Becoming a Mortgage Advisor and succeeding within an Estate Agency with Mike Morris #1

In this episode of the Talk FS podcast, Ryan Venner interviews Mike Morris, Operations Manager at Andrews Mortgage Services. They discuss Mike's transition from a decade-long career in recruitment to becoming a successful mortgage advisor and eventually a manager. The conversation covers the importance of people skills in mortgage advice, building long-term client relationships, navigating the industry during COVID, and the dynamics of working within an estate agency model. Mike shares insights on overcoming challenges in the mortgage industry and emphasises the significance of protection in mortgage advice.

 

Key takeaways from this episode include:

• The transition from recruitment to mortgages can be smooth due to transferable skills.
• People skills are crucial for success in mortgage advice.
• Building long-term relationships with clients is key to success.
• Navigating the mortgage industry during COVID presented unique challenges.
• The move from advisor to manager requires different skills and a strategic mindset.
• Working within an estate agency model offers valuable leads and support.
• It's important to find the right environment that suits your working style.
• Overcoming challenges in the mortgage industry requires self-analysis and problem-solving.
• Protection insurance is essential for clients and should be prioritized by advisors.
• Every problem in the industry can be solved with the right mindset and support.

 

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Thank you to Mike Morris from Andrews Mortgage Services for his contribution on this episode - https://www.andrewsonline.co.uk/buying/mortgage-advisor