Description

In this episode of NRG Insights, Marcus Nanson sits down with Stephen Baldwin, Managing Director of Credicus, to uncover what it really takes to grow a successful brokerage in today’s market.

With over two decades in financial services, Stephen’s story is one of resilience, reinvention, and lessons learned the hard way — from building a client base and taking the leap into self-employment, to scaling a business and avoiding the common mistakes that hold brokers back.

💡 In this episode:

• The biggest mistakes brokers make when building their business
• Why recruitment and structure are key to long-term success
• How to generate your own business and stop just taking orders
• Lessons learned from hiring, planning, and scaling Credicus
• The mindset every broker needs to survive in a tough market

Whether you’re a broker, team leader, or aspiring business owner in financial services, this episode will give you practical insights to help you grow smarter, build better teams, and navigate the ups and downs of running your own firm.

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