The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
Download on the App Store

The Adviser Podcast Network episodes

  • How these elite brokers have merged to spark success at Flint

    Sydney-based brokerage Flint recently reshaped its ownership structure and leadership team following a merger with brokerage Confidence Finance.

    In this episode of Elite Broker, host Annie Kane sits down with Flint directors Christian Stevens and Redom Syed to find out:

    • Why they've merged their businesses
    • Why and how Flint aims to support broker growth
    • What's on the horizon for the brokerage

    And much more!

    56 min
  • What's Making Headlines – why all 4 major banks think there will be a February rate cut

    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:

    • Increasing optimism for rate cuts to come in February
    • How and why brokers are growing their businesses
    • More mergers in the non-major banking space accelerate

    And much more!

    23 min
  • New Broker: How this new broker wrote $2.8m in his first month

    When former AFG state manager Joseph Khal made the leap into broking last year, he set himself some formidable goals, including writing $40 million across 122 loans in his first year. In this episode of New Broker, host Annie Kane catches up with the broker director at The Lending Alliance to find out how he's been tracking in his first seven months of broking and how he plans to keep growing his volumes.

    Tune in to find out:

    • How he's found the transition from aggregation to broking.
    • How he lodged $2.8 million in his first month of broking.
    • The tools and technology he uses to make his life easier.

    And much more!

    47 min
  • What's Making Headlines – the end of a Heritage brand

    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 beginning of the end for Heritage-branded home loans.
    • What's driving AFG's record loan lodgements.
    • Why brokers are loving credit assessors at the moment.

    And much more!

    29 min
  • How this broker is building a flock of happy clients

    With eight years of broking experience, Natalie Denyer has been spreading her wings as a mortgage broker at award-winning brokerage Birdie Wealth. Having spread her wings from banking to broking, Denyer now focuses on financial literacy education and ensuring her clients are empowered in their home loan decisions.

    In this episode of Elite Broker, host Annie Kane sits down with the NSW-based mortgage broker to find out:

    • Why she dedicates 90 minutes to each client appointments.
    • Why she thinks 2025 will be a bumper year for brokers.
    • What she loves most about broking.

    And much more!

    Related links:

    • Creating a winning partnership
    • How this best new office took flight
    51 min
  • What's Making Headlines – new heads of broker at the majors

    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 and commercial content writer, Ben Squires, as they dive into the many appointment changes and the new Facebook advertising rules brokers need to be across.

    This week, they cover:

    • Who the new heads of broker are at the major banks.
    • The changes for brokers advertising on Facebook.
    • Why the Better Business Summit 2025 is a must-attend event for brokers.

    And much more!

    29 min
  • How the SA/NT Broker of the Year 2024 is ramping up for 2025

    Regional broker Steven Toome was named the SA/NT Broker of the Year at the Better Business Awards 2024, recognising his efforts delivering outstanding service to the seafood capital of Australia and beyond. In this episode of Elite Broker, host Annie Kane sits down with Loan Market Link broker Toome to find out:

    • Why he's decided to become a branded broker.
    • Why he's hosting Australia's largest tuna fishing competition.
    • His plans for scaling his business this year.

    And much more!

    45 min
  • What's Making Headlines – what to expect in 2025

    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, commercial content writer Ben Squires, and senior journalist Will Paige as they dive into the key developments shaping 2025.

    This week, they cover:

    • What brokers, non-majors, mutuals, and non-banks are focusing on this year.
    • House prices drop for the first time in two years – how long will the downturn last?
    • The first bank CEO appointment of the year.

    And much more!

    30 min
  • What it takes to be Australia's Commercial Broker of the Year

    Commercial broker Isabella Constantinou dominated the awards scene in 2024, winning multiple accolades including Commercial Broker of the Year at the inaugural Commercial Finance Awards 2024 and the Women in Finance Excellence Award. In this episode of Elite Broker, host Annie Kane chats to the Simplicity Loans and Advisory broker to learn more about her journey and success in commercial broking.

    Tune in to find out:

    • How she transitioned from receptionist to leading commercial broker.
    • The types of development and construction finance deals she's working on.
    • How she manages 60 deals at a time.

    And much more!

    Related links:

    • How the Commercial Broker of the Year 2023 built his business
    • How this broker runs two commercial businesses
    • Brokers reveal their plans and predictions for 2025
    • Winners revealed for Commercial Finance Awards 2024
    39 min
  • New Broker: Why Cathie Gandy is madd about loans

    Having become a broker in April 2022, Queensland-based broker Cathie Gandy's enthusiasm and expertise in broking has made her a successful broker, very fast.

    In this episode of New Broker, host Annie Kane catches up with the Madd Loans broker to find out how she wrote $87 million in her first financial year of broking and how she's managed to triple that since then.

    Tune in to find out:

    • How she writes 80 loans a quarter.
    • What she attributes to her success as a broker.
    • The power of role-playing client scenarios.

    And much more!

    Related Articles:

    • George Samios on how he develops his 'x factor'
    37 min

About The Adviser Podcast Network

From the publisher's feed

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business.

More shows like The Adviser Podcast Network

The Property Couch by Ben Kingsley, Opti & The Couch Crew

The Property Couch

48 Listeners

Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

11 Listeners

Casefile True Crime by Casefile Presents

Casefile True Crime

37,606 Listeners

The Howie Games by LiSTNR

The Howie Games

329 Listeners

Australian True Crime by Bravecasting

Australian True Crime

1,224 Listeners

Broker Daily Podcast Network by Momentum Media

Broker Daily Podcast Network

1 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,535 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

7 Listeners

Life Uncut by LiSTNR

Life Uncut

292 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

5 Listeners

The Bye Round With James Graham by James Graham

The Bye Round With James Graham

57 Listeners

Backstage with Cooper & Matty Johns by JOHNS MEDIA

Backstage with Cooper & Matty Johns

106 Listeners

Hamish & Andy Plus + by LiSTNR

Hamish & Andy Plus +

11 Listeners

Chanticleer by Australian Financial Review

Chanticleer

22 Listeners

Broker Bulletin by LMG

Broker Bulletin

0 Listeners