The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • Women in Finance Podcast: How Westpac is creating better equilibrium

    Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November).

    In the eighth episode of the Women in Finance Podcast series for 2024, sponsored by Westpac, host Annie Kane is joined by Westpac's NSW/ACT state general manager for mortgage broker distribution, Sarah Willsallen, to find out how the major bank is creating better gender equilibrium and her path to senior leadership.

    Tune in to hear about:

    • The importance of "showing up".
    • Why we need more women in broking.
    • Networking tips for those who aren't natural networkers.

    And much more!

    33 min
  • How this brokerage is rethinking investor loans

    Former financial planner Son Pham wrote his first mortgage about 13 years ago and quickly realised that broking was his calling.

    For the past seven years, Pham has been leading the rapidly growing broking arm of buyer's agency Rethink Financing, spearheading a team of 14 brokers and six administrative staff.

    In this episode of Elite Broker, host Annie Kane catches up with the brokerage's managing director to find out:

    • Why the group specialises in property investors.
    • The next phase of growth for the group.
    • Top tips for writing commercial.

    And much more!

    44 min
  • What's Making Headlines – more lenders changing clawbacks

    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 as she unpacks the big themes in the news. This week, she covers:

    • AMP Bank becomes the latest lender to change clawbacks.
    • Another major pushes back rate cut forecast.
    • The broker winners of the Women in Finance Awards 2024

    And much more!

    12 min
  • Women in Finance Podcast: Takeaways from the Women in Finance Summit and Women in Finance Awards 2024

    Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November), in partnership with principal partner Mortgage Choice.

    In the seventh episode of the Women in Finance Podcast series for 2024, host Annie Kane is joined by colleagues Imogen Wilson ( journalist, accounting) and Meg Benson (partnership manager, mortgages) to unpack all the key takeaways from this year's summit and awards.

    Tune in to find out:

    • What they most loved about the Women in Finance Summit and Awards.
    • The lessons they learned from the summit.
    • The winners from the Women in Finance Awards 2024.

    And much more!

    32 min
  • Fulfilling the rising demand for home loans in Newcastle

    The NSW city of Newcastle has been one of the boom markets in recent years, with prices having jumped 25 per cent in the last three years. But why? In this episode of Elite Broker, host Annie Kane catches up with Newcastle-based broker Joel Archer to find out more about what's driving demand in the Hunter area and how Ascension Finance is fulfilling the rising need of borrowers in the area. Tune in to find out:

    • The trends and flows he's seeing in the Novocastrian market.
    • The tools and tech he uses to drive business.
    • The benefits of working in a referral partner's office.

    And much more!

    47 min
  • In Focus: Transforming business finance with AI

    As the year draws to a close, businesses are busy preparing for the festive season, with many needing finance, and fast. Here, we explore the trends in SME finance and how a brand-new AI tool is helping hasten business finance.

    In this episode of In Focus, sponsored by Prospa, we sit down with Roberto Sanz, Prospa's general manager of sales and partnerships, to find out:

    • How Australian businesses are faring at the moment.
    • How AI is revolutionising the SME finance space.
    • The opportunities and challenges that lie ahead.

    And much more!

    31 min
  • What's Making Headlines – the change in major banks' broker flows

    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 as she unpacks the big themes in the news.

    This week, she covers:

    • NAB's surprising move to focus on proprietary lending.
    • How the major banks are changing lending strategy.
    • Why is hope is fading for a February rate cut.
    • The conclusion of Loan Market's payroll tax case.

    And much more!

    18 min
  • New Broker: How this new broker wrote 100 loans in her first year

    The first year of broking is arguably the most difficult, but Samantha Barnett from Loan Market Scenic wrote a remarkable 100 deals – or an average of $6 million a month – in her first 12 months as a broker. In this episode of the New Broker podcast, host Annie Kane catches up with the new broker to find out:

    • How she managed to write 100 deals in her first year.
    • How her background in banking and aggregation has informed her career.
    • What she has planned for her second year in broking.

    And much more!

    42 min
  • What's Making Headlines – a record number of brokers

    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 discuss the big themes in the news.

    This week, they cover:

    New statistics showed that broker numbers are at a record high. The areas of opportunity that need more brokers. Predictions for the RBA's November cash rate call. New innovations in SME lending.

    And much more!

    22 min
  • Women in Finance Podcast: Breaking barriers and building futures

    Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November.

    In this fifth episode of the Women in Finance Podcast series 2024, sponsored by AMP Bank, host Annie Kane chats to CEO Sean O'Malley to learn how the industry can continue to move towards gender equality.

    Tune in to find out:

    • How to foster a supportive community.
    • Why a multifaceted approach helps.
    • How diversity can drive innovation.

    And much more!

    28 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.

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