PODCAST · business
NRG Insights
by Marcus Nanson
NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
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153
Rising Stars 2026: What Helps Young People Progress in Finance with Calypso Cox
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Calypso Cox from Stamford Finance.Calypso’s route into finance wasn’t planned in the traditional sense.With a background in English Literature and Art History, she found herself entering the industry through a marketing internship before moving into a role that combined marketing, relationship management and business development.Since then, she’s built experience across both BD and marketing, developing a strong understanding of how relationships, communication and consistency help people progress in a relationship-led industry.This conversation looks at what actually helps young people build momentum early in their careers.From networking and learning quickly, to understanding people, building confidence and making the most of unexpected opportunities.It’s also an honest discussion about entering a male-dominated industry at a young age, and how younger professionals are finding their place within it.In this episode:How Calypso found her way into financeThe crossover between marketing and business developmentWhat helps young people build confidence early in their careersWhy networking and relationships matter so much in financeThe challenges of entering a male-dominated industryHow young professionals can stand out and build credibilityWhy saying yes to opportunities often matters more than having a fixed planIf you’re early in your career, trying to build confidence, or looking to understand how progression actually happens in finance, this episode is worth a listen.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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152
Rising Stars 2026: Starting in Property, Moving Into Finance with Razvana Horton
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Razvana Horton, Business Development Manager at Hampshire Trust Bank.Razvana didn’t start in finance.Her early career was in property, working across off-plan sales in both UK and international markets. When the market shifted during the pandemic, she had to adapt quickly, moving her focus towards income-generating property and thinking more commercially about deals.That shift eventually led her into financial services.This conversation looks at what that transition really involved, from learning a new side of the industry, to understanding deals in more depth, and building the relationships that sit behind them.It’s a practical look at how people move into finance without a traditional route, and what helps once you’re in.In this episode:- Starting out in property and off-plan sales- Adapting to market changes during the pandemic- Moving from property into financial services- The transition from brokering into lending- Why relationships matter more than most people think- The role of mentors and leadership in career progression- What helps new entrants build confidence and credibilityIf you’re looking to move into finance, change direction, or build a career in a relationship-led industry, this episode gives a clear view of what that journey can look like.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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151
Rising Stars 2026: From Redundancy to Rising Star with Francesca Starkey
In this episode of NRG Insights: Rising Stars 2026, Marcus sits down with Francesca Starkey, Business Development Manager at Project & Co.Francesca’s route into the industry wasn’t straightforward. After facing two redundancies in 2024, she found herself reassessing what came next and applying for new opportunities without a fixed plan.That next step led her into specialist finance and into a BDM role she’d never done before.What followed has been rapid progress, strong industry recognition, and proof that experience isn’t always the only thing that matters.This conversation looks at how Francesca backed herself, adapted quickly, and turned her personality into a genuine advantage in a relationship-led industry.It’s also an honest look at confidence, resilience, and what early career progression can really look like when you’re willing to learn on the move.In this episode:How Francesca dealt with redundancy and found a new directionMoving into a BDM role with no previous BDM experienceWhy personality and authenticity can be a real advantageThe importance of building trust and relationships earlyHow confidence is often misunderstood in businessThe role mentors and supportive networks play in progressionAdvice for young professionals entering financial servicesIf you’re early in your career, changing direction, or trying to build momentum in a competitive industry, this episode is packed with perspective.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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150
Rising Stars 2026: Saying “Yes” Can Change Your Career with Jack Cope
In the first episode of our Rising Stars series 2026, Marcus sits down with Jack Cope, Head of Mortgages at Bridgemore Capital.Jack’s career didn’t follow a straight, planned path. Like a lot of people in finance, he found his way into the industry, learned on the job, and took opportunities as they came.What’s made the difference is how he approached those opportunities.From starting out in customer-facing roles to moving into brokering and stepping into leadership, Jack shares how saying “yes” early on, backing himself, and being willing to learn has helped him build momentum in his career.This episode is a grounded look at what early careers in finance actually look like, and what tends to make the difference over time.In this episode:How Jack got started in financial servicesWhy early roles matter more than people thinkThe transition from employed roles into brokeringWhat helped him progress into leadershipWhy saying “yes” to opportunities can accelerate your careerThe role of mentors and learning from people around youAdvice for anyone starting out or looking to move forwardIf you’re early in your career in mortgages, specialist lending or financial services, this episode gives a realistic view of how careers develop and what actually helps you move forward.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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149
Why Hiring in Finance Feels Harder Than Ever with Kallie Henson
In this episode of NRG Insights, Marcus sits down with Kallie Henson, Senior Consultant at NRG Recruitment, to talk about how hiring in financial services has changed over the past 12–18 months.There are still roles being filled. There are still good candidates in the market.But the way hiring decisions are being made has shifted.Processes are more considered. Expectations are higher on both sides. And what makes someone the “right fit” isn’t always as straightforward as it once was.This conversation looks at what’s actually driving that change, and what hiring managers and candidates need to understand to navigate it properly.In this episode:Why hiring processes are becoming more consideredWhat’s changed in how candidates are being assessedWhy cultural fit is playing a bigger role in hiring decisionsHow expectations have shifted on both sides of the processWhat stands out in a more competitive and selective marketHow to approach hiring and job moves more effectively right nowAbout Kallie HensonKallie Henson is a Senior Consultant at NRG Recruitment, specialising in the lending and specialist finance market.She started her career in senior and executive finance recruitment before moving into specialist lending, where she focuses on short-term finance, development finance and commercial mortgages.Working closely with both hiring managers and candidates, Kallie brings a clear, up-to-date view of how the recruitment market is evolving.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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148
Why Relationships Are the Real Currency In 2026
In this episode of NRG Insights, we bring together perspectives from Kunal Mehta, Ashley Ilsen and Duncan Kreeger to look at what’s actually driving deals and long-term success in financial services.With more technology, more automation and more tools than ever, it’s easy to assume the industry is moving away from people.But in reality, the opposite seems to be happening.The processes might be faster, the systems more efficient, but the value still sits in relationships, communication and trust.Across this episode, the conversation focuses on how experienced operators are balancing technology with personal interaction, and why the human side of the industry is becoming more important, not less.In this episode:Why technology improves process but doesn’t replace relationshipsHow strong relationships continue to drive deals in competitive marketsThe role communication plays in building trust with clients and partnersWhy different communication styles matter across clients and generationsHow to balance efficiency with a more personal approachAs the industry continues to evolve, the fundamentals haven’t changed.People still back people.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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147
Understand. Evolve. Collaborate.
In this episode of NRG Insights, we take a step back and look at what actually helps people and businesses stay relevant in a changing market.Bringing together insights from Peter Beaumont, Andrew Robinson and Chris Gardner, this episode focuses on three themes that continue to come up in conversations across financial services: understanding the market, evolving with it, and working more collaboratively.Each guest offers a different perspective, shaped by their experience across lending, development and advisory. But across all three conversations, there are clear patterns in how experienced operators approach change, uncertainty and growth.From adapting products based on broker and client feedback, to evolving business models and building stronger relationships across the industry, this episode highlights what tends to make the difference when conditions shift.In this episode: Why understanding market feedback is key to staying relevant How businesses adapt their offering as conditions change The importance of evolving beyond your original model Why collaboration between lenders, brokers and developers matters more than ever How experienced professionals approach uncertainty in the market This episode offers a practical look at what helps people navigate an evolving financial landscape, without overcomplicating it.Whether you’re a broker, lender or working within property finance, the themes in this conversation will feel familiar.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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146
7 Career Lessons from Leaders in Finance (Best Of)
Careers in financial services rarely follow a straight line.Some start in admin roles, some in sales, others in completely different industries before finding their place in finance. But over time, certain lessons tend to repeat themselves. The people who build long, successful careers often share similar attitudes towards learning, work ethic, and how they approach opportunities.This Best Of episode of NRG Insights brings together advice from several guests who have built strong reputations across the industry. Featuring Paula Mercer, Jaz Dhaliwal, Dan Kendrick, Danny Kiely, Rebecca Lewis, Matthew Yassin and Uliana Kuzmis, the episode pulls together some of the most practical career insights shared on the podcast.Across different roles and career paths, they reflect on the decisions, habits and lessons that helped shape their journeys in finance.If you're starting out in the industry, building momentum in your career, or simply looking for perspective from people who have already navigated the path, this episode offers a collection of valuable insights from those who have done it first.What’s covered in this episode:Why learning the fundamentals early in your career pays off laterThe role persistence and resilience play in financial servicesWhy relationships still drive opportunities in the industryHow mentorship and experienced colleagues accelerate learningThe importance of staying curious and continuously improvingWhy setbacks often become the most valuable lessonsHow consistency and reliability build long-term credibilityWhether you're new to the industry or already established in your role, these lessons offer a practical look at what helps people succeed in financial services over the long term.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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145
Structuring Deals When the Stakes Are High with Matthew Yassin
In this episode of NRG Insights, Marcus sits down with Matthew Yassin, Managing Director of Structured Finance at Aquilae Capital, to explore what really goes into structuring complex financial deals.With over 25 years of experience across banking, property investment and structured finance, Matthew has spent his career helping businesses navigate major financial decisions. From acquisitions and refinancing to restructuring and growth capital, his role sits at the point where strategy, risk and funding all intersect.Marcus and Matthew discuss the realities of advisory work in today’s market, why no two transactions are ever the same, and how thoughtful structuring can make the difference between a deal that works on paper and one that works in practice.They also explore the growing importance of strategic guidance when businesses face high-stakes decisions, and why understanding both the numbers and the people behind them is critical in structured finance.In this episode:Why structuring becomes more important as deals get more complexThe role advisory plays when businesses are making major financial decisionsHow experienced advisors help navigate uncertainty in the marketWhy every client situation requires a tailored approachWhat separates good financial strategy from simply raising capitalMatthew also shares insights from his career across banking and investment, and how his experience helps clients approach financial decisions with clarity and long-term thinking.Whether you’re involved in structured finance, property investment or advising businesses on funding strategy, this episode offers a valuable perspective on how deals come together when the stakes are high.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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144
What the Next Generation Is Getting Right In Finance (Best Of)
In this Best Of episode of NRG Insights, we revisit conversations with three of the industry’s Rising Stars, Billie Cox, George Ormerod and Sam Hutchins, to hear what it’s really like starting out in financial services today.The next generation is entering the industry at a time of constant change. Markets move quickly, expectations are higher, and the learning curve is steep. But fresh perspectives, adaptability and a willingness to learn are helping early-career professionals build momentum faster than ever.This episode looks at how these Rising Stars approached their first roles, what helped them progress early, and the habits and mindset that are making a difference at the start of their careers.If you’re new to the industry, managing junior talent, or thinking about how the next generation is shaping the future of financial services, this one’s worth a listen.What you’ll hear in this episode:Why starting in foundational roles builds long-term confidenceThe value of mentorship and exposure early in your careerHow younger professionals are adapting quickly to a changing marketWhy being in the office still matters for learning and developmentThe realities of early career progression in financial servicesIf you like this episode, don’t forget to tag NRG when you share it!If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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143
How New Lenders Earn Their Place in the Market with Uliana Kuzmis
In this episode of NRG Insights, Marcus is joined by Uliana Kuzmis, Chief Credit Officer at Pallas Capital, to talk about how a new lender builds credibility and momentum in a competitive development finance market.Uliana shares her experience joining Pallas Capital as one of the first hires in the UK and helping to put the foundations in place, from credit frameworks and risk controls to operational processes and team structure.The conversation looks at how Pallas Capital has entered the UK with the backing of an established international business, why experienced originators and strong credit discipline matter early on, and how trust is built quickly with brokers and borrowers.Marcus and Uliana also discuss the role of technology in supporting lending decisions, the importance of educating brokers in a complex sector, and where opportunities are emerging across the development finance market.A practical episode for brokers, developers and anyone working in specialist lending who wants a clearer view of how new lenders establish themselves — and what the market looks for before backing them.What you’ll hear in this episode:What it takes to launch and scale a new lender in the UKWhy strong credit frameworks matter from day oneHow experienced teams help build market trust quicklyThe role of technology in managing development lending efficientlyWhy broker and developer education is essential in development financeIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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142
The Standard Clients Expect in Conveyancing with Jaz Dhaliwal
In this episode of NRG Insights, Marcus is joined by Jaz Dhaliwal, Consultant Solicitor at Taylor Rose, to talk about how client expectations in conveyancing are changing and what good service really looks like today.With over a decade in residential property, Jaz shares how moving from a traditional model into consultancy has allowed her to offer a more flexible, client-focused approach. From out-of-hours communication to more personal support throughout the transaction, she explains why the standard clients expect is higher than ever.The conversation also tackles some of the common frustrations around conveyancing, including where delays really come from and why better communication between solicitors, brokers and clients makes a significant difference to outcomes.Marcus and Jaz also discuss the role of social media in building trust, the importance of being accessible and transparent, and why collaboration across the property process is essential as transactions become more complex.A practical episode for brokers, property professionals and anyone involved in residential transactions who wants a clearer view of what clients now expect from their solicitor.What you’ll hear in this episode:How client expectations in conveyancing have changedWhy flexibility and accessibility are becoming essentialThe common causes of delays — and how to reduce themWhy communication between brokers and solicitors matters more than everHow a more personal, service-led approach improves the client experienceIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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141
How Being a Pilot Changed My Approach to Bridging with Kunal Mehta
In this episode of NRG Insights, Marcus sits down with Kunal Mehta, Managing Director of SDKA, to talk about his journey from airline captain to running one of the UK’s leading bridging lenders.Before entering property finance, Kunal spent over 15 years as a pilot with Emirates. That experience, operating in a high-pressure, precision-led environment, now shapes how he approaches risk, decision-making and service in the world of bridging.A practical, straight-talking episode for brokers, property professionals and anyone working in specialist lending.What you’ll hear in this episode:How aviation discipline and decision-making translate into lendingWhy precision and risk management matter in bridging financeHow the bridging market has evolved in recent yearsThe growing demand for semi-commercial and flexible funding solutionsWhy service and relationships still drive long-term successIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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140
Why Hard Work Wins in Business Development with Dan Kendrick
In this episode of NRG Insights, Marcus is joined by Dan Kendrick, a well-known and well-respected voice in business development across specialist lending.Dan shares his journey through financial services, starting out in smaller, less glamorous parts of the market and learning the ropes the hard way. From early roles focused on modest loan sizes to building long-term relationships in a crowded lending landscape, Dan explains why persistence, communication and genuine effort still matter more than talent alone.The conversation covers the realities of being a BDM today — from standing out when brokers are overwhelmed with choice, to handling rejection, pressure, and constant change in the market. Dan also talks openly about the impact of COVID on lending, how he adapted, and why leaning into relationships rather than hiding behind process made the difference.Along the way, Marcus and Dan discuss what separates good BDMs from great ones, why belief in your product is essential, and how clear, honest communication builds trust that lasts.A straight-talking episode for anyone working in business development, lending, or looking to build a long-term career in financial services.What you’ll hear in this episode:- Why hard work often beats natural talent in business development- How early, unglamorous roles can shape long-term success- The importance of persistence without becoming a nuisance- Why communication beats hiding behind emails- How strong relationships are built and maintained over timeIf you like this episode, don’t forget to tag NRG when you share it!For more visit: www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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139
How To Build Credibility in Specialist Finance with Rebecca Lewis
In this episode of NRG Insights, Marcus sits down with Rebecca Lewis, Group Director at Affinity, to talk about what credibility really looks like in specialist finance — and how you actually build it over time.Rebecca shares her journey into financial services, starting at the very bottom and learning the business properly before moving into more complex lending. They discuss why understanding the foundations matters, how making mistakes plays a big part in earning trust, and why experience often counts for more than job titles.The conversation also covers relationship-building in a people-led industry, the role social media plays in building professional credibility, and why being consistent and authentic matters more than chasing quick wins.Rebecca offers honest advice for anyone building a long-term career in finance, including the traits that really make a difference and how to stay grounded in an industry that’s constantly evolving.A relaxed, straight-talking episode focused on experience, trust, and doing the job well.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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138
Breaking Into Finance: Lessons from the Industry’s Rising Stars
Getting started in financial services isn’t always straightforward. Titles are unclear, career paths aren’t linear, and most people don’t really know what “good” looks like in their first few years.In this Best Of NRG Insights episode, Marcus Nanson brings together voices from four professionals who are rising fast in specialist finance...George SanfordLloyd WhitingChris GrantCalean GokaniThey share what they’ve learned while breaking into the industry, figuring things out on the job, and building credibility without years of experience behind them.This episode focuses on the practical realities of starting out in finance, not theory, hype, or polished career stories.In this episode, you’ll hear about:Why mentorship matters early on, and how to find it informallyHow clear communication builds confidence and trust faster than jargonWhat young professionals often misunderstand about careers in financeWhy asking questions early can save years of mistakesHow continuous learning and adaptability shape long-term progressionIf you’re new to financial services, considering a move into the industry, or still finding your feet in your first few roles, this episode offers grounded advice from people only a few steps ahead of you.If you like this episode, don’t forget to share and tag NRG in your post.For more visit: www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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137
How to Lend When the Market Turns Against You With Stephen Johnson
Markets don’t always reward scale, speed, or process. Sometimes they reward judgement, experience, and knowing when to change course.In this episode of NRG Insights, Marcus sits down with Stephen Johnson, founding partner at 9Y Capital, to talk about what lending really looks like when conditions tighten and certainty disappears.Stephen has spent more than two decades in property finance, lending through booms, downturns, and full market freezes. From pioneering commercial mortgage securitisation at Commercial First, to helping build Shawbrook Bank through to IPO, and now operating a boutique lender focused on judgement over volume, his career offers a rare through-the-cycle perspective.Rather than focusing on products or predictions, this conversation looks at how lenders actually adapt when the environment turns against them.In this episode, we cover:What breaks first when markets tightenWhy rigid lending models struggle under pressureHow experience changes the way risk is assessedThe trade-off between scale and controlWhy relationship-led lending matters more in tough marketsWhat founders and lenders often misunderstand about resilience and timingThis episode is for lenders, brokers, investors, and founders who want a clearer view of how decisions are made when conditions are difficult — and why some businesses survive while others don’t.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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136
Starting the Year Right in Finance (Best Of)
The first working days of the year are often when people pause and take stock.What worked. What didn’t. And what they want this year to look like.In this Best Of episode of NRG Insights, we’ve brought together practical advice and honest reflections from across the financial services industry, focused on what actually matters as you head into a new year.Rather than predictions or trends, this episode is about fundamentals: how people approach their careers, navigate change, stay resilient when markets tighten, and keep momentum when things don’t go to plan.The conversations feature insights from Ash Borland, Billie Cox, Hirsche Hughes, William Lloyd, George Ormerod, and Jonathan Sealey, each bringing a different perspective from their own corner of financial services.Whether you’re starting the year with clear goals, or still figuring out what needs to change, this episode is designed to give you grounded thinking you can carry into the months ahead.In this super short episode, you’ll hear about:• How to approach a new year without burning out early• Why adaptability matters more than certainty in financial services• The habits that quietly separate long-term performers from short-term wins• How to learn from mistakes without letting them stall progress• Why resilience, consistency, and self-awareness still outperform hypeSubscribe to NRG Insights for weekly conversations with leaders in specialist finance, mortgages, and property lending.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.For more visit: www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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135
Finding Your Way in Financial Services (Best Of)
Careers in financial services rarely follow a straight line.In this Best Of episode of NRG Insights, we bring together standout moments from four conversations that show how people actually find their way in the industry — often by accident, necessity, or saying yes to the wrong job before it turns out to be the right one.Featuring Nick Hilton, Ashley Ilsen, David Weir, and Anastasia Ttofis, this compilation explores how very different starting points can lead to long-term success in finance, from bridging and development lending to banking and specialist legal services.Across these clips, we talk about timing, risk, career pivots, and what happens when the market changes faster than your plans. There’s no blueprint, no polished career ladder — just honest reflections on what helped these individuals progress, adapt, and build meaningful careers in financial services.If you’re early in your career, considering a move, or simply reassessing where you want to go next, this episode offers real perspective from people who’ve already navigated the uncertainty.In this episode, you’ll hear about:Why most careers in finance start by accidentThe value of saying yes to opportunities you didn’t plan forSwitching industries and starting againHow timing and market shifts create unexpected openingsWhy resilience and curiosity matter more than a perfect CVListen now and explore how different paths can still lead to success in financial services.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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134
How to Become a Great BDM in 2026
As 2025 comes to a close, the role of the Business Development Manager continues to change. Markets are tighter, expectations are higher, and relationships matter more than ever. In this special NRG Insights compilation, we look ahead to 2026 and break down what genuinely separates strong BDMs from the rest.This episode brings together insights from Jez Quinn, Dan Narwal, Andy Reid, and Will Calito, each offering a grounded perspective based on real experience in specialist finance.Rather than focusing on scripts, targets, or surface-level tactics, the conversation looks at the behaviours and mindset that will define successful BDMs in the years ahead.Caring Beyond PerformanceJez Quinn explains why genuine care still sits at the top of the list. Not just caring about personal numbers, but about brokers, clients, and the wider business. Skills can be taught, but commitment, pride, and ownership cannot. In a market where trust is hard won, this mindset becomes a competitive advantage.Adaptability and Relationship DepthDan Narwal highlights the importance of staying adaptable in a specialist market that changes quickly. Criteria shifts, deal structures evolve, and no two cases look the same. The best BDMs stay ahead by understanding nuance, communicating clearly, and building relationships that last beyond individual transactions.Resilience in a Demanding MarketAndy Reid focuses on resilience. Rejection, delays, and pressure are part of the job, and without resilience, consistency is impossible. The BDMs who last are those who can take setbacks in stride, keep perspective, and show up the same way regardless of market conditions.Thinking Long-TermWill Calito brings a broader view shaped by development and lending experience. He stresses the importance of looking beyond short-term wins and thinking in years, not months. Strong BDMs understand where their role fits into a longer journey for brokers, clients, and themselves.Looking Ahead to 2026Across all four perspectives, one theme is clear: the future of the BDM role is human. Technical knowledge matters, but attitude, judgement, and relationships matter more. As the industry moves into 2026, the BDMs who thrive will be those who combine commercial awareness with consistency, care, and credibility.Whether you’re early in your career or already established, this episode offers a practical reset on what really counts in business development going forward.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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133
What Leaders in Finance Do Differently (Best Of)
Leadership in finance has changed. Titles matter less than trust. Process matters less than people. And the leaders who are actually performing are the ones who understand that managing numbers is easy compared to managing humans.In this special NRG Insights compilation, Marcus brings together four conversations with leaders operating at the sharp end of specialist finance. Each guest shares practical insight into how they lead teams, handle pressure, and build cultures that hold up when the market gets tough.This episode focuses on what leadership really looks like day to day. Not theory. Not buzzwords. Just the decisions, behaviours, and mindset shifts that separate effective leaders from everyone else.Featured conversations include:Jonathan Sealey on why culture comes before strategy, and how autonomy drives performanceJamie Pritchard on management as a responsibility, not a rewardPaula Mercer on emotional intelligence, values, and leading with intentAndy Alvarez on trust, motivation, and the human side of sales leadershipIn this episode, you’ll hear:Why strong leaders focus on alignment, not controlHow trust is built inside teams, not announced in meetingsWhat modern employees actually expect from leadershipWhy emotional intelligence now matters as much as experienceHow the best leaders adapt without losing clarity or standardsWhether you’re leading a team, managing senior people, or stepping into leadership for the first time, this episode gives a grounded look at how leadership really works inside financial services today.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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132
The Constant Evolution of Broking with Andrew Robinson
Marcus sits down with Andrew Robinson, Founder of Arc & Co, to talk about how broking has changed, and why brokers who don’t adapt get left behind.Andrew started Arc & Co in 2007, grew it through some of the toughest market conditions in recent memory, and recently sold the business to FRP Advisory. His journey shows what it really takes to build and scale a brokerage when the market keeps moving the goalposts.If you’re in broking, lending, or thinking about growing a business in financial services, this episode will help you understand what actually matters.What You’ll LearnHow broking has changed...and what’s coming nextWhy resilience matters more than timing or luckThe decisions that helped Arc & Co grow when others stalledWhat Andrew looks for when hiring and developing talentWhy the FRP deal wasn’t planned — but made senseAndrew Robinson is the founder of Arc & Co, a specialist finance brokerage working across residential, commercial, marine and aviation finance. He built the business from scratch, grew it through multiple market cycles, and recently led its acquisition by FRP Advisory to support its next stage of growth.Subscribe to NRG Insights for weekly conversations with leaders in specialist finance, mortgages, and property lending.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.For more visit: www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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131
The Human Side of Finance: Partnerships, People & Trust (BEST OF)
In this special compilation episode of NRG Insights, we explore the one thing that sits behind every successful lender, broker, and leader in financial services, people.Featuring moments from conversations with Chris Britto & Joe Eden (Bridgemore Capital), Charlie Gregory (Glenhawk), Sonia Mann (Roma Finance), and Grant Hendry (OSB Group), this episode dives into the realities of communication, culture, trust, and what it actually takes to build long-term success in this industry.If you’ve ever wondered why some businesses scale and others stall, or why certain leaders inspire loyalty while others lose good people, this is the episode that joins the dots.In this episode, you’ll learn:Why communication is the real competitive advantage in lending and brokingHow business partnerships stay strong when pressure hitsWhy authenticity builds trust faster than a script ever willThe difference between managing people and leading themHow ego, personalities, and values shape team successWhy culture isn’t a poster on the wall, it’s every conversationIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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130
From Entry-Level to Head of Sales with Danny Kiely
This week on NRG Insights, Marcus sits down with Danny Kiely, the new Head of Sales at Hampshire Trust Bank (HTB).Danny didn’t follow the usual route. No degree. No big break. He started in 2014 delivering post at Shawbrook Bank and worked his way through operations, underwriting, BDM roles and into leadership. Step by step. One job at a time.This episode is a proper look at what progression in financial services actually looks like when you build it from the ground up — the learning curve, the setbacks, the mentors, and the moments that push you forward.If you're early in your career, developing a team, or looking at that next step yourself, you’ll take plenty from this one.In this episode:How Danny moved from admin work to senior rolesThe skills that helped him at each stageWhy taking your time early on pays off laterThe role of ambition, visibility and consistencyDealing with imposter syndrome as you move upHow mentors shaped his approach to leadershipWhat he’s focusing on now as HTB’s Head of SalesAbout Danny KielyDanny is Head of Sales at Hampshire Trust Bank, with almost a decade across specialist lending. He started his career in entry-level operations at Shawbrook before moving into underwriting and BDM roles at MT Finance and HTB. His progression into leadership has been built on learning every part of the process and proving himself at each stage.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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129
How Great Lenders Stay Ahead of the Market with Chris Gardner
In this episode of NRG Insights, Marcus is joined by Chris Gardner, CEO and Co-Founder of Atelier, to unpack what it really takes for a lending business to stay ahead.Chris has built one of the UK’s most innovative specialist lenders, and in this conversation, he breaks down the patterns he’s seen across multiple financial cycles, the opportunities most lenders overlook, and what developers and brokers should understand about today’s environment.Whether you’re in lending, broking, development, or leading a business through uncertainty, this episode gives you practical insight from someone who’s built, scaled, and rebuilt multiple times over.• How Chris went from car finance innovator to mortgage broker to specialist lender• Why the best lenders focus on behaviour, not just assets • What’s changed in development & bridging finance — and what hasn’t • Why COVID accelerated Atelier’s growth • How to survive inflation, rising build costs & shifting economic cycles • The real role of government policy in the housing market • What developers should understand before taking on their next deal If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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128
What Makes Partnerships Work in Finance with Joe Eden & Chris Britto
In this episode of NRG Insights, Marcus sits down with Joe Eden and Chris Britto, Co-Founders of Bridgemore Capital, to talk about what makes business partnerships work in finance and beyond.With backgrounds spanning mortgages, property investment, and specialist lending, Joe and Chris have built a brokerage that’s defined by communication, trust, and mutual respect. In this episode...How to build a partnership based on complementary strengthsWhy clear communication beats hierarchy every timeThe importance of educating clients, not just selling to themHow values like respect and transparency shape long-term successThe lessons Joe and Chris have learned building Bridgemore CapitalIf you’re running a brokerage, working in specialist finance, or thinking about starting something of your own, this conversation is a masterclass in what it takes to build something that lasts.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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127
What Most Get Wrong About Development Finance with Ashley Ilsen
In this episode of NRG Insights, Marcus sits down with Ashley Ilsen, CEO and Co-Founder of Magnet Capital, to unpack what developers, brokers, and even lenders often get wrong about development finance.Ashley shares how Magnet Capital carved out a strong position in a crowded field of over 240 short-term lenders by focusing on relationships, service, and real understanding of developers’ needs, not just speed and pricing.Whether you’re a broker, developer, or lender, this conversation is packed with lessons on standing out, surviving tough markets, and building trust in a sector where reputation matters most.In this episodeThe biggest misconceptions about development financeHow to stand out in a saturated lending marketLessons from launching Magnet Capital and leading through uncertaintyWhy “fast and flexible” isn’t enough anymoreHow culture and recruitment shape long-term successThe future of tech and collaboration in development financeAbout Ashley IlsenAshley Ilsen is the CEO and Co-Founder of Magnet Capital, a specialist lender providing development finance for new-build residential projects. Since launching in 2018, Magnet Capital has become known for its straightforward lending approach and relationship-driven service, supporting developers across the UK through changing market conditions.Subscribe to NRG Insights for weekly conversations with leaders in specialist finance, mortgages, and property lending.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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126
Inside a Modern Lending Business with Gregory Tarn
In this episode of NRG Insights, Marcus is joined by Gregory Tarn, Managing Director at Avamore Capital, for a candid look behind the scenes of today’s specialist lending market. From investment banking in Switzerland and London, to heading a small, agile team in mezzanine and second-charge lending, Gregory shares what it really takes to build, lead and adapt in a lending business that’s built for today, not yesterday.What You’ll LearnHow moving from large-corporates into small teams gave Gregory a full view of how a lending business works, end-to-endWhy agility, tech investment and relationships now go hand-in-hand in specialist lendingThe market shifts from mezzanine to first-charge lending and how strategy must evolve accordinglyWhy leadership in smaller finance firms means wearing many hats — and why that’s an advantageWhat defines a modern lender in 2025: culture, tech-savvy operations and trusted broker partnershipsIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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125
Tapping Into the Human Side of Sales with Charlie Gregory
In this episode of NRG Insights, we’re joined by Charlie Gregory, Business Development Manager at Glenhawk, to explore what really drives success in financial services, authenticity, adaptability, and genuine human connection.Charlie’s career has been anything but ordinary. From growing up between Paris and Japan, to starting in estate agency, and eventually finding his stride in bridging finance, his journey shows that great salespeople aren’t just closers, they’re connectors.This episode dives into what makes a great BDM in today’s market, why being yourself can be your biggest advantage, and how social media can amplify authenticity instead of faking it.What You’ll Learn...Why personality matters more than pitch — and how to build real, lasting relationships in financial servicesHow to adapt to every client without losing authenticityThe role of humour and honesty in winning trust and businessSocial media as a networking tool — how to stay visible and genuineHow resilience and mentorship have shaped Charlie’s approach to leadership and growthIn a competitive market, it’s not the loudest that win, it’s the most human. Building trust, showing personality, and staying consistent will take you further than any sales script ever could.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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124
Why Taking a Step Back Can Move You Forward with David Weir
Sometimes taking a step back is the only way to move forward.In this episode of NRG Insights, Marcus Nanson sits down with David Weir, National Account Manager at Hope Capital, to talk about what it really takes to change careers, grow fast, and find your place in financial services.David shares his journey from the construction industry to the world of bridging and specialist lending, including the bold decision to take a pay cut and start again as a financial services apprentice.It’s a story about resilience, attitude, and how focusing on people (not just targets) can completely change your career trajectory.In this episode:Why taking a pay cut was the best move of David’s careerThe habits that separate good BDMs from great onesHow to build genuine relationships with brokers and clientsTurning the tension between sales and underwriting into a strengthThe lessons that helped David move from apprentice to National Account ManagerIf you’re a BDM, broker, or looking to build a long-term career in financial services, this one’s full of honest insight and practical takeaways from someone who’s been there.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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123
The Truth About Growing a Brokerage with Stephen Baldwin
In this episode of NRG Insights, Marcus Nanson sits down with Stephen Baldwin, Managing Director of Credicus, to uncover what it really takes to grow a successful brokerage in today’s market.With over two decades in financial services, Stephen’s story is one of resilience, reinvention, and lessons learned the hard way — from building a client base and taking the leap into self-employment, to scaling a business and avoiding the common mistakes that hold brokers back.💡 In this episode:The biggest mistakes brokers make when building their businessWhy recruitment and structure are key to long-term successHow to generate your own business and stop just taking ordersLessons learned from hiring, planning, and scaling CredicusThe mindset every broker needs to survive in a tough marketWhether you’re a broker, team leader, or aspiring business owner in financial services, this episode will give you practical insights to help you grow smarter, build better teams, and navigate the ups and downs of running your own firm.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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122
What Makes a Great BDM in Finance with Jez Quinn
In this episode of NRG Insights, Marcus Nanson sits down with Jez Quinn, Head of Sales for the short-term finance division at West One Loans, to talk about what really makes a great Business Development Manager (BDM) in today’s financial services industry.Jez shares his journey from nearly taking over his family pub to building a 15+ year career in financial services, with roles at West Bromwich Building Society, Secure Trust Bank, Masthaven Bank, and now West One. Along the way, he’s seen first-hand how the role of the BDM has changed, and what separates the good from the great.In this episode, you’ll learn...- The skills and qualities that make a standout BDM in finance- How Jez transitioned from branch roles into senior leadership- Lessons from leading teams through mergers, product shifts, and market change- Why passion, care, and culture matter more than quick wins- How West One is building for growth in bridging and specialist lending- Tips for recruitment, mentoring, and retaining the right talent in financeThis episode is a must-watch for:✅ Mortgage brokers and financial advisers✅ Current or aspiring BDMs in financial services✅ Lenders, sales leaders, and recruiters in the mortgage and bridging space✅ Anyone interested in leadership, culture, and career growth in finance🔗 Connect with Jez QuinnLinkedIn: https://www.linkedin.com/in/jez-q-b3027671/🔗 Follow NRG Resourcing & NRG InsightsWebsite: https://nrg-resourcing.co.uk/LinkedIn: https://www.linkedin.com/company/nrg-resourcing/If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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121
How Lean Teams Can Win in Finance with Jourdan Rajwan
In this episode of NRG Insights, host Marcus Nanson sits down with Jourdan Rajwan, an entrepreneur and financial services leader whose unconventional career journey is packed with lessons for anyone in business, finance, or real estate.Jourdan shares how he went from studying history and politics to breaking into real estate, surviving the challenges of the 2008 financial crisis, and eventually pivoting into short-term lending, where he built a thriving business during one of the toughest market environments in recent memory.From his early days at Jones Lang LaSalle (JLL) and Schroders, to taking a risk on launching his own firm, Jourdan’s story highlights resilience, adaptability, and the courage to pursue new opportunities. You’ll also hear how he’s investing in the next generation of financial services talent, building a team culture that empowers graduates and young professionals.What you’ll learn in this episode...How to navigate a career pivot in finance and real estateLessons from launching an investment management firmWhy setbacks can spark entrepreneurial innovationThe growth of the short-term lending market in the UKHow to hire, train, and retain top graduate talent in financial servicesWhy lean teams and agility are key to scaling successfullyIf you’re an aspiring entrepreneur, property professional, financial services recruiter, or investor, this conversation is packed with insights you won’t want to miss.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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120
How to Build a Better Lending Business with Peter Beaumont
In this episode of NRG Insights, Marcus speaks with Peter Beaumont, Director of Stamford Finance, about building a lender that stands out in today’s competitive development finance market.Peter shares his journey from being a property developer to running a privately funded lender, why trust and speed matter more than offering the cheapest rate, and how agility can be a lender’s biggest advantage.We cover the current state of the bridging finance and development finance markets, what over 240 competing lenders get wrong, and how Stamford Finance uses flexibility and personal relationships to win deals.In this episode...- Why Stamford Finance stays privately funded (and what that means for brokers)- Standing out in a crowded lending market- Adapting products based on broker and client feedback- Challenges with "below market value" property deals- Market cycles, economic uncertainty, and lender agility- Balancing growth with service quality- Real-world advice for newcomers to property financeWhether you’re a mortgage broker, bridging finance professional, property developer, or someone interested in real estate lending, this episode is packed with practical insights.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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119
Starting And Scaling A Bridging Lender With Jonathan Sealey
In this episode of NRG Insights, Marcus speaks with Jonathan Sealey, CEO of Hope Capital, about what it really takes to launch, grow, and lead a successful bridging finance business in the UK.Jonathan shares his career journey from the early days in property development and venture capital, through the challenges of the 2008 credit crunch, to founding Hope Capital in 2011. He talks about the highs, the setbacks, and the key lessons learned while building a lender from the ground up.Whether you’re an aspiring business owner, a bridging finance broker, or already in the specialist lending space, you’ll get a first-hand look at what’s involved in starting and scaling a company in one of the most competitive areas of financial services.In this episode:How Jonathan moved from property development to bridging financeThe steps – and missteps – in launching Hope CapitalSecuring your first deals and building early credibilityWhen and how to hire and delegate as the business growsUsing technology to support – not replace – personal serviceHow Jonathan’s leadership style has evolved over timeLessons for new and aspiring CEOs in specialist lendingIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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118
The Leadership Sessions: Why Authenticity Brings Out the Best in Your Team with Sonia Mann
In this episode of The Leadership Sessions on NRG Insights, Marcus talks with Sonia Mann, Head of Sales at Roma Finance, about what it really takes to lead in today’s financial services industry.With 28 years’ experience in banking, specialist lending, and sales leadership, Sonia shares her journey from junior roles at Barclays to senior positions at NatWest and Roma Finance, and the lessons she’s learned about authenticity, empathy, and trust.This episode covers:How to build trust and credibility as a leaderWhy authenticity matters in leadership (and how to maintain it)Balancing pressure, stress, and adaptability in high-performance teamsThe role of empathy and emotional intelligence in modern leadershipSpotting and developing future leaders within your teamAdvice for women pursuing leadership roles in financial servicesWatch the full conversation for practical leadership advice you can apply whether you’re leading a team now or aiming for your first management role.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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117
The Leadership Sessions: Turning Sales Success into Leadership with Paula Mercer
What does it really take to move from a sales role into leadership in financial services? In this episode of The Leadership Sessions on NRG Insights, Marcus sits down with Paula Mercer, Sales Director at LendInvest, to talk about her career journey, the mentors who shaped it, and the lessons she’s learned along the way.With 17 years in financial services, Paula has gone from BDM roles to senior leadership, leading teams, driving growth, and shaping culture in specialist finance. Her story is packed with practical advice for anyone looking to take the next step in their own career.In this episode:How Paula’s career developed from broker support into leadership rolesThe role of mentorship (and why every aspiring leader needs a Maria Harris)What makes the transition from BDM to leadership so challengingWhy understanding underwriting and operations makes you a better leaderThe importance of diversity, inclusion, and mental health in modern leadershipWhether you’re a BDM, broker, mortgage adviser, or future leader in financial services, Paula’s insights will help you see what it really takes to build a career that lasts — and a leadership style that makes a difference.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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116
The Leadership Sessions: Do the Job Before You Get the Title with Adam Butler
How do you prepare yourself for leadership before you’re given the title?In this episode of The Leadership Sessions, Marcus speaks with Adam Butler, Sales & Marketing Director at Avamore Capital, about his journey from financial adviser and broker to leading high-performing sales teams in specialist lending.With over a decade in specialist finance and experience at firms like Vida Home Loans, Hampton Trust, and Avamore, Adam shares the lessons he learned making the jump from individual sales to leadership — and why the best preparation often comes from stepping up before you’re officially promoted.We cover...Adam’s career path from IFA to leadership in specialist lendingHow to “do the role before you get the job” and why it mattersThe differences between sales skills and leadership skillsLessons from working at multiple lenders in the UK mortgage and property finance marketThe evolving role of sales leaders in bridging, buy-to-let, and development financeWhy knowledge, credit acumen, and culture now matter more than rate cards and lunchesWhether you’re a BDM, broker, mortgage adviser, or aspiring sales leader, this conversation is packed with insights on leadership development, sales management, and building teams in financial services.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.For more visit: www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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115
The Leadership Sessions: From ‘I’ to ‘We’ with Andy Alvarez
In this episode of NRG Insights, Marcus Nanson is joined by Andy Alvarez, National Intermediary Distribution Manager at Leeds Building Society, to discuss the realities of sales leadership in financial services.Andy shares his insights on leading sales teams, the challenges of moving from a top sales performer to a leadership role, and how to build a strong company culture that resonates with modern salespeople.With over 25 years in mortgages and specialist finance, Andy has seen how the industry’s expectations of leaders have changed. This episode explores how leadership styles need to evolve, how to manage diverse teams, and why the best salespeople don’t always make the best managers.In this episode, we cover:How to transition from sales to leadership in financial servicesThe difference between being a great salesperson and being a great leaderWhat motivates sales teams in 2025 (it’s not just commission)How to build team culture in a hybrid/remote environmentWhy “safety of voice” is key to leadership successThe importance of diversity and inclusion in financial services leadershipHow to lead with empathy while driving sales performanceAndy Alvarez is the National Intermediary Distribution Manager at Leeds Building Society, with 26 years of experience across mortgages, specialist lending, and broker engagement. If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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114
The Leadership Sessions: Why Top Performers Don’t Always Make Great Leaders with Jamie Pritchard
In this episode of The Leadership Sessions from NRG Insights, Marcus Nanson sits down with Jamie Pritchard, Managing Director at MS Lending Group, to explore what it really takes to move from a high-performing sales role into effective leadership.Drawing on over 25 years of experience in financial services, mortgage lending, and sales management, Jamie opens up about the realities of leadership in the lending industry. From managing egos to building trust, from making tough calls to letting go of personal performance metrics, this episode is a deep dive into the skills, mindset, and maturity required to lead successfully in today's financial landscape.Whether you're a Business Development Manager (BDM) thinking about your next move, a sales team leader learning how to manage people, or a broker curious about what good leadership looks like behind the scenes, this episode will give you grounded, practical insight from someone who's done it.In this episode:The difference between great salespeople and great leadersWhy not all BDMs are cut out for managementHow ego impacts leadership in lending and brokingThe importance of coaching, not controlling, your teamHow Jamie built his leadership style through real-world experienceThe role of mentorship and self-awareness in leadership developmentThe gap in leadership training across mortgage and specialist financePractical advice for anyone considering the leap into managementWhy delegation, empathy, and long-term thinking matter more than targetsPlus: how to stay people-focused in a performance-driven industrySearch NRG Insights to subscribe and get every episode as it drops.For more NRG Insights episodes, salary guides, and financial services content, follow us on LinkedIn, YouTube, Spotify, and Facebook.Find out more www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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113
The Leadership Sessions: Building Teams, Trust and Toughness with Abi Pickford
In this episode of NRG Insights, Marcus kicks off our new series, The Leadership Sessions, where he speaks to the people building teams, leading from the front, and shaping the culture of financial services.This week, Marcus is joined by Abi Pickford, Intermediary Sales & Operations Director at Together. Abi’s worked across financial services for over a decade, moving from debt management to underwriting, to sales operations leadership, and she’s developed a reputation for building teams that back themselves and each other.They dive into what leadership in sales really looks like, and the traits that separate managers from true leaders. If you lead a sales team, want to move into leadership, or just want to build a better culture within your business, this one’s a must-listen.In this episode:How Abi built her leadership career in financial servicesWhat great sales leaders do differentlyWhy resilience is the most important leadership skillHow to balance coaching with giving people independenceThe link between culture and performanceHow Together builds an inclusive, supportive environmentWho is Abi Pickford?Abi Pickford is the Intermediary Sales & Operations Director at Together, where she’s responsible for leading the intermediary channel and sales operations. She’s spent over 13 years in finance, starting in personal finance management and debt management before progressing into operations and leadership roles. Abi is passionate about team culture, creating environments where people feel supported to grow, and is a proud mum of one.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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112
How to Be The BDM Brokers Want to Work With — with Dan Narwal
In this episode of NRG Insights, Marcus Nanson is joined by Dan Narwal, Business Development Manager at Together, to break down the real role of a BDM in specialist lending.Dan shares his full career journey — from working in mobile phone sales, to joining his family’s loan company, to underwriting, and then finding his place as a BDM. He offers candid insights into what the job really involves day to day, what brokers actually want from their BDMs, and why some BDMs still get labelled as "biscuit BDMs."If you're a broker looking to understand how to get the most out of your lender relationships, or a BDM wanting to improve your impact in the market, this episode is packed with practical advice.We cover:- What brokers expect from a great BDM- The misconceptions about the BDM role- How to build real relationships, not just contacts- Common mistakes brokers make when approaching lenders- The skills that make a BDM stand out in the market- How the role of the BDM is evolving in specialist financeListen now to understand what it takes to build better partnerships between brokers and lenders — and how to avoid becoming just another face in the crowd.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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111
Founding a Brokerage in Real Time with James McCudden and Sean Hirschle
In this episode of NRG Insights, Marcus Nanson sits down with James McCudden and Sean Hirschle, the co-founders of specialist mortgage brokerage Hirschle Hughes.They share the real story of leaving a large city brokerage to start their own business from scratch. James and Sean talk openly about the leap from employees to business owners, how they built Hirschle Hughes from the ground up, and what it takes to grow a specialist brokerage in today’s market.Whether you’re thinking about starting your own brokerage, building a team, or just curious about the behind-the-scenes reality of growing a business in specialist finance, this is a conversation worth tuning into.In This Episode...The risks (and rewards) of starting your own brokerageLeaving the comfort of a large city firmWhat it’s really like to grow a specialist brokerage from scratchBuilding trusted referral networks with accountants and solicitorsManaging cash flow and growing a team in the early daysCreating a company culture that actually worksLessons learned and advice for brokers thinking about going soloFor more NRG Insights episodes, salary guides, and financial services content, follow us on LinkedIn, YouTube, Spotify, and Facebook.Find out more www.nrg-resourcing.co.ukIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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110
Rising Stars: Smart Finance for a New Era with Glenn Franklin-Jones
In this episode of the NRG Insights: Rising Stars series, Marcus sits down with Glenn Franklin-Jones from Brickflow to talk about his unconventional journey through finance and the future of broking in a tech-driven world.Glenn’s story takes us from his first job as a cashier at Barclays to working in specialist finance, running his own business, and now shaping the future of commercial finance at Brickflow, a platform built to make broking faster, smarter, and more efficient.They talk about... 👉 The problem with old-school banking 👉 Why tech is reshaping commercial finance (and how brokers can keep up) 👉 What it’s like building your own business in this space 👉 Balancing risk, family life, and career growth 👉 Why the next generation needs to understand finance earlier 👉 How brokers can use technology to deliver faster, better outcomes for clientsWhether you’re a broker, lender, or someone thinking about the future of finance, this episode is packed with insights on where the industry is heading.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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109
Rising Stars: Why The Bridging Industry Needs Fresh Blood with Caelan Gokani
In this episode of the NRG Insights Rising Stars series, Marcus and Caelen talk about building a career in bridging finance.Marcus sits down with Caelan Gokani from REIM Capital, a young professional making a name for himself in the bridging and development finance space. Caelan didn’t come into the industry with a ready-made client list or years of experience. He is building his reputation from scratch by picking up the phone, making the tough calls, and putting relationships first.They talk about...How Caelan got his start in bridging finance right after universityWhy cold calling and old-school sales still matter in specialist lendingThe power of mentorship in shaping a young careerWhat he’s building with the Young People in Bridging AssociationHow to grow a personal brand in the property finance industryWhy being yourself is the best way to build long-term trust with brokers and clientsWhat new brokers and BDMs can do right now to stand outIf you’re managing young talent, starting out in sales, or just figuring out how to grow in bridging and development finance – this one’s full of lessons you can actually use.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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108
Rising Stars: The Power of Soft Skills with Chris Grant
This week on the Rising Stars series, Marcus is joined by Chris Grant, Mortgage and Protection Adviser at Aberdein Considine, to talk about what it really takes to build a successful career in financial services.Chris didn’t follow a traditional path. He started out in admin and worked his way up, and now delivers advice across the legal, property, and finance spectrum.In this episode, he shares honest insights on:👉 Why soft skills are as valuable as technical ones👉 The perception problem facing young professionals in finance👉 How managers can better support Gen Z talent👉 Building confidence through role variety👉 His advice to anyone just starting outWhether you're early in your own career, leading young talent, or hiring into your business, this one’s full of perspective and practical advice.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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107
Careers You Don’t Plan For (But Should) With Will Calito
Some careers you don’t plan for but they turn out to be exactly where you’re meant to be.In this episode of the Rising Stars series, Marcus is joined by Will Calito, Business Development Manager at Magnet Capital, and former dental entrepreneur, to talk about his unusual route into the world of specialist finance.From dentistry to estate agency to specialist lending, Will’s story shows why relationship-driven roles in short-term finance attract some of the most interesting talent in the industry today.If you’re looking to understand how newer voices are shaping this space — or thinking about hiring/mentoring the next generation of brokers — this is a conversation you won’t want to miss.What we cover:What makes short-term finance a uniquely “human” side of the industryWhy the sector needs to break old stereotypes to attract young talentHow to build resilience and play the long game in your careerWhy personal brand and relationships matter more than everWhat advice Will gives to anyone thinking of entering this spaceIf you’re thinking about how to attract new voices to your team — or exploring your own path in this space — you’ll get plenty from this one.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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106
Rising Stars Series: Switching Careers and Climbing Fast with George Sanford
In this episode of our Rising Stars Series, Marcus chats to Mortgage Advisor at Vibe Finance, about his unusual path into specialist lending.George spent five years at JP Morgan in project management and tech before taking a leap into the world of mortgages and property finance, with no prior lending experience.Fast forward four years, and George is now thriving in specialist finance and about to take on a leadership role with the Specialist Finance Academy.This episode includes...Making a career pivot into financeHow to build confidence fast in specialist lendingThe realities of being new in the industryThe importance of personal branding for young brokersWhy “swallowing the frog” matters when building trustIf you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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105
Rising Stars Series: From Work Placement to Award-Winning Broker with Billie Cox
In this episode of our Rising Stars Series, Marcus sits down with Billie Cox, Commercial Associate at Sirius Property Finance and winner of the Rising Star Award at the British Specialist Lending Awards.Billie’s journey into financial services started young, joining the industry during lockdown while still studying for her A-levels. What began as an admin placement quickly evolved into a career path she hadn’t expected but fully embraced.After cutting her teeth in mortgage case management at Brightstar, Billie made the leap to broking, and hasn’t looked back. Now a rising name at Sirius, she’s handling complex commercial finance deals, winning awards, and proving that age is no barrier when you’re willing to put the work in.In this episode, we cover...How Billie got her start while still in schoolWhat she learned working alongside senior brokersMaking the leap from case management to brokingWhy trust is the biggest challenge (and opportunity) for young professionalsThe realities of starting a finance career earlyHer take on tech, training, and the future of brokerageAdvice for young people thinking about finance — and for businesses looking to hire themBillie’s story is proof that you don’t need decades of experience to add value — just a strong work ethic, a willingness to learn, and the confidence to ask for more.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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Rising Stars Series: Breaking In and Moving Up with Lloyd Whiting
In this episode of NRG Insights, Rising Stars, Marcus sits down with Lloyd Whiting, Case Manager at Assetz Capital, to explore what it really looks like to start at the bottom and build a career in financial services.Lloyd’s journey is a great example of what’s possible when curiosity, consistency, and a willingness to learn meet opportunity. Starting as a Relationship Support Assistant, he’s now managing cases and working closely with senior Relationship Directors with his sights set on becoming one himself.We talk about what it takes to break into the industry, the value of learning operations before jumping into sales, and why young talent shouldn't underestimate the power of simply being in the room.In this episode:✅ Lloyd’s career path from his first role at Assetz Capital to case management✅ The importance of learning the full deal process before specialising✅ Why mentorship from senior colleagues still matters✅ How to make the leap from ops to sales✅ Advice for young professionals trying to get into finance✅ Thoughts on industry job titles and the need for standardisation✅ What employers can do to support junior talent betterWhether you're just getting started in financial services, managing young talent, or thinking about how to move from support roles into more commercial ones, this is a conversation worth tuning in for.If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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ABOUT THIS SHOW
NRG Insights is a series interviewing industry leaders within the financial sector, hosted by Marcus Nanson from NRG Resourcing. The series dives into key areas of business, discussing everything from social media, company progression, industry news and tips to success.
HOSTED BY
Marcus Nanson
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