Cornerstone Finance Group: The Podcast
Cornerstone Finance Group: The Podcast
Podcast Description
The Cornerstone Finance Group Podcast addresses key challenges and opportunities in the mortgage and protection market, highlighting how top-performing mortgage advisors can turn customers into clients and build a successful and scalable business.
The series features insights from Cornerstone’s senior team, funders and finance providers as well as advisors who share best practice on client conversations and relationships. Guests tackle topics including being ready for the record numbers of fixed-rate deals due to expire in 2025 and 2026, supporting first-time buyers, buy-to-let borrowers and foreign nationals, and helping clients with protection products and bridging finance.
Podcast Insights
Content Themes
The podcast covers critical themes in the mortgage and protection market, including strategies for converting customers into clients, preparing for the upcoming wave of fixed-rate mortgage expirations in 2025 and 2026, and providing support to first-time buyers and buy-to-let borrowers. Specific episodes such as 'Turning Your Customers into Clients' and 'The Fixed-Rate Mortgage Expiry Surge' highlight proactive engagement strategies and the importance of client relationships.
The Cornerstone Finance Group Podcast addresses key challenges and opportunities in the mortgage and protection market, highlighting how top-performing mortgage advisors can turn customers into clients and build a successful and scalable business.
The series features insights from Cornerstone’s senior team, funders and finance providers as well as advisors who share best practice on client conversations and relationships. Guests tackle topics including being ready for the record numbers of fixed-rate deals due to expire in 2025 and 2026, supporting first-time buyers, buy-to-let borrowers and foreign nationals, and helping clients with protection products and bridging finance.
2025 and 2026 are landmark years in the mortgage industry, as a record number of fixed-rate deals are set to expire. Host Gemma Casey is joined by Jo Brown of Lloyds Banking Group, Gareth Gale of Halifax Intermediaries, Rachel Ramsay of Ramsay Financial Ltd and Matthew Lindsey of Amber Shield Finance Ltd to discuss how proactive client engagement and strategic planning can benefit clients and a mortgage advisory business itself.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.