Podcast #126 - Broker Talks: The Importance of Creating a Work Life Balance

Added 10/07/25 - 1 min read

In episode #126 of the Accord Growth Series podcast host Debjani Bajpai, Business Development Manager at Accord Mortgage and guest Kate McTernan, Director at Mortgage Advice Group, discuss the dynamic world of mortgages and how broker teams can achieve work-life balance. As the housing market continues to pose unique challenges, Kate shares her invaluable strategies for mastering work-life balance, offering a roadmap for brokers seeking harmony between their professional and personal lives.

Kate, a seasoned expert in the financial services industry, brings over 20 years of experience to the table. She candidly discusses the demands of mortgage brokering, from volatile pricing to seasonal trends, and how these factors impact work-life balance. With a seven-year-old son and a thriving brokerage in the Midlands, Kate exemplifies how flexibility within the industry can be a game-changer, allowing brokers to be present for family milestones while excelling in their careers.

Throughout this conversation, Kate highlights the importance of strategic planning, especially around school holidays, to ensure client satisfaction and employee well-being. She emphasises the critical role of fostering a supportive team environment where workloads are managed efficiently, preventing burnout and mistakes. The discussion also explores the significance of diary discipline, capping client appointments, and the indispensable support of a robust admin and case management team.

Kate's insights on identifying red flags when team members are struggling are particularly valuable. By maintaining open communication and recognising the signs of stress, business leaders in the mortgage industry can offer timely support and intervention. The episode wraps up with a focus on cultivating a positive workplace culture, with Kate's leadership at Mortgage Advice Group serving as a shining example of how a thriving environment inspires success.

Listen to more podcasts in the Broker Talks Series here.

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.

01:28 - 23:00