IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
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PepTalk with Pepper Money is the podcast that helps brokers learn, develop and grow their business. Whether you're a seasoned expert, or just starting out, join Pepper Money as they dig deep and explore the interesting world of mortgages.
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This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
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Disruption Nation provides a platform for entrepreneurs and others who have desires to be successful and refuse to live by the rules and abide by conventions. Host, Taylor Waidhofer, aims to give guests a platform from which they can share their success story, how they got there and the secrets that made them who they are today.
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NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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This divorce podcast digs deep into issues of divorce that center around real property including the marital home and other real property and divorce mortgage planning. Helping divorcing homeowners and the members of the professional divorce team make more informed decisions regarding the home equity solutions during and after divorce. Hosted by the Divorce Lending Association.
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MD Quickfire podcast is hosted by Matt and Emily from MDFitout. MDFitout is a commercial fitout specialist for your workspace. We have so many interesting conversations with our clients and the professionals we network with. We have set up MD Quickfire to give you an insight into these conversations. Each episode is short and straight to the point, perfect for listening to on your morning commute. We talk about business, life, and goals and give helpful information that is useful to anyone w ...
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We are the experts in finding ways to assist with your home loan approval. Non conforming loans are basically defined as finance for those people who may be in unusual situations with how their income is paid or how they wish to finance their home loan or mortgage. There are many reasons why certain borrowers will not meet the lending requirements set out by traditional lenders: • Bad credit home loans – these borrowers have generally experienced a “life event” such as a marriage breakdown, ...
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Jeff Van Nostran is your CONNECTOR, a Network Builder in Real Estate and Mortgage. He understands firsthand that Real Estate is a team sport! Join us on a journey to better understanding the power and opportunity in real estate.
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Let's Chat is a show about Business Brokerage hosted by Jim Parker, Business Broker. Join us as he interviews the best business professionals in the business brokerage industry. Guests include fellow brokers - sales agents and buyers agents - as well as CPA's, Attorneys, people who have sold their businesses and those who have bought businsses. We dig deep and look at what it really takes to buy and sell businesses. If you are a business owner - from Main Street to Wall Street to the Family ...
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Investing in People within Specialist Lending with Michael Stratton
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How can you build a successful specialist lending business? In this episode of NRG Insights, Marcus Nanson sits down with Michael Stratton, CEO of MS Lending, to discuss his journey, the importance of investing in people, and the innovative strategies that have driven his company's success in the bridging and specialist lending markets. What's Comi…
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Why would Chris like to be a Burmese cat?
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Chris Balmer talks to us about his business Profile Glass. If you want to explore a career in this industry or think Chris would be a great collaboration to your business this is worth listening to. Working with many commercial and retail businesses, we offer supply only through to a fully project managed installation service. We have decades of ex…
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Sales Strategies and Insights from Industry Leaders
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15:49
How can you connect with clients while generating sales? This episode of NRG Insights brings together four industry leaders to share their proven sales strategies and the practical advice that can transform your approach. In this episode, you’ll hear from: - Lorenzo Satchell on the critical importance of truly understanding client needs. - Jaxon St…
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Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
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Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management.Af IFA Magazine
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Building Wealth: 2 Investment Properties by Age 23
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While most kids were busy kicking footballs, Stuart Wright was already diving into the world of real estate. Right after high school, he secured a job in property sales in his hometown of Sydney. Fast forward to today, at just 23 years old, Stuart owns two investment properties and has an incredible journey to share. His story proves that investing…
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He Was Sh***!ng Her And She Was Sh***!ng Him
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11:29
What an interesting job Graham Heap has from UK Probate Genealogy. Hear how a 20 year hobby turned into a full time job. For Lawyers Trace the beneficiaries of deceased estates (UK and Abroad) Trace the beneficiaries of estates of clients subject to court of protection orders (UK and Abroad) Trace owners of dormant accounts For The Public Trace a l…
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How to Succeed in Lending with Industry Leaders [Special Episode]
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In this special compilation episode, we’re featuring some of the brightest minds in the lending industry. Join us as we revisit conversations with seven guests: Michael Allison, Guy Harrington, Jaxon Stevens, D'mitri Zaprzala, James Briggs, Jamie Pritchard, and Adrian Moloney. These leaders share what’s worked for them and what can work for you in …
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I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood
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In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality. Their expert guest is Mark Wood, Chairman at Funeral Concierge Service, Everest.Af IFA Magazine
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Every Business Owner Is A Salesperson. But No One Likes To Admit It!
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We talk to Andy Lowe from Sandler Training about why having sales skills is vital as a business owner, no matter what your sector. 40% of sales leaders don’t have the right skills to effectively train their teams on all aspects of pipeline management 43% of sales leaders don’t receive sufficient training A third of sales managers leave their job in…
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The Founders’ Guide to Success in Mortgages and Lending [Special Episode]
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What does it take to build a successful business from the ground up? In this special episode of NRG Insights, we're diving into the "Best of Founders" to explore the journeys of some of the most influential leaders in the mortgage and finance industry. From coming through financial crises to working with new technology and forming partnerships, the…
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Podcast #88: Consumer Duty one year on - has it really been a game changer for advice firms? With Matt Wood, MD at AMFA
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As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice. Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as…
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Does Your Website Have These 2 Key Points In Place?
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Ian Hazeldine from Yellow Circle shares with us the key points to helping your website perform better and advice for anyone wanting to get into the industry. Our web design, branding and digital marketing services have a single focus; to give you a great looking website that dramatically improves sales, enquiries and conversions. We’re problem solv…
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Leading Women in Finance [Special]
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Looking to learn from the best minds in finance? In this special episode of NRG Insights, we bring together insights from four leading women in mortgages and lending: Leanne Andron, Gemma Perry, Roz Cawood, and Andrea Glasgow. They share their experiences, achievements, and the challenges they’ve faced in the mortgage market. What's Included: Visio…
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Podcast #87: Consumer Duty one year on - Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones
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In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?Af IFA Magazine
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Is Your Business Protected? You Are Risking The Future Of Your Business By Not Having These Policies In Place
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Andy McKinney from Business Protected delves into the importance of shareholder protection, key holder protection and life plans. All of which are tax deductible to reduce corporation tax! Find out more and connect with Andy here https://businessprotected.co.uk/ https://www.linkedin.com/in/andy-business-protected/ If you would like to Sponsor the p…
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M&P Podcast #9: The role of building societies in the specialist lending market
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On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.…
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Funders Are Ready To Lend You Money.........
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This week we talk to Stephen Gomes from Amiga Finance. Helping business owners easily access the finance they need to get their business to the next level. Founded in 2017 Amiga Finance has taken a fresh approach to finance broking. We merge traditional methods with new technologies and put the highest possible emphasis on delivering a simple, effe…
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Mastering Protection Sales with Matt Chapman (The Protection Coach)
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40:28
Considering adding protection sales to your brokerages offering? In this episode of NRG Insights, Marcus Nanson chats with Matt Chapman, the multi-award-winning Protection Coach and host of the #LetsTalkIP podcast. Matt Chapman is a renowned protection coach with extensive experience working with the UK's largest brokerages, smaller firms, and high…
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Podcast #86: Succession shares their strength and passion for the present and future of the M&A market
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This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their …
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Do you think children need to be taught more about wealth management?
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This week we talk to Owain Wilson from Hug Academy and Hug Agency, he talks about wealth management education for young children and how Hug are leading the way using AI in their recruitment services. “With a little bit of money, a little bit of knowledge and a little bit of focus anyone can change their life. At Hug we want every family to have mo…
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Building a Career in Bridging with Leanne Ardron
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Are you ready to learn from one of the best in bridging finance? In this episode of NRG Insights, Marcus Nanson sits down with Leanne Ardron, Director of Bridging at LendInvest. Leanne shares her journey into financial services, her rise through the industry, and the innovations shaping the future of bridging finance. Why You Should Listen: Discove…
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Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry
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This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.…
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First Blind Driver To Drive 204mph Unattended - 8 World Records, Air, Land And Sea
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In this episode we talk to John Galloway who is joint owner of the charity Speed of Sight. John talks about the amazing work they do, giving blind/disabled people a chance to drive racing cars. John talks about his business partner Mike Newman, the reason the charity was set up. Mike is blind but always wanted to be a racing car driver. He has set …
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The Numbers Behind New Build Mortgages with Gemma Perry
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Are new build mortgages your next great opportunity? In this episode of NRG Insights, Marcus sits down with Gemma Perry, the Operations Director at Acumen Mortgages, to explore her unique path into financial services, her experiences navigating the job market post-2008 financial crash, and the current trends in the new build sector. What's in This …
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I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London
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Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, …
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From Asylum Seekers To Multi Million-Pound-Properties - Oakmount Property Services
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This week we hear from Robert Shadi. How he went from a small family run business helping asylum seekers to managing multi million pound properties. From £1m+ property builds to multi-million-pound commercial management, Oakmount handle it all. Need full Management or just some property admin support? You can contact Robert on the below links https…
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The Future of Buy-To-Let Mortgages with Harsha Dahyea
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How are serious landlords stepping up their game in the buy-to-let market? In this episode of NRG Insights, Marcus Nanson chats with Harsha Dahyea from Quantum Mortgages. Harsha shares her extensive experience and the challenges she faced in the mortgage industry, from her early days at HFC Bank to her current role at Quantum Mortgages. What's to c…
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Podcast #84: What does the FCA’s Retirement income review mean for advisers? With BNY Investments’ Richard Parkin
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Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…
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Nicola Gimson - Nervous System Breakdown Lead To A Career In Neuro And Breathwork Coaching
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We talk to Nicola Gimson A High Performance Neuro Coach, Breathwork Coach, Somatic Healer & Psychology Expert. Nicola helps you to flourish in your life or business, without the struggle of overwhelm or getting in your own way, through combining the power of the Brain, Nervous System, Breath & Mind. If you'd like to get in touch with Nicola you can…
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Innovation and Mentorship in Mortgages with Jamie Lewis
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How do you keep going in the face of financial crises? In this episode of NRG Insights, Marcus Nanson chats with Jamie Lewis, an experienced leader in financial services. Jamie dives into his career, sharing how he faced and overcame major industry challenges, and tells us what he thinks the future has in store. What's Included: Starting Out: Jamie…
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SBA LENDING 101 "Let's Chat with Jim Parker Business Broker" is proudly affiliated with the BBP Podcast Network EPISODE: 12 RELEASE DATE: June 19, 2024 YOUTUBE CHANNEL: https://www.youtube.com/@JimParkerBusinessBroker WEBSITE: https://www.JimParkerBusinessBroker.com In this episode of "Let's Chat," join host Jim Parker as he converses with SBA lend…
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Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
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Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…
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Phil Strachan - I Wrote To Lamborghini And They Invited Me Over To Italy - Brand Not Bland!
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This episode was recorded at a busy networking event, the background noise you can hear is the sound of business collaboration! This week we talk to Phil Strachan who's business is Brand not Bland, he's worked worth some big names like Nestle. Branding is much more than a logo! If you'd like to get in touch with Phil then you can find him on the be…
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Balancing Health and Success with Lorenzo Satchell
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32:47
How do top finance leaders balance high-stress careers and personal health? This episode with Lorenzo Satchell offers a rare glimpse into the struggles and triumphs of managing both. In this episode of NRG Insights, we were joined by Lorenzo Satchell, Sales Director at Hampshire Trust Bank. Lorenzo shares his career path in financial services, the …
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I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
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17:09
On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…
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Cat Williams - Shortlisted For Best TEDx Speaker 2024 - Rapid Transformational Therapist, Clinical Hypnotherapist, Keynote Speaker
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Shortlisted for best TEDx speaker 2024 Cat Williams talks to us about how she helps people improve their confidence and self esteem. If this sounds like something you need help with, you can contact Cat through her website as well as view her fantastic TEDx Talk in the link below. https://www.cat-williams.com/ https://www.linkedin.com/in/catwilliam…
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How to Build a Successful Mortgage Brokerage Partnership with Helix Financial
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41:35
How did two friends turn a shared vision into a thriving business? In this episode of NRG Insights, we dive into the inspiring story of Dave and Adam, founders of Helix Financial. Their journey from colleagues to business partners shares lessons in leadership and the importance of a strong professional partnership. Starting from their early days at…
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The Future of Business Brokerage
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THE FUTURE OF BUSINESS BROKERAGE "Let's Chat with Jim Parker Business Broker" is proudly affiliated with the BBP Podcast Network EPISODE: 11 RELEASE DATE: June 5, 2024 YOUTUBE CHANNEL: https://www.youtube.com/@JimParkerBusinessBroker WEBSITE: https://www.JimParkerBusinessBroker.com Join host Jim Parker on "Let's Chat with Jim Parker" for an enlight…
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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
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22:37
Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …
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Alan Knell - The Weirdest Thing I Drank Was....... Hospice of The Good Shepherd
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9:57
Alan Knell tells us all about the amazing things the Hospice of The Good Shepherd does. Join us on Sunday 4th August at Chester Racecourse where The Hospice of the Good Shepherd will be hosting their Annual Pantomime Horse Race You can grab your tickets here https://www.chester-races.com/race-days/fixtures/familyfunday2024/#guide You can get in tou…
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EP: 38.24 - Marcia Zigler, CDLP® with Collaborative Attorney and Mediator, Diana Martinez.
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31:13
Catch the latest episode of the Divorce Podcast! Host Marcia Zigler, CDLP®, interviews Collaborative Attorney and Mediator Diana Martinez on embracing mediation and collaboration during divorce to foster understanding, reduce conflict, and achieve a more positive outcome for everyone involved. More about Diana: Diana L. Martinez is a Family Lawyer …
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Revolutionising Specialist Lending Through Tech with Ian Humphreys
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28:00
How is technology transforming the specialist lending industry and what can brokers learn from a platform like BrickFlow? In this episode of NRG Insights, Marcus Nanson sits down with Ian Humphreys, CEO of BrickFlow, to explore how technology is revolutionising specialist lending. Ian shares the journey of BrickFlow, how it’s changing the landscape…
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EP: 37.24 - Karla Kyte, CDLP® with Pet Custody Specialist, Karis Nafte
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23:02
Catch the latest episode of the Divorce Podcast as host Karla Kyte, CDLP®, interviews Divorce Custody Specialist Karis Nafte. Amidst the chaos of divorce, don't forget about the dog—loyal companions need love and stability too. More about Karis: Karis Nafte is the founder and owner of Who Keeps the Dog, Pet Custody Mediation. A Certified Dog Behavi…
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EP: 36.24 - Amy Valdivia, CDLP® with Certified Divorce Coach, India Kern
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30:06
Catch the latest Divorce Podcast episode! Host Amy Valdivia, CDLP®, interviews Certified Divorce Coach India Kerns on investing in yourself. Discover how to navigate your journey and reclaim peace of mind with a divorce coach. Don't miss it! More about India: In divorce, it's common for one person to struggle more. India Kern, a Certified Divorce C…
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EP: 35.24 - Erin Bishop, CDLP® with Jessica Simmons, CDFA
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15:54
Tune in to the latest Divorce Podcast episode with host Erin Bishop, CDLP®, interviewing Certified Divorce Financial Analyst Jessica Simmons on prioritizing your children, finances, and home for the best possible outcome. More about Jessica: Divorce is an intense emotional process, and having a Divorce Financial Specialist who understands both the …
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EP: 34.24 - Adam Coleman, CDLP® with Divorce and Mediation Coach, Kelly Myers
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27:53
Catch the latest episode of the Divorce Podcast with Host Adam Coleman, CDLP®, as he chats with Divorce and Mediation Coach Kelly Myers. They discuss defining post-divorce goals, staying committed, healing, self-growth, and building a brighter future. More about Kelly: Kelly Myers is a dedicated professional with extensive training in communication…
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Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock
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26:21
Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.Af IFA Magazine
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EP: 33.24 - Marc Meglio, CDLP® with Family Law Attorney, Matthew Dolan
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12:57
Tune in to the latest episode of the Divorce Podcast, hosted by Marc Meglio, CDLP®, as he interviews Family Law Attorney Matthew Dolan on how trust and open communication are essential for maintaining control over your divorce proceedings and achieving a satisfactory outcome. More About Attorney Dolan: Matthew F. Dolan is a lifelong resident of Con…
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Nia Cooke - Meet the Mayor Of Chester 5th June - CQC Outstanding Homecare
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6:59
We talk to Nia Cooke from Radfield Homecare The open day is for anyone looking for homecare services or job opportunities The day will also include information about their Be There movement - enhancing clients wellbeing Open day Wednesday 5th June 2024 11am-4pm 7 Chestergates business centre, Telford Court, Chester, CH1 6LT (free parking) Rated out…
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Breaking the Mould in Lending with Asim Shirwani
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51:12
How can you differentiate in crowded markets? In this episode of NRG Insights, Marcus Nanson sits down with Asim Shirwani, Chief Commercial Officer at LendHub. Asim shares his expertise in finance, including lessons on growth, adaptation, and leadership. From his early days at NatWest to leading roles at Bank of Scotland and Barclays, Asim has grow…
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