The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • How this broker and accountant forged a winning partnership

    With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other's expertise. In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the broker-accountant duo to find out how they work together to make sure they're always getting the best possible outcome for their clients.

    Turn in to find out:

    • Shared and unique challenges in each profession.
    • How they work with high-net-worth clients.
    • Why referral partners are crucial and where to find them.

    And much more!

    1 hr 6 min
  • What's Making Headlines – negative gearing reform

    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 Juliet Helmke from Momentum Media's property brands as they break down the key issues shaping the property landscape.

    This week, they cover:

    • The renewed focus on negative gearing and what the industry thinks about it.
    • The latest RBA cash rate decision and why it's unlikely the cash rate will drop soon despite inflation being within the target band.
    • How the rising cost of living has surpassed housing affordability as the main barrier to home ownership.

    And much more!

    26 min
  • In Focus: What's driving the surge in investor lending?

    Investor lending has been growing apace over the past year, with more borrowers seeking more opportunities in market and turning to brokers to access the finance to do it.

    In this episode of In Focus, we catch up with NAB's executive, broker distribution Adam Brown and the head of research at CoreLogic Australia, Eliza Owen, to find out:

    • Why investor lending has been growing so rapidly.
    • The opportunity emerging for brokers.
    • What the spring selling season has in store.

    And much more!

    23 min
  • What's Making Headlines – the mutual merger that wasn't meant to be

    The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser's commercial content writer Ben Squires as they discuss the big themes in the news.

    This week, they cover:

    • What stopped the P&N and Beyond Bank merger?
    • Inside the Finsure payroll tax case.
    • All the drama unfolding in Senate.

    And much more!

    24 min
  • Why this broker is helping clients pay off their mortgage

    It might seem counterintuitive for brokers to help Australians get rid of their mortgage debts, but for Crown Money, it's the be-all and end-all of their business. In this episode of Elite Broker, host Annie Kane catches up with South Australian-based broker Craig Parry to find out how and why they're helping borrowers pay down their mortgage faster.

    Tune in to find out:

    • How he helps borrowers pay down their debts.
    • Why 'proximity is power'.
    • Why brokers shouldn't take clawback personally.

    And much more!

    54 min
  • What's Making Headlines – broker mental health

    The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser's commercial content writer Ben Squires, as they discuss the big themes in the news.

    This week, they cover:

    • The FBAA's new wellness hub.
    • Brokers continue to dominate new lending.
    • A new CEO at Westpac

    And much more!

    20 min
  • How Phil Rice aims to make broking easier

    Over the past 28 years, Phil Rice has been building his broking business writing both residential and commercial loans and now he's coaching other brokers on how to do it. In this episode of Elite Broker, host Annie Kane catches up with the EZ Finance broker to find out:

    • Why he thinks having an ACL is beneficial.
    • Why he thinks clawbacks are illegal.
    • Why he's launched a broker coaching business.

    And much more!

    47 min
  • What's Making Headlines – clawback changes

    The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she unpacks some of The Adviser's top news stories including changes to broker clawbacks.

    Tune in to find out:

    • NAB's new clawback structures.
    • Commercial lending accelerates in broker channel.
    • The SME Bootcamp, run in partnership with Dynamoney.

    And much more!

    8 min
  • How this broker built an endurance business

    Ten years after starting his own brokerage, Dylan Salotti has been mastering the art of running an endurance broking business while running an endurance sport.

    In this episode of Elite Broker, host Annie Kane catches up with the Divitis Finance broker to find out how he's built his brokerage over the past decade as well as:

    • The 'game changers' he's implemented in his business.
    • The big opportunity he sees for brokers at the moment.
    • How he finds the time to be an Ironman World Championship contender.

    And much more! Listen to the podcast with Dylan Salotti from 2017: https://www.theadviser.com.au/broker/35762-the-learnings-of-a-new-to-industry-broker-how-dylan-salotti-made-it

    53 min
  • What's Making Headlines: Major bank CEO commentary on broker commissions

    The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.

    Join host Annie Kane as she runs through some of the major headlines impacting mortgage and finance broking.

    This week, find out:

    • Why CBA and Westpac CEOs have incensed the broking industry
    • Reaction to BOQ's 'pause' in accepting broker loans
    • The winners of the Australian Broking Awards

    And much more!

    11 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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