The Growth Engine Podcast

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 won.

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 from day one?

-What is the IPO register and what does it contain?

-What if I need specialist advice?

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 we demonstrate to the FCA that this is a widespread practice?

-Is travelling long disctances to Clinet's homes the right thing to do?

-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

-Choosing how you react

-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 the 92 year old First Time Buyer!