The Adviser Podcast Network

Surviving the COVID-19 pandemic as a new broker


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Being a new broker can be a challenge at the best of times, but COVID-19 has made the experience even more tumultuous. In this episode of Elite Broker, we catch up with NSW broker Ollie Lum to find out how he has been navigating this space, and the importance of focusing of wellbeing. As the residential loan writer at AAA Mortgages (which specialises in commercial and development finance), Sydney broker Ollie Lum has the task of finding mortgages for many self-employed clients - no mean feat in this current environment. In this episode of Elite Broker, Ollie joins host Annie Kane to discuss how how and why he became a broker, how he's helping self-employed clients at this time, and the tools he is using to help the remote loan writing process easier. But as well as delivering practical tips, Ollie also outlines why focusing on wellbeing is also a key part of succeeding in this environment. Tune in to find out: - How he's helping self-employed clients - The importance of having a good mentor and support network - The software and tools he uses day-to-day
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