The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • What's Making Headlines – concerningly low construction activity

    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 managing editor of real estate Grace Ormsby as they discuss the concerning new stats on building commencements and completions jeopardising the government's 1.2 million homes target.

    This week, they cover:

    • Why commencements and completions are so low.
    • How the property market is faring at the moment.
    • The latest in the interoperability furore.

    And much more!

    29 min
  • In Focus: What does it take to be a modern-day broker?

    As the broker channel continues to evolve, broking groups are offering their brokers new ways of working. We find out how Lendi Group equips its brokers with tools and technologies to stay efficient and productive.

    In this episode of In Focus, sponsored by Lendi Group, we sit down with Aaron Hockey, the group's general manager, network development, to review the evolution of the broker channel and the skills a modern broker needs to succeed.

    Tune in to find out:

    • The challenges and opportunities for today's brokers.
    • How Lendi Group is easing broker workload with Platform Plus.
    • Why broking is still a relationships-based profession.

    And much more!

    25 min
  • What's Making Headlines – the payroll tax burden on broking

    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 journalist Charlotte Humphrys as they discuss where the industry is on the payroll tax issue; insights gleaned from The Adviser's recent webcast on the matter with LMG, MFAA, Dentons, and PwC Australia; and why all brokers should be reviewing their documentation.

    This week, they cover:

    • Takeaways from the payroll tax webcast.
    • The Assistant Treasurer's meeting on clawback with the FBAA.
    • The final step in the ANZ-Suncorp merger.

    And much more!

    29 min
  • New Broker: How sales skills and CrossFit helped this new broker thrive

    For Queensland-based broker Dan Cooke, mortgage broker at Mortgage Choice in Newstead, a background in sales has helped him hit the ground running as a broker. In this episode of New Broker, tune in to find out:

    • How his CrossFit gym became a referral hotspot.
    • The benefits of providing good service to 'tyre kickers'.
    • How he's building relationships with new referrers.

    And much more!

    46 min
  • What's Making Headlines – A scathing ASIC report

    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 chats to Keith Ford – - the deputy editor of The Adviser sister brand ifa – as they discuss the major new report suggesting 'ASIC has failed', the recommendations to reform it, and whether open banking should be scrapped or not.

    This week, they cover:

    • Senate's scathing report on ASIC's performance.
    • Why changing ASIC's funding model would benefit advisers.
    • The debate heating up over the Consumer Data Right.

    And much more!

    32 min
  • In Focus: The new face of private lending

    With a focus on process, price, and full transparency, private lender Capspace has quickly emerged as a viable alternative for businesses and individuals left frustrated by the major lenders.

    We sit down with broker-turned-Capspace director and head of loan origination John Encina to understand more about the lender's approach and why professionalism means everything in the world of private lending.

    Tune in to find out:

    • The evolution of commercial broking.
    • Why and how Capspace formed to service brokers and their clients.
    • Encina's advice for brokers choosing a private lender for the first time.

    And much more!

    25 min
  • What's Making Headlines – the ANZ/Suncorp merger

    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 hosts Adrian Suljanovic, Annie Kane, and Charlotte Humphrys as they discuss breaking news from ANZ and Suncorp, an aggregator rebrand, and the latest CPI results.

    This week, they cover:

    • The ANZ/Suncorp merger gets the green light.
    • Vow Financial's rebranding.
    • A potential rate hike on the horizon.

    And much more!

    20 min
  • Preparing for retirement at the end of a successful career

    As one of the first franchise brokers to open up shop in Darwin, Mortgage Choice broker Tony Schelling has seen it all over his 30 years of broking. Now, as he prepares for retirement, we pick his brains about the lessons he's learned over his career and how he's preparing for succession planning.

    In this episode of Elite Broker, we catch up with the Northern Territory broker and MFAA Life Member, to find out:

    • How mortgage broking has changed over his 30-year career.
    • What's involved when exiting your business.
    • His advice for building a successful career in broking.

    And much more!

    45 min
  • What's Making Headlines – the RBA's June rate decision

    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 hosts Adrian Suljanovic and Annie Kane as they discuss the latest RBA decision, updated forecasts, and new government measures.

    This week, they cover:

    • Vigilance and uncertainty from the RBA.
    • Dwindling hopes for a rate cut in 2024.
    • The government's long-awaited response to the Home Loan Price Inquiry.

    And much more!

    12 min
  • New Broker: Having the resolve to become a broker

    Tayla Phillips, mortgage broker at Resolve Finance, entered the industry 14 months ago and has been busy establishing herself as a first-home buyer specialist in Western Australia.

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

    • Why she loves broking.
    • Why she thinks broking qualifications should be improved.
    • How she's generating new business.

    And much more!

    41 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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