Broker Bulletin

Broker Bulletin

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Broker Bulletin episodes

  • Brand before broker: how to build a business that lasts

    Too many brokers have a logo, not a brand. In a world of AI noise and eroding trust, the firms that win are the ones clients know, like and rely on.

    Rob Simpson, the founder of Loan Market Access, sits down with Loan Market Chief Marketing Officer, Ang Tracey, to unpack how he’s building a regional brokerage that’s bigger than any one broker; with three offices across NSW and a plan to scale without losing service or standards.

    You’ll learn:

    • Why a brand-led model scales better than a broker-led one
    • The brick-and-mortar edge in regional markets (and how to use it)
    • Simple ways to turn speed and process into 5-star reviews
    • Where AI helps (and where it hurts) client trust
    • Hiring in the regions: training for standards, not shortcuts

    If you’re serious about building trust, scale and staying power, start here.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    20 min
  • From admin to advantage: the brokers using AI right

    AI won’t replace brokers. But brokers using AI will replace those who don’t.

    In this special episode of Broker Bulletin (recorded live at Brokerversity’s AI Flagship Week), Deanna Garrasi sits down with:

    • Phil Rogers (Loan Market Edge) – using Gemini inside Google Workspace to auto-extract PAYG income, scan credit files and summarise contracts in minutes.
    • Jonathan Kline-Spink (Market Street Finance) – using ChatGPT Enterprise to handle 65% of a commercial credit summary, cutting 10 hours down to three.

    You’ll learn:

    • The quick wins you can automate today
    • Why “start at edit” beats starting from scratch
    • How to lock in safety with Team/Enterprise plans
    • The one-person playbook for scale without payroll

    If you want fewer hours on admin and more hours with clients, this one’s unmissable.

    Want to watch the full webinar? Click here.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    45 min
  • How brokers win the car conversation (and keep clients for life)

    Car yards often get first crack at the finance convo. But there's no reason brokers shouldn't be winning it.In this week’s Broker Bulletin, Jordan Mutton, Head of Partnerships – Asset Finance at LMG, sits down with Simon Reid, Director of By 9 Automotive, to reveal how brokers can stop dealerships from hijacking the finance deal, deliver a better buying experience, and lock in lasting client loyalty.You’ll learn:

    • How to shift the conversation away from the dealership and back to you
    • The sourcing system that makes brokers the hero in car finance
    • Why helping clients avoid the “haggle and hassle” keeps them coming back
    • How to turn a car deal into a client-for-life relationshipWhether you write or refer asset finance, or want to start, this is the playbook to outpace dealerships and deliver a better client experience end-to-end.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    24 min
  • Service > spin: the real way to win complex deals

    Hype doesn’t close sophisticated borrowers, service does. In this week’s Broker Bulletin, Shubham Bhaskar, founder of Sheel Capital and winner of Diversified Brokerage of the Year at the recent Australian Broking Awards, sits down with Loan Market VIC/TAS State Director Leigh Tsoumerkas.

    They unpack how a small team built a big-outcomes brokerage by saying yes to complexity, hiring ahead of need, and treating service as a strategy, not a slogan.

    As well as pointers on how to diversify your business without dropping the ball, you’ll learn:

    • The “village” method: aligning stakeholders to turn a “no” into an approval
    • The cadence behind ~98% conversion
    • Hiring before it hurts: why capacity must lead demand
    • How to attract the right (not just more) clients
    • From sprint to marathon: boundaries, family, and building a business that lasts

    If you’re serious about building trust, scale and staying power, start here.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    34 min
  • What actually breaks a brokerage?

    It’s usually not the stuff you think. One dodgy supplier. One reused password. One too-convincing email. Boom…trust gone, deals stalled, reputation cooked.

    In this week’s episode of Broker Bulletin, Nicolas Katsouras (GM - Outsourcing) chats with Luke Jarmaine, LMG’s Group Chief Risk Officer, to break down what actually puts broker businesses at risk - and how to stay one step ahead.

    You’ll get the lowdown on:

    • Why third parties are often your biggest cyber risk
    • What the hell ISO 27001 and SOC 2 actually mean (and why it matters)
    • The 3 must-haves in any outsourcing partner
    • Luke’s #1 non-negotiable for any growing team (spoiler: MFA, everywhere)
    • How to keep things secure without slowing your business down

    This isn’t a scare campaign. It’s a practical, plain-English guide to growing with confidence.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected]

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    25 min
  • The 10-minute rule that separates top brokers from the rest

    In today’s market, the difference between winning and losing a client can come down to just minutes.

    In this week’s episode of Broker Bulletin, Alex Ventura, LMG Asset Finance’s head of marketing, sits down with Ace Shuster, Director of Asset Finance Avenue, to unpack the truth about lead generation, and why most brokers are blaming the wrong thing.

    Ace reveals how he built a thriving asset finance business in just 12 months by mastering both digital and referral leads. From hitting the phones within 10 minutes of an enquiry to hosting small-business networking lunches, his approach proves it’s not just about where leads come from, it’s about what you do next.

    You’ll learn:

    • Why speed-to-contact and speed-to-submission can make or break a deal
    • How to treat digital leads differently to referrals
    • The follow-up cadence that actually converts
    • Why consistency, not heroics, drives long-term growth

    If you’ve ever thought your leads weren’t up to scratch, this episode will change the way you think.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    19 min
  • The truth about going viral as a mortgage broker

    Going viral isn’t always the golden ticket brokers imagine it to be.

    In this live episode of Broker Bulletin, Adelaide-based broker Sam Neville, founder of I Am Lending, reveals how she built a thriving business almost entirely through TikTok and Instagram and why “likes” don’t always equal leads.

    In conversation with LMG’s Grace Ormsby, Sam gets raw about what really works on social media, what doesn’t, and why she refuses to “gatekeep” her playbook.

    You’ll learn:

    • How one video turned 200 views into 200,000 overnight
    • Why your focus can’t be on going viral
    • The batching system that keeps Sam consistent without burning out
    • Why sharing, not competing, is the ultimate growth hack

    If you’ve ever wondered how to make social media work for your brokerage, or you’ve simply been too nervous to start, this episode is your blueprint.

     Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    24 min
  • The Lending Lowdown: Debunking the SMSF myth

    SMSF loans might sound complex but once you know the structure, they’re often simpler than standard deals.

    In this episode of Broker Bulletin, Invictus Finance’s John Cassar and Thinktank’s Joel Harrison strip back the confusion to talk real-world SMSF wins, traps to avoid, and how brokers can start strong in this growing niche.

    You’ll learn:

    • Why brokers shouldn’t fear SMSF but should avoid giving advice.
    • Where opportunities really come from (hint: it’s not your walk-ins).
    • The one thing to check in every contract of sale to avoid a dealbreaker.

     Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    22 min
  • The Lending Lowdown: faster approvals for self-employed clients

    Self-employed clients can be complex, but working with them doesn’t have to be stressful.

    In this episode, Jason Basseal, Director at Loan Market Burwood, teams up with Apollo’s Head of Credit, Jacqui Kelleher, to unpack what brokers really need to know when navigating self-employed applications.

    With self-employment on the rise, lenders are having to rethink how they assess income and risk. Jason and Jacqui explore how brokers can stay ahead of the curve, sharing real-world insights, common traps to avoid, and tips for building stronger, smarter applications.

    So, how can you give your self-employed deals the best shot at success?

    • Notes, notes and more notes
    • Build out the bigger picture with a family tree
    • Don’t try to be everything to every industry

    It’s a practical, no-nonsense chat designed to help you get approvals faster and with less fuss.

     Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    22 min
  • Burnout, breakdown, breakthrough: the broker’s guide to building business and a life.

    When you’re chasing success, it’s easy to let health, relationships, and joy slide down the list. But what’s the real cost? And how do you turn it around before it’s too late?

    In this special episode of Broker Bulletin, Leigh Tsoumerkas, State Director VIC | TAS Loan Market, sits down with two powerhouse guests:

    • Kerry Kalendra, award-winning broker and MANtalk Wellness ambassador from MTA Mortgage Brokers, who shares his raw journey from the brink of burnout to a life driven by purpose and wellness.
    • Todd Duncan, global sales authority and High Trust Selling author, who reveals why your health is your greatest business asset and how to protect it.

    They open up about the moments that nearly broke them, the mindset shifts that brought them back stronger, and the daily habits that keep them thriving.

    You’ll learn:

    • How to build deep, trust-based relationships that fuel both your business and your happiness
    • The one question that can redefine your purpose (and your priorities)
    • Why ignoring your health will cost you more than any coach or gym membership ever could

    Whether you’re just starting out or two decades in, this is a must-listen for every broker who wants to succeed without sacrificing themself along the way.

    Like this episode?

    Leave a review! Don’t miss an episode: Subscribe to the Broker Bulletin podcast channel on your favourite streaming service.

    Got questions, ideas, or a guest suggestion? Drop us a line at [email protected].

    You can also connect with us on Instagram @lmg.broker and on LinkedIn.

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    33 min

About Broker Bulletin

From the publisher's feed

Broker Bulletin is your go-to podcast for tips, stories, and insights straight from the heart of Australia’s broking industry. It’s all about keeping you ahead of the game in a market that’s always on the move.