Broker Bulletin

Broker Bulletin

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Broker Bulletin episodes

  • How rebranding grew my brokerage 30%

    What would make a successful broker retire their own brand? And is it worth it?

    In this episode of Broker Bulletin, Steve Toome, owner of Loan Market Link in Port Lincoln, tells all to Angela Tracey, CMO of Loan Market. He unpacks his bold move from Port Lincoln Home Loans to a nationally recognised brand, and the 30% business growth that followed.

    Steve shares:

    • The turning point that made him drop his local brand
    • How ‘Loan Market Link’ unlocked bigger, more diverse opportunities
    • Why a strong community presence fuels referrals and reputation

    From school-yard finance chats to sponsoring tuna fishing tournaments, Steve proves that community-first broking + the right brand backing = unstoppable growth.

    Like this episode? 

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

    We’d love to hear from you!

    Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].

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

    Let’s keep the conversation going. 

    lmg.broker/broker-bulletin

    Want to know more about Loan Market? Click here. 

    See omnystudio.com/listener for privacy information.

    27 min
  • The broker behind the bible: turning policy pain into AI-powered progress

    What happens when two decades of broking know-how meets cutting-edge AI?

    In this episode of Broker Bulletin, Kath Persoglia, CEO of The Broker’s Bible and LMG’s newest recruit, sits down with Jason Furnell, LMG Group Executive, CX & Product, to explore how years of broking pain turned into one of the industry’s smartest AI-powered tools.

    Kath shares the real story behind building a centralised, ever-evolving hub of policy knowledge that blends human experience with artificial intelligence; helping brokers save time, boost confidence, and find the right lender faster.

    You’ll hear:

    • How Kath turned the chaos of policy changes into a scalable solution for brokers

    • Why AI alone isn’t enough; it’s the “touchy tech” that sets The Broker’s Bible apart

    • The game-changing features (and future plans) which will transform your research process

    With a free six-month trial for the LMG network now live, this is the perfect time to hear how The Broker’s Bible can help brokers work smarter, not harder.

    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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    25 min
  • More deals, less effort: how smart brokers win with referrals

    If you’re only talking to your clients when they need a home loan, you’re leaving money on the table… and leaving the door open for someone else to steal the relationship.

    In this episode of Broker Bulletin, Jason Masri from eCarz Group sits down with LMG Asset Finance Group Executive Tom Caesar to unpack how referral networks can turn a single deal into years of repeat business. From cars to boats to business loans, Jason explains how smart brokers position themselves as the go-to finance partner for every stage of a client’s life, not just the property purchase.

    You’ll hear:

    • How to stop losing deals to dealers (and win the finance conversation first)
    • Why being seen as ‘just a mortgage broker’ is killing your pipeline
    • Simple ways to build stronger relationships and keep them for life

    If you’re ready to turn one-off transactions into an always-on stream of referrals, this episode will show you how.

     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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    19 min
  • From paycheck to profit: how to level up from employee to owner

    Thinking about the leap from broker to business owner? It’s a big decision that comes with a steep learning curve. But get it right, and the upside is huge.

    In this episode of Broker Bulletin, Jonathan Andela, the director and co-founder of Ledge Home Loans, joins Loan Market’s Michael Karpathakis to unpack what it really takes to go from pay packet to profit. From breaking old habits to setting new boundaries, he shares the biggest mindset shifts, systems and strategies that helped him turn ambition into a thriving brokerage.

    You’ll hear:

    • Why your calendar should reflect your values, not just your workload
    • How to find your niche and build a business around it
    • The systems and habits that support sustainable growth

    Whether you’re toying with the idea or already in deep, this episode is packed with lessons to help you lead with clarity and 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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    16 min
  • How to close customers on the first call

    What if you could lock in commitment and get a headstart on necessary docs, all before you hang up the phone?

    In this episode of Broker Bulletin, Patrick Noll, founder of Runestone Finance, sits down with Alberto Gorgioski, Associate Director of Loan Market to chat all about how he’s built a customer-centric approach to the first call that’s clear, confident and highly effective, without ever sounding “salesy.”

    Patrick shares how he reads the room on every first call, balances empathy with urgency, sets his own boundaries, and uses smart processes to get documents back faster and build instant trust. 

    You’ll hear:

    • Why setting the tone early builds better clients and stronger referrals
    • The trick to creating urgency without pushing people away
    • How to close without the hard sell (and still get docs back that night)

    Whether you’re struggling with follow-up fatigue or looking to tighten up your pipeline, this episode is packed with practical gold.

    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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    18 min
  • The broker who said no to referral partners – and built a $140M business from Instagram

    What if you could grow your brokerage without paying for leads or relying on referral partners?

    In this episode of Broker Bulletin, David McQueen chats with Peter Savage of Savage Money. Peter’s a broker who’s turned social media into a lead-gen machine, and built a business with zero referral partners, no paid lead sources, and 85% conversion rates.

    Peter shares how he used ADHD as a superpower, built a brand from scratch, and now regularly settles up to $19 million a month, all while staying unapologetically himself. 

    You’ll hear:

    • The four-step formula behind every high-performing video
    • Why content is pointless if your back-end can’t scale with demand
    • How Pete built trust with a national audience, without leaving Adelaide

    If you’ve ever thought “I should post more on socials” or wondered how to cut through the noise online, this episode is for you.

    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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    32 min
  • Why not all business is good business: Sam White and Lauren Hall

    What if the secret to a thriving brokerage isn’t doing more… but doing what feels right? For Lauren Hall, real success came when she backed herself, focused on the clients and community that mattered, and built a business that truly aligned with her values.

    In this special Success Breeds Success episode of Broker Bulletin, Sam White sits down with Lauren, the broker behind Loan Market Lauren Hall on the on the Gold Coast, to unpack her journey from tradie to banker to broker - and share why walking away from the “big opportunities” led to better ones.

    With $34 million worth of deals settled in her first six months, Sam and Lauren explore: 

    • What brokers get wrong about “growth”
    • The hard truth about working with the wrong partners
    • Why your values are your best business strategy
    • How financial literacy became her biggest differentiator

    If you’ve ever felt stretched, stuck, or just slightly off-track, this episode will remind you that saying no can be the most powerful move you make.

     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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about Loan Market? Click here.

    See omnystudio.com/listener for privacy information.

    39 min
  • Be the expert the media calls (and reap the awards) – PR tips for brokers

    Want your name in the media? Wondering how brokers land those award wins and turn a single headline into months of momentum? 

    In this episode of Broker Bulletin, recorded live at Growth Summit, Toast Finance’s Scott Baker sits down with Annie Kane, Managing Editor of The Adviser, to unpack how brokers can get visible, be valuable, and use PR to supercharge trust and credibility.

    Annie shares what journalists are actually looking for, why most PR pitches miss the mark, and how brokers can stand out, without shouting! From social proof to scheduling posts, this chat is packed with practical ways to turn one media moment into ongoing business growth.

    You’ll learn:

    • What makes a broker story newsworthy
    • How to pitch like a pro (and avoid your emails being deleted)
    • Why social media matters—and how to keep it working while you sleep
    • What not to do in your award submission (hint: it involves AI)

    Whether you’re chasing coverage, clients or your next trophy, this one’s for you.

     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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    19 min
  • Engaged and ready for anything: how to give your team the edge

    Keeping a broker network engaged in a fast-changing market is no small feat. But for Stephen Harris, General Manager of Nectar Mortgages, it’s all about staying personal at scale.

    In this episode, recorded live at Growth Summit Gold Coast, LMG’s Mark Montalto sits down with Stephen to unpack how Nectar supports 160 team members nationwide, without losing the human connection.

    From gamified data to one-on-one phone calls, Steve shares how brokers can grow sustainably, leverage tech without overwhelm, and stay focused on what matters: clients.

    You’ll hear:

    • Why tech should support - not replace - the broker-client relationship
    •  How to tailor your support strategy to every broker’s ‘love language’
    • The real-world ways AI is already shaping broker businesses
    •  How small, consistent communication keeps a team connected

    Whether you're managing a team, growing your solo practice, or just feeling a little ‘stuck in the fourth bedroom,’ this is a grounded chat on how to build a brokerage that works for people, not just processes.

    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.

    Let’s keep the conversation going.
    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    20 min
  • Debunking the SMSF myth: Why it’s not that complicated

    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. 

    We’d love to hear from you!

    Got questions, ideas, or suggestions for our podcast? Maybe you’ve got a guest in mind who’d be perfect. Whatever it is, drop us a line at [email protected].

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

    Let’s keep the conversation going. 

    lmg.broker/broker-bulletin

    Want to know more about LMG? Click here.

    See omnystudio.com/listener for privacy information.

    22 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.