Claim OwnershipThe Financial Services Show by Terry Blackburn
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The Financial Services Show with Terry Blackburn is the podcast for ambitious financial services professionals who want to grow faster, sell better, use technology smarter and stay ahead of where the industry is going.
Hosted by Terry Blackburn, entrepreneur, author, speaker and founder of The Wealthy Advisers Club, this show brings together leading voices from across the financial services industry to share real stories, practical strategies and honest conversations about what is working right now.
This podcast is built for mortgage brokers, protection advisers, life insurance brokers, financial advisers, estate planners, wealth managers, firm owners, sales leaders, marketers and ambitious professionals who want to progress in the industry.
Each episode explores the key areas that help financial services professionals grow:
Sales.
Marketing.
AI.
Efficiency.
Lead generation.
Business growth.
Leadership.
Recruitment.
Personal branding.
Client conversations.
Wealth creation.
The future of financial services.
You will hear solo episodes from Terry sharing lessons from over 17 years in financial services, including building and exiting multimillion pound brokerages, recruiting and training hundreds of advisers, scaling sales teams, generating millions in commission and learning first-hand what separates average firms from exceptional ones.
You will also hear conversations with high calibre guests from across the industry, including advisers, brokers, founders, business owners, lenders, providers, estate planning experts, wealth experts, marketers, technology leaders and entrepreneurs.
The goal is simple: to give you useful, honest and practical insight that helps you improve your performance, generate more opportunities, increase conversions, build better systems, embrace AI, lead stronger teams and create a more successful financial services business.
This is not another generic business podcast.
The Financial Services Show is focused on the real conversations that matter in this industry:
How do you generate more leads without relying on one source?
How do you improve sales without becoming pushy?
How will AI change the financial services industry over the next one, three and five years?
Why do some advisers struggle to make £50,000 while others make £500,000?
What does it really take to scale a brokerage?
How do you build a personal brand that creates trust?
How do you recruit, train and retain high performers?
What are the biggest mistakes financial services firms make when trying to grow?
How do you use systems, automation and efficiency to save time and increase profit?
What does the future adviser, broker or financial services business need to look like?
Terry’s mission with this podcast is to give back to the industry by sharing the lessons, stories, frameworks and conversations that can help raise standards across financial services.
The show links closely with The Wealthy Advisers Club, one of the UK’s leading communities for ambitious mortgage brokers, protection advisers and financial services professionals. Inside the community, members access weekly live training, on-demand courses, sales frameworks, lead generation strategies, AI tools, business systems, networking opportunities and events designed to help them grow.
If you are serious about improving your sales, generating more leads, using AI, becoming more efficient, scaling your business and building long-term success in financial services, this podcast is for you.
New episodes every week.
Follow The Financial Services Show with Terry Blackburn on Apple Podcasts, Spotify and YouTube.
Hosted by Terry Blackburn, entrepreneur, author, speaker and founder of The Wealthy Advisers Club, this show brings together leading voices from across the financial services industry to share real stories, practical strategies and honest conversations about what is working right now.
This podcast is built for mortgage brokers, protection advisers, life insurance brokers, financial advisers, estate planners, wealth managers, firm owners, sales leaders, marketers and ambitious professionals who want to progress in the industry.
Each episode explores the key areas that help financial services professionals grow:
Sales.
Marketing.
AI.
Efficiency.
Lead generation.
Business growth.
Leadership.
Recruitment.
Personal branding.
Client conversations.
Wealth creation.
The future of financial services.
You will hear solo episodes from Terry sharing lessons from over 17 years in financial services, including building and exiting multimillion pound brokerages, recruiting and training hundreds of advisers, scaling sales teams, generating millions in commission and learning first-hand what separates average firms from exceptional ones.
You will also hear conversations with high calibre guests from across the industry, including advisers, brokers, founders, business owners, lenders, providers, estate planning experts, wealth experts, marketers, technology leaders and entrepreneurs.
The goal is simple: to give you useful, honest and practical insight that helps you improve your performance, generate more opportunities, increase conversions, build better systems, embrace AI, lead stronger teams and create a more successful financial services business.
This is not another generic business podcast.
The Financial Services Show is focused on the real conversations that matter in this industry:
How do you generate more leads without relying on one source?
How do you improve sales without becoming pushy?
How will AI change the financial services industry over the next one, three and five years?
Why do some advisers struggle to make £50,000 while others make £500,000?
What does it really take to scale a brokerage?
How do you build a personal brand that creates trust?
How do you recruit, train and retain high performers?
What are the biggest mistakes financial services firms make when trying to grow?
How do you use systems, automation and efficiency to save time and increase profit?
What does the future adviser, broker or financial services business need to look like?
Terry’s mission with this podcast is to give back to the industry by sharing the lessons, stories, frameworks and conversations that can help raise standards across financial services.
The show links closely with The Wealthy Advisers Club, one of the UK’s leading communities for ambitious mortgage brokers, protection advisers and financial services professionals. Inside the community, members access weekly live training, on-demand courses, sales frameworks, lead generation strategies, AI tools, business systems, networking opportunities and events designed to help them grow.
If you are serious about improving your sales, generating more leads, using AI, becoming more efficient, scaling your business and building long-term success in financial services, this podcast is for you.
New episodes every week.
Follow The Financial Services Show with Terry Blackburn on Apple Podcasts, Spotify and YouTube.
12 Episodes
Reverse
"I was just Sarah the Small from Stoke. I'm going to have the largest chain of Indian restaurants in the UK."
Terry Blackburn sits down with Sarah Willingham, entrepreneur, investor and former Dragon on Dragons' Den. Sarah shares her journey from Pizza Express to building and selling the Bombay Bicycle Club chain, becoming an active investor in over a dozen businesses, and spending three years travelling the world with her four children.
Sarah explains how sharing an office with Pizza Express executives taught her to simplify any business model, why she's a problem solver not a creator, the moment she realised she needed to make herself redundant every day, and why controlling her own time has always been her definition of freedom. She and Terry talk about resilience and the propeller on your back, walking every day to empty her head and why that changed her life, the three things she looks for in every pitch, being proudly selfish and putting your own oxygen mask on first, surrounding yourself with brilliant people, and the coffee meeting that taught her being underestimated is a superpower.
IN THIS EPISODE
• From Pizza Express to building the largest Indian restaurant chain in the UK
• Simplifying the business model and learning what you're not good at
• Making yourself redundant every morning
• Controlling your own time as the definition of freedom
• Walking every day to empty your head and be present
• The three things Sarah looks for in every pitch
• Resilience, the propeller on your back, and taking the first step forward
• Being underestimated as a woman and using it as your superpower
• Surrounding yourself with brilliant people and knowing who to ask
• Being proudly selfish and putting your own oxygen mask on first
Guest: Sarah Willingham, entrepreneur, investor and former Dragon on Dragons' Den
Host: Terry Blackburn
JOIN THE WEALTHY ADVISERS CLUB
https://www.skool.com/the-wealthy-advisers-club/about
THE LIFE INSURANCE PLAYBOOK
https://www.amazon.co.uk/dp/1739709462
THE 90-DAY PERFORMANCE PLANNER
https://www.amazon.co.uk/dp/1739709489
LISTEN TO THE FINANCIAL SERVICES SHOW
https://podfollow.com/the-financial-services-show-by-terry-blackburn/view
The Wealthy Advisers Club provides training and coaching only and is not authorised or regulated by the FCA. Nothing in this episode is financial advice.
Why do some advisers struggle to make £50K while others make £500K? In this solo episode of The Financial Services Show, Terry Blackburn breaks down the habits, mindset and daily actions he sees in the top performers he knows.
From working hard and smart to building a steady flow of leads, Terry shares what he believes separates advisers who keep progressing from those who hit a ceiling.
In this episode:
• Why everyone at the top started at the bottom
• Working hard and smart, without chasing shortcuts
• Making a lifelong commitment to self-development
• Turning knowledge into action: start now, get perfect later
• The role of protection conversations and consistent lead generation
• Confidence, high standards, habits and routines
• Being visible through advertising, social media and AI
• Taking responsibility for your own business results
For mortgage brokers, protection advisers and financial services professionals who want to improve how they work and grow their businesses.
Join the Wealthy Advisers Club for free:
https://www.skool.com/the-wealthy-advisers-club/about
The Life Insurance Playbook:
https://www.amazon.co.uk/dp/1739709462
The 90-Day Performance Planner:
https://www.amazon.co.uk/dp/1739709489
Subscribe to The Financial Services Show for more practical conversations on sales, lead generation and growing a business in financial services.
The Wealthy Advisers Club provides training and coaching only and is not authorised or regulated by the FCA. Nothing in this episode is financial advice.
15 appointments a week. For 30 years.
At 80 years old, Tony Gordon has decades of lessons to share about sales, discipline and building a career in life insurance.
But his career started with setbacks. Tony recalls 43 meetings before his first sale, cancellations and a personality test that told him he wasn’t suited to the job.
He went on to become President of the Million Dollar Round Table (MDRT).
In this episode of The Financial Services Show, Tony shares the habits, mindset and client conversations that shaped his career and why daily action matters just as much as your big ambitions.
IN THIS EPISODE
• Maintaining 15 appointments a week for 30 years
• Finding self-belief when early results knock your confidence
• Turning annual targets into daily goals and accountability
• Asking better questions and understanding what clients actually want
• Thinking bigger without making assumptions about clients
• Bringing energy, discipline and purpose to your work
• The value of long-term professional relationships
Whether you’re starting out or have spent years in financial services, Tony’s experience offers plenty to reflect on in your own business.
Subscribe to The Financial Services Show by Terry Blackburn for more conversations and lessons from across the industry.
JOIN THE WEALTHY ADVISERS CLUB
https://www.skool.com/the-wealthy-advisers-club/about
LISTEN TO THE FINANCIAL SERVICES SHOW
Spotify: https://open.spotify.com/show/033YwJxyCJtC8pXsBAY556
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-financial-services-show-by-terry-blackburn/id6797192316
All listening platforms: https://podfollow.com/the-financial-services-show-by-terry-blackburn/view
#TheFinancialServicesShow #TonyGordon #LifeInsurance #FinancialServices #MDRT
🔎 A referral can make the introduction. Your online presence helps decide whether the client calls.
In this solo episode of The Financial Services Show, Terry Blackburn shares his predictions for the next five to ten years in financial services. Drawing on 17 years in the industry, he asks what mortgage brokers, protection advisers and IFAs need to change as clients research and choose advisers online.
🎙️ Terry covers:
• Why a recommendation is no longer the end of a client's research
• The role of reviews, a current website and a recognisable personal brand
• Why he believes generic mortgage posts and outsourced social content miss the mark
• How AI could save time on emails and admin while keeping the human touch
• Where Zoom appointments can make life easier for busy clients
• A practical exercise: map every step from new lead to payment, then improve each one
These are Terry's views and predictions, not a promise of future results.
📲 Know someone in financial services who should hear this? Share the episode with them.
How do you build a team without relying on one-off recruitment drives?
In this solo episode of The Financial Services Show, Terry Blackburn shares the recruitment and development systems he used while building Bespoke Financial and Mortgage Genie. He explains his target of three interviews every week and reflects on having 45 advisers working for him by age 23.
Terry discusses why he looked beyond the CV, how he found candidates through several different routes, and the questions and follow-through he used to assess applicants. He then covers what happens after the hire: two weeks of onboarding, regular training, monthly one-to-ones and a culture that helps people stay and improve.
IN THIS EPISODE
• Recruiting for attitude, personality and coachability
• Keeping a consistent flow of potential recruits
• Using referrals, social media and team case studies
• Three interviews a week and a structured selection process
• Onboarding, shadowing and ongoing training
• Building culture and retaining good people
• Connecting performance to personal goals
• Why being good at sales does not automatically make you a good manager
Host: Terry Blackburn
JOIN THE WEALTHY ADVISERS CLUB
https://www.skool.com/the-wealthy-advisers-club/about
LISTEN TO THE FINANCIAL SERVICES SHOW
https://podfollow.com/the-financial-services-show-by-terry-blackburn/view
Which part of your recruitment process needs the most work? Share this episode with a business owner who is building a team.
#FinancialServices #Recruitment #Leadership #TeamDevelopment
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