The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • Finalist Showcase: The art of relationship mastery

    After trading in the motor industry for the world of asset finance, Perseus Finance director Khalil Sader has taken his broking firm from strength to strength.

    In this episode of the Australian Broking Awards Finalist Showcase, we catch up with the finalist for Asset Finance Broker of the Year to find out:

    • His unique approach to asset finance and what he does to stand out.
    • How his ability to adapt has helped him find a place in the broking industry.
    • Why knowing how to build relationships has been the key to his success.

    And much more!

    15 min
  • New Broker: How these broker brothers are helping first home buyers

    After seeing their father, Michael Barrett, make a name for himself in broking, brothers Lucas and Elijah Barrett were inspired to open their own Mortgage Choice franchise in 2022. In this episode of New Broker, we catch up with the broker brothers to find out:

    • How they built their broking business.
    • The things about broking that surprised them.
    • Why they'd like to see more transparency from lenders.

    And much more!

    48 min
  • What's Making Headlines – Scam Awareness Week

    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 Momentum Media's senior journalist for Cyber Daily, David Hollingworth, as they discuss the importance of Scam Awareness Week.

    This week, they cover:

    • The prevalence and impact of scams in the financial services industry.
    • The action being taken by the lending industry to reduce scams.
    • How brokers can improve scam awareness among clients.

    And much more!

    25 min
  • In Focus: Senator Andrew Bragg unpacks the home lending inquiry

    EXCLUSIVE: Liberal senator Andrew Bragg sits down with The Adviser to reveal what the new housing lending inquiry will look at and why he most wants to hear from the broking industry for it. In this episode of In Focus, host Annie Kane catches up with the chair of the Senate economics references committee to discuss:

    • The big issues the committee aims to address with this inquiry.
    • What else could be done to improve first home ownership in Australia.
    • Why he wants to hear from the broking industry most.

    And much more!

    16 min
  • What it takes to run a full-service brokerage

    With four decades of finance experience across commercial, residential, and asset finance, Craig Walker from First Finance has seen it all. In this episode of Elite Broker, we catch up with the Victorian-based broker and his son Ben Walker to find out:

    • The secrets to long-lasting client relationships.
    • Why he switched his focus from commercial to residential broking.
    • How they manage the 'mortgage prisoners' issue.

    And much more!

    47 min
  • What's Making Headlines – the Senate inquiry into lending and home ownership

    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 Momentum Media's deputy editor of real estate Juliet Helmke as they discuss the brand-new Senate inquiry into financial regulatory framework and home ownership and what the spring selling season may have in store.

    This week, they cover:

    • What the new Senate inquiry into home lending seeks to examine.
    • What the broking associations would like to see included in the inquiry.
    • How the property market is expected to perform this spring.

    And much more!

    25 min
  • In Focus: How Peloton is helping brokers gear up for growth

    At times, trying to take a broking business to the next level can feel like cycling to the summit of a steep and windy mountain. So, how do good brokers break free from the pack?

    In this episode of In Focus, we catch up with Mortgage Choice state manager for Victoria/Tasmania, Tim Schneider, and Mortgage Choice Noosaville and Peregian Beach franchisee Gordon MacVicar to find out:

    • How the aggregator has been helping franchisees shift gears and accelerate their businesses.
    • The benefits of peer-to-peer learning.
    • Key takeaways from the program so far.
    30 min
  • New Broker: Taking the first steps in broking

    After starting in sports podiatry, The Lending Alliance's Mitch Bath has turned his passion for helping people into a new career as a mortgage broker.

    In this episode of New Broker, tune in to find out:

    • How he made the switch from treating elite athletes to writing loans.
    • The steps he took to find his feet in the broking industry.
    • Tools and techniques he uses to find solutions for his clients.

    And much more!

    34 min
  • In Focus: How automation can revolutionise client retention

    As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities.

    In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform's founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise client retention.

    Tune in to find out:

    • The opportunity for brokers to write significant volumes from existing clients.
    • The benefits of leveraging innovations such as AI and machine learning.
    • How Sherlok's retention and refinancing platform works.

    And much more!

    34 min
  • How these broker brothers built a Top 25 Brokerage

    Seven years ago, Ben and Tom Hawley started their own brokerage, Azura Financial, now one of the Top 25 Brokerages in Australia. In this episode of Elite Broker, we touch back in with the broker brothers to find out:

    • How they've built a Top 25 Brokerage in just seven years.
    • Why education standards need to be lifted in broking.
    • Why process is the key to a thriving brokerage.

    And much more!

    Related article:

    • How degrees helped these brokers achieve better client outcomes
    56 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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