The Growth Engine Podcast

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 Director at LeadTech), Sara Laws (The Mortgage Mam), and Rachel Flanagan.

Each guest highlights their key takeaways from earlier discussions on business planning, introducers, and lead generation — and offers clear, actionable advice on what advisers should prioritise right now. The conversation touches on the importance of creating measurable business plans, building long-term introducer relationships, and making smart choices between free and paid lead sources.

Stuart Wilson stresses the role of marketing visibility, while Will Hale draws on industry trends in later life lending to outline where opportunities lie. Andy Longhurst explains how advisers can best evaluate lead quality, and Sara Laws with Rachel Flanagan give an adviser’s view of practical steps that make the biggest difference day-to-day. Together, they offer a roadmap of strategies that advisers can put into action immediately.

This episode is a must-listen for advisers looking to focus their energy on what truly drives growth. By combining expert industry insight with real adviser experiences, it delivers a concise set of priorities that can shape your next stage of business success.

To explore more free resources and educational guides, visit Advice Guru. For tailored mortgage and equity release support, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #AdviserGrowth #KeyTakeaways #MortgageAdvice #EquityRelease #LaterLifeLending #LeadGeneration #AiR #KeyGroup #LeadTech #MortgageMam

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 they explore how advisers can access quality business opportunities through introducers, paid lead providers, and smart referral partnerships.

The conversation dives into the benefits of working with introducers such as solicitors, estate planners, and accountants who can connect advisers with clients at the right stage of their financial journey. The panel also unpacks the wide range of paid lead options available — from specialist lead generation firms to marketing campaigns — and discusses how to measure cost versus conversion.

Listeners will hear expert insights on how to build long-term relationships with introducers, manage the risks of paid leads, and integrate both into a wider business growth strategy. Will Hale explains the role introducers play in the later life lending sector, while Andy Longhurst provides a commercial view on scaling lead generation through paid sources. Sara Laws and Rachel Flanagan share practical adviser experiences of balancing costs, expectations, and real client engagement.

With guidance from Advice Guru and Guru Mortgage Solutions, advisers can make smarter choices about lead generation — ensuring every opportunity delivers sustainable growth. This episode is packed with actionable strategies for anyone looking to expand their client base in mortgages, equity release, or later life lending.

For more free tools and educational resources, visit Advice Guru. For personalised advice and mortgage support, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #LeadGeneration #Introducers #PaidLeads #MortgageAdvice #EquityRelease #LaterLifeLending #AiR #KeyGroup #LeadTech #MortgageMam

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 Laws (The Mortgage Mam), and Rachel Flanagan. Together they share insights on how advisers can build sustainable businesses through clear planning, client targeting, and effective use of leads.

This episode covers why every adviser needs a strong business plan, the key differences between free and paid leads, and how introducers, referrals, and networks can accelerate growth. You’ll also hear expert perspectives on marketing strategies, industry trends in later life lending, and practical experiences from working mortgage advisers. From large-scale lead generation to grassroots community advice, this discussion highlights the importance of consistency, accountability, and measurable results.

Listeners will discover how Advice Guru and Guru Mortgage Solutions provide the tools, education, and lead pathways to support advisers at every stage of their journey. Whether you’re focused on equity release, mortgages, or later life lending, this episode will give you actionable tips to grow your business.

For more free guides and resources on mortgages, equity release, and later life lending, visit Advice Guru. For tailored financial advice, connect with Guru Mortgage Solutions.

#AdviceGuru #GuruMortgageSolutions #BusinessPlans #LeadGeneration #MortgageAdvice #EquityRelease #LaterLifeLending #AiR #KeyGroup #LeadTech #MortgageMam

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.