, fish tanks and fun! -The clients future plans-paying for care in his home? -Where Ali feels Lifetime Mortgage advice fits into the IFA advice process -Equity Release as part of IHT plann...

In this episode I discuss three of my favourite things: Football, Finance and Plymouth with a hero of mine, Simon Hallett. In a wide ranging chat we discuss: -Simon's early years living in Bristol, South London and Plymouth -School at Plymouth College, Oxford University then a career in Banking, Stock Broking and Investments. -How Simon started his love affair with Plymouth Argyle in 1966 -how he...

In this episode, Dave Harris CEO of Lifetime Mortgage lender More2Life talks to us about several topics including: -how Dave got into the industry -Dave's views on the events of the last six months -what the M2L senior team are doing to create more business for advisors -how Dave works with funders and his team on lower interest rates, higher LTVs and product innovation -what new things are coming...

In this podcast we discuss: -where Steve's Equity Release journey started -The growth of Responsible Life and Lending -Ibiza living and the new arrival -banks and their vested interests -Broker opportunites for growth -Building relationships with Introducers -Lifetime customer value -Partnership with Royal London -The new Royal London products on Air -Advisor registration for the new products -Gre...

Out takes!

This episode covers: David's background Who Knight Frank are High Net Worth clients and Equity Release Story about wealthy clients in Regents Park London Equity Release and Estate Planning Equity Release and Tax Planning Working with IFAs and Introducers Potential Risks and pitfalls of Equity Rlease Consumer Duty and Plain English The amazing Air Masterclasses Artificial Intelligence and poetry Th...

In this episode we talk to Devon based Lifetime Mortgage professional Stuart Borthwick. His unique ways of looking after clients and how he and Leanne balance their business with looking after twins is revealed. Often funny, very inspiring, this podcast discusses the reality of running your own small advisory business.

Gary talks about how he used to generate leads for Mortgages and Equity Release, and how he suggests advisors do this in 2023.