The New Leaf Podcast
Are you an aspiring financial or mortgage adviser? Looking to grow your business, find your niche, or just starting your journey? Welcome to the New Leaf podcast, where we turn over a new leaf in financial advice.
Join us as we interview successful advisers and industry experts who share their real-world stories, candid advice, and practical tips. Each episode provides a deep dive into the challenges and triumphs of building a thriving career in financial services.
We cover topics that matter to you, from qualifying and finding your first clients to specializing in complex areas like development and bridging finance. Our goal is to provide you with the insights and inspiration you need to succeed.
Ready to start your career or take the next step? Learn how New Leaf Distribution can support you at www.newleafdistribution.co.uk
Episodes
13 episodes
Complex Mortgage Cases and Being a Voice of Reason - Chris Sykes
Chris Sykes of MSP Financial Solutions joins The New Leaf Podcast to discuss how genuinely complex mortgage cases are structured in practice, why lender judgement matters more than automation, and how specialist building societies can un...
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Rebuilding After Failure: John Castle’s Adviser Comeback Story
In this episode of The New Leaf Podcast, Mark Hobbs, Chairman of New Leaf Distribution, is joined by John Castle, who shares his honest journey of stepping away from financial advice, rebuilding confidence, and returning stronger than ...
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Building a Sustainable Adviser Business: Key Insights with Rita & Rohit Kohli from The Mortgage Stop
In this episode, Rita & Rohit Kohli from The Mortgage Shop share their experience building a successful advice business, offering practical insights for financial advisers and mortgage brokers. From compliance and culture to growth strategi...
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300 Enquiries from One Post: Sarah Drakard’s Authentic Marketing Secrets
Sarah Drakard joins Daniel Hobbs to discuss her 13-year journey in the financial services industry, exploring the unique challenges and rewards of balancing a solo business with motherhood. This episode is a masterclass in lead generation throu...
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Matthew Abouzeid: The Journey to &Together
Episode Summary: What makes a senior professional leave a 15-year career at a global powerhouse like Vanguard to start their own practice? In this episode, Matthew Abouzeid, Director of &Together, joins guest host Sam O...
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rom Employed Adviser to Top 5 Business Owner: The Hirschle Hughes Story
What happens when you trade years of corporate stability for the autonomy of business ownership? In this episode of the New Leaf Podcast, Daniel Hobbs, CEO of New Leaf Distribution sits down with James McCudden-Hughes, Director of...
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How to Scale from Solo Adviser to a Team of 9 Mortgage Brokers | Petra Toth from Hitel Financial
How do you go from being a self-employed "young mum" to leading a thriving 9-person financial services firm in just five years? Petra of Hitel Financial joins the New Leaf Podcast to reveal her roadmap for scaling a niche-focused brokerage....
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How to Build a Scalable Financial Advice Business from Scratch
Are you ready to stop being "swallowed up" by consolidation and start building your own brand? Hayley Rabbets formerly of the Verve Foundation joins the New Leaf Podcast to share the ultimate roadmap for budding financial entrepreneurs.<...
The Family Legacy: How Mark & Marta Built a Multi-Brand Advice Group
On the New Leaf Podcast, Founder Mark Hobbs welcomes two of the network's most successful and long-standing advisers, Mark Scott and Marta Scott-Manuszewska, who run Positive Advisers and Five Star Mortgages. This episode is an uncensore...
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From Corporate Banking to Self-Employed IFA | Rebecca Penny on Building an IFA business from Scratch with no CAS
In this episode of the New Leaf Podcast, host Sam Wallis sits down with the inspiring Rebecca Penny from Planet Financial to discuss what it's truly like to go self-employed in the financial services industry. Rebecca share...
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From £30k to £300k+ in 3 Years: A Mindset Masterclass with IFA Samantha Challis
Welcome to the New Leaf podcast, where host Mark Hobbs, Chairman and Founder of New Leaf Distribution, sits down with the amazing Samantha Challis from Another View Financial Services. Samantha shares her incredible journey of growing her incom...
How to Build a Successful IFA Business with Riz Malik | The New Leaf Podcast
In this episode, host Daniel Hobbs, CEO of New Leaf Distribution, sits down with Riz Malik from R3 Mortgages, a well-known IFA pundit and Sky News contributor.Riz shares his incredible journey of growing a business from zero t...
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From Professional Sports to Commercial Finance: A Winning Playbook
From Professional Footballer to Financial Broker: Kelsey Phillips' Winning PlaybookIn this inspiring episode of the New Leaf podcast, host Daniel Hobbs, CEO of New Leaf Distribution network sits down with Kelsey Phillips of Arose ...
