Podcast #135 - Mortgage Mentors: From Reluctant Recruit to Industry Leader with Richard Merrett

In episode #135 of the Growth Series podcast’s Mortgage Mentors series, Jeremy Duncombe, Managing Director at Accord Mortgages, is joined by Richard Merrett, Managing Director at Alexander Hall. Richard’s journey into financial services is a story he never expected to tell. After graduating with two firm intentions, avoiding sales and avoiding financial services, he somehow built an award-winning career in both

Richard shares how a temporary data entry role turned into a turning point, eventually leading him into mortgage advice. What began as a reluctant entry into the sector grew into a vocation built around helping people, connecting with customers and supporting advisers. His path shows how careers don’t always follow the plans we set, but often end up in the places where we’re meant to be.

Through the conversation, Richard reflects on the moment he realised mortgage advice wasn’t about numbers, but about people and the life-changing milestones they’re trying to achieve. It’s something that continues to shape how he leads today. His time away from Alexander Hall taught him to stretch himself, take on tougher responsibilities and return with a clearer sense of maturity and purpose.

Jeremy and Richard explore leadership, mentoring and the responsibility leaders have in creating environments where advisers can grow. Richard talks about the importance of surrounding yourself with people who think differently, the value of diverse teams and the role of listening in bringing out the best in others. His involvement with AMI and the Green Mortgage Advice Initiative comes from the same place, a desire to support the industry that supported him.

Away from the office, Richard gives listeners a glimpse into the passions that keep him grounded. From travelling to gigs across Europe to following football with total devotion; live experiences play a huge part in how he recharges. He speaks candidly about wishing he’d made even more time for the things he loves, a reminder to all of us about the moments that matter.

Listen to more podcasts in the Mortgage Mentors 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, access for free here.

05:29 - 27:49

• 05:29 - An Accidental Career in Mortgages
• 8:49 - Leaving to Grow, Returning to Lead
• 17:20 - Career Influences and Advice to Others
• 22:00 - Life Outside of Work