Best Specialist Lending Podcasts (2025)

1
Building Culture and Brand in Specialist Lending with Nick Hilton 41:56

15d ago41:56

41:56

This week on NRG Insights, Marcus is joined by Nick Hilton, Managing Director at Glenhawk, to talk about leadership, resilience, and standing out in specialist finance. From breaking into the sector during the 2008 financial crisis to helping redefine bridging finance as a credible, client-focused solution, Nick shares the lessons, risks, and relat…

1
Culture Is the Strategy with Mark Harrington 41:04

6h ago41:04

41:04

In this episode of NRG Insights, Marcus is joined by Mark Harrington, CEO of L&C, to talk about what it takes to build a strong business culture at scale. From his early days as a protection adviser to now leading a team of 440+ advisers, Mark shares the lessons learned, challenges faced, and what’s shaped his leadership journey. Whether you're bui…

1
Beyond the Brochure with Kayevon Serna: What Placement Agents Really Do Behind the Scenes 33:40

22h ago33:40

33:40

Send us a text In this episode of the Simplify Senior Transitions Podcast, I sit down with Kayevon Serna, a seasoned Senior Placement Specialist, to talk about the invisible but critical work that goes into placing seniors in the right living community. Kayevon shares how she helps families navigate complex emotional dynamics, advocate for their lo…

1
EP: 3.25 - Karla Kyte, CDLP® with Licensed Legal Paraprofessional, Laura Landon 19:59

4d ago19:59

19:59

Join Karla Kyte, CDLP® and Licensed Legal Professional Laura Landon as they dive into an important and evolving role on the divorce team in Colorado — the Licensed Legal Paraprofessional (LLP). Laura has been working in family law since 2009 and has come to appreciate helping clients through difficult and emotional times. As a paralegal, she has su…

1
Demystifying Hospice: What Families Need to Know Before It’s Too Late 1:02:13

4d ago1:02:13

1:02:13

Send us a text In this episode of the Simplify Senior Transitions Podcast, I sit down with Heather Rosnow, Client Relations Executive at Pathways Home Health and Hospice. Heather brings more than two decades of experience in hospice, home health, and senior care outreach. In this candid conversation, we demystify what hospice really is, when it sho…

1
EP: 02.25 - Amy Valdivia, CDLP with Natasha Davidson 38:46

5d ago38:46

38:46

In the midst of heartbreak, healing begins — Join Amy Valdivia, CDLP and Natasha Davidson of Heart Rooted Health as they discuss how to reconnect with yourself and heal your heart during divorce. This episode is a soul-soothing journey you don’t want to miss. After experiencing the shock of her divorce, Natasha discovered that it was one of the gre…

1
Scaling a Modern Brokerage with Chris Schutrups 55:36

7d ago55:36

55:36

In this episode of NRG Insights, Marcus is joined by Chris Schutrups, Founder and Managing Director of The Mortgage Hut, to unpack what it takes to build and scale a successful mortgage brokerage in today’s digital world. From dropping out of college at 16 to running one of the most recognised mortgage brands in the UK, Chris shares the key decisio…

1
Building Powerful Partnerships in Senior Living w/ Nickell Melo of Oasis Senior Advisors 33:51

15d ago33:51

33:51

Send us a text In this episode of the Simplify Senior Transitions Podcast, I sit down with Nickell Melo, Certified Senior Advisor and Owner of Oasis Senior Advisors NorCal – Greater San Jose. With a powerful background in global partnerships and corporate marketing, Nickell brings a unique perspective to the world of senior living placement.We dive…

1
Turning Homes into Care Homes: The Future of Senior Living | Ryan Alejo, Safe Haven Care Homes 29:51

19d ago29:51

29:51

Send us a text 🏡 What if Mom or Dad’s home could become more than a memory—what if it could become a solution? In this episode of the Simplify Senior Transitions Podcast, I sit down with Ryan Alejo, Partner at Safe Haven Care Homes, to explore why residential board & care homes are on the rise—and how real estate plays a crucial role in the future …

1
Why Relationships Still Win in Lending with Andy Reid 50:54

22d ago50:54

50:54

In this episode of NRG Insights, Marcus sits down with Andy Reid, Sales Director at TAB, to talk about the one thing that still closes deals in specialist lending — relationships. With over two decades in financial services, Andy has worked across underwriting, business development, and sales leadership. His career has taken him from humble beginni…

1
Is Home Care the Right Choice for Your Family? | Jay Mehta, Assisting Hands Home Care 49:27

23d ago49:27

49:27

Send us a text Not sure if home care is the right fit for your aging loved one? Wondering when to bring in help—and how to know if it’s truly needed? 🏡💡 In this episode of the Simplify Senior Transitions Podcast, I sit down with Jay Mehta, a respected home care agency owner with Assisting Hands Home Care, to dive into the decision-making process be…

1
Divorce & Debt: How to Protect Your Finances Before It’s Too Late 24:33

25d ago24:33

24:33

Divorce & Debt: How to Protect Your Finances Before It’s Too Late Divorce doesn’t just divide assets—it also divides debt, and if you’re not careful, your financial future could be at risk. In this episode of Divorce Mortgage Strategies with The Divorce Lending Association, host Jody Bruns, creator of the Certified Divorce Lending Professional (CDL…

1
What Is Home Care? Everything Families Need to Know | Tom Nelson, SYNERGY HomeCare Silicon Valley 55:51

26d ago55:51

55:51

Send us a text Confused about what home care actually is? Wondering how it can help your aging loved one stay safe and independent at home? 🏡 In this episode of the Simplify Senior Transitions Podcast, I sit down with Tom Nelson, Owner and President of SYNERGY HomeCare Silicon Valley, serving the Peninsula and South Bay, to break down everything fa…

1
How to Lead High-Performing Teams in 2025 - SPECIAL 16:00

29d ago16:00

16:00

The way we build, manage, and scale teams is evolving. Strong leadership today creates a culture that keeps them performing at their best. In this episode of NRG Insights, we bring together Tanya Elmaz, Martin Stewart, and Louisa Sedgwick to break down what it takes to lead high-performing teams in financial services in 2025. From company culture t…

1
Why Every Senior Needs a Living Trust | Estate Planning with Jeannette Marsala 57:42

29d ago57:42

57:42

Send us a text ⚖️ Think a will is enough? Think again! Without proper estate planning, families often face costly legal issues, probate delays, and unnecessary conflict—especially when a senior’s home is involved. In Episode 6 of the Simplify Senior Transitions Podcast, I sit down with estate planning attorney Jeannette Marsala to break down why ev…

1
Reverse Mortgages: Smart Financial Move or Risky Choice? | Chris Piro, Searchlight Lending 36:29

1M ago36:29

36:29

Send us a text 💰 Could a reverse mortgage help your aging loved one stay in their home? Or is it too risky? 🏡 In Episode 5 of the Simplify Senior Transitions Podcast, I sit down with Chris Piro, President & Broker at Searchlight Lending, to break down everything you need to know about reverse mortgages—how they work, who they’re for, and when they …

1
How to Scale Operations The Right Way with William Lloyd-Hayward 48:36

1M ago48:36

48:36

Everyone talks about sales… but what about operations? The best mortgage businesses don't sell well, unless they run well. Operations might not get the spotlight, but without the right systems, processes, and people behind the scenes, scaling is impossible. This week on NRG Insights, I sat down with William Lloyd-Hayward, Group COO of Brightstar Gr…

1
Board & Care Homes vs. Big Box Assisted Living: What’s Best for Your Loved One? | Aileen Grimesey, Safe Haven Care Homes 28:50

1M ago28:50

28:50

Send us a text In Episode 3 of the Simplify Senior Transitions Podcast, I sit down with Aileen Grimesey, co-owner of Safe Haven Care Homes, to break down the key differences between board & care homes and large senior living facilities—and why smaller, more personalized care settings can often be the best choice for seniors. 📌 In this episode, we c…

1
EP: 01.25 - Amy Valdivia, CDLP® with Attorney and Real Estate Broker, Christine Donovan 24:04

1M ago24:04

24:04

Host Amy Valdivia sits down with Attorney & Real Estate Broker Christine Donovan to discuss the importance of having the right team by your side during and after divorce. No matter your situation, rebuilding your life is possible with the right support—financial experts, legal professionals, and emotional guidance can help you move forward with con…

1
S5 E6: Driving and embedding change in the mortgage market with Clare Beardmore for International Women's Day 36:58

1M ago36:58

36:58

In this engaging episode of The Specialist, host Rob Barnard welcomes Clare Beardmore, the influential Director of Legal General Mortgage Club. They delve into the significant contributions of women in the mortgage industry while addressing the challenges they face daily. With over 20 years in financial services, Clare shares her journey from custo…

1
How Long-Term Care Insurance Can Protect Your Family | Senior Care Planning with Katie Perez 32:25

1M ago32:25

32:25

Send us a text What happens when a senior needs care, but the costs are overwhelming? 💰🏡 In Episode 2 of the Simplify Senior Transitions Podcast, I sit down with Katie Perez, a Long-Term Care Insurance Expert, to break down how long-term care insurance works, who should consider it, and how it can protect families from financial strain. 📌 In this e…

1
Understanding the Customer Journey with Ky Benjamin 53:24

1M ago53:24

53:24

The mortgage process is more about people, than numbers. In this episode of NRG Insights, Ky Benjamin, Operations and Lending Director at Century Capital, joins Marcus Nanson to talk about the mortgage customer journey and why every role in the industry, whether broker, underwriter, or lender, plays a part in sales. With experience across underwrit…

1
Senior Living Placement 101: How to Find the Right Community with Ease 38:03

2M ago38:03

38:03

Send us a text Navigating senior living options can feel overwhelming—but you don’t have to do it alone! In this premiere episode of the Simplify Senior Transitions Podcast, I sit down with Tanvi Gangakhedkar, a Senior Living Placement Expert with Neighborly Senior Placement, to break down the senior care process and help families make informed dec…

1
Building a Mortgage Business with Purpose with Ross Jones 55:00

2M ago55:00

55:00

What does it mean to build a mortgage business with impact? In this episode of NRG Insights, Ross Jones, founder of Home Financial and Evolve Commercial, joins Marcus to share his journey from serving in the Navy to building a successful mortgage business. What’s coming up... ✅ From the Navy to financial services – How Ross made the leap into mortg…

1
Authenticity and Content Creation in Mortgages with Ash Borland 50:43

2M ago50:43

50:43

How do mortgage brokers stand out online? Authenticity. In this episode of NRG Insights, Ash Borland, mortgage marketing strategist, business coach, and brand expert, joins Marcus Nanson to discuss how brokers can leverage content to attract clients, build trust, and grow their business without constantly chasing new leads. Here's what's coming up.…

1
How to Stand Out as a Leader in Mortgages with Louisa Sedgwick 1:00:51

2M ago1:00:51

1:00:51

What does it take to become a standout leader in the mortgage industry? From starting on a Youth Training Scheme with no qualifications to becoming Managing Director of Mortgages at Paragon Bank, Louisa Sedgwick has become a true leader in mortgages. But how did she do it, and what can mortgage professionals learn? In this episode of NRG Insights, …

1
S5 E5: Embracing tech is an open goal for better consumer outcomes 35:37

2M ago35:37

35:37

Providing positive customer outcomes are integral whether you work for a lender, broker or technology provider. Neal shares his journey and the role OMS plays in simplifying and streamlining the mortgage and protection application process for brokers.

1
Building a Top Sales Team in Specialist Lending with Tanya Elmaz 49:49

2M ago49:49

49:49

What makes a top-performing sales team in specialist lending? Hiring the right people, training them properly, and giving them the tools to succeed, it all sounds simple, but few get it right. A strong sales team is the backbone of any brokerage or lender, but building one is never easy. In this episode of NRG Insights, Tanya Elmaz, Director of Int…

1
S5 E4: Looking back at four decades of dedication to the Mortgage Industry with Robert Sinclair 41:47

3M ago41:47

41:47

In this episode, Rob Barnard sits down with industry legend Robert Sinclair, who reflects on his remarkable career in the mortgage space. Rob Sinclair shares valuable lessons learned over the years, discusses the evolving landscape of the mortgage industry and offers a glimpse into what the next chapter holds for him.…

1
How to Succeed in Mortgages and Beyond with Martin Stewart 52:34

3M ago52:34

52:34

🎙️ What does it take to thrive in the mortgage industry and beyond? In this episode of NRG Insights, Marcus Nanson speaks with Martin Stewart, Managing Director of London Money, about his journey in financial services, the challenges of scaling a business, and his transition into writing. Martin shares insights on business growth, industry regulati…

1
S5 E3: Becoming a Shared Ownership specialist with Kelly McCabe 34:59

3M ago34:59

34:59

This episode explores how Kelly’s customers inspired her to pursue, and establish one of the industries most respected specialist broker firms. Kelly and Rob explore the mortgage market, options available to first-time buyers, and the important roles that both specialist lenders and shared ownership play.…

1
S5 E2: Building Societies and the role they play in the specialist market 32:15

3M ago32:15

32:15

On this week's episode of The Specialist, Paul Broadhead, Head of Mortgages at the Building Society Association joins our host, Rob Barnard. Paul shares the early beginnings and community ethos behind the Building Society movement, how their offering has evolved over time to meet specialist needs, and his love of the beautiful game.…

1
S5 E1: Keeping it in the family with Pam Brown 33:02

3M ago33:02

33:02

In the first episode of Season Five, Rob Barnard catches up with Pam Brown, Owner of Pam Brown Mortgages. They discuss a range of topics, from how Pam got her start in mortgages to running a successful family business with her children in the industry, the importance of protection for broker's businesses, the growth of specialist lending from her p…

1
Scaling and Driving Change in Finance [SPECIAL EPISODE] 16:12

4M ago16:12

16:12

Looking to scale your business, challenge industry norms, or integrate new technologies? This special episode of NRG Insights brings together standout moments from four industry leaders who are reshaping the landscape of financial services and beyond. Here’s what’s included: Matt Watson – Scaling Internationally Matt shares his strategy for scaling…

1
Why Bridging Is a Developer's Secret Weapon with Michael Clifford 58:59

4M ago58:59

58:59

When speed and flexibility matter, bridging is the answer. In this episode of NRG Insights, Marcus is joined by Michael Clifford, Commercial Director at Signature Property Finance, to explore how bridging finance is transforming the property market. They discuss how bridging can provide speed, flexibility, and creative solutions for complex propert…

1
Breaking the Myths Around Packagers with Andrew Cappaert 36:08

4M ago36:08

36:08

In this episode of NRG Insights, Marcus is joined by Andrew Cappaert, Group Head of National Accounts at Brightstar, to tackle the misconceptions surrounding packagers and their role in supporting brokers. If you’re a broker who’s ever felt stuck with a complex case or unsure how to maximise your offeri, this episode is for you. Andrew sheds light …

1
The Future of Broker-Lender Relationships with Lorenzo Satchell 40:41

5M ago40:41

40:41

Are brokers and lenders aligned for success, or drifting apart? In this episode of NRG Insights, Marcus is joined by Lorenzo Satchell from Trust Bank to discuss how broker-lender relationships are evolving and what the future holds for financial services professionals. With over 25 years of experience across lending, packaging, and brokerage, Loren…

1
Building an International Lending Business with Matt Watson 41:10

5M ago41:10

41:10

What does it take to build a global lending business from scratch? Matt Watson, CEO of Tenn Capital, reveals the bold strategies and lessons that led him to success in international finance. In this episode of NRG Insights, Marcus is joined by Matt Watson, CEO of Tenn Capital, a leader in international lending. Matt shares his journey from an uncon…

1
From Broker to Specialist Lending CEO with Duncan Kreeger 52:17

5M ago52:17

52:17

In this episode of NRG Insights, Marcus sits down with Duncan Kreeger, CEO of TAB, to uncover his journey from a qualified mortgage broker to a leader in the specialist lending market. Duncan shares insights from his two decades in financial services, including the ups and downs of running a business, building a strong company culture, and what it …

1
Changing the Valuation Game with Colin Horton 38:17

5M ago38:17

38:17

In this episode of NRG Insights, Marcus Nanson is joined by Colin Horton, a valuation expert who’s challenging industry norms in lending valuations. Colin brings a unique perspective on the mortgage and property markets, shaped by his own experiences and his unconventional approach to valuations. From his beginnings in the industry to founding his …

1
Finding Purpose in Finance with Michael Street 47:20

6M ago47:20

47:20

Marcus sits down with Michael Street, a former Royal Engineer turned founding partner in specialist lending. Michael’s journey into financial services wasn’t traditional, but it was driven by a desire for more purpose and fulfilment in his career. Now, as a founder and leader in the finance world, he shares the lessons he’s learned about finding ba…

1
People, Culture, and Tech in Finance with Hugh Spillane 53:06

6M ago53:06

53:06

Marcus sits down with Hugh Spillane, CEO of DNA Financial Solutions to discuss all things people, culture and tech. If you’re curious about what it takes to grow a business in the finance, this episode offers valuable insights. Hugh talks about the challenges he faced, the key decisions that shaped DNA Financial Solutions, and how he's embraced tec…

1
Specialist Lending Study special: Everything you wanted to know about the economy but were afraid to ask with Professor Trevor Williams. 38:11

6M ago38:11

38:11

In this special episode, The Specialist, Rob meets "The Professor" to discuss the findings of this year's Pepper Money Specialist Lending Study. They discussed the market and economy, utilising Professor Trevor Williams's expertise as an economist. Plus, he teases what we can expect in the months and years ahead. Is inflation under control? Is the …

1
Building a Lending Business from Scratch with Albatross Lending 49:31

6M ago49:31

49:31

In this episode of NRG Insights, Albatross Lending Group founders Jordan Fearnley Brown and Lewis Casserley share their journey from stockbroking to creating a successful lending business from the ground up. With no capital or client base, their leap into the world of lending was nothing short of bold. This episode offers lessons for anyone interes…

1
Recruitment and Growth in Mortgages with Gordon Henderson 43:57

6M ago43:57

43:57

How do you stay competitive in a tough mortgage market? Gordon Henderson, Recruitment Director at Mortgage Advice Bureau, says it all comes down to people, strategy, and tech. In this episode of NRG Insights, Gordon shares his 30+ years of experience in financial services. From starting as a life insurance salesperson to leading recruitment at MAB,…

1
Behind the Scenes in Buy-to-Let Mortgages with Steve Cox 42:37

7M ago42:37

42:37

In this episode of NRG Insights, Marcus sits down with Steve Cox, Chief Commercial Officer at Fleet Mortgages, to get an inside look at the world of buy-to-let mortgages. With over three decades of experience in financial services, Steve shares his journey from estate agent to industry leader, sharing insights into the buy-to-let market, leadership…

1
EP: 39.24 - Jason Gordon, CDLP® and Rhonda Noordyk, CDFA 53:40

7M ago53:40

53:40

In this episode of the Divorce Podcast by the Divorce Lending Association, Certified Divorce Lending Professional (CDLP®) Jason Gordon interviews Rhonda Noordyk, CDFA®, a well-respected divorce financial strategist known internationally for pioneering a path for women to navigate the financial complexities of divorce. Together, they dive deep into …

1
Mastering Leadership in Lending with Richard Deacon 45:36

7M ago45:36

45:36

How do you build a successful team in lending? In this episode of NRG Insights, Richard Deacon, MD of Sales at Octane Capital, joins Marcus Nanson to share his insights on mastering leadership in lending. From building strong relationships to market fluctuations, Richard has a wealth of experience and practical advice for anyone looking to succeed …

1
Leadership Lessons in Finance [Special Episode] 23:10

7M ago23:10

23:10

What makes a great leader in finance? In this episode, we’re digging into the leadership strategies of three top finance leaders—Gareth Lewis (MT Finance), Nick Neophytou (The Mantra Group), and Andrew Montlake (Coreco Mortgages). These leaders share their thoughts on team building, communication, and the challenges of modern work environments. Why…

1
Marketing For Mortgage Brokers [Special Episode] 11:52

7M ago11:52

11:52

In this special episode of NRG Insights, Marcus dives into the essential strategies for building credibility and trust in the mortgage industry. With insights from Ash Borland, Dominic Hiatt, and Rosalia Lazzara Tilley, this episode focuses on the marketing tactics that help brokers succeed as a mortgage broker. What’s in this episode: - The Power …

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Specialist Lending Podcasts

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