Scaling and Driving Change in Finance [SPECIAL EPISODE]

What do all successful leaders in finance have in common?

They scale, innovate, and challenge.

In this year’s final NRG Insights newsletter 😢 I've brought together standout clips from four guests who are doing their bit to shape the future of financial services.

From scaling businesses internationally to integrating cutting-edge technology, these leaders share advice that can inspire brokers, lenders, and entrepreneurs to think bigger in 2025.

What’s Coming Up:

👉 Matt Watson on scaling high-growth businesses internationally and serving high-value clients.

👉 Colin Horton on breaking traditional industry norms and standing out with authenticity.

👉 Matt Chapman on creating new revenue streams by embedding additional offers/services into your business model.

👉 Hugh Spillane on using technology to improve client relationships and streamline processes.

👉 Full video and audio versions of these clips.

👉 Our UK Mortgage Broker Salary Guide

But first...

Who Are Our Guests?

Matt Watson

CEO of Tenn Capital, a specialist lender serving high-net-worth clients globally. With over 15 years in financial services, Matt is an expert in scaling startups and navigating complex markets. His focus on bespoke client service has made Tenn Capital a leader in international lending.

Colin Horton

Multi-award-winning valuation expert and co-founder of one of the fastest-growing valuation firms. Colin is reshaping the valuation industry with his client-centered approach and fresh perspective, generating over £6 million in professional fees along the way.

Matthew Chapman

A protection coach and podcast host dedicated to revolutionising protection performance. With extensive experience across financial services, Matt trains brokers to integrate protection sales into their offers.

Hugh Spillane

CEO of DNA Financial Solutions and an entrepreneur who manages businesses across property, finance, and software. Hugh is integrating new technology in finance, with innovations like "Mogul," a specialist finance and insurance comparison tool.

Are You on Track with Your Earnings as a Mortgage Broker?

Curious about the right compensation for your team?

The UK Mortgage Broker Salary Guide provides detailed insights into the earning potential of mortgage brokers across the UK, from entry-level to top-tier positions.

👉 Get Your Copy of The UK Mortgage Broker Salary Guide Here Now

Scaling and Driving Change in Finance [SPECIAL EPISODE]

Prefer audio?

Listen on Spotify here...

5 Lessons to Take Into 2025:

1. Think globally: Think bigger than your national market. High-value, international markets will open up new opportunities. Build relationships and tailor your services to stand out.
2. Challenge the status quo: Authenticity and innovation can set you apart in even the most traditional industries. be true to yourself and what you believe in and the results will come.
3. Leverage additional services: Integrate complementary services to boost revenue and client satisfaction. Think about your clients needs first and serve them as best you can.
4. Embrace technology: Tech can streamline processes and help you focus more time and energy on your client relationships. Use it or fall behind.
5. Resilience: Change is inevitable. As is failure. Work through them and you'll gain thicked skin and develop a resilience that sees you through anything.

Last Chance...

👉 Get Your Copy of The UK Mortgage Broker Salary Guide Here Now

For Even More

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