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Are you an aspiring financial or mortgage adviser? Looking to grow your business, find your niche, or just starting your journey? Welcome to the New Leaf podcast, where we turn over a new leaf in financial advice.
Join us as we interview successful advisers and industry experts who share their real-world stories, candid advice, and practical tips. Each episode provides a deep dive into the challenges and triumphs of building a thriving career in financial services.
We cover topics that matter to you, from qualifying and finding your first clients to specializing in complex areas like development and bridging finance. Our goal is to provide you with the insights and inspiration you need to succeed.
Ready to start your career or take the next step? Learn how New Leaf Distribution can support you at www.newleafdistribution.co.uk
11 Episodes
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In this episode, Rita & Rohit Kohli from The Mortgage Shop share their experience building a successful advice business, offering practical insights for financial advisers and mortgage brokers. From compliance and culture to growth strategies and network decisions, this conversation is packed with real-world lessons. You’ll discover: How to structure your firm for sustainable growthThe importance of mindset and systems in adviser successWhat to consider when choosing a networkNew Leaf Dis...
Sarah Drakard joins Daniel Hobbs to discuss her 13-year journey in the financial services industry, exploring the unique challenges and rewards of balancing a solo business with motherhood. This episode is a masterclass in lead generation through authenticity and the clinical importance of holistic financial planning. Key Takeaways: The Motherhood Balance: How to navigate the "curse" of CPD and compliance shifts while enjoying the flexibility of self-employment.Will Writing as Lead Gen: Why w...
Episode Summary: What makes a senior professional leave a 15-year career at a global powerhouse like Vanguard to start their own practice? In this episode, Matthew Abouzeid, Director of &Together, joins guest host Sam Oakes to discuss his journey from corporate "manufacturing" to independent financial planning. Matthew reveals the rigorous process he went through to launch his firm, including his experience vetting 10 different financial networks. He shares why he chose New Leaf Distribut...
What happens when you trade years of corporate stability for the autonomy of business ownership? In this episode of the New Leaf Podcast, Daniel Hobbs, CEO of New Leaf Distribution sits down with James McCudden-Hughes, Director of Hirschle Hughes, to deconstruct one of the most successful "corporate escapes" in recent years. Since launching in March 2023, James and his partner Sean have taken Hirschle Hughes from a two-person startup to a "Top 5" firm within the New Leaf network, employing a ...
How do you go from being a self-employed "young mum" to leading a thriving 9-person financial services firm in just five years? Petra of Hitel Financial joins the New Leaf Podcast to reveal her roadmap for scaling a niche-focused brokerage. Key Takeaways: The Identity Crisis: Why the hardest part of growth is transitioning from a "devoted advisor" to a "business owner" and director.The Riches are in the Niches: How Petra dominated the UK’s Hungarian-speaking market by solving cultural challen...
Are you ready to stop being "swallowed up" by consolidation and start building your own brand? Hayley Rabbets formerly of the Verve Foundation joins the New Leaf Podcast to share the ultimate roadmap for budding financial entrepreneurs. Key Takeaways: The Three Pillars of Growth: Learn the difference between the Consider, Build, and Grow stages of business development.The Resilience Factor: Why belief in your "why" is the only thing that will keep you going when the phone isn't ringing.Networ...
On the New Leaf Podcast, Founder Mark Hobbs welcomes two of the network's most successful and long-standing advisers, Mark Scott and Marta Scott-Manuszewska, who run Positive Advisers and Five Star Mortgages. This episode is an uncensored look at entrepreneurial resilience. In a candid chat, they discuss how they started with almost nothing after leaving a previous firm, built their business quickly from their dining room table, and are now a team of 12 desperate for more advisers due t...
In this episode of the New Leaf Podcast, host Sam Wallis sits down with the inspiring Rebecca Penny from Planet Financial to discuss what it's truly like to go self-employed in the financial services industry. Rebecca shares her journey from a comfortable private banking role to being rejected by every network for not having a client bank or her Competent Adviser Status (CAS). She reveals how she overcame these challenges and, with the support of New Leaf Distribution, built a thriving busine...
Welcome to the New Leaf podcast, where host Mark Hobbs, Chairman and Founder of New Leaf Distribution, sits down with the amazing Samantha Challis from Another View Financial Services. Samantha shares her incredible journey of growing her income from just £30,000 to over £300,000 in only three years. In this episode, she reveals her secrets to success, including: Mastering the Mindset: Samantha explains how controlling her mindset and recognizing her flaws was crucial to her success.The Pow...
In this episode, host Daniel Hobbs, CEO of New Leaf Distribution, sits down with Riz Malik from R3 Mortgages, a well-known IFA pundit and Sky News contributor. Riz shares his incredible journey of growing a business from zero to over a thousand clients since 2014, and how he successfully transitioned from a mortgage adviser to an IFA. He also offers valuable insights on: The Power of Specialisation: Why his deep understanding of portfolio landlords and their property wealth is a key stren...
From Professional Footballer to Financial Broker: Kelsey Phillips' Winning Playbook In this inspiring episode of the New Leaf podcast, host Daniel Hobbs, CEO of New Leaf Distribution network sits down with Kelsey Phillips of Arose Finance, a former professional footballer who turned over a new leaf to become a leading specialist in development and bridging finance. Kelsey shares her journey from the world of sports and trading at Goldman Sachs to building her own financial services firm from ...
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