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In this episode of NRG Insights, we’re joined by Charlie Gregory, Business Development Manager at Glenhawk, to explore what really drives success in financial services, authenticity, adaptability, and genuine human connection.

Charlie’s career has been anything but ordinary. From growing up between Paris and Japan, to starting in estate agency, and eventually finding his stride in bridging finance, his journey shows that great salespeople aren’t just closers, they’re connectors.

This episode dives into what makes a great BDM in today’s market, why being yourself can be your biggest advantage, and how social media can amplify authenticity instead of faking it.

What You’ll Learn...

  • Why personality matters more than pitch — and how to build real, lasting relationships in financial services
  • How to adapt to every client without losing authenticity
  • The role of humour and honesty in winning trust and business
  • Social media as a networking tool — how to stay visible and genuine
  • How resilience and mentorship have shaped Charlie’s approach to leadership and growth

In a competitive market, it’s not the loudest that win, it’s the most human. Building trust, showing personality, and staying consistent will take you further than any sales script ever could.

If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.

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124 episodes