Mortgage & Property Diva, Chanelle Aristide has recently created a unique report covering Mortgages and Property south of London. Chanelle brings a wealth of experience in supporting clients and businesses with high-value property transactions, securing mortgages, insurance, and financial solutions. She has a strong background in project management, PR, and marketing. This diverse experience, including a previous career performing live in the music industry, has equipped her with the ability to connect with people from all walks of life.

Graham and Kevin welcome Chanelle, who runs the Mayfair Mortgage Co., a boutique mortgage and financial consultancy that serves high net worth and ultra-high net worth clients. Chanelle discusses her background in performance, PR, marketing, and real estate, and how she has combined these interests into her current business.

Chanelle discusses some of the unique challenges that high-net-worth individuals can face in securing mortgages, such as complex financial arrangements and the need to provide detailed information to lenders. She also touches on broader issues in the property and construction sectors.

Graham and Chanelle emphasize the importance of building strong relationships with high-net-worth clients, as well as with lenders and other industry contacts. This personal touch is key to Chanelle's approach in serving her target market.

Chanelle discusses her upcoming "Diva Mortgage and Property Report", which will feature insights and analysis presented in a unique, entertaining style that reflects Chanelle's personality as a "diva". The report will include song titles as section headings and other creative elements.

In response to Graham's question about her future plans, Chanelle expresses a positive outlook on embracing change, including the rise of AI, and the importance of being adaptable and continuously learning new skills.

Graham Arrowsmith

Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering a Generative Engine Optimisation Website Auditor that gets you ready to be found by LLM search.

Kevin Appleby

Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Personal Growth expert Francie Jain helps individuals and organisations grow through expert-led, group-based learning. Francie began raising nigh on half a billion dollars for hedge funds. Along the way, she identified a major gap: professionals at pivotal moments often lack accessible, high-impact support. That insight drove her to launch three ventures focused on human development—including Terawatt, which is now helping companies tackle burnout, improve retention, and elevate leadership through soft skills training.

Graham and Kevin introduce themselves and welcome their guest Francie Jain, founder of the coaching platform TeraWatt. They discuss Francie's background, including her experience working in a hedge fund and founding TeraWatt, as well as her location in Connecticut near New York City.

Francie explains TeraWatt's group coaching model, which aims to reduce employee turnover and associated costs for organizations. She highlights how group coaching can build psychological safety, improve communication, and develop employees' skills more cost-effectively than one-on-one coaching.

Francie shares case studies demonstrating the significant financial impact of reducing employee turnover, with one organization saving $32 million per year by lowering turnover from 24% to 4% through group coaching. She emphasizes the importance of measuring key metrics to demonstrate the value of coaching investments.

Graham proposes integrating AI chatbots and language models to enhance the coaching experience, such as by providing personalized support and analysis. Francie is intrigued by the potential, noting the need to balance AI and human interaction for optimal results.

Francie and the hosts discuss Francie's goals for growing TeraWatt, including her focus on building relationships and helping clients achieve "aha" moments. They agree to stay in touch and explore potential collaboration opportunities.

Graham Arrowsmith

Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering a Generative Engine Optimisation Website Auditor that gets you ready to be found by LLM search.

Kevin Appleby

Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com

Jeff Bemis runs 1031 Specialists. 1031 Specialists help real estate owners swap one investment property for another to defer taxes and grow rich.

Jeff Bemis, co-founder of 1031 Specialists, is introduced. 1031 Specialists helps real estate investors in the United States leverage a tax code section called 1031 to defer capital gains taxes when selling and reinvesting in investment properties.

Jeff explains how 1031 exchanges work - if an investor sells an investment property and reinvests the proceeds into a new investment property, they can defer paying capital gains taxes. This provides a unique tax advantage compared to other financial assets like stocks. The 1031 code has existed for over 100 years and is widely used by real estate investors.

The 1031 code was originally intended to encourage the productive use of farmland by allowing farmers to defer taxes when expanding or relocating. Over time, it has expanded to incentivize real estate investment and development in underserved areas. The deferred taxes must eventually be paid, but the ability to build wealth through tax-deferred reinvestment is a major benefit.

Kevin compares the 1031 exchange rules in the US to the capital gains tax rollover relief in the UK, noting that the US has a much higher estate tax exemption limit compared to the UK, making 1031 exchanges even more advantageous for building generational wealth.

1031 Specialists' core business is acting as a qualified intermediary to facilitate 1031 exchanges, safeguarding client funds and ensuring transactions comply with IRS rules. They have built a team with deep expertise in real estate and 1031 exchanges to provide efficient service to clients.

Jeff notes that while there is competition, 1031 Specialists has become one of the larger players in their niche. They see significant white space in the market, as many individual real estate investors are unaware of or underutilize 1031 exchanges. Educating this market is a key focus for their growth.

1031 Specialists has built their own AI tool to provide automated answers to common 1031 exchange questions, recognizing that while AI can be helpful, the real estate industry tends to be a late adopter of new technologies. They are focused on using technology to improve internal efficiency and client experience.

Graham Arrowsmith

Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. He's the founder of MicroYES, a Partner for MeclabsAI, where he introduces AI Agents that you can talk to, that increase engagement, dwell time, leads and conversions. Now, Graham is offering a Generative Engine Optimisation Website Auditor that gets you ready to be found by LLM search.

Kevin Appleby

Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find...