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Category: Masters of the Craft

NRG Resourcing > Masters of the Craft
28Jun
Resilience Rewarded: The Remarkable 12-Month Business Turnaround by Adrian Benjamin

Unlocking Success: Relationship Building and Personal Brand Development in the Brokerage Industry

Unlocking Success: Relationship Building and Personal Brand Development in the Brokerage Industry

Welcome to another exciting episode of “Masters of the Craft,” the podcast where we dive deep into the world of mortgage brokering, featuring interviews with industry leaders who share their valuable insights, experiences, and advice. In this episode, we had the pleasure of interviewing David Coleman, Head of Sales at Positive Lending, a pioneering master broker in the specialist property finance industry. Join us as we uncover David’s remarkable journey and the key takeaways from our conversation.

David Coleman is an accomplished professional in the mortgage industry, leads Positive Lending’s sales team, working closely with key decision makers and lenders to drive growth and deliver exceptional opportunities. With a wealth of experience and expertise, David is responsible for providing structured training programs to both entry-level and advanced advisers, empowering them to excel in their roles. His dedication to supporting Positive’s key accounts and network partners has positioned him as a prominent figure in the specialist property finance sector.

Key Topics Discussed on the Podcast:

👉 Personal Branding and Social Media Presence

David emphasised the importance of cultivating a strong personal brand and maintaining an active presence on social media platforms. He shared insights on how brokers can leverage these channels to establish credibility, connect with clients and industry professionals, and showcase their expertise.

👉 Life at Positive Lending

David provided an exclusive glimpse into the vibrant environment at Positive Lending. He highlighted the company’s commitment to excellence, its focus on fostering strong relationships with brokers, and the range of specialist lending solutions they offer.

👉 Confidence on Social Media

Discussing the challenges that brokers may face in engaging with social media, David shared tips and strategies to boost confidence and overcome any hesitations. He stressed the importance of authenticity and genuine interaction to build trust with potential clients.

👉 Standing Out as a New Broker

David addressed the concerns of new brokers entering the industry and provided valuable advice on differentiating oneself from the competition. He emphasised the significance of continuous learning, building a strong network, and delivering exceptional customer service.

👉 Networking

Recognising the power of networking in the mortgage brokering profession, David discussed effective networking strategies that brokers can employ to expand their reach, collaborate with industry peers, and create mutually beneficial partnerships.

👉 Transitioning into the Business Development Manager Role

Drawing from his own experience, David shared insights into transitioning from a mortgage adviser role to a business development manager position. He highlighted the importance of adaptability, building relationships with brokers, and leveraging industry knowledge to drive success in this new role.

👉 Tips for New Brokers and Ensuring Success

To conclude the podcast, David provided valuable advice for aspiring and new brokers. He emphasised the significance of being proactive, seeking mentorship, continuously developing industry knowledge, and nurturing a genuine passion for helping clients achieve their financial goals.

Our interview with David Coleman on “Masters of the Craft” offered a wealth of insights and inspiration for mortgage brokers looking to excel in their careers. From personal branding and social media presence to networking and building a successful career, David’s journey and advice shed light on the keys to thrive in the ever-evolving world of mortgage brokering. Stay tuned for our next episode, where we continue to explore the craft and wisdom of industry experts.

Watch Relationship Building and Personal Brand Development in the Brokerage Industry

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We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

26Jun
Resilience Rewarded: The Remarkable 12-Month Business Turnaround by Adrian Benjamin

12-Month Business Turnaround

Resilience Rewarded: The Remarkable 12-Month Business Turnaround by Adrian Benjamin

Welcome back to another exciting episode of “Masters of The Craft”! In this edition, we had the pleasure of sitting down with Adrian Benjamin, the extraordinary mind behind Adrian B Finance.

This series aims to showcase individuals who excel in their fields, bringing unique perspectives and invaluable insights that go beyond traditional business ownership. Adrian’s wealth of experience and dedication to financial protection make him a true master of his craft.

https://www.rbs.co.uk/
Adrian Benjamin’s professional journey is a testament to his commitment to the world of finance. With over a decade of experience as a Financial Consultant, he has made his mark in some of the biggest names in the industry, including UBS, HSBC, RBS, Accenture, Visa, Bloomberg, and Deloitte. Such an impressive roster of organisations speaks volumes about Adrian’s expertise and the trust he has earned throughout his career.

In his current role, Adrian focuses on an area crucial to many individuals and businesses: financial protection. As a specialist in this field, he assists property investors and business owners in safeguarding themselves, their loved ones, and their enterprises. One of his core objectives is to help clients efficiently pass on generational wealth while minimising the impact of taxes.

12-Month Business Turnaround

Adrian Benjamin’s repertoire of products and services is diverse, tailored to meet the unique needs of his clientele. Here are some of the key areas he specialises in:

⭐ Life Insurance: Protecting individuals and their families with comprehensive life coverage.

⭐ Critical Illness Insurance: Offering financial support in the face of critical health conditions.

⭐ Private Medical Insurance: Ensuring access to high-quality healthcare services.

⭐ Income Protection: Safeguarding against the loss of income due to illness or disability.

⭐ Family Income Benefit: Providing a regular income to dependents in the event of the policyholder’s passing.

⭐ Key Person Insurance: Protecting businesses by insuring key individuals crucial to their success.

⭐ Relevant Life Insurance: Offering tax-efficient life coverage for directors and employees.

⭐ Business Insurance: Safeguarding businesses against unforeseen events and risks.

⭐ Adrians superb 12-Month Business Turnaround

https://preciseprotect.co.uk/

Adrian’s dedication and outstanding contributions have not gone unnoticed in the industry. He has received numerous accolades, including being honoured as the Cover Magazine Rising Star in Protection. Furthermore, he has been recognised as a guest speaker on the importance of social media in the protection sector by Cover Magazine.

Adrian has also been awarded the prestigious Scottish Widows Dr Marinus Barnard award for his contribution to the protection industry through social media. In addition, he was named the Precise Protect Advisor of the Year in 2022, triumphing over a pool of 200 advisors. These achievements underscore Adrian’s commitment to excellence and his ability to make a significant impact in his field.

If you’re eager to delve deeper into Adrian Benjamin’s 12-Month Business Turnaround, we invite you to check out our captivating podcast episode. You can find it on popular platforms like Spotify, YouTube, and LinkedIn. This enlightening conversation will undoubtedly provide valuable insights into financial protection and leave you inspired to safeguard your own future and that of your loved ones.

Watch Resilience Rewarded: The Remarkable 12-Month Business Turnaround with Adrian Benjamin on Youtube

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Insights, giveaways and latest updates follow us on LinkedIn, Facebook,
YouTube and Spotify just search NRG-Resourcing and subscribe or follow to be the first to access.

We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

07Mar
Building a winning team

Masters of the Craft – The Framework to Building a Winning Team with Rob Jupp (Brightstar Group)

Masters of the Craft – The Framework to Building a Winning Team Rob Jupp (Brightstar Group)

Get ready to meet the one and only Rob Jupp, the superstar CEO of Brightstar Group!

With over 30 years of experience in the UK specialist lending market, Rob is a true industry legend.

As the leader of the largest specialist distributor of UK-based, secured property debt, producing more than £1 billion of specialist property debt per annum, Rob has propelled the Brightstar Group to win over 130 national awards since 2012! 🎉 That’s right, you heard it – 130 awards!

Not only has Rob brought home a ton of hardware 🏅, but he’s also a five-time British Mortgage Award winner and was voted Mortgage Personality of the Year at the Mortgage Strategy Awards in 2012 and 2019.

With accolades like that, it’s no wonder that Rob is a regular panellist and keynote speaker, providing support to the FCA on current and future market issues.

But what sets Rob apart is his passion for raising the standard of employment, education, regulation, and service. His larger than life personality and ability to build genuine and rewarding relationships across the industry are truly infectious. And let’s not forget his famous quote

“you don’t get what you deserve, you get what you negotiate”

In short, Rob Jupp is the superstar CEO that Brightstar Group needs and deserves. His exceptional leadership skills, contagious passion, and industry insights have been instrumental in shaping the future of the specialist lending market.

Connect with Brightstar below:
Facebook
LinkedIn
Twitter
Instagram

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

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Insights, giveaways and latest updates follow us on LinkedIn, Facebook,
YouTube and Spotify just search NRG-Resourcing and subscribe or follow to be the first to access.

We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

05Dec

Masters of the Craft – Dave Corbett – Specialist Protection Selling

Masters of the Craft: Dave Corbett (Mortgage 1st)

In this months episode of Masters of the Craft we welcome a legend in the specialist protection game, the one, the only Dave Corbett to the series.

Dave a built a reputation within the finance industry that matches no other and its even more apparent the second he starts talking.

For someone who has been through it himself, he understands the importance of his product and drives his clients to the best possible deal for their circumstance – A true advocate for Life insurance

He explains his job role as simply

“selling peace of mind to individuals, families and businesses across the UK, for if the proverbial hits the fan”

Throughout the episode we see the care Dave has for his clients and colleagues, offering advice and training wherever he can.

It was a pleasure having “Uncle Albert” on our Masters Of The Craft series, where we covered:

  • The importance of client relations
  • How to sell when people aren’t interested
  • The power of mentorship
  • Advice for young brokers
  • Going above and beyond for your clients

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

Watch on Youtube

Listen on Spotify

For Even More

Insights, giveaways and latest updates follow us on LinkedIn, Facebook,
YouTube and Spotify just search NRG-Resourcing and subscribe or follow to be the first to access.

We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

02Nov
Masters of the Craft Paul Elliott artwork

Masters of the Craft – The UK’s First Specialist Property Comparison Website with Paul Elliott (Propp)

Masters of the Craft: Paul Elliott (Propp)

In this months episode of Masters of the Craft we welcome specialist property royalty Paul Elliott to the series.

Paul has built a strong industry reputation for his straight-talking and positive approach to both his clients and his teams. Paul is adept at simplifying and resolving complex issues and has vast experience leading sales teams across residential and commercial property finance intermediation, as well as the real estate market.

He is the Managing Director at Propp, The UK’s first specialist property comparison website.

Their mission is simply; to support people who see the value in property and driving higher competition amongst lenders.

Their website and digital optimisation process, coupled with influence and industry experience, allows Propp to negotiate and guide borrowers to the best deals available on the market. Greater choice, impartial guidance and transparent language. It’s as simple as that.

We covered a range of stimulating topics that will provide an uncensored view into the specialist property world:

  • Steps to hiring authentic team members
  • Tips to success for young brokers
  • Tested referral techniques
  • How to engage your team successfully
  • The importance of work culture

If you like this episode, don’t forget to share and tag NRG in your post and let us know exactly what you liked about it so we can record more fantastic content for you.

Watch on Youtube

Listen on Spotify

For Even More

Insights, giveaways and latest updates follow us on LinkedIn, Facebook,
YouTube and Spotify just search NRG-Resourcing and subscribe or follow to be the first to access.

We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

19Oct
Masters of the Craft - Sy Nathan Flyer

Masters of the Craft – Sy Nathan (Dynamo)

Masters of the Craft: Sy Nathan (Dynamo)

Firstly, congratulations to Sy for winning Best Broker (Buy to Let) in this years British Mortgage Awards 2022, we’re not surprised he came top of the pile on this one!

Sy has spent over 11 years in the property finance from working his way up the ranks at Barclays (to Assistant Vice President of Premier Relationship Manager) to now managing his own team at Dynamo.

In this episode we learn how to maintain your market share in tough climates along with a masterclass in relationship management.

We covered a range of interesting topics that gave invaluable guidance into the mortgage world, including:

  • Switching roles within the industry
  • Tips to success for young brokers
  • How to navigate in an ever-changing environment
  • How to win business
  • Advice on the New Budget in Mortgages

Sy goes above and beyond for his clients and it’s clear relationships are his true passion.

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We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

05Sep

Masters of the Craft – Dave Gissing (London Mortgage Partners)

For the second instalment of our brand new “Masters Of the Craft series we welcome David Gissing from London Mortgage Partners.

Masters of the Craft is a hand-picked series of conversations, showcasing talent across the board in the financial industry. We talk to people absolutely smashing it in their line of work, gaining unique insights into their current career journey and offering helpful tips, tricks and advice for anyone wanting to level up their career.

David has risen through the ranks at London Mortgage Partners at quite some pace and what is even more impressive is the situation he found himself in when joining!

What we absolutely love about David is his drive to make opportunities happen, his outstanding mindset when faced with difficult climates and his overall passion for the industry.

He calls it “luck” we call it skills!

Throughout the interview we discuss:

✅ Finding opportunities in tough times
✅ Being thrown in the deep-end
✅ Championing your determination
✅ Main drivers for success
✅ The importance of satisfying your clients
✅ Tips, tricks and advice for young brokers

It’s clear David wants to be the best and he strives to be a the top every single day.

Watch the Full Episode Below

You can reach David Gissing from the below links:

Website
LinkedIn

Keep up to date with all news from NRG via our NRG Insights Archive

NRG Resourcing are a specialist mortgage recruitment service. Integrity is at the heart of everything we do and it’s why clients and candidates come back to us time and time again.

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We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk

02Sep

Masters of the Craft – Brad Rathbone (Bespoke Financial)

For the first of our brand new “Masters Of the Craft series we welcome Brad Rathbone from Bespoke Financial.

Masters of the Craft is a hand picked series of conversations, showcasing talent across the board in the financial industry. We talk to people absolutely smashing it in their line of work, gaining unique insights into their current career journey and offering helpful tips, tricks and advice for anyone wanting to level up their career.

It was only fitting that we invited Brad Rathboneto episode 1, as he really is at the top of his game when it comes to results.

Brad was voted the Number 1 UK Life and Critical Illness advisor in 2021 and has since gone on to develop his own team of specialists within Bespoke Financial.

His story is one of true determination, consistency and passion for his role, going from stacking shelves to an award winning advisor in just over a year!

Throughout the interview we discuss:

✅ The importance of referrals
✅ Learning & maintaining a winners mindset
✅ The importance of mentorship
✅ How he started in the industry
✅ Tips, tricks and advice for young brokers

Brad was truly a pleasure to interview and we hope everyone can take a positive from this young game-changer!

Watch the Full Episode Below

You can reach Brad Rathbone from the below links:

Website
LinkedIn

Keep up to date with all news from NRG via our NRG Insights Archive

NRG Resourcing are a specialist mortgage recruitment service. Integrity is at the heart of everything we do and it’s why clients and candidates come back to us time and time again.

Follow Us

LinkedIn
Facebook

We are always open to collaborations with NRG Insights, feel free to get in touch on info@nrg-resourcing.co.uk