In the fiercely competitive world of lending, standing out requires more than just conventional strategies.

So, how can lending leaders carve a niche for themselves and thrive?

In this week’s post, we dive into the insights of Roger Morris, Director of Mortgage Division Sales and Distribution at Tandem Bank, a man who knows all about innovation and success in the specialist lending market.

If you’re a leader or someone aspiring to become one in the lending industry, Roger’s story is one that you can not miss!

This is why…

Who is Roger Morris?

Roger Morris’s influence in specialist lending spans over thirty years.

Starting with his own venture before the 2008 financial downturn, Roger transitioned to helping build Precise Mortgages into a major market player. Now at Tandem, he focuses on launching and expanding the mortgage division, aiming to educate brokers and champion specialist lending.

His extensive knowledge and dedication to broker education highlight his commitment to fostering growth and recognising potential within the industry.

5 Things Lending Leaders Can Learn…

In a market like specialist lending, insights from seasoned professionals like Roger Morris are invaluable.

Here are five strategies lending leaders can adopt from his knowledge:

1. Educate to Innovate: Understanding the nuances of specialist lending isn’t just beneficial, it’s crucial. Like Roger, leaders should focus on educating their teams and brokers about the market. This knowledge empowers them to identify and seize opportunities that others might overlook.
2. Champion Your Sector: Roger’s commitment to specialist lending shows the power of having a cause. By championing a specific segment of the market, leaders can build a strong brand identity and become the go-to expert in their niche.
3. Embrace the Power of Networking: Training brokers and engaging with the community have been key to Roger’s strategy. Leaders should invest time in building and nurturing these relationships, as they are vital for understanding market needs and driving growth.
4. Continuous Product Innovation: The lending landscape is ever-evolving. Leaders need to continuously work on expanding and refining their product offerings, much like Roger’s approach at Tandem. Staying ahead of market trends and customer needs can set a lender apart from the competition.
5. Knowledge is Power: Roger’s encyclopaedic understanding of specialist lending underscores the importance of in-depth market knowledge. Leaders should strive to become lifelong learners, constantly updating their understanding of the market to guide their strategy and decision-making.

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

What makes a great leader in the mortgage industry?

In our latest blog, we’re exploring just that with insights from Andrea Glasgow, Sales Director at Hampshire Trust Bank and recent MI’s Elite Winner 2024.

From starting as a cashier to leading one of the most dynamic teams in the specialist market, this podcast with Andrea is a masterclass in effective relationship-building and leadership within the lending industry.

Andrea’s experience sheds light on the power of genuine connections and mentorship in driving both personal and professional growth.

Ready to get started?

Let’s find out more about the woman herself, and the strategies that have propelled her to success.

Who is Andrea Glasgow?

Andrea Glasgow has made significant strides in the financial services sector, starting her journey as a cashier and ascending to the role of Sales Director at Hampshire Trust Bank.

With over 17 years of experience, Andrea has navigated the challenges of a traditionally male-dominated industry. Her role involves leading one of the most respected BDM teams in the specialist market, helping her to the Mortgage Introducer Elite Winner 2024.

Outside of work, Andrea is equally passionate about contributing to her community, whether through volunteering, coaching a netball team, or participating in charity events like the St. Barnabas Hospice 25KM Midnight Walk.

Andrea does her best to balance a demanding career with personal interests such as travel, fitness, and spending time with her family and French Bulldog, Joey.

5 Key Lessons for Lenders:

Andrea Glasgow’s journey and insights offer a masterclass in navigating the finance industry with resilience and ambition. Here are 5 key lessons that lenders and mortgage brokers can take-away from this interview.

1. Seize Every Opportunity: Climbing from a retail banking cashier to Sales Director underscores the power of seizing opportunities, no matter how small they might seem at the start. Every opportunity is a chance to grow.
2. Build Strong Relationships: Her emphasis on relationship-building within the industry highlights its importance in securing long-term success and client trust. They say that your network is your net worth, build relationships, so get building.
3. Embrace Mentorship: Andrea’s experience points to the value of both seeking out mentors and becoming one, showcasing the mutual benefits of guidance and support.
4. Navigate Gender Dynamics: As an award-winning woman in a traditionally male-dominated field, Andrea’s perspective provides actionable insights into breaking barriers and making your mark.
5. Balance Work with Personal Passions: Andrea’s involvement in community work and her personal interests outside of finance illustrate the significance of maintaining a healthy work-life balance for overall well-being and satisfaction.

By incorporating these takeaways, lenders and mortgage brokers can enhance their careers and personal development within the fast-paced world of finance.

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

It’s rare to find stories, in any industry, that not only inspire but also share valuable lessons.

Jamie Pritchard’s journey in the financial services sector is one that does exactly that.

It’s a story that demonstrates resilience, strategic innovation, and the power of a customer-centric approach.

Whether you’re a lender, a broker, or someone ambitiously working through the complexities of the financial industry, Jamie’s insights offer a roadmap to not just surviving but thriving in this competitive space.

Ready? Let’s go…

Who is Jamie Pritchard?

Jamie Pritchard is the Managing Director of Sales at Glenhawk.

Starting his career in the late 90s, Jamie quickly demonstrated his versatility and expertise across various roles, from addressing endowment and pension complaints to crafting an advised mortgage process at Principality BS.

At Precise Mortgages, as Head of Sales, Jamie led his team to multiple accolades, and now, as the Managing Director of Sales at Glenhawk, Jamie is at the forefront of introducing cutting-edge products and enhancing the broker and client experience.

His dedication has propelled Glenhawk’s success and solidified his reputation as an influential leader, underscored by his role as a board member of the ASTL and his recognition at the Specialist Lending Awards.

5 Key Lessons for Lenders:

1. Embrace Change: The financial landscape is ever-evolving. Jamie’s career, marked by a willingness to adapt and innovate, shows that success often lies on the other side of adaptation. Embracing change, whether in technology, product offerings, or market strategies, is crucial.
2. Focus on Customer Experience: At the heart of Jamie’s approach is a relentless focus on improving the broker and client journey. This customer-centric mindset is a blueprint for building loyalty, enhancing brand reputation, and driving business growth.
3. Invest in Your Team: Jamie’s leadership at Precise Mortgages and Glenhawk demonstrates the importance of building and nurturing a stellar team. Recognising and developing talent, fostering a collaborative culture, and setting clear goals are pivotal for team success.
4. Strategic Innovation is Key: Being the first to win consecutive awards and leading teams to new heights requires strategic innovation. Jamie’s career teaches us that thinking outside the box and pioneering new solutions can set you apart in a crowded market.
5. Leadership Matters: Effective leadership goes beyond managing tasks. It’s about inspiring your team, setting a vision, and leading by example. Jamie’s role in steering companies through growth phases highlights the impact of visionary leadership.

Conclusion:

Jamie Pritchard’s journey from the call center to the boardroom is a story of resilience, innovation, and strategic leadership.

For lenders looking to navigate the challenges of today’s financial services landscape, Jamie’s principles offer a solid foundation for success.

Dive into his story and let us know what you think!

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

Steering a large lending operation like OSB Group requires skill, insight, strategy and crucially, experience.

This post features a deep dive into the world of big lending with Adrian Moloney, Group Intermediary Director at OSB Group.

For those involved in the financial services sector, Adrian’s perspectives share the unique challenges and approaches to success in large lending institutions.

Whether you’re a broker or a lender, aiming to break into a larger institution, this is a must-see post. In it, we’ll share some more about Adrian, and why you should listen to him, 5 key take-aways for lenders, alongside the full vide and audio conversation between Adrian and Marcus Nanson, Director at NRG Resourcing.

Ready? Let’s go…

Who is Adrian Moloney?

Adrian Moloney, the Group Intermediary Director at OSB Group. He ascending within the group, originally taking charge of all sales teams across the group’s lending brands.

Adrian honed his skills and vision at Nationwide and has a rich history in the industry, including impactful periods at Mortgage Trust and Portman Building Society.

His voice has become influential in the sector, not just for his keynote speeches but for his insightful commentary on the future directions of mortgage lending, earning him accolades like the Mortgage Personality of the Year and multiple wins at the British Specialist Lending Awards.

5 Strategic Insights for Lenders

1. Embrace Strategic Flexibility: Large organisations must balance the scale of operations with the nimbleness required to adapt to market changes. Cultivating a culture of flexibility ensures that the organisation remains resilient in the face of industry shifts.
2. Foster Team Synergy: Success in large-scale lending is not just about individual brilliance but about how effectively diverse teams work together. By aligning varied teams under a cohesive strategy, leaders can harness collective strengths to drive the organisation forward.
3. Champion Industry Engagement: Active participation in industry conversations and initiatives is crucial. It positions leaders not only as thought leaders but also as pivotal figures shaping the future of lending, enhancing their organisation’s influence in the market.
4. Innovate with Purpose: While smaller firms may adapt quickly, larger institutions have the advantage of resources to drive innovation. Use this scale to invest in technological advancements and service improvements that address market needs and set your organisation apart.
5. Invest in Leadership Development: The complexity of steering a large lending operation underscores the need for continuous leadership development. Investing in your growth and that of your leadership team ensures the organisation is guided by a visionary yet pragmatic leadership style, ready to meet future challenges.

Conclusion

This episode with Adrian Maloney sheds light on the complexities of leading a significant lending operation, offering actionable takeaways for professionals across the financial services industry.

Whether you’re part of a large organisation or looking to grow your operation, Adrian’s Maloney’s expertise and insights offer valuable lessons in strategic leadership, team cohesion, and market innovation.

Did you enjoy this episode? Let us know what you think across the NRG Resourcing social channels.

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

In a world where the financial market’s only constant is change, the insights of industry veterans like D’mitri Zaprzala, CEO of Avamore Capital, are invaluable.

In the latest episode of the NRG Insights podcast, Marcus Nanson sits down with D’mitri to explore his journey from a humble cashier to the head of a leading financial institution.

This conversation isn’t just about tracing the career path of a successful individual, it’s about uncovering the strategic decisions, leadership qualities, and market insights that can help financial professionals navigate through turbulent times.

Whether you’re a lender, a broker, or an aspiring CEO, this episode offers a wealth of knowledge and actionable advice.

Who is D’mitri Zaprzala?

D’mitri Zaprzala’s progression in the financial services sector is proof of his strategic foresight and leadership skills. As the CEO of Avamore Capital since October 2021, he has been instrumental in steering the company through its growth phases, leveraging his extensive experience gained from over a decade at Octopus Real Estate, where he served as Head of Residential.

Outside of the office, he balances family life, a passion for Arsenal, and a dedication to personal development, as evidenced by his MBA from Alliance Manchester Business School.

6 Key Takeaways for Lenders from D’mitri Zaprzala:

1. Embrace Change and Adaptability: Understand from D’mitri’s reflections how adaptability to market changes and a readiness to seize new opportunities can significantly impact your career and business growth.
2. Pre-emptive Leadership: D’mitri illustrates the importance of exhibiting leadership qualities early in your career. Learn how proactive leadership can influence team dynamics and business outcomes long before you hold a formal leadership title.
3. Trust as a Leadership Cornerstone: Discover the essential role of trust and authenticity in leadership, crucial for fostering successful team dynamics and navigating business transitions smoothly.
4. Succession Planning is Key: Uncover the value of strategic succession planning and team loyalty. D’mitri’s insights offer a guide on building a resilient organisation that values mutual respect and shared goals.
5. Feedback for Navigating Uncertainty: Learn strategies for soliciting genuine feedback and leading through uncertain times. D’mitri emphasises the need for clear communication and a positive outlook to steer your team effectively.
6. Cultivating a Growth Mindset: Gain insight into D’mitri’s approach to leadership and management within the lending sector. He shares the significance of maintaining a growth-oriented mindset and the continuous pursuit of improvement to navigate the evolving financial landscape successfully.

Conclusion

This episode of NRG Insights is a mentorship session with one of the financial industry’s forward-thinking leaders.

D’mitri Zaprzala not only shares his career highlights and the lessons learned along the way but also offers strategies for those looking to make their mark in the financial world.

Lenders, brokers, and financial agents aiming to navigate the ever-changing tides of the market, should tune in to discover how they can apply these lessons to their own professional journeys.

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

How does a company transition from a national success to a global powerhouse in the competitive world of lending?

What does it take to lead a business into uncharted financial waters and succeed?

In our latest episode of the NRG Insights podcast’s Lender Series, Marcus Nanson sits down with Hugh Wade-Jones, the newly appointed Chief Financial Officer of Tenn Capital, to uncover the answers.

As someone who has meticulously charted the course from the ground up to global acclaim, Hugh’s journey is nothing short of inspirational. Whether you’re a mortgage broker keen on broadening your horizons or a financial professional eyeing the global stage, this episode packs a wealth of knowledge, strategy, and real-world insights.

Who Is Hugh Wade Jones?

Hugh Wade Jones, the newly appointed Chief Financial Officer of Tenn Capital, has been a dynamic force in the financial services industry for over two decades.

His career, originating in the bustling environment of Alexander Hall and Foxton’s mortgage brokers, laid the foundation for a path into specialised lending.

In 2007, Hugh ventured to establish Ennis, targeting high net worth individuals and diversifying into comprehensive financial services, including innovative lending on stocks and shares. Amidst the challenges of the COVID-19 pandemic, Hugh and his partner Isla formalised their vision, leading to the birth of Tenn Capital.

Under Hugh’s stewardship, Tenn Capital has flourished, lending internationally and securing a coveted spot in the super-prime real estate market.

Six Key Take-Aways for Brokers and Financial Agents

1. Embracing the Shift: Understand the strategic shifts required to transition from local brokerage to international lending, and how such shifts can redefine your business’s ceiling.
2. The Art of Communication: Discover why prioritising direct, personal communication over emails can significantly enhance your business relationships and operational success.
3. Strategic Team Dynamics: Uncover the secrets to building a team that mirrors your ambition and drive, fostering an environment where growth and cohesion coexist.
4. Valuing Feedback and Mentorship: Explore the indispensable role of feedback and mentorship in crafting a successful career path and steering through market complexities.
5. Agility in Market Navigation: The tactics that ensure business agility and resilience, essential for thriving in the unpredictable waves of the financial market.
6. The Long Game: Learn from Hugh’s unwavering focus on long-term goals over immediate gains, a philosophy that has been pivotal in the sustained growth and success of Ten Capital.

Conclusion

Hugh Wade Jones’s story is a powerful reminder of what’s possible with vision and determination. From his early days to spearheading Tenn Capital’s rise, his journey is a roadmap for anyone looking to make their mark on the world stage.

Hugh’s journey provides actionable insights and strategies that can propel your business into the international arena. Whether you’re a seasoned broker or a financial agent eyeing the global market, this episode is your compass for navigating success in the complex world of lending.

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

In the world of specialist lending, how do you stay ahead of the curve?

What strategies can lead a specialist lender to success in an industry known for its rapid changes and challenges?

For those curious about the answers, our latest post is a must-read. We dive deep into the knowledge of industry expert Gareth Lewis, Managing Director at MT Finance, an award-winning specialist lender.

These tips and strategies are a peek into Gareth’s 24-year-long journey in financial services, that include a treasure trove of actionable insights and lessons for anyone in the realm of specialist lending.

Who is Gareth Lewis?

With a career spanning over two decades, primarily focused on specialised lending, Gareth’s journey from building society to brokerage and finally to the bridging finance sector, is a demonstration of resilience, continuous learning, and the drive to be the best version of himself.

As Managing Director at MT Finance, he has helped to carved a niche for the company as an award-winning specialist lender, celebrated for its innovation, speed, and flexibility in property finance.

7 Things Specialist Lenders Can Learn from Gareth Lewis:

1. The Importance of Continuous Learning: Stay updated with industry trends and never stop learning. Gareth’s journey underscores the necessity of evolving knowledge to stay competitive.
2. Value of Understanding Transactions: Gareth transitioned from underwriting to sales, highlighting the importance of grasping all transaction aspects. This comprehensive understanding can enhance decision-making and client relations.
3. Building Authentic Connections: Drawing from his rugby background, Gareth teaches us that genuine relationships are foundational to business success, especially in an industry built on trust and reliability.
4. Navigating Hybrid Work Models: Learn how to strike the perfect balance in hybrid work environments. Gareth shares insights on maintaining productivity and fostering team dynamics, regardless of physical distances.
5. Creating Effective Teams: Discover the role of work ethic and a growth-oriented mindset in building super teams that can navigate through market challenges and leverage opportunities.
6. Strategising Product Expansion: Gareth’s experience with launching a buy-to-let lending arm showcases the importance of a logical progression and synergy in expanding product offerings. Specialist lenders can learn how to assess their strengths and market needs for successful diversification.
7. Maintaining a Positive Business Outlook: In an industry as fluctuating as financial services, Gareth emphasises the significance of staying focused, understanding your unique positioning, and adopting a continuous improvement mindset. This positive outlook is crucial for overcoming obstacles and achieving long-term success.

Gareth Lewis’s insights provide a roadmap for specialist lenders aiming to navigate the complexities of the financial services market successfully. From foundational principles of continuous learning and authentic connections to strategic considerations in product expansion and maintaining a positive outlook, there’s much to learn from Gareth’s career.

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

What does it take to be a successful leader in the financial services sector?

Our latest post delves into this question with insights from an industry expert. Join us as we explore key leadership strategies with Michael Allison, Commercial Director at Roma Finance.

This post is a guide filled with practical advice for anyone aspiring to lead effectively in the dynamic world of finance.

You’ll learn about the importance of authenticity, effective communication, and adapting to the changing workforce.

Let’s get started…

Who is Michael Allison?

Michael Allison is the Commercial Director at Roma Finance, renowned for his journey from a collections agent to a pivotal leadership role.

Over two decades in financial services, Michael has honed his skills in various aspects of the industry, from collections and commercial underwriting to leading operations and sales teams.

His leadership style is marked by a commitment to authenticity and a deep understanding of the human element in business management.

5 Key Leadership Lessons for Financial Professionals:

1. Embracing Authentic Leadership: Discover how genuine, transparent leadership can create a positive work environment and foster trust within your team.
2. Navigating Team Development Challenges: Learn the importance of allowing your team space to grow, making stepping back at times as crucial as leading from the front.
3. Enhancing Team Communication: Uncover effective strategies for bridging generational gaps and building stronger, more connected teams.
4. Adapting to Workforce Dynamics: Gain insights into adjusting your leadership approach to align with the evolving expectations of today’s diverse workforce.
5. Balancing Vision and Practicality: Explore the balance between being a visionary leader and the practical aspects of organizing to achieve business goals.

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