#88 - Broker Talks - What I Wish I'd Known
The Accord Mortgages Growth Series Podcast
Release Date: 08/22/2023
#114 - Mortgage Mentors: Strategic Growth & Leadership with Ben Thompson
The Accord Mortgages Growth Series Podcast
In this episode of the Growth Series podcast’s Mortgage Mentors series, Jeremy Duncombe, Managing Director at Accord Mortgages talks with Ben Thompson, Deputy CEO at Mortgage Advice Bureau, about his career journey, leadership philosophy and insights into the evolving mortgage industry. From overcoming early setbacks to becoming a leader in financial services, Ben shares how persistence and key mentors shaped his success. The discussion explores current challenges for brokers, including regulatory pressures, customer demands and technology’s growing influence. Ben provides a...
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#113 - Broker Talks: Building Your Own Brand, Locally
The Accord Mortgages Growth Series Podcast
In this episode of the Growth Series podcast, Chantelle Wilson chats with Matthew Williams, Mortgage Consultant at London Money, about how brokers can build a strong local brand. Matt shares how hosting weekly mortgage clinics at a local coffee shop and partnering with businesses like estate agents and solicitors has helped him become a trusted figure in Chelmsford. He highlights the importance of face-to-face interactions, social media engagement, and positive client reviews in building credibility and trust. Despite challenges like competition and stepping out of his comfort...
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#112 - Broker Talks: Building Your Brand with TikTok
The Accord Mortgages Growth Series Podcast
In episode #112 of the Growth Series podcast, host Gurpreet Chahal sits down with Bob Singh, Director of Chess Mortgages, to discuss how TikTok has transformed his business. Known as the "Mortgage Maharaja," Bob shares how he overcame initial scepticism and leveraged TikTok to create a powerful personal brand that attracts diverse clients. From mastering the platform’s live feature to balancing personality with professionalism, Bob provides actionable insights that any broker can adopt to grow their audience and enhance lead generation. Highlights include: -Bob’s reflections on the...
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#111 - Broker Talks: Creating a Training Plan for Mortgage Firms
The Accord Mortgages Growth Series Podcast
In episode #111 of the Growth Series podcast, Natalie Pater, Regional Account Manager at PMS is joined by Darren Polson, Head of Mortgage Operations at Aberdein Considine to discuss the secrets to crafting training plans that not only boost business growth but also nurture personal development in your team. Darren breaks down the essential elements of an effective training plan, from a personalised induction process to an interim development period with targeted support and the vital role of ongoing mentorship. Discover how these components work together to build confident, capable...
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#110 - Broker Talks: Apprenticeships
The Accord Mortgages Growth Series Podcast
In episode #110 of the Growth Series podcast, Charlotte Bates and Natalie Wilcox, Directors of BatesWilcox, join our host Adam Parker, Accord BDM, to discuss how they’ve built a thriving mortgage broker firm by leveraging the power of apprenticeships and integrating fresh talent into their business by collaborating with companies that specialise in financial services apprenticeships. Charlotte and Natalie share their innovative approach, emphasising the value of personality and communication skills over formal qualifications and revealing how this strategy has opened doors to various roles...
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#109 - Broker Talks: Recruitment Strategy
The Accord Mortgages Growth Series Podcast
In episode 109 of the Growth Series podcast, Charlotte Bates and Natalie Wilcox, Directors of BatesWilcox, join our host Adam Parker, Accord BDM, to discuss effective recruitment strategies for brokers. The discussion covers how to navigate the competitive job market, defining recruitment USPs and leveraging technology to streamline the hiring process. Both brokers lean on their extensive experience to offer insights into retention strategies and the importance of creating a positive work environment to keep top talent engaged.
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#108 - Supporting Vulnerable Clients: Insights for Brokers
The Accord Mortgages Growth Series Podcast
In episode 108 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord speaks with Paul Sherman, Mortgage Proposition Director at the Openwork Partnership, who shares insights on supporting vulnerable customers in the mortgage sector. The conversation explores how brokers can identify and address client needs, recognise various types of vulnerabilities, and build trust with clients. Plus, Paul discusses the comprehensive training and support initiatives by the Openwork Partnership, including establishing power of attorney and simplifying vulnerability reporting, to...
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#107 - Retrofitting
The Accord Mortgages Growth Series Podcast
In this episode of the Growth Series podcast, Corporate Account Manager Gurpreet Chahal is joined by Giles Smith, Technical Director at SDL Surveying and Simon Jackson, CEO at SDL Surveying, to discuss the critical role brokers play in supporting clients to retrofit homes, aiding the UK's journey towards net zero carbon emissions. They explore the complexities of housing contributions to carbon emissions, the need for large-scale retrofitting, the challenges presented by the UK’s old housing stock and the importance of education and skilled tradespeople. The conversation also covers...
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#106 - My Name: Fitting in and belonging
The Accord Mortgages Growth Series Podcast
Welcome to another episode of Accord Mortgages Growth Series podcast, in episode #106 Gurpreet is joined by industry colleagues Paul Purewal from Coventry Building Society and John Samra from Just Mortgages. The discussion centres around the significance of names, personal identity and cultural heritage in the context of South Asian Heritage Month. Paul and John share their personal stories about using more westernised names to fit in and how this has impacted their professional lives. They explore the evolving perceptions of non-western names in society and the importance of embracing...
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#105 - Advising in an Evolving Market
The Accord Mortgages Growth Series Podcast
In this episode of the Accord Mortgages Growth Series podcast, host Gurpreet Chahal, Corporate Account Manager at Accord discusses the evolving mortgage market with Richard Howes, Director of Mortgages at Paradigm Mortgage Services, and Anthony Rose, CEO at LDN Finance. They explore significant changes in the industry, from the impacts of COVID-19 and economic turmoil to fluctuating interest rates and the crucial role of brokers in providing tailored advice. The discussion covers strategies for brokers to adapt and thrive, the importance of considering clients' overall financial picture,...
info_outlineIn episode 88 of the Growth Series podcast, Adam Parker, Business Development Manager at Accord Mortgages, speaks to Pam Brown, owner of Oxfordshire-based company Pam Brown Mortgages, about how to set up a successful business, what Pam’s learned while working in the mortgage industry, and what she wishes she’d known beforehand.