The Financial Services Show by Terry Blackburn

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.

  1. 5d ago

    Adapt or Disappear: Jason Howard on AI, Leadership and the Future of Financial Advice

    What happens to financial advice when AI can do the paperwork in seconds? Jason Howard joins Terry Blackburn on The Financial Services Show to discuss the future of advice, the realities of building a business and the human skills that still matter. Drawing on his experience building the Insight Group, Jason explains why growth can cost you financially and emotionally before it pays back, why culture needs to grow with the team, and why leadership means developing people who can lead themselves. The conversation explores how AI can free up time for better client service, the difference between having data and understanding what it means, and why experienced advisers can benefit from new technology. Jason also shares his approach to mentoring the next generation, building self-discipline and creating more freedom through focused work. He reflects on difficult periods in his career, the importance of trust and resilience, and what he would put in place if he were starting a brokerage again. IN THIS EPISODE • The real cost of growth and building the right culture • Leadership, autonomy and developing your team • AI, client relationships and the value of human judgement • Turning information into useful insight • Mentoring the next generation of advisers • Buffer days, focus days and free days • Starting again with energy, process and the right mentors Guest: Jason Howard, Insight Group 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 business needs to adapt next? #FinancialServices #JasonHoward #BusinessGrowth #Leadership #AI

    Adapt or Disappear: Jason Howard on AI, Leadership and the Future of Financial Advice

  2. Oct 20

    Sarah Willingham: From Working at Pizza Express to Dragons Den & 1500 staff!

    "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.

    Sarah Willingham: From Working at Pizza Express to Dragons Den & 1500 staff!

  3. Oct 13

    Why Some Advisers Make £500K While Others Struggle at £50K: The Brutal Truth Revealed

    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.

    Why Some Advisers Make £500K While Others Struggle at £50K: The Brutal Truth Revealed

  4. Oct 6

    15 Appointments Per Week for 30 Years: The 80 Year Old Life Insurance Legend Tony Gordon Reveals All

    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

    15 Appointments Per Week for 30 Years: The 80 Year Old Life Insurance Legend Tony Gordon Reveals All

  5. Sep 29

    AI, Personal Brand & The Death of Referrals: My 5-10 Year Predictions for Financial Services

    🔎 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.

    AI, Personal Brand & The Death of Referrals: My 5-10 Year Predictions for Financial Services

  6. Sep 22

    3 Interviews Per Week Forever: The Recruitment System That Scaled Me to 45 Advisors by Age 23

    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

    3 Interviews Per Week Forever: The Recruitment System That Scaled Me to 45 Advisors by Age 23

  7. Sep 15

    £1 billion in applications - Jason Berry discusses the growth of Crystal Specialist Finance

    What needs to get better inside your business before it gets bigger? In this episode of The Financial Services Show, Terry Blackburn sits down with Jason Berry from Crystal Specialist Finance to explore the partnerships, people and everyday decisions behind a growing specialist finance business. Jason explains how Crystal developed from roughly £140–150 million to over £400 million in completed funding, and why reinvesting in the team and building capacity matter alongside the headline numbers. He shares how the business supports brokers with complex cases across bridging, buy-to-let and commercial finance, and how strong relationships with mortgage networks, clubs and professional introducers help turn first enquiries into repeat business. The conversation also covers leadership through the pandemic, listening to the people closest to the work, and the difference between measuring activity and improving the quality of conversations. Jason and Terry discuss where AI can help advisers, where human judgement still matters, and why the next step is often to get better before getting bigger. Jason also talks about co-founding the Mortgage Industry Mental Health Charter, the pressures people face across the sector, and the value of making time for support and connection. IN THIS EPISODE Crystal’s growth and the infrastructure behind it Building partnerships with mortgage networks and clubs Winning the trust of introducers and earning repeat business AI, complex cases and the human side of advice Leading through difficult periods and putting people first Listening to frontline teams and improving daily behaviour Getting better before getting bigger Wellbeing and the Mortgage Industry Mental Health Charter If you run a brokerage, lead a team or want stronger professional relationships, this episode offers practical ideas to bring back to your business. Which part of your business needs to get better before it gets bigger? Let us know in the comments, and share this conversation with a colleague who would find it useful. Subscribe to The Financial Services Show by Terry Blackburn. New episodes every Tuesday at 6am. GUEST & RESOURCES Jason Berry, Crystal Specialist Finance: https://crystalsf.com/ Mortgage Industry Mental Health Charter: https://mimhc.co.uk/ 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 platforms: https://podfollow.com/the-financial-services-show-by-terry-blackburn/view #FinancialServices #MortgageBrokers #BusinessGrowth #JasonBerry

    £1 billion in applications - Jason Berry discusses the growth of Crystal Specialist Finance

  8. Sep 8

    Will AI Replace Property Surveyors? MD of Countrywide Exposes Down-Valuations & Future of Industry.

    Will AI replace surveyors? And what does that mean for mortgage brokers, property buyers and the future of home buying Terry Blackburn sits down with Matthew Cumber, Managing Director of Countrywide Surveying Services, to explore the decisions behind property valuations, the potential of AI and why human judgement still matters. When a valuation comes back below the agreed price, everyone wants answers. Matthew explains the role of comparable evidence, why some properties are harder to assess and what needs to be considered before challenging a valuation. The conversation also looks ahead. How could AI support surveyors? Why does the quality of the data matter so much? And as more of the process becomes automated, where do people continue to add value? Beyond property and technology, Matthew shares the leadership challenges of keeping a large operation connected, from surveyors and managers to the booking teams who keep the business moving. IN THIS EPISODE: • Why a lender’s valuation can differ from the agreed purchase price • The evidence behind valuation decisions and challenges • Why purchases and remortgages can lead to different conversations • How unusual properties make comparable research more challenging • AI’s potential role in valuations, surveys and physical inspections • The human side of buying a home, including stress, emotion and uncertainty • Leading through managers and preventing departments from becoming disconnected If you’re a mortgage broker, adviser, property professional or business owner, this conversation offers a closer look at a process that directly affects your clients, alongside lessons on technology, communication and leadership. What do you think: will AI replace surveyors, or change the way they work? Let us know in the comments. Subscribe to The Financial Services Show for more conversations about sales, marketing, leadership, technology and business growth in financial services. New episodes every Tuesday at 6am UK time. JOIN THE WEALTHY ADVISERS CLUB Connect with other advisers and explore training on sales, marketing and growing your business: 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 Found this useful? Share the episode with another broker, adviser or business owner. #TheFinancialServicesShow #MortgageBrokers #PropertyValuation #AI #Surveying?

    Will AI Replace Property Surveyors? MD of Countrywide Exposes Down-Valuations & Future of Industry.
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About

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.

Information

  • Creator
    Terry Blackburn
  • Years Active
    2026
  • Episodes
    13
  • Rating
    Explicit

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