In episode 90 of the Growth Series podcast, Jess Keniwell, Business Development Manager at Accord Mortgages, speaks to Phil Anderson, Director at Phil Anderson Financial, about training and development.
Jess begins by asking Phil how to establish a culture of learning and development within a mortgage broker firm, and he answers that this starts at the top and with leading by example.
Next, Phil is asked how he would identify the training needs of an individual. Phil says his organisation carries out regular training needs analyses, along with team meetings and 121s.
He also notes that he’s a big believer in lifelong learning, especially in financial services, as the marketplace is constantly changing and evolving.
The conversation then turns to ensuring that any training and development opportunities provided align with the strategic goals of a mortgage broker firm.
Phil says good communication is the key, so everyone understands the wider business goals and can all pull in the right direction.
Jess then asks Phil how he evaluates the effectiveness of his training and development programs. He replies testing and measuring is important, as is using management information to identify trends, such as individual conversion rates and where leads are coming from.
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00:45 to 28:29
Introduction to guest
Establishing a culture of learning and development
Identifying a person’s training needs
Encouraging continuous learning and development
Ensuring training and development opportunities align with company goals
Important certifications and qualifications
Evaluating the effectiveness of training and development programs
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Accord Mortgages Limited is authorised and regulated by the Financial Conduct Authority. Accord Mortgages Limited is entered in the Financial Services Register under registration number 305936. Buy to Let mortgages for business purposes are not regulated by the Financial Conduct Authority. Accord Mortgages Limited is registered in England No: 2139881. Registered Office: Yorkshire House, Yorkshire Drive, Bradford BD5 8LJ. Accord Mortgages is a registered Trade Mark of Accord Mortgages Limited.
References to 'YBS Group' or 'Yorkshire Group' refer to Yorkshire Building Society, the trading names under which it operates (Chelsea Building Society, the Chelsea, Norwich & Peterborough Building Society, N&P and Egg) and its subsidiary companies.
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