How do financial leaders thrive through crises and market changes?

In this episode of NRG Insights, we chat with Jamie Lewis, founder of Affinity Mortgages, and an expert in the mortgage industry.

Jamie shares his career experiences, the challenges he’s faced, and his strategies for success in the future of the market.

Who is Jamie Lewis?

Jamie Lewis started his career over 20 years ago as a mortgage broker in an estate agency. Jamie founded Affinity in 2007 and despite the challenges of the 2008 financial crisis, has kept the business going ever since. His leadership has guided the company through tough times, expanding into various niches like private banking and business protection.

Jamie’s collaborative approach and dedication to mentorship have been key to his success. He is actively involved in the Industry Panel for Financial Advice (IPFA), which brings together top firms to share insights and tackle industry challenges.

5 Key Takeaways from Jamie Lewis

1. Balancing Innovation: Jamie’s emphasises embracing new technologies without losing the personal touch. AI and new tech offers great opportunities so long as it the human side of your business is not lost.
2. Mentorship: Jamie values mentoring new talent as a critical aspect of industry growth, ensuring that the next generation is well-equipped with knowledge and skills.
3. Diversifying Client Services: Affinity’s expansion into various financial niches, like private banking and business protection, highlights the significance of diversification for business stability and client satisfaction.
4. Preparing for anything: Jamie’s strategic planning and foresight, especially during challenging times demonstrate the need for preparation to navigate financial uncertainties.
5. Motivating with Collaboration: Jamie’s collaborative approach, particularly through his involvement with IPFA, underscores the importance of teamwork and collective wisdom in motivating teams and addressing industry challenges.

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