Podcast #111 - Broker Talks: Creating a Training Plan for Mortgage Firms

Growth series

Added 07/11/24 - 1 min read

In episode #111 of the Growth Series podcast, host Natalie Pater, Regional Account Manager at PMS is joined by Darren Polson, Head of Mortgage Operations at Aberdein Considine, to explore how mortgage broker firms can develop robust training programmes that drive business growth and nurture talent.

With over 20 years of experience in financial services and a prestigious Princess Royal Training Award under his belt, Darren Polson shares invaluable insights into creating and implementing effective training strategies. He outlines three crucial stages of a comprehensive training plan and emphasises the importance of adapting training approaches to suit different experience levels and leveraging technology to enhance learning outcomes. Polson advocates for a blended approach, combining traditional classroom-based training with virtual sessions and online resources.

The discussion covers practical tips for measuring training success, including gathering feedback from multiple sources and tracking performance metrics. Polson also introduces the concept of a "compliance current" – ensuring regulatory requirements flow naturally through all aspects of training rather than being treated as separate modules.

This episode offers valuable insights for mortgage broker firms of all sizes looking to enhance their training and development strategies. Darren Polson’s advice on engaging external perspectives, thorough planning and varied delivery methods provides a clear roadmap for building effective, adaptive training programmes that not only meet regulatory standards but also foster long-term professional development.

The Growth Series is a dedicated and FREE resource for mortgage brokers, containing blogs, guides and podcasts to help you scale and grow your business. For more hints and tips on how to grow your business, you can sign up to the Growth Series here.

02:07 to 23:03