What would elite brokers do differently if they had their time again? To find out, we asked some of our Elite Broker guests their top advice for new brokers.

In this episode of Elite Broker, we’ve compiled some of the top tips for success from recent guests on The Adviser’s Elite Broker podcast.

Tune in to find out:

• What they think is the key to their success.
• What they wish they knew when they first started.
• How new brokers can hit the ground running.

And much more!

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 details of systemic misconduct in mortgage lending at RAMS.
• How far will broker market share go?
• NextGen’s new report on how brokers approach loan processing.

And much more!

ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it?

In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the inaugural Industry Insights Report. 

Tune in to find out:

• What brokers think of ApplyOnline.
• How NextGen is updating the system to reflect broker feedback.
• How open banking tools are accelerating the lodgement process.

And much more!

In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee.

Tune in to find out:

• Their top tips for choosing the right mentor.
• The problems with differentiating mentoring and business coaching.
• Why they think industry needs to do more on mentoring standards.

And much more!

Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ. In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie’s path to senior leadership, as well as how the bank is advocating for greater gender balance and fostering leadership pathways for women. Tune in to find out:

• The importance of being challenged in your thinking.
• How the industry can better support female talent.
• Why ANZ started its Doyenne program to support women in broking.

And much more!

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:

• Details of the Commonwealth Bank of Australia’s broker strategy.
• The new finance ministers in the shadow cabinet.
• What’s driving optimism in the SME space.

And much more!

The Commonwealth Bank of Australia is Australia’s largest lender but has the smallest proportion of new broker flows of the major banks. But why? And what is the bank’s broker strategy?

In this episode of In Focus, sponsored by CBA, we speak with the general manager of third-party banking, Baber Zaka, to explore CBA's broker strategy and their plans for growth in the channel.

Tune in to find out:

• How CBA is working to strengthen relationships with brokers.
• How the bank is changing its broker offering.
• CBA’s investment in technology and support for brokers.

And much more!

Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values.

In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he’s built a successful brokerage with his wife Bernadette and how they’ve adapted business growth as their family has grown.

Tune in to find out:

• How he’s navigated aggressive business growth with personal wellbeing and family priorities.
• The strategies behind their successful pivot to a niche in property investment and wealth creation.
• Why he believes a broker’s role extends beyond loans.

And much more!

Related links:

• A husband and wife team on why brokers need more education
• How the Best Residential Broker 2017 made it to the top
• Jeremy Fisher charts his journey from novice to number one

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:

• All the fallout from the RBA’s latest interest rate decision.
• The broking industry hits back at a controversial column.
• Treasurer Jim Chalmers’ response to LRBA speculation.

And much more!

Chris Bates took out the top spot in The Adviser’s residential Elite Broker ranking 2024, having settled $329 million across 412 loans in the financial year.

In this episode of Elite Broker, host Annie Kane sits down with the CEO and broker principal of Alcove to find out how he’s built an efficient brokerage.

Tune in to find out:

• How he structures his team for optimal efficiency.
• How he navigated rebranding his brokerage.
• Why he believes the role of brokers is evolving.

And much more!