#102 - Broker Talks: Client Contact Strategies
The Accord Mortgages Growth Series Podcast
Release Date: 05/20/2024
#119 - Broker Talks: Mentoring in a Hybrid World
The Accord Mortgages Growth Series Podcast
In this episode of the Growth Series podcast, host Iain Cunningham sits down with Joe Milton, Director of Training and Competence at Alexander Hall, to explore the transformative shift toward hybrid working in the mortgage industry, the importance of maintaining strong team connections and adapting mentoring strategies to suit a hybrid environment. Joe emphasises the value of in-office presence for new advisors to build skills and networks, while also recognising the flexibility needed for seasoned professionals. The conversation explores creating structured development plans for young...
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#118 - Mortgage Mentors: Inclusivity, Breaking Barriers & Work-Life Balance with Danielle Moore
The Accord Mortgages Growth Series Podcast
In episode #118 of the Growth Series podcast’s Mortgage Mentors series, host Jeremy Duncombe interviews Danielle Moore, Operations Director at AE3 Media. With nearly two decades in the mortgage industry, Danielle has become a transformative leader in a traditionally male-dominated field. Her journey from studying history in Bristol to excelling in financial services and media offers valuable insights for brokers. Danielle discusses strategies for managing industry relationships, emphasising honesty, setting boundaries, and adapting to gender dynamics. Her perspective as a...
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#117 - UK Mortgage Market: Year in Review and Forecasts for 2025
The Accord Mortgages Growth Series Podcast
In this insightful episode of the Accord Growth Series podcast, Jeremy Duncombe sits down with Charles Roe from UK Finance and Rob Thomas Rob Thomas from the Intermediate Mortgage Lenders Association to explore the UK mortgage market's performance in 2024 and the outlook for 2025. The episode begins by examining how the market surpassed expectations, achieving £242 billion in outcomes due to strong purchase lending and buy-to-let activity. As interest rates eased and economic conditions improved, the discussion shifts to how these factors influenced market resilience. The guests provide a...
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#116 - Mortgage Mentors: Innovating Housing and Championing Diversity with Esther Dijkstra
The Accord Mortgages Growth Series Podcast
Meet ballet dancer turned banking figurehead, Esther Dijkstra, Managing Director for Lloyds Banking Group as she joins us on the second episode of Mortgage Mentors, hosted by Jeremy Duncombe. From Esther’s humble beginnings in a Dutch village to becoming a global leader in the mortgage industry, this episode will take you through the pivotal milestones in Esther’s career, exploring topics of resilience, adaptability, current market insights and more. Perhaps most interesting is the personal tone of this discussion as Esther uncovers her unique approach to leadership learned over 25...
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#115 - Broker Talks: Reflecting on the Role of Self-Serve in 2024
The Accord Mortgages Growth Series Podcast
In episode #115 of the Growth Series podcast, Ian Cunningham, Corporate Account Manager at Accord Mortgages, is joined by Business Development Managers at Accord Mortgages, Kathy Clark and Mike Houston, to discuss the evolving role of self-serve tools in the mortgage industry. They reflect on the challenges of 2024, including market volatility and affordability, and share their predictions for 2025. The discussion explores how self-serve solutions can complement BDM support to help brokers work more efficiently and effectively. What to Expect: Key challenges brokers faced in 2024, such as...
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#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...
info_outlineIn episode 102 of the Growth Series podcast, Mike Houston, Business Development Manager at Accord Mortgages, speaks to Rob Chart, Mortgage and Protection Advisor at The Finance Planning Group, about client contact strategies and why they are so important.