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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
The New Leaf Podcast
How to Build a Successful IFA Business with Riz Malik | The New Leaf Podcast
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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 to over a thousand clients since 2014, and how he successfully transitioned from a mortgage adviser to an IFA. He also offers valuable insights on:
- The Power of Specialisation: Why his deep understanding of portfolio landlords and their property wealth is a key strength that sets his IFA business apart.
- The Future of Advice: His exciting and optimistic view on AI, and how it can be used to improve the client journey rather than pose a threat to the industry.
- Marketing in the Modern World: How he leveraged media appearances and repurposed content to become a well-known public figure and market his business effectively.
- Building a Team and Culture: His strategy for recruiting new advisers and his focus on delivering a "first class" customer experience.
Whether you're a new adviser or a seasoned professional, this episode is packed with real-world strategies for scaling a financial advice business.
The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisors like Kelsey at www.newleafdistribution.co.uk.
The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk