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Advice Guru Lending Podcast - Podcast

Advice Guru Lending Podcast

This series explores all aspects of Lending, mainly for over 50s who own their own home. Episodes explore all aspects of the industry by speaking to key people such as Lenders, Brokers, Solicitors and underwriters. The aim of the series is to provide a catalogue of podcasts that provide potential clients with real insights to how the industry and products work.

Business Education How To
Update frequency
every 6 days
Average duration
28 minutes
Episodes
103
Years Active
2022 - 2025
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Connor McMurray Business Development Manager Canada Life

Connor McMurray Business Development Manager Canada Life

Connor talks about his carrer and becoming a BDM as well as:

-How he manages to combine family life and work on the road

-How Canada Life reacted to the market turmoil in late 2022 and early 2023

-Th…

00:28:26  |   Wed 03 May 2023
An IFA's view of Equity Release with Alison Treharne of Shore Financial Planning

An IFA's view of Equity Release with Alison Treharne of Shore Financial Planning

This episode features Stuart and Nicola talking to Ali about:

-Ali's previous jobs in the City before becoming an IFA

-Ali's first referral to me and how that changed his life

-Travel, new cars, home…

00:26:59  |   Wed 26 Apr 2023
Simon Hallett Chairman of Plymouth Argyle and Co-Chief Investment Officer at Harding Loevner

Simon Hallett Chairman of Plymouth Argyle and Co-Chief Investment Officer at Harding Loevner

In this episode I discuss three of my favourite things: Football, Finance and Plymouth with a hero of mine, Simon Hallett.

In a wide ranging chat we discuss:

-Simon's early years living in Bristol, S…

00:47:21  |   Thu 20 Apr 2023
Dave Harris (CEO of More2Life) talks about Later Life Lending

Dave Harris (CEO of More2Life) talks about Later Life Lending

In this episode, Dave Harris CEO of Lifetime Mortgage lender More2Life talks to us about several topics including:

-how Dave got into the industry

-Dave's views on the events of the last six months

-…

00:36:42  |   Tue 18 Apr 2023
Steve Wilkie talks about Responsible Group and Royal London

Steve Wilkie talks about Responsible Group and Royal London

In this podcast we discuss:

-where Steve's Equity Release journey started

-The growth of Responsible Life and Lending

-Ibiza living and the new arrival

-banks and their vested interests

-Broker oppor…

00:35:28  |   Wed 12 Apr 2023
Out take

Out take

Out takes!

00:00:46  |   Wed 05 Apr 2023
David Forsdyke discusses all things Later Life Lending

David Forsdyke discusses all things Later Life Lending

This episode covers:

David's background

Who Knight Frank are

High Net Worth clients and Equity Release

Story about wealthy clients in Regents Park London

Equity Release and Estate Planning

Equity Rel…

00:33:45  |   Wed 05 Apr 2023
Stuart Borthwick discusses his unique client care

Stuart Borthwick discusses his unique client care

In this episode we talk to Devon based Lifetime Mortgage professional Stuart Borthwick.

His unique ways of looking after clients and how he and Leanne balance their business with looking after twins …

00:31:55  |   Thu 30 Mar 2023
Gary Das with some great lead generation tips

Gary Das with some great lead generation tips

Gary talks about how he used to generate leads for Mortgages and Equity Release, and how he suggests advisors do this in 2023.

00:26:46  |   Thu 23 Mar 2023
The Gary Das episode. What can we learn form Gary's amazing lead generation in mortgages?

The Gary Das episode. What can we learn form Gary's amazing lead generation in mortgages?

We all need leads. We all want more leads. How do we get them? What do we do when we get them to ensure a great customer experience, a good level of sales and an increase in business profits? Gary gi…
00:33:54  |   Wed 15 Mar 2023
Bryan and Janet who had a Lifetime Mortgage and recently remortgaged to a new Lifetime Mortgage

Bryan and Janet who had a Lifetime Mortgage and recently remortgaged to a new Lifetime Mortgage

They took out a Drawdown Lifetime Mortgage with Just in 2012. Recently, their daughter fell ill whilst working in the USA. She needed ongoing medical care which Bryan and Janet were paying for using …
00:29:52  |   Wed 08 Mar 2023
Top Fifteen Equity Release Questions answered Part 2

Top Fifteen Equity Release Questions answered Part 2

When homeowners over the age of 55 start to research their Later Life Lending options, often the same questions occur to them that other clients have asked. We have recorded all these questions, and …
00:19:09  |   Wed 01 Mar 2023
Top Fifteen Equity Release questions answered

Top Fifteen Equity Release questions answered

Any potential clients who are considering their Later Life Lending options will eventually have very similar questions to ask as the ones answered on this podcast. If you are a homeowner aged over 55…
00:21:26  |   Wed 22 Feb 2023
Equity Release interview with Sharon who took out a Lifetime Mortgage to consolidate debts

Equity Release interview with Sharon who took out a Lifetime Mortgage to consolidate debts

This episode deals with the financial and health difficulties that debt can cause. It also offers potential solutions to these issues. The real life case of Sharon shows the process when receiving ad…
00:26:18  |   Wed 15 Feb 2023
Jim Boyd CEO Equity Release Council: Later Life Lending for the industry

Jim Boyd CEO Equity Release Council: Later Life Lending for the industry

This insightful episode highlights what is coming next in the industry and from the Equity Release Council in 2023 and beyond.
00:27:29  |   Wed 08 Feb 2023
Jim Boyd CEO Equity Release Council: ERC for Consumers considering Later Life Lending

Jim Boyd CEO Equity Release Council: ERC for Consumers considering Later Life Lending

The CEO of the Equity Release Council gives his views on how they ensure that products and processes in the Later Life Lending industry protect consumers.
00:15:14  |   Wed 01 Feb 2023
Stuart Wilson Chairman of AIR Part 2- 2023 and beyond

Stuart Wilson Chairman of AIR Part 2- 2023 and beyond

This is the one you all wanted to hear. What is likely to happen to the LLL market in 2023?
00:29:23  |   Wed 25 Jan 2023
Stuart Wilson, Chairman of Air Group discussing Air group's growth over the last 15 years

Stuart Wilson, Chairman of Air Group discussing Air group's growth over the last 15 years

All Advisors who give advice in the Later Life Lending market should listen to this podcast to find out how the industry has developed. Homeowners over the age of 55 should also listen as it will giv…
00:30:34  |   Wed 18 Jan 2023
Using a Power of Attorney to raise funds for an elderly relative

Using a Power of Attorney to raise funds for an elderly relative

This episode explains how a Power of Attorney can be used to support elderly relatives who need to raise funds. In this case, Steve's elderly Aunt wanted to remain in her home and continue to receiv…
00:26:54  |   Wed 11 Jan 2023
Equity Release Award Ceremonies: Who wins them and Why?

Equity Release Award Ceremonies: Who wins them and Why?

This podcast is an essential listen to everyone who works in the Later Life Lending industry, as well as for anyone considering taking out a Later life mortgage. The podcast interviews two different…
00:50:19  |   Wed 14 Dec 2022
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