What if the way you’ve always advised isn’t the best way to achieve great outcomes for your customers?

Ash Borland is a mortgage broker business coach disrupting the traditional financial advice model. A former mortgage broker, Ash turned to teaching brokers to attract and retain clients using a process that’s based on behavioural economics, neuromarketing and social selling. The result? His clients see six-figure turnovers and better outcomes for their customers.

In this episode, Ash talks to Wayne and Clodagh about how he went from working as a broker in a well-stocked pool to becoming an independent coach figuring out how to generate business leads. He shares some of the processes he teaches to financial advisers, including his pre-frame, frame and reframe approach.

Also in this episode:

• The financial resilience check Ash believes every adviser should do.
• The ‘showing, not selling’ mindset of protection conversations, and how to do it.
• Ash’s career challenges, regrets and hero moment.

Listen now to be inspired by Ash’s enthusiasm and proven successes that could inspire a new approach to financial advice.

Listen now

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Ignite - Ignite | Mortgage Technology | Legal & General

Wayne and Clodagh are joined by Elizabeth Bird of Chronos Wealth and Andrew Teeman of Mortgage Advice Bureau, to talk all things high-net worth financial planning and later life lending.

Elizabeth and Andrew have a shared history – both work in finance, and both have been through divorce. Their careers have brought them together both personally and professionally, and the pair work together to add value to their clients’ financial planning. Both say their understanding of divorce allows them to have great empathy of many of their clients’ situations, impacting how they give their advice and run their businesses. “It’s an art,” says Elizabeth.

In this episode, Elizabeth and Andrew highlight the common difficulties facing high-net worth clients, the upcoming changes to inheritance tax, and the need for careful, early planning. They also talk about the shifting realities of retirement: “It’s never been harder to get older and retire,” says Andrew.

Elizabeth and Andrew also talk about:

• How good financial planning can bring a client’s financial future to life, showing them the ‘why’ of advice.
• The need for early financial education for children – and girls in particular – and the positive impact that can have on financial priorities and how we manage our money as adults.
• The power of telling clients you need to refer. “The best person isn’t always me,” says Elizabeth.

Elizabeth and Andrew prove that good advice is about understanding both people and money.

Listen now

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Ignite - Ignite | Mortgage Technology | Legal & General

Big news! The Just Covered Podcast is adding a new voice you won’t want to miss. Say hello to Clodagh Morris, National Sales Director - here to deliver expert insights, real‑world stories, and conversations that make a difference.

Stay tuned for your next must‑listen episode.

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Ignite - Ignite | Mortgage Technology | Legal & General