The Adviser Podcast Network

What makes a great trail book – and how can brokers maximise their business value? We sit down with Trailblazer Finance's Simon Lewis to uncover the key factors to look out for when buying or selling a trail book.

In this episode of In Focus, host Annie Kane catches up with Simon Lewis, growth strategist at Trailblazer Finance, to discuss what's driving the current wave of mergers, acquisitions, and trail book sales - and the strategies brokers can use to build and protect the value of their business.

Tune in to find out:

• Why consolidation is reshaping the broking landscape.
• What makes a high-quality trail book in today's market.
• The common pitfalls brokers should avoid when buying or selling.

And much more!

Read more about trail book valuations in the TrailBlazer Finance ebook here.

After first entering the broking industry four years ago, Loan Market broker Julian Choo has been quickly building his business under the Loan Market brand, supported by four team members.

In this episode of New Broker, host Annie Kane sits down with the Sydney-based broker Choo from Loan Market to explore his journey from real estate to mortgage broking and his plans for future growth.

Tune in to find out:

• Why he transitioned from real estate to broking.
• The role mentorship and learning from top brokers like Daniel Pym guided him in career.
• His strategies for success, including finding a niche and utilising digital marketing to generate leads.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• How the broking industry is reacting to the mainstreaming of AI
• Key takeaways from the Loan Market Scale Up conference
• The great wealth transfer and how this is impacting the market

And much more!

After buying into a broker franchise in NSW, broker Kristie Gould hit the ground running making it her own.

In this episode of Elite Broker, host Annie Kane sits down with the Mortgage Choice Warners Bay franchise owner to explore how she values human connection in a digital age, and how she embeds her brokerage in the heart of the community.

Tune in to find out:

• The process and changes she implemented after buying a broking business.
• How she supports her fully- female team.
• Why she's transitioning from broker to business owner.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week.

This week, they discuss:

• The latest inflation data from the Reserve Bank of Australia.
• AMP Bank's newly launched broker platform.
• Record-breaking broker association figures.

And much more!

What does it take to make the broking industry more diverse? We sit down with Finsure's Fatima Dib to discover how gender diversity is transforming Australia''s broking industry, offering flexibility and unlimited potential for women. In this episode of In Focus, host Annie Kane catches up with Fatima Dib, the head of business innovation and co-chair of Women in Finsure, to discuss why the broking industry is an appealing career choice for women and how we can be encouraging more women into the industry.

Tune in to find out:

• Why diversity benefits the industry and clients.
• How the industry can better empower women in broking.
• Why Finsure is providing scholarships to help more women thrive in broking.

And much more!

Sydney broker Paul Biddle has had an unusual path into broking, having gone from the army to owning a dance studio before making the move into broking 10 years ago. Over that time, he's embedded himself deep into the industry and built a successful brokerage in the form of Mortgage Rate Finder.

In this episode of Elite Broker, host Annie Kane catches up with the founder and principal broker at Mortgage Rate Finder and former FBAA state president to delve into his unique career journey and why he's focused on giving back.

Tune in to find out:

• How he went from dancing to the army to becoming a broker.
• Why he loves writing construction loans.
• His biggest industry bugbears.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires, as they review the news of the week. This week, they discuss:

• The MFAA's new 'university-level' qualification for brokers.
• ASIC's new review of the debt management and credit repair industry.
• AFG's move to take a stake in another brokerage.

And much more!

Andrew "Backman" Wallace may have made a name for himself as one of the biggest wrestlers on the Pro Wrestling Australia roster as part of The Regime, but he is quickly making a name for himself as a mortgage broker, too.

In this episode of New Broker, host Annie Kane catches up with the Crowd Property Capital Lending Solutions broker and former pro wrestler to find out how and why he chose broking as his finishing move. Tune in to find out:

• Why and how he made the move into broking.
• How he's helping clients build a budgeting regime.
• What he has planned for his future career.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

This week, they discuss:

• What brokers think about moves to use cryptocurrency for mortgages.
• Why more brokers are using the major banks.
• Calls for urgent reforms to bring more housing online.

And much more!