The New Leaf Podcast

Are you ready to stop being "swallowed up" by consolidation and start building your own brand? Hayley Rabbets formerly of the Verve Foundation joins the New Leaf Podcast to share the ultimate roadmap for budding financial entrepreneurs.

Key Takeaways:

• The Three Pillars of Growth: Learn the difference between the Consider, Build, and Grow stages of business development.
• The Resilience Factor: Why belief in your "why" is the only thing that will keep you going when the phone isn't ringing.
• Network vs. Solo: Why a network like New Leaf provides a vital community that prevents the "loneliness" of direct authorization.
• Capital is King: Why you should never underestimate the amount of savings needed before making the leap.
• Embracing the Advice Gap: How to use technology to create efficiency and reach the next generation of clients.

Resources:

• New Leaf Distribution: www.newleafdistribution.co.uk
• The Verve Foundation: www.thevervefoundation.co.uk

About New Leaf Distribution: New Leaf Distribution is a premier financial services network. We empower advisors through robust compliance, cutting-edge technology, and a dedicated community designed to foster long-term business growth.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

On the New Leaf Podcast, Founder Mark Hobbs welcomes two of the network's most successful and long-standing advisers, Mark Scott and Marta Scott-Manuszewska, who run Positive Advisers and Five Star Mortgages. This episode is an uncensored look at entrepreneurial resilience.

In a candid chat, they discuss how they started with almost nothing after leaving a previous firm, built their business quickly from their dining room table, and are now a 

team of 12 desperate for more advisers due to the sheer volume of leads they generate.

Mark and Marta dissect the keys to their 10-year partnership with New Leaf, revealing why the 

joint venture mentality and direct access to compliance is non-negotiable for their growth. They also share their unique strategy for successfully recruiting and progressing new-to-industry advisers , and how their focus on a family-friendly firm has resulted in a predominantly female workforce.

Links:

• Visit New Leaf: www.newleafdistribution.co.uk
• Learn about joining Mark & Marta's team: www.fivestarmortgages.co.uk/careers/mortgage-broker-opportunities

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

In this episode of the New Leaf Podcast, host Sam Wallis sits down with the inspiring Rebecca Penny from Planet Financial to discuss what it's truly like to go self-employed in the financial services industry. Rebecca shares her journey from a comfortable private banking role to being rejected by every network for not having a client bank or her Competent Adviser Status (CAS).

She reveals how she overcame these challenges and, with the support of New Leaf Distribution, built a thriving business based on her unique values and a mission to "build confident financial futures." They also discuss the future of the industry, the role of AI in improving efficiency, and the most impactful strategies for new advisers.

This episode is a must-watch for anyone considering a career change or looking for the motivation to start their own financial advisory firm.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

Welcome to the New Leaf podcast, where host Mark Hobbs, Chairman and Founder of New Leaf Distribution, sits down with the amazing Samantha Challis from Another View Financial Services. Samantha shares her incredible journey of growing her income from just £30,000 to over £300,000 in only three years.

In this episode, she reveals her secrets to success, including:

• Mastering the Mindset: Samantha explains how controlling her mindset and recognizing her flaws was crucial to her success.
• The Power of Support: She credits embracing the support and resources available through New Leaf Distribution for her dramatic transition.
• The "Go Giver" Philosophy: Samantha shares her core belief that being a "go giver" and leaving people in a better place for having known her is her personal and business mantra.
• The Importance of Numbers: She discusses the moment she realized she had to "know her numbers" and the simple strategy she used to build momentum.
• What Drives Success: The episode explores why women are attracted to the New Leaf group's "family vibe" and how being a "giver" can lead to incredible success.

Whether you're a new adviser or a seasoned professional, this episode is a masterclass in professional and personal growth.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

In this episode, host Daniel Hobbs, CEO of New Leaf Distribution, sits down with Riz Malik from R3 Mortgages, a well-known IFA pundit and Sky News contributor.

Riz shares his incredible journey of growing a business from zero to over a thousand clients since 2014, and how he successfully transitioned from a mortgage adviser to an IFA. He also offers valuable insights on:

• The Power of Specialisation: Why his deep understanding of portfolio landlords and their property wealth is a key strength that sets his IFA business apart.
• The Future of Advice: His exciting and optimistic view on AI, and how it can be used to improve the client journey rather than pose a threat to the industry.
• Marketing in the Modern World: How he leveraged media appearances and repurposed content to become a well-known public figure and market his business effectively.
• Building a Team and Culture: His strategy for recruiting new advisers and his focus on delivering a "first class" customer experience.

Whether you're a new adviser or a seasoned professional, this episode is packed with real-world strategies for scaling a financial advice business.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk. 

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

From Professional Footballer to Financial Broker: Kelsey Phillips' Winning Playbook

In this inspiring episode of the New Leaf podcast, host Daniel Hobbs, CEO of New Leaf Distribution network sits down with Kelsey Phillips of Arose Finance, a former professional footballer who turned over a new leaf to become a leading specialist in development and bridging finance. Kelsey shares her journey from the world of sports and trading at Goldman Sachs to building her own financial services firm from scratch.

Learn how Kelsey:

• Mastered the industry in record time, passing her CeMAP qualification in just two weeks.
• Overcame the initial challenges of building a business with a "fail faster" and "outwork others" mentality, including a memorable day of door-knocking 54 estate agencies.
• Uses her background in macroeconomics and trading to provide a unique, value-added service to property developers and investors.
• Structured a complex deal to secure 100% funding for a developer and helped a client get an interest-free bridge through the planning process.

Kelsey's story is an incredible example of how grit, resilience, and a fresh perspective can lead to success. If you're a mortgage advisor looking to specialize or an aspiring entrepreneur in financial services, this episode is packed with valuable insights.

The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk