New Leaf Distribution (@newleafdistributionuk)

Best advice for new advisers?   Slow down. You do not need every client. You do not need every opportunity.   And you definitely do not need to say yes to everything. Richard Campo explains why learning to say no can actually help your business grow.   🎧 Watch the full episode now…

First time: build fast and figure it out on the way down. 😅   Second time: start with the end in mind.   Richard Campo explains why he’s keeping costs tight, growing slowly and building towards a bigger IFA practice.   Experience changes the game.   🎧 Watch the full episode now…

Corporate job ➡️ mortgage broker ➡️ business owner ➡️ IFA.   Richard Campo’s career has kept evolving.   In Season 2, Episode 2, he joins Dan Hobbs to talk about building RCP Mortgages and why financial advice is the next step.   🎧 Full episode coming soon.   #MortgageBroker #FinancialAdviser #IFA…

“It feels safe.” 🌱   That’s how Mark Scott described joining New Leaf.   In Episode 5, Mark of Positive Advisers and Marta Scott-Manuszewska of Five Star Mortgages break down just how much their businesses can offer with the network behind them.   🎙️ Hosted by Mark Hobbs.   Watch here…

What’s the next growth area for James McClure? 🌱   The farming community.   With an agricultural background himself, James is now building the IFA side of his business around a market he genuinely understands.   Sometimes your niche is closer than you think.   🎧 Watch the full episode now…

Buying an advice business is about more than agreeing a price. 👀   For James McClure, the biggest factor was trust.   After nearly 10 years working alongside the previous owner, James took full ownership of Ballymena Financial Services and responsibility for the clients who came with it.   🎧 Watch…

Mortgage adviser ➡️ IFA ➡️ business owner.   James McClure has experienced all three.   In Season 2, Episode 1, he joins Dan Hobbs to talk career progression, protection claims and buying the business of a retiring adviser.   🎙️ Full episode coming soon.   #FinancialAdviser #MortgageBroker…

Will writing is more than another service - it can be a referral opportunity. 👀   David Reed from Axis Wealth Management shares why he sees it as a valuable route for advisers looking to build their client bank.   🎙️ Episode 16, hosted by Sam Wallis.   Watch the full episode…

Want to grow? You might need to stop doing everything yourself 👀   Throwback to Episode 7 with Petra Tóth from Hitel Financial on making her first hire, learning to delegate and why specialising helped the business grow.   Watch the full episode: https://youtu.be/G79-cpdyM7o   #FinancialAdviser…

“You can’t be good at everything.” 👀   Martin Byrne on knowing your specialism, signposting when needed and why giving away good information can be one of the best ways to build trust.   🎙️ Episode 15 with CEO Dan Hobbs is out on YouTube, Spotify & Apple Podcasts.   👉️ https://youtu.be/z2EhqgEF8gI…

“I will never stop learning.” 👏   Debbie Joyce shares a recent case where digging into the detail uncovered that a client had been missing pension tax relief since 2019.   She joins Mark Hobbs in Episode 19 of The New Leaf Podcast to talk about learning on the job and making a real difference for…

“Please don’t leave it until the last minute.”   Sarah Drakard shares the heartbreaking story that reminded her why having a will in place matters.   After sharing her experience online, she received around 300 enquiries.   A powerful reminder to plan ahead. ❤️   #WillWriting #EstatePlanning…

Eight or nine networks contacted. One actually showed up.   Mark Taylor explains why New Leaf Distribution stood out from the start: they answered the phone, travelled to meet him and spent five hours listening to his plans.   Sometimes the right adviser network is the one that makes you feel…

Should advisers be scared of compliance? 👀   Dan Hobbs, Sam Wallis and Brad discuss why compliance shouldn’t be about catching advisers out.   At New Leaf, it’s about working with advisers, coaching them through cases and helping them become better at what they do.   💭 Should compliance feel more…

POV: Your network actually answers the phone. 👀   Compliance question? You can call. Business challenge? You’re supported. Need to speak to the boss? You can.   Marta explains why she would never leave New Leaf Distribution.   🎧 Episode 5 is on YouTube. Link in bio.   #MortgageTok #AdviserNetwork…

Want to build a successful financial advice business?   Mark Hobbs has been giving advisers the same piece of advice for years - and it’s probably not what you’d expect.   Shane Fox is proof of why Mark believes it works. 👀   Full conversation: https://youtu.be/uzxhXpuRMZU   #FinancialTok…

Are you chasing deals or building relationships? 🤔   Shane Fox’s approach to financial advice is simple:   People before pounds. 💸   Create the touch-points. Think beyond one transaction. Support the family long term and if you can’t help, find someone who can.   What you give out might just come…

Imagine spending your career telling people to prepare for the unexpected… then having to do exactly that yourself.   After being told his cancer was terminal, Shane Fox, organised his will and powers of attorney on the journey home.   His story puts a very different perspective on why planning…

What if your content could do the networking for you? 👀   Sam Oakes joins Dan Hobbs to talk about using video and podcasts to build trust and get known by the people you want to work with.   You don’t need to be everywhere. You just need to give people a reason to listen.   Would you get in front…

Will mortgage advisers still exist in the same way in five years? 👀   Mark Hobbs is joined by Sam Oakes from the Financial Planner Life podcast to talk AI, the future of mortgage advice and why New Leaf is helping more mortgage and protection advisers move into financial planning.   Over 60% of…

POV: Your feedback actually changes how the network works. 👀   Sam Wallis explains how New Leaf uses real adviser experience to improve its systems, processes and client offering.   Because the people doing the job should help shape the proposition.   #FinancialAdviser #IFANetworkUK…

POV: You thought business protection started and ended with relevant life cover. 👀   Martin Byrne explains why the details matter, and how dedicated training can help advisers give stronger business protection advice.   🎧 Watch Episode 15 on YouTube. Link in bio.   #FinancialAdviser…

Before joining an adviser network, ask this question… 👀   “Will you support the business I actually want to write?”   David Reed explains why the wrong partnership can slow your entire business down.   Do the due diligence first.   🎧 Watch Episode 16 on YouTube. Link in bio.   #FinancialAdviser…

Thinking mortgage advice is an easy side hustle? Think again. 👀   Petra Tóth says new advisers need to:   ✅ Take the business seriously ✅ Prepare properly ✅ Look after clients properly   You cannot build it well in spare evenings alone.   🎧 Watch Episode 13 on YouTube. Link in bio.   #MortgageTok…

Everyone wants success...   Very few people are willing to change the way they think. 👀   Mark Hobbs explains why mindset beats qualifications every time.   🎧 Full episode in bio.   #FinancialAdviser #Mindset #BusinessGrowth #FinancialServices #Podcast

£35 million under management in five years. 👀   Shane Fox says the secret isn’t chasing the pound.   Build trust. Create a presence. Make a difference.   🎧 Episode 26 of The New Leaf Podcast is out now.   #FinancialAdviser #BusinessGrowth #AdviserNetwork #FinancialServices #NewLeafDistribution

POV: Five mortgage brokers say no, but you take the time to understand the case. 👀   One complicated client helped reveal an entire business specialism.   Now the focus is on offering more support without passing clients elsewhere.   🎧 Watch Episode 14 on YouTube. Link in bio.   #MortgageTok…

When the course stops feeling like one huge exam. 👀   Bite-sized learning. Regular progress checks. Less last-minute cramming.   Gordon Reed explains why training needs to work with the way people actually learn.   🎧 The full episode is out now: https://youtu.be/-XZxuZz1M9w   #StudyTok…

POV: You find an adviser network that supports you without controlling your clients. 👀   Rachel Lane spoke to five companies before choosing New Leaf Distribution.   More control. More personal support. No shoehorning clients.   🎧 The full episode is out now: https://youtu.be/XCC0aELhrjU…

POV: The “security” of your job is actually holding you back. 👀   Ryan Garbett says moving into self-employment came down to one thing:   Backing himself.   Would you take the leap?   🎧 Episode 23 of The New Leaf Podcast is out now: https://youtu.be/-8S3GdIynCw   #MortgageTok #SelfEmployed…