Key Takeaways & Adviser Action Points | Advice Guru Podcast
In this special follow-up episode of the Advice Guru Podcast, host Stuart Powell brings back a panel of leading voices to reflect on the first two episodes and share their top recommendations for advisers. Joining him once again are Stuart Wilson (Marketing Expert), Will Hale (CEO of AiR and Key Group), Andy Longhurst (Commercial Director at LeadTech), Sara Laws (The Mortgage Mam), and Rachel Flanagan.
Each guest highlights their key takeaways from earlier discussions on business planning, introducers, and lead generation — and offers clear, actionable advice on what advisers should prioritise right now. The conversation touches on the importance of creating measurable business plans, building long-term introducer relationships, and making smart choices between free and paid lead sources.
Stuart Wilson stresses the role of marketing visibility, while Will Hale draws on industry trends in later life lending to outline where opportunities lie. Andy Longhurst explains how advisers can best evaluate lead quality, and Sara Laws with Rachel Flanagan give an adviser’s view of practical steps that make the biggest difference day-to-day. Together, they offer a roadmap of strategies that advisers can put into action immediately.
This episode is a must-listen for advisers looking to focus their energy on what truly drives growth. By combining expert industry insight with real adviser experiences, it delivers a concise set of priorities that can shape your next stage of business success.
To explore more free resources and educational guides, visit Advice Guru. For tailored mortgage and equity release support, connect with Guru Mortgage Solutions.
#AdviceGuru #GuruMortgageSolutions #AdviserGrowth #KeyTakeaways #MortgageAdvice #EquityRelease #LaterLifeLending #LeadGeneration #AiR #KeyGroup #LeadTech #MortgageMam
