Broker Vision: Navigating Business through Changing Times

Presented by

The Right Mortgage and Guest Speakers

About this talk

Agenda: 10:30 GMT Welcome from Martin Wilson & Network Update from Nicola Ventrella Martin Wilson and Nicola Ventrella open the day with an overview of 2020 and look ahead to 2021 and how we can continue to support your business goals as a network. 10:50 GMT Embracing Change in our New World Our guest speaker Jez Rose, looks at how we can embrace change in our new world and adapt to the 'new normal'. 11:10 GMT Navigating the Regulatory Landscape Ben Allen takes a look at the regulatory landscape and looks ahead to what we can expect from both the network and Financial Conduct Authority for 2021. Comfort Break 11:40 GMT Celebrating Broker Success: Awards Ceremony Our awards ceremony will be celebrating the outstanding achievements of both our individual advisers and firms. 11:50 GMT Lender Panel: Reflections & Opportunities within the Mortgage Market Simon Thomas is joined by a panel of lenders to take a broader look at the market and its current & future challenges and opportunities from the lender perspective. Comfort Break 12:35 GMT Protection Panel: Introducing Life Cover Simon Thomas is joined by a panel of providers to look at where life cover sits in the mortgage process. 13:10 GMT General Insurance Panel: Constructing a Comprehensive Sale Amy Wilson is joined by a panel of providers to look at why it is so important to offer your clients a comprehensive service every time. Comfort Break 13:35 GMT Later Life Lending Panel: Coronavirus, Generating New Clients and 2021 Victoria Wilson is joined by a panel of lenders to delve into the depths of equity release, the effect Coronavirus has had on your clients and how we place business. 14:00 GMT Private Medical Insurance Panel: Putting PMI first Amy Wilson is joined by a panel of providers to look at where PMI fits in for the “average” client sale, especially in the new normal. 14:15 GMT Closing Summary & Opportunity to Visit Exhibition Zone

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Our first ever virtual National Training Event explores how both our brokers and lender and provider partners are navigating business through these changing times and provides a unique brokers eye view on the challenges and opportunities presented by 2020. We welcome you to join us for what will be a fun and informative day, with speaker sessions and panel discussions from industry experts, covering mortgage, protection, general insurance, private medical insurance and later life lending – to name a few! There will also be our popular awards ceremony and keynote speaker, as well as an array of virtual exhibitor stands for you to explore. If you’re enjoying the day, don’t forget to join the conversation on Twitter or LinkedIn and share your photos using our hashtag: #RightMortgageNTE