EPISODE · Mar 15, 2026 · 25 MIN
Building a Sustainable Adviser Business: Key Insights with Rita & Rohit Kohli from The Mortgage Stop
from The New Leaf Podcast · host Daniel Hobbs
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 strategies and network decisions, this conversation is packed with real-world lessons.You’ll discover:How to structure your firm for sustainable growthThe importance of mindset and systems in adviser successWhat to consider when choosing a networkNew Leaf Distribution supports financial advisers and mortgage brokers who want to build strong, sustainable businesses while retaining independence and control.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
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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 strategies and network decisions, this conversation is packed with real-world lessons. You’ll discover: How to structure your firm for sustainable growthThe importance of mindset and systems in adviser successWhat to consider when choosing a networkNew Leaf Dis...
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Building a Sustainable Adviser Business: Key Insights with Rita & Rohit Kohli from The Mortgage Stop
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