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.
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Données mises à jour le 30/10/2026
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Adapt or Disappear: Jason Howard on AI, Leadership and the Future of Financial Advice
Saison 1
mardi 27 octobre 2026 • Durée 01:01:45
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
Sarah Willingham: From Working at Pizza Express to Dragons Den & 1500 staff!
Saison 1 · Épisode 12
mardi 20 octobre 2026 • Durée 01:05:20
"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.
Why Some Advisers Make £500K While Others Struggle at £50K: The Brutal Truth Revealed
Saison 1
mardi 13 octobre 2026 • Durée 40:16
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.
15 Appointments Per Week for 30 Years: The 80 Year Old Life Insurance Legend Tony Gordon Reveals All
Saison 1 · Épisode 10
mardi 6 octobre 2026 • Durée 59:00
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
AI, Personal Brand & The Death of Referrals: My 5-10 Year Predictions for Financial Services
Saison 1 · Épisode 9
mardi 29 septembre 2026 • Durée 28:11
🔎 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.
3 Interviews Per Week Forever: The Recruitment System That Scaled Me to 45 Advisors by Age 23
Saison 1 · Épisode 8
mardi 22 septembre 2026 • Durée 32:55
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
£1 billion in applications - Jason Berry discusses the growth of Crystal Specialist Finance
Saison 1 · Épisode 7
mardi 15 septembre 2026 • Durée 56:36
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
Will AI Replace Property Surveyors? MD of Countrywide Exposes Down-Valuations & Future of Industry.
Saison 1 · Épisode 6
mardi 8 septembre 2026 • Durée 48:14
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?
Never Run Out of Leads Again: The 3-Pronged Attack Every Financial Advisor Must Use in 2026
Saison 1 · Épisode 5
mardi 1 septembre 2026 • Durée 33:23
🦁 JOIN 2,300+ UK ADVISERS INSIDE THE WEALTHY ADVISERS CLUB — FREE:
https://www.skool.com/the-wealthy-advisers-club/about
If your biggest lead source disappeared tomorrow, how long would your pipeline survive?
In this solo episode of The Financial Services Show, Terry Blackburn breaks down the three principles every financial services professional should use if they never want to run out of leads again.
After 17 years in financial services, building and exiting brokerages, recruiting hundreds of advisers and generating leads through everything from referrals and introducers to SEO, PPC, paid social and organic content, Terry shares the approach he believes advisers should be using in 2026 and beyond.
And it starts with one major mistake:
Relying on ONE lead generation strategy.
Terry explains why the strongest businesses use a multi-pronged lead generation attack, why advisers need to make decisions based on data rather than emotion, and why Always Be Prospecting and Always Be Marketing should become part of the culture of every ambitious financial services business.
He also tackles something more controversial:
Visibility beats talent.
You might be the best mortgage adviser, protection adviser, estate planner or financial adviser in your market — but if nobody knows who you are, someone less talented who is more visible can still win the client.
This episode is about making sure that doesn't happen.
Chapters
00:00 Why You Should Never Run Out Of Leads
01:50 The 3 Principles Behind Consistent Lead Generation
04:52 What Is The BEST Lead Generation Strategy?
05:13 Principle #1: The Multi-Pronged Attack
06:18 Referrals, Organic Social & Building Your Pipeline
08:17 Why One Introducer Could Be Worth £100,000+
10:02 Meta Ads, PPC & Paid Lead Generation
13:12 Principle #2: Make Data-Based Decisions
16:43 Principle #3: Always Be Prospecting & Marketing
19:47 Why Advisers Need To Create Content
22:05 Building A Personal Brand That Generates Leads
26:10 Why Visibility Beats Talent
29:43 The Danger Of Getting Complacent
In this episode:
◼ Why relying on one lead source can put your entire business at risk
◼ The lead generation strategies Terry would combine in 2026
◼ Why referrals should be part of your strategy — but not necessarily your entire strategy
◼ How introducers can become some of your most valuable long-term lead sources
◼ Why Terry believes Meta advertising is still underpriced
◼ How getting more specific with PPC and advertising can improve lead quality
◼ Why you should kill lead sources that aren't producing profitable results
◼ The importance of measuring your marketing rather than making emotional decisions
◼ Why ABP — Always Be Prospecting — should be ingrained into your business
◼ Why ABM — Always Be Marketing — matters even when your pipeline is already full
◼ Why consistency on social media eventually compounds
◼ Why Terry sees social media as business media, not social media
◼ Why personal branding is becoming increasingly important
◼ Why visibility can beat talent in today's market
◼ How complacency allows competitors to take your market share
Whether you're a mortgage broker, protection adviser, estate planner, financial adviser, firm owner or anyone else working in financial services, the objective of this episode is simple:
Help you build a business where you never have to wonder where the next lead is coming from.
Terry Blackburn & The Financial Services Show
🦁 Join The Wealthy Advisers Club:
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◼ Instagram:
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◼ LinkedIn:
https://www.linkedin.com/in/terry-blackburn-property/
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◼ Listen on Apple Podcasts:
https://podcasts.apple.com/gb/podcast/the-financial-services-show-by-terry-blackburn/id6797192316
About The Financial Services Show
Hosted by Terry Blackburn, entrepreneur, author and founder of The Wealthy Advisers Club.
After 17 years in financial services, Terry uses The Financial Services Show to share what's actually working right now and speak with leading advisers, founders, CEOs, entrepreneurs and industry experts.
Expect honest conversations around sales, lead generation, marketing, AI, technology, efficiency, business growth, scaling, wealth creation and the future of financial services.
🎧 If this episode helped you, don't just like it — share it with one person in financial services who needs to hear it.
🦁 JOIN 2,300+ UK ADVISERS INSIDE THE WEALTHY ADVISERS CLUB — FREE:
https://www.skool.com/the-wealthy-advisers-club/about
Twenty7tec CEO James Tucker Reveals Who's Really at Risk... Will AI Replace Mortgage Advisers?
Saison 1 · Épisode 4
mardi 25 août 2026 • Durée 44:47
🦁 JOIN 2,300+ UK ADVISERS INSIDE THE WEALTHY ADVISERS CLUB — FREE:
https://www.skool.com/the-wealthy-advisers-club/about
Will AI replace mortgage advisers? Twenty7tec CEO James Tucker believes some advisers are genuinely at risk — but others could benefit enormously.
Terry Blackburn sits down with James Tucker, Founder & CEO of Twenty7tec, one of the UK's leading mortgage technology businesses, for an honest conversation about AI, technology and what the mortgage advice industry could look like over the next five years.
James explains why there is a huge difference between being a transactional broker and becoming a true adviser, why the traditional mortgage advice process needs to change, and what businesses need to do now if they want to remain competitive.
They also discuss why personal branding could become even MORE important as AI grows, the enormous opportunity hiding inside existing client banks, and why the firms that embrace technology without losing the human relationship could be the biggest winners.
Chapters
00:00 Intro
02:41 Will AI Replace Mortgage Advisers?
05:53 The Difference Between A Broker & An Adviser
06:30 How Twenty7tec Was Built
11:18 The Biggest Opportunities In Mortgage Technology
12:59 Why The Advice Process Is Broken
15:13 The Wealthy Advisers Club
16:52 The Firms That Will Win Over The Next 5 Years
19:12 Why Marketing Will Become Even More Important
23:52 Why Mortgage Onboarding Needs To Change
29:39 What Financial Services Could Look Like In 5 Years
32:00 Why Advisers Need To Be Visible Online
33:54 What James Would Do If He Started Again
36:31 What's Next For Twenty7tec?
39:15 The Huge Client Retention Opportunity
43:41 Final Thoughts
In this episode:
◼ Why transactional mortgage brokers could be at risk from AI
◼ Why true advisers could become MORE valuable
◼ Why the current mortgage advice journey is backwards
◼ How technology could radically improve client onboarding
◼ What the best advice firms will do differently over the next five years
◼ Why AI-generated content makes personal branding even more important
◼ Why people buy people
◼ Why advisers are leaving fortunes sitting inside their CRM
◼ How better client retention could reduce the constant need for new leads
◼ What James would do differently if he started a technology company today
Terry Blackburn & The Financial Services Show:
🦁 Join The Wealthy Advisers Club:
https://www.skool.com/the-wealthy-advisers-club/about
◼ Instagram:
https://www.instagram.com/terry_blackburn_official/
◼ Facebook:
https://www.facebook.com/TerryBlackburnProperty/
◼ LinkedIn:
https://www.linkedin.com/in/terry-blackburn-property/
◼ Follow The Financial Services Show on Instagram:
https://www.instagram.com/the_financial_services_show/
◼ Terry's website:
https://terry-blackburn.co.uk/
◼ Listen on Apple Podcasts:
https://podcasts.apple.com/gb/podcast/the-financial-services-show-by-terry-blackburn/id6797192316
About The Financial Services Show
Hosted by Terry Blackburn, entrepreneur, author and founder of The Wealthy Advisers Club.
The Financial Services Show brings together leading advisers, founders, CEOs, entrepreneurs and industry experts for honest conversations about sales, marketing, AI, technology, lead generation, business growth, efficiency and the future of financial services.
🎧 If this episode helped you, send it to one person in financial services who needs to hear it.
🦁 JOIN 2,300+ UK ADVISERS INSIDE THE WEALTHY ADVISERS CLUB — FREE:
https://www.skool.com/the-wealthy-advisers-club/about