Broker Evolution: Change. Adapt. Thrive.

Presented by

The Right Mortgage and Guest Speakers

About this talk

Agenda: 10:30am - 2:30pm Welcome Our directors Martin Wilson, CEO, & Adam Stretton, Managing Director, The Right Mortgage, open the day with an overview of 2021 to date and look ahead to 2021 and how we can continue to support your business goals as a network. Guest Speaker Our esteemed guest speaker Geoff Ramm shares award-winning ideas to outperform the competition and help you provide celebrity service to your clients. Protection Panel Vincent O’Connor, Head of Protection, The Right Mortgage is joined by a panel of insurers. -Break- Celebrating Broker Success: Awards Ceremony One of the major highlights of our National Training Event, our awards ceremony, is back with a twist! Hosted by Nicola Ventrella, Operations Director, The Right Mortgage, we will be celebrating the outstanding achievements of both our individual advisers and firms. Mortgage Market Overview Danny Belton, Head of Lender Relationships, Legal & General Mortgage Club, provides an overview of the opportunities in the mortgage market and how our members can capitalise on these. Lender Panel Simon Thomas, Head of Sales & Development, The Right Mortgage, is joined by a panel of lenders. -Break- Network Showreel: Your Business Hear from five TRM brokers on how they have successfully adapted and implemented technology into their business model to streamline processes, generate leads and conduct business in line with our ever changing world. General Insurance Panel Amy Wilson, Head of General Insurance (GI & PMI), The Right Mortgage is joined by a panel of providers. Later Life Lending Panel Victoria Wilson, Equity Release Manager, The Right Mortgage is joined by a panel of lenders. -Break- Navigating the Regulatory Landscape by Ben Allen, Compliance Director, The Right Mortgage Private Medical Insurance Panel Amy Wilson, Head of General Insurance (GI & PMI), The Right Mortgage is joined by a panel of providers. Close / Exhibitor zone Amanda Wilson, Director, The Right Mortgage.

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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