Talk FS

Building a Strong Team in Financial Services with Helen Clague #2

In this episode of Talk FS, Ryan Venner speaks with Helen Clague, Operations Director of Riverside Financial Consultants, about the importance of teamwork in financial planning. They discuss strategies for building the right team, the significance of fit in recruitment, and the value of career development. Helen shares insights on creating a strong team culture, the challenges of management, and the importance of authenticity and communication in leadership. This conversation provides valuable lessons for current and aspiring managers in the financial services industry.
Key takeaways from this episode include:
Effective teamwork is essential in financial planning.
Recruiting for fit is as important as skills.
Involving the team in the hiring process enhances fit.
Career development should be a priority for managers.
Paraplanning is a valuable career path in financial services.
A strong team culture improves client service.
Communication is crucial for team dynamics.
Authenticity in leadership fosters trust.
Managers should lead by example and be hands-on.
Building long-term relationships with team members is key.
Contact Us: ✉️ talkfs@premierjobsuk.com 💬 https://www.linkedin.com/in/ryanvenner/
Thank you to Helen Clague from Riverside Financial Consultants for her contribution on this episode - https://www.riverside-consultants.com/

Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1

In this episode of the Talk FS podcast, Ryan Venner interviews Mike Morris, Operations Manager at Andrews Mortgage Services. They discuss Mike's transition from a decade-long career in recruitment to becoming a successful mortgage advisor and eventually a manager. The conversation covers the importance of people skills in mortgage advice, building long-term client relationships, navigating the industry during COVID, and the dynamics of working within an estate agency model. Mike shares insights on overcoming challenges in the mortgage industry and emphasises the significance of protection in mortgage advice.
 
Key takeaways from this episode include:
The transition from recruitment to mortgages can be smooth due to transferable skills.
People skills are crucial for success in mortgage advice.
Building long-term relationships with clients is key to success.
Navigating the mortgage industry during COVID presented unique challenges.
The move from advisor to manager requires different skills and a strategic mindset.
Working within an estate agency model offers valuable leads and support.
It's important to find the right environment that suits your working style.
Overcoming challenges in the mortgage industry requires self-analysis and problem-solving.
Protection insurance is essential for clients and should be prioritized by advisors.
Every problem in the industry can be solved with the right mindset and support.
 
Contact Us: ✉️ talkfs@premierjobsuk.com 💬 https://www.linkedin.com/in/ryanvenner/
 
Thank you to Mike Morris from Andrews Mortgage Services for his contribution on this episode - https://www.andrewsonline.co.uk/buying/mortgage-advisor

Welcome to Talk FS

Welcome to Talk FS, the podcast, hosted by Ryan Venner, where we delve deep into the world of financial services. Whether you're an IFA, Mortgage Broker, Paraplanner, Manager, or Financial Services Business Owner, this podcast is for you. 
As we all know, the financial services industry is constantly evolving with new regulations, technologies and market impact shaping the way we do business. With so much change, it's essential for professionals in this field to stay informed and continuously learn from each other. This podcast provides opportunity to listen to some amazing individuals, sharing their stories and insights. 
Our goal is to provide you with actionable insights and inspiration that you can apply to own career and business.
This is an interactive podcast. I encourage you to reach out with your questions, suggestions and feedback. Let us know who you want to hear from and what topics you would like us to cover. Tell us how we can make this podcast as valuable as possible for you.
Don't forget to subscribe to Talk FS on your favourite podcast platform and follow us on social media for updates and more. We look forward to you joining us on the next Talk FS.
If you have a question, comment or suggestion, please feel free to reach out to us directly on:
talkfs@premierjobsuk.com
0208 0044 154
LinkedIn - Ryan Venner
Talk FS is supported by Premier Jobs UK, a leading specialist in financial services recruitment and acquisition brokering