Rob Clifford

Captain
DISC Type : DS

Chief Executive at Stonebridge - Mortgage & Insurance Network

Derby, England, United Kingdom

Overview

Rob Clifford is a veteran of the UK financial services industry with over 30 years of experience. He began as a mortgage adviser and founded his own brokerage at 22, and now serves as Chief Executive of Stonebridge. He is also a member of the Financial Conduct Authoritys Smaller Business Practitioner Panel.

Outside of his primary roles, Rob has a keen interest in the intersection of technology and financial services, serving as the Executive Chairman for Revolution Software UK. He also has a personal interest in football, occasionally hosting guests for matches.

Unique fact: His deep involvement in technology extends to leading the software company that develops the proprietary "Revolution" platform, which is central to Stonebridges operations.

Personality Overview

Decisive But Calm

Output-Driven

Dynamic But Sincere

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Mortgage Technology
As CEO of Stonebridge and Chairman of Revolution Software UK, he champions the firm's proprietary software as a key differentiator for supporting mortgage advisers.
Financial Regulation
He represents mortgage advisers on the FCA's Smaller Business Practitioner Panel, focusing on the real-world impact of regulation like the Consumer Duty on firms.
Broker Support
His public statements and company mission consistently focus on providing robust support and partnership to help member adviser firms grow and succeed.

Media Appearances

Rob has no verified media appearances

Work History

7-2015
Chief Executive at Stonebridge - Mortgage & Insurance Network
12-2022
FCA Smaller Business Practitioner Panel at Financial Conduct Authority
6-2022
Non Executive Director at Connect Mortgages
1-2016
Executive Chairman at Revolution Software UK
1-2015
Non Executive Director at Pure Protect Ltd

Education

1979 - 1985
Education details unavailable from Matthew Holland

More Information

Social Presence :

Prographics :

Exp : 10 Location : Derby, England, United Kingdom Job Level : Junior Designation : Chief Executive at Stonebridge - Mortgage & Insurance Network
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't shy away from asking hard questions, but be extra polite
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rob

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rob take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rob

Personality Compatibility


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