What does it take to stand out in the competitive world of mortgage brokering?

Phil Leivesley, affectionately known to our team as ‘The Loveliest Bloke in Mortgages,’ is providing you with the answers this week.

In our latest episode of NRG Insights, Marcus Nanson of NRG Resourcing speaks to Phil about the secrets to thriving in this dynamic industry. From pivotal career choices to mastering the art of networking, Phil’s journey provides an array of lessons for every mortgage professional.

Who is Phil Leivesley

Phil Leivesley has been in the mortgage brokerage sector since 2006. His career commenced with a brief stint at an adverse credit broker, followed by a significant period working for a Mortgage Advice Bureau firm in the North West. In 2015, Phil took a major step by moving to London to join Monica Bradley Associates, a boutique brokerage. His appointment as Sales Manager in 2020 marked a new phase, focusing on team growth while maintaining the agility and culture of a smaller firm.

Despite his long tenure in the industry, Phil’s passion remains undiminished. He approaches every conversation and client interaction with the mindset that there’s always something new to learn, a perspective that has contributed significantly to his success and longevity in the field.

Key Takeaways Include:

1. Mentorship as a Career Catalyst: Learn from Phil’s journey how effective mentorship can be transformative, offering guidance and expediting career progression in the mortgage industry.
2. Mastering Professional Relationships: Phil shares his insights on networking, illustrating its critical role in unlocking opportunities and building lasting professional connections.
3. Navigating the Mortgage Industry’s Ups and Downs: Discover strategies to stay resilient and adaptable amidst the ever-changing landscape of the mortgage market.
4. Beyond Qualifications: Find out why considering behavioural traits alongside qualifications is crucial for forming successful, cohesive teams.
5. Cultivating a Supportive Team Environment: Uncover the key elements that contribute to a positive and productive workplace, enhancing team morale and efficiency.
6. Strategic Use of Social Media for Business Expansion: Gain Phil’s perspective on leveraging social media effectively to grow your business and engage with clients.
7. The Role of Behavioural Testing in Recruitment: Understand how behavioural testing can align candidates with your company’s ethos, leading to better long-term retention.
8. The Platinum Rule in Business Interactions: Learn the importance of treating colleagues and clients based on their preferences, fostering better relationships and business outcomes.
9. Establishing Clear Behavioural Standards: Discover the importance of setting and maintaining specific behavioural standards to ensure a positive and efficient work environment.

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