The Growth Engine Podcast

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 the next 12 months

-review and protect your business

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 mortgages and the future

-the market in the next 6-12 months

-351 Google reviews and counting. 

-Award ceremonies

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 Mortgages. 

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.

Difficult conversations.

New MCC portal for Advisors.

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 honest Ros is on her Social Media.

Ros teaching me to open up about the challenges 2023 has thrown my way.

How to emerge from tough times.

AI and Social Media management. A support or a challenge?

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.