The New Leaf Podcast

Daniel Hobbs
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  • Entrepreneurship

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

  1. Oct 27

    He Sold His Mortgage Business. Now He's Starting Again.

    After 25 years in the mortgage industry, selling his business and starting again, Richard Campo is taking on his next big challenge: becoming an Independent Financial Adviser. In this episode of The New Leaf Podcast, CEO Dan Hobbs is joined by Richard Campo of RCP Mortgages to discuss his career in financial services, the lessons he's learned from building and selling a mortgage brokerage, and why he's now making the move into the IFA world. From working with some of the UK's biggest mortgage brokerages to handling complex high-net-worth lending cases, Richard shares the experiences that have shaped his approach to business. They also explore why Richard chose New Leaf Distribution, how AI is helping him save hours of admin each week, and why building a smaller, more profitable business is now his priority. In this episode: Why Richard is transitioning from mortgage broker to IFA after 25 yearsBuilding, selling and starting a mortgage brokerage againThe biggest mistakes Richard made when growing his previous businessA £1.7 million high-net-worth mortgage case that required specialist lending expertiseCompleting a £2.5 million mortgage through New LeafHow AI tools are saving Richard hours of administration each weekWhy diversifying into financial advice is important for mortgage brokersThe value of choosing the right mortgage and IFA networkBuilding a profitable business without rushing to recruitRichard's plans for the future of RCP MortgagesWhether you're an experienced mortgage adviser considering the move into financial planning, looking to grow your brokerage or thinking about starting your own business, Richard shares practical advice from more than two decades in the industry. Thinking about taking the next step in your financial advice career? Discover how New Leaf Distribution supports mortgage brokers and Independent Financial Advisers: www.newleafdistribution.co.uk Find out more about Richard and RCP Mortgages: www.rosecp.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    He Sold His Mortgage Business. Now He's Starting Again.

  2. Oct 20

    The £60K Claim That Almost Went Unnoticed

    A £60,000 protection payout, discovered more than 10 years after a cancer diagnosis. What happens when clients don't even realise they're entitled to claim? In this episode of The New Leaf Podcast, Season 2, CEO Dan Hobbs is joined by James McClure from Ballymena Mortgage & Financial Services to discuss his journey from protection and mortgage advice into becoming an Independent Financial Adviser (IFA). James shares real-life examples of how protection insurance has made a difference to his clients, including a £50,000 payout following a teenager's serious car accident and a £60,000 critical illness claim that had gone unnoticed for a decade. Beyond protection, they explore the challenges of transitioning from mortgage adviser to IFA, the importance of mentorship and adviser support, and James's experience of buying out a retiring adviser to take full ownership of his business. In this episode: The £60,000 critical illness claim discovered 10 years laterHow a £50,000 protection payout helped a family following a serious accidentMoving from mortgage adviser to Independent Financial AdviserWhy protection insurance should be part of the financial planning conversationBuying an established financial advice business from a retiring adviserThe importance of client relationships and face-to-face financial adviceHow IFA network support and paraplanning help advisers growOpportunities for financial advisers within Northern Ireland's farming communityWhether you're a mortgage broker looking to expand into financial advice, an established IFA or considering purchasing an existing advice business, this episode offers practical insights into growing a business while making a genuine difference to clients. Thinking about growing your financial advice business? Discover how New Leaf Distribution supports mortgage brokers and Independent Financial Advisers: www.newleafdistribution.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    The £60K Claim That Almost Went Unnoticed

  3. Oct 19

    From Fighting Cancer to Building a £35M Financial Advice Business

    From a life-changing cancer diagnosis to building a financial advice business with £35 million in assets under management, Shane Fox's journey is anything but ordinary. In this episode of The New Leaf Podcast, founder Mark Hobbs is joined by Shane Fox, one of New Leaf's most successful Independent Financial Advisers, for a powerful conversation about resilience, career changes and building a business that genuinely puts people first. After experiencing personal loss and being let down by the legal and financial professions, Shane set out to make a difference. Starting in estate planning and will writing, he went on to qualify as an Independent Financial Adviser, overcoming a serious cancer diagnosis along the way. Today, Shane has supported over 1,200 families, built a £35 million financial advice business and achieved it all without purchasing a single lead. He shares how community relationships, trust and combining estate planning with financial advice have helped him grow, alongside his ambitious plans to reach £100 million in assets under management. In this episode: Overcoming cancer while building a career in financial servicesGrowing an IFA business to £35 million in assets under managementHow to generate financial advice clients without buying leadsWhy community relationships are key to long-term business growthCombining will writing, estate planning and independent financial adviceThe importance of resilience, mentorship and a positive mindsetBuilding a team and scaling a financial advice businessShane's ambition to reach £100 million under managementWhether you're an aspiring financial adviser, an established IFA or considering a career change into financial services, Shane's story offers an inspiring perspective on what's possible when you put people before pounds. Looking to start or grow your financial advice business? Discover how New Leaf Distribution supports advisers: www.newleafdistribution.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    From Fighting Cancer to Building a £35M Financial Advice Business

  4. Oct 19

    Becoming a Financial Adviser: The Qualifications You Actually Need

    Thinking about becoming a mortgage adviser or Independent Financial Adviser? The qualifications you need are changing, and there are some important updates worth knowing about! In this episode of The New Leaf Podcast, CEO Dan Hobbs is joined by Gordon Reid from LIBF (London Institute of Banking & Finance) to break down the latest changes to CeMAP and DipFA qualifications, and what they mean for anyone looking to start or progress their career in financial services. From a more flexible exam experience to interactive learning resources and a new shared module between CeMAP and DipFA, Gordon explains how LIBF is making professional qualifications more accessible and relevant to real-world financial advice. They also discuss how these changes could save aspiring advisers time and money, what to expect from the exams and why choosing the right training and support is so important. In this episode: What's changed with the new CeMAP qualificationHow to become a qualified mortgage adviserCeMAP vs DipFA: Understanding the differencesThe new exam format and flexible online assessmentsHow the shared module can save time and money when progressing into financial adviceLIBF's Brightspace learning platform and study resourcesTraining options and support for aspiring advisersWhat it takes to build a career in financial servicesWhether you're studying for CeMAP, considering a career change or looking to progress from mortgage advice into independent financial advice, this episode offers practical guidance to help you take the next step. Ready to start your career in financial advice? Discover how New Leaf Distribution supports aspiring mortgage and financial advisers through training, qualifications and ongoing development. www.newleafdistribution.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    Becoming a Financial Adviser: The Qualifications You Actually Need

  5. Oct 19

    £90M in 4 Months: How Rachel Lane Built Her Own Financial Advice Business

    254 clients. Up to £90 million in assets under management. All within four months of going self-employed. What does it really take to leave an employed financial adviser role behind and build your own financial planning business? In this episode of The New Leaf Podcast, guest host Sam Oakes from Financial Planner Life is joined by Rachel Lane, founder of Squirrel Financial Planning, to discuss her journey into self-employment and the challenges of launching her own IFA business. After becoming frustrated with the direction of her previous firm, Rachel decided to take control of her career and put her clients first. Just four months into her new venture, she's managing the transition of 254 client records representing approximately £80–90 million in assets under management. Rachel shares why she chose New Leaf Distribution over becoming directly authorised, how she's built a team to support her growing client base and the lessons she's learned along the way. In this episode: Making the leap from employed financial adviser to business ownerMoving £80–90 million in assets under managementWhy choosing the right IFA network mattersBuilding a financial planning team from the ground upThe challenges of transferring clients and maintaining relationshipsWomen in financial services and overcoming barriers to self-employmentThe importance of financial education for the next generationUsing AI to improve efficiency without losing the personal touchWhether you're an employed financial adviser considering going self-employed, looking to switch IFA networks or planning to grow your financial advice business, Rachel's story offers practical insights into taking that next step. Thinking about starting or growing your financial advice business? Discover how New Leaf Distribution supports advisers: www.newleafdistribution.co.uk Find out more about Rachel and Squirrel Financial Planning: www.squirrelfinancialplanning.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    £90M in 4 Months: How Rachel Lane Built Her Own Financial Advice Business

  6. Oct 19

    The £2.25M Property Deal That Turned Into £4.5M

    What does it really take to leave employment behind and build your own successful mortgage brokerage? In this episode of The New Leaf Podcast, CEO Dan Hobbs is joined by Ryan Garbett, founder of ERG Finance, to discuss his journey from employed mortgage adviser to self-employed business owner, building a growing team and securing complex property finance deals. Ryan shares why backing yourself is essential when making the leap into self-employment, how he's built strong relationships with lenders and introducers, and why finding the right mortgage network can make all the difference. They also explore a standout property development finance case, where a £2.25 million purchase increased in value to approximately £4.5 million before completion, and how creative funding helped make the deal possible. In this episode: Making the move from employed mortgage broker to self-employed business ownerBuilding and growing a successful mortgage brokerageWhy relationships with lenders and introducers matterStructuring complex property development finance dealsThe importance of personal branding in financial servicesChoosing the right mortgage network for your businessUsing AI and automation to improve efficiencyBuilding a positive team culture while scaling a businessWhether you're an employed mortgage adviser considering going self-employed, an established broker looking to grow your business or interested in specialist property finance, this episode offers practical insights into building a successful brokerage. Thinking about starting or growing your mortgage advice business? Discover how New Leaf Distribution supports advisers: www.newleafdistribution.co.uk Find out more about Ryan and ERG Finance: www.ergfinance.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    The £2.25M Property Deal That Turned Into £4.5M

  7. Oct 19

    How This Mortgage Broker Gets Clients Through ChatGPT & Keeps 95% Coming Back

    Can ChatGPT really help mortgage brokers attract new clients? And what's the secret to keeping 95% of them coming back? In this episode of The New Leaf Podcast, we're joined by Martin Rayner, founder of Compton Financial Services, to explore how he's built a successful mortgage and financial advice business by putting clients first, embracing technology and focusing on long-term relationships. From generating new enquiries through ChatGPT and building credibility with five-star reviews, to developing a mortgage renewal strategy that achieves an impressive 95% client retention rate, Martin shares the approaches that have helped his business grow. And it's not all business! Martin also shares his adventurous outlook on life, from racing gliders and underwater explosives diving to ordering his very own helicopter! In this episode: How ChatGPT and AI search are helping mortgage brokers attract clientsWhy online reviews and reputation matter more than everBuilding a mortgage business with a 95% client retention rateHow mortgage renewals create opportunities for long-term growthTransitioning from mortgage advice into independent financial adviceThe importance of client relationships, trust and referralsGrowing a financial advice business without compromising work-life balanceWhether you're a mortgage broker, Independent Financial Adviser or looking to grow your financial services business, this episode is packed with practical insights, business growth strategies and a few unexpected stories along the way. Looking to grow your financial advice business? Discover how New Leaf Distribution supports advisers: www.newleafdistribution.co.uk Find out more about Martin and Compton Financial Services: www.comptonfinancial.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    How This Mortgage Broker Gets Clients Through ChatGPT & Keeps 95% Coming Back

  8. Oct 19

    Building a £28M Financial Advice Network: The New Leaf Story

    How do you build a £28 million financial advice network without borrowing, and what happens when the next generation takes over? In this special episode of The New Leaf Podcast, guest host Sam Oakes from Financial Planner Life sits down with New Leaf founder Mark Hobbs and CEO Dan Hobbs to explore the story behind the family-run business, its growth and their vision for the future. From humble beginnings to a network of 365 advisers and 184 appointed representatives, Mark and Dan share the challenges, decisions and lessons that have shaped New Leaf over the years. They also discuss the realities of handing over leadership in a family business, why adviser quality matters more than numbers, and how AI, technology and training are helping shape the next generation of financial advice. In this episode: How New Leaf grew into a £28 million financial advice networkThe journey from founder to the next generation of leadershipWhy adviser quality matters more than network sizeHow AI and technology are transforming adviser supportThe importance of training, mentorship and paraplanningWhy mortgage brokers need to consider diversifying into financial adviceBalancing business growth with a people-first cultureWhat's next for New Leaf and the future of IFA networksWhether you're an established financial adviser, mortgage broker, aspiring IFA or considering becoming self-employed, this episode offers a behind-the-scenes look at building a financial advice business and preparing it for the future. Thinking about starting or growing your financial advice business? Discover how New Leaf Distribution supports advisers: www.newleafdistribution.co.uk The New Leaf podcast is for people turning over a new leaf in financial advice. Learn more about how New Leaf Distribution supports advisers at www.newleafdistribution.co.uk

    Building a £28M Financial Advice Network: The New Leaf Story
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About

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

Information

  • Creator
    Daniel Hobbs
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © 2026 The New Leaf Podcast
  • Show Website
    The New Leaf Podcast

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