The Accord Mortgages Growth Series Podcast

The Growth Series Podcast is a dedicated resource that aims to help mortgage brokers of all sizes scale and grow their business using digital and communications marketing techniques.

#114 - Mortgage Mentors: Strategic Growth & Leadership with Ben Thompson 12/20/2024

#114 - Mortgage Mentors: Strategic Growth & Leadership with Ben Thompson 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 forward-looking perspective on the role of AI and the importance of strategic partnerships in shaping a stronger, more professional mortgage sector. With a focus on mentorship, Ben reflects on the value of helping the next generation, emphasising the importance of consistency, curiosity and integrity in building a lasting impact. /episode/index/show/accord/id/34548950

#113 - Broker Talks: Building Your Own Brand, Locally 12/13/2024

#113 - Broker Talks: Building Your Own Brand, Locally 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 zone for video content, Matt explains how creative marketing, such as leaflets and community events, has helped his business thrive. His advice to brokers: focus on consistency, collaboration, and authentic connections to succeed in your local market. /episode/index/show/accord/id/34427225

#112 - Broker Talks: Building Your Brand with TikTok 12/02/2024

#112 - Broker Talks: Building Your Brand with TikTok 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 challenges of consistency -The innovative use of live Q&A sessions to demonstrate expertise -The power of authenticity in building trust with potential clients. With stories of how TikTok has opened doors to high-value inquiries and fostered lasting client relationships, this episode is a must-listen for brokers ready to explore the platform’s potential. /episode/index/show/accord/id/34083596

#111 - Broker Talks: Creating a Training Plan for Mortgage Firms 11/07/2024

#111 - Broker Talks: Creating a Training Plan for Mortgage Firms 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 mortgage brokers ready to excel in their roles. With innovative methods like online learning and bi-weekly development slots, Darren illustrates how to maintain high levels of engagement while accommodating flexible work structures. Whether you aim to enhance customer outcomes, improve staff retention or foster career progression, this episode is packed with actionable insights to help your mortgage firm thrive. /episode/index/show/accord/id/33790607

#110 - Broker Talks: Apprenticeships 09/10/2024

#110 - Broker Talks: Apprenticeships 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 including marketing and HR. They discuss the importance of investing in staff development and recognising potential, even from outside the industry, to create a loyal and well-rounded team. Don’t miss their invaluable advice on nurturing talent and promoting from within to build a cohesive and dedicated workforce. /episode/index/show/accord/id/32990507

#109 - Broker Talks: Recruitment Strategy 09/05/2024

#109 - Broker Talks: Recruitment Strategy 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. /episode/index/show/accord/id/32809307

#108 - Supporting Vulnerable Clients: Insights for Brokers 08/15/2024

#108 - Supporting Vulnerable Clients: Insights for Brokers 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 better serve vulnerable clients and enhance business processes. /episode/index/show/accord/id/32400112

#107 - Retrofitting 08/01/2024

#107 - Retrofitting 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 the role of green finance, grants and the necessity for a clear governmental directive to support the retrofit industry, providing brokers with practical advice on how to navigate these challenges and support clients effectively. /episode/index/show/accord/id/32195127

#106 - My Name: Fitting in and belonging 07/18/2024

#106 - My Name: Fitting in and belonging 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 one's heritage. The episode aims to shed light on the experiences, challenges, and discussions around diversity, equity and inclusion within the mortgage industry. Tune in for insightful dialogue and personal anecdotes that highlight the importance of being proud of one's identity and name. /episode/index/show/accord/id/32136342

#105 - Advising in an Evolving Market 07/11/2024

#105 - Advising in an Evolving Market 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, the potential of technology and AI in assisting brokers and best practices for staying informed about industry trends. The episode highlights the persistent value of broker-client relationships amidst technological advancements and regulatory changes. /episode/index/show/accord/id/32063057

#104 - Mortgage Mastery: Leading a growing business 06/20/2024

#104 - Mortgage Mastery: Leading a growing business In the latest Accord Mortgages Growth Series podcast, Natalie Pater, Regional Key Account Manager for PMS interviews Jamie Lewis, Managing Director at Affinity Mortgages and Tim Atkinson, Managing Director at Mortgage Required. They discuss the evolution of their businesses, their individual journeys in the mortgage industry and the strategies they used to attract and retain talent while maintaining a diverse and inclusive work environment. The conversation also touches on the challenges of transitioning from advising clients to leadership roles, the importance of staying connected to industry trends and how technology supports their operations. Both guests offer valuable lessons in leadership and team management, emphasising trust, empathy and the significance of a supportive work culture. /episode/index/show/accord/id/31629132

#103 - How Brokers Can Benefit from Mentoring 06/06/2024

#103 - How Brokers Can Benefit from Mentoring In episode 103 of the Growth Series podcast, Nicola Alvarez, Senior Manager Proposition Development at Accord Mortgages, speaks to Megha Srivastava, National Account Manager at Twenty7Tec, Rachel Edwards, Senior Policy Advisor at the Association of Mortgage Intermediaries, and Dom Scott, Managing Director at Lifetime Connect, about the benefits of mentoring. /episode/index/show/accord/id/31495457

#102 - Broker Talks: Client Contact Strategies 05/20/2024

#102 - Broker Talks: Client Contact Strategies In 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. /episode/index/show/accord/id/31335292

#101 - Count her in: Invest in Women's careers 05/02/2024

#101 - Count her in: Invest in Women's careers In episode 101 of the Growth Series podcast, Jeremy Duncombe, Managing Director of Accord Mortgages, speaks to Kevin Roberts, Managing Director of L&G Mortgage Services, and Clare Beardmore, Director of L&G’s Mortgage Club, about allyship and investing in women. /episode/index/show/accord/id/30964938

#100 - How Brokers can Support First-Time Buyers 04/11/2024

#100 - How Brokers can Support First-Time Buyers In episode 100 of the Growth Series podcast, Kathy Clark, Business Development Manager at Accord Mortgages, speaks to Lea Karasavvas, Managing Director at Prolific Mortgage Finance, about first-time buyers, the difficulties they face and how brokers can help this particular group. /episode/index/show/accord/id/30494918

#99 - Intergenerational Lending 03/21/2024

#99 - Intergenerational Lending In episode 99 of the Growth Series podcast, Stephanie Charman, Strategic Relationships Director at Sesame Bankhall Group, speaks to Richard Danna, Co-Founder of Tembomoney about intergenerational lending. /episode/index/show/accord/id/30385923

#98 - Consumer Duty: What's Next 03/11/2024

#98 - Consumer Duty: What's Next In episode 98 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, is joined by Robert Sinclair, Chief Executive of the Association of Mortgage Intermediaries (AMI), and Nick Piper, Senior Manager, Governance and Strategy at Accord Mortgages, to discuss the implementation and ongoing impact of Consumer Duty. /episode/index/show/accord/id/30235618

#97 - The Outlook for the Housing Market: A Surveryor's Point of View 02/29/2024

#97 - The Outlook for the Housing Market: A Surveryor's Point of View In episode 97 of the Growth Series podcast, Gurpreet Chahal, Corporate Account Manager at Accord Mortgages, speaks to Giles Smith, Technical Director at SDL Surveying, about what’s in store for the housing market this year. /episode/index/show/accord/id/30064073

#96 - Economists' Outlook for Mortgage Brokers - Part 2 02/19/2024

#96 - Economists' Outlook for Mortgage Brokers - Part 2 In episode 96 of this two part Growth Series podcast, Jeremy Duncombe,Managing Director at Accord Mortgages, speaks with Rob Thomas, Principal Researcher at IMLA, and Charles Roe, Director of Mortgages at UK Finance, about what’s in store for the mortgage market in 2024. /episode/index/show/accord/id/29905468

#95 - Economists' Outlook for Mortgage Brokers - Part 1 02/15/2024

#95 - Economists' Outlook for Mortgage Brokers - Part 1 In episode 95 of this two part Growth Series podcast, Jeremy Duncombe,Managing Director at Accord Mortgages, speaks with Rob Thomas, Principal Researcher at IMLA, and Charles Roe, Director of Mortgages at UK Finance, about how the mortgage market performed in 2023. /episode/index/show/accord/id/29904158

#94 - Broker Talks: Mental Health 01/18/2024

#94 - Broker Talks: Mental Health In episode 94 of the Growth Series podcast, Sian Varone, Business Development Manager at Accord Mortgages, speaks to Hemat Natha, CEO and Advisor at Mortgage Advice Point, about mental health and why it is important for brokers. /episode/index/show/accord/id/29430303

#93 - Running a successful and engaging social media channel - Part 2 11/23/2023

#93 - Running a successful and engaging social media channel - Part 2 In episode 93 of the Growth Series podcast, Iain Cunningham, Corporate Account Manager at Accord Mortgages, speaks with Chris Targett of Social for Brokers about simple ways that brokers can elevate their social media presence. /episode/index/show/accord/id/28723473

#92 - Broker Talks: Technology 11/02/2023

#92 - Broker Talks: Technology In episode 92 of the Growth Series podcast, Yvonne Payne, Business Development Manager at Accord Mortgages, speaks to George Williamson of the Mortgage Advice Brokerage, about the difference technology can make to brokers. /episode/index/show/accord/id/28367192

#91 - Mental Health: The Chaos & The Magic 09/25/2023

#91 - Mental Health: The Chaos & The Magic In episode 91 of the Growth Series podcast, Nicola Alvarez, Senior Manager Proposition Development at Accord Mortgages, speaks to Nick Elston, Founder of Forging People, about how brokers can both look after their mental health and support anxious clients. /episode/index/show/accord/id/28132409

#90 - Broker Talks: Training and Development 09/06/2023

#90 - Broker Talks: Training and Development In episode 90 of the Growth Series podcast, Jess Keniwell, Business Development Manager at Accord Mortgages, speaks to Phil Anderson, Director at Phil Anderson Financial, about training and development. /episode/index/show/accord/id/27954957

#89 - The Value of Knowledge and Advice 08/29/2023

#89 - The Value of Knowledge and Advice In episode 89 of the Growth Series podcast, Jeremy Duncombe, Managing Director of Accord Mortgages, speaks to Charlotte Nixon, Mortgage and Protection Proposition Director at Quilter Financial Planning, about the value of advice, given the current volatility in the mortgage market. /episode/index/show/accord/id/27881112

#88 - Broker Talks - What I Wish I'd Known 08/22/2023

#88 - Broker Talks - What I Wish I'd Known In 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. /episode/index/show/accord/id/27820263

#87- Broker Talks - Building Referrals 08/17/2023

#87- Broker Talks - Building Referrals In episode 87 of the Growth Series podcast, Sian Varone, Business Development Manager at Accord Mortgages, speaks to Ken James, a Mortgage Broker at Contractor Mortgage Services, about building referral relationships with other businesses, such as estate agents, accountants and solicitors. /episode/index/show/accord/id/27744531

#86 - The outlook for the Buy-To-Let market 07/03/2023

#86 - The outlook for the Buy-To-Let market In episode 86 of the Growth Series podcast, Chris Hill, Senior Manager at Accord Mortgages, speaks with Chris Frame, Senior Director at Get Ground, about how conditions in the buy-to-let mortgage market are likely to evolve in 2023 and beyond /episode/index/show/accord/id/27353595

#85 - State of Play in the Mortgage Market Pt2 06/20/2023

#85 - State of Play in the Mortgage Market Pt2 In episode 85 of the Growth Series podcast, Jeremy Duncombe, Managing Director at Accord Mortgages, catches up with LDN Finance’s Chief Operating Officer Greg Cunnington and Mortgage Adviser Heather Greatorex about the latest developments in the mortgage market and what happens next. /episode/index/show/accord/id/27203790

The Accord Mortgages Growth Series Podcast

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