Virtual National Training Event

Broker Vision: Navigating Business through Changing Times

Our first ever virtual National Training Event explored how both our brokers and lender and provider partners are navigating business through these changing times and provides a unique brokers eye view on the challenges and opportunities presented by 2020.

We welcome you to take a look at the recording from the day for what was a fun and informative day, with speaker sessions and panel discussions from industry experts, covering mortgage, protection, general insurance, private medical insurance and later life lending – to name a few! There was also our popular awards ceremony and keynote speaker.

The whole day was just short of 4 hours. Please feel free to watch it all or skip the a section you’re interested in by using the chapters in the video progress bar.

Find out more?

If you want to find out more about our network and how we can help you and your business then feel free to get in touch below or click here to see our key benefits.

Tel: 01564 732 744

Email: info@therightmortgage.co.uk

Key sections from the day

Welcome to the day with an overview of 2020 and look ahead to 2021 and how we can continue to support your business goals as a network;
Embracing Change in our New World – Our guest speaker Jez Rose, looks at how we can embrace change in our new world and adapt to the ‘new normal’;
Navigating the Regulatory Landscape – Ben Allen takes a look at the regulatory landscape and looks ahead to what we can expect from both the network and Financial Conduct Authority for 2021;
Celebrating Broker Success: Awards Ceremony – Our awards ceremony will be celebrating the outstanding achievements of both our individual advisers and firms;
Lender Panel: Reflections & Opportunities within the Mortgage Market – Simon Thomas is joined by a panel of lenders to take a broader look at the market and its current & future challenges and opportunities from the lender perspective;
Protection Panel: Introducing Life Cover – Simon Thomas is joined by a panel of providers to look at where life cover sits in the mortgage process;
General Insurance Panel: Constructing a Comprehensive Sale – Amy Wilson is joined by a panel of providers to look at why it is so important to offer your clients a comprehensive service every time;
Later Life Lending Panel: Coronavirus, Generating New Clients and 2021 – Victoria Wilson is joined by a panel of lenders to delve into the depths of equity release, the effect Coronavirus has had on your clients and how we place business;
Private Medical Insurance Panel: Putting PMI first – Amy Wilson is joined by a panel of providers to look at where PMI fits in for the “average” client sale, especially in the new normal.