The Adviser Podcast Network

Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she's been embracing change as the director of Nu-Age Vehicle & Asset Finance.

In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out:

• How asset finance has changed over the last 30 years.
• What her role as an FBAA board member entails.
• How she structures her team.

And much more!

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

Join hosts Adrian Suljanovic and Annie Kane as they cover the calls for a simplified accreditation process, a record in turnaround times, and an association's recommendations for the home loan discharge process.

This week, they discuss:

• Calls from members of the industry to simplify broker accreditation.
• The MFAA's new white paper.
• Findings from AFG's latest AFG Index.

And much more!

Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success.

Tune in to find out:

• Why she's starting a mentoring program.
• The hardest parts of changing aggregators.
• How and why she's introducing asset finance into her business.

And much more!

The Adviser's What's Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest mortgage broker market share figures, what the RBA has been up to, and new recommendations for the mortgage industry brought to the government. This week, they discuss:

• The record-high broker market share figures.
• The RBA's uncertainty.
• AFCA's concerns about hardship requests going unheard.

And much more!

Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we're sitting down with the recently crowned Broker of the Year for Western Australia, Balpreet Bal, and NAB's executive, broker distribution, Adam Brown, to find out what it takes to run a successful business. In this episode of In Focus, we unpack some of the key takeaways from the Better Business Summit 2024 and learn more about how Western Australia's Broker of the Year runs his high-volume business.

Tune in to find out:

• How Bal structures his team to write high volumes.
• The importance of investing in yourself and continual improvement.
• Why a successful broker channel is important to NAB.

And much more!

Articles of interest:

• How WA's Broker of the Year has adapted to a COVID-19 environment
• In Focus: Top 25 Brokerages 2024
• 'Brokers need to recognise the red flags' of scams, warns NAB

Property should come before Prada, that's the mantra of Victorian-based broker Katherine Persoglia.

The founder of the Property Before Prada brokerage and creator of The Brokers' Bible, sat down with The Adviser live on stage at the Better Business Summit 2024 in Melbourne – run in partnership with NAB – to unpack her secrets to success and why she created a platform to streamline policy research. In this episode of Elite Broker, tune in to find out:

• How she went from broker trainee to running two broking offices.
• The challenges she faces as a young woman in a male-dominated industry.
• What The Brokers' Bible helps brokers do.

And much more!

Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago.

After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out:

• Why he made the leap into broking from personal training.
• How he's structured his growing brokerage.
• His top tips for brokers looking to grow their business.

And much more!

Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022. With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible. In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Brisbane – run in partnership with NAB – we find out:

• The importance of process in a high-volume business.
• How social media is helping him generate new leads.
• Why he decided to swim shark-infested waters for charity.

And much more!

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women's Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partnered by Mortgage Choice (part of the REA Group), we're picking the brain of its executive manager, corporate communications, events & franchise marketing, Sally Chadwick, to find out:

• How to build a brand presence.
• The benefits of having a strong brand presence.
• Top tips to help you get started today.

And much more!

With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards.

In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Adelaide – run in partnership with NAB – we find out:

• How and why Lee started his own brokerage.

• The art of active listening.

• His top tips for brokers looking to gain repeat business.

And much more!