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Matt Brown | Recognising opportunity: Supporting the next generation of intermediaries

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Manage episode 500208549 series 3496001
Content provided by Legal & General. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal & General or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Matt Brown | Recognising opportunity: Supporting the next generation of intermediaries

In this episode of Just Covered, we meet Matt Brown – HL Partnership’s new Propositions Director. Already a respected figure in the mortgage sector, Matt has 20 years’ experience working at firms like PRIMIS Mortgage Network, eConveyancer and NatWest. We were delighted to discuss his career so far, as well as the challenges and opportunities he currently sees in the intermediary space. We also heard about HLP’s success at our BQA awards. And, we got to uncover some of his key tips for new advisers and intermediaries, especially around training and embracing emerging technologies.

This episode also covers:

· Balancing risk and customer needs when developing propositions.

· The importance maintaining a balance between work and personal life and the role of discipline in achieving this.

· The role of new technology, including AI, in enhancing adviser efficiency and customer interaction, as well as supporting personalised advice.

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 500208549 series 3496001
Content provided by Legal & General. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Legal & General or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Matt Brown | Recognising opportunity: Supporting the next generation of intermediaries

In this episode of Just Covered, we meet Matt Brown – HL Partnership’s new Propositions Director. Already a respected figure in the mortgage sector, Matt has 20 years’ experience working at firms like PRIMIS Mortgage Network, eConveyancer and NatWest. We were delighted to discuss his career so far, as well as the challenges and opportunities he currently sees in the intermediary space. We also heard about HLP’s success at our BQA awards. And, we got to uncover some of his key tips for new advisers and intermediaries, especially around training and embracing emerging technologies.

This episode also covers:

· Balancing risk and customer needs when developing propositions.

· The importance maintaining a balance between work and personal life and the role of discipline in achieving this.

· The role of new technology, including AI, in enhancing adviser efficiency and customer interaction, as well as supporting personalised advice.

  continue reading

36 episodes

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