The Adviser Podcast Network

Ashleigh Pakis outlines the importance of prioritising wellbeing, setting boundaries and reaching out for help to ensure brokers aren't burning out. Finding the balance between working hard and switching off can be an ongoing battle for the self-employed. But it wasn't until Ashleigh Pakis of Panache Financial burned out that she realised the extent to which she was pushing herself. In this episode of Elite Broker, host Annie Kane catches up with Australia's Regional Broker of the Year 2023 to find out:

• How she's been delighting customers in regional NSW.
• The importance of having mentors throughout your career.
• How she prioritises her wellbeing and de-stresses.

If you require support in managing burnout and want to talk to a counsellor, a free, confidential counselling is available from Beyond Blue on 1300 22 4636. If you are concerned for your immediate safety or the safety of others, call Triple Zero (000).

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 Adrian Suljanovic and Josh Needs as they cover the return of first home buyers to the market, some possible cash flow problems facing SME clients and a new chief executive announcement

This week they discuss:

• A resurgence of first home buyers in the property market
• Brokers checking in on cash flow of their SME clients
• A new non-major bank CEO appointment

And much more!

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career ladder. Tune in to find out:

• Why the finance industry is an attractive industry to work in for women.

• The progress being made in gender diversity in car finance.

• How Liberty is leading the way by example.

And much more!

In this episode of In Focus podcast, sponsored by RedZed, host Annie Kane catches up with RedZed's chief sales and marketing officer, Loralle Slater, to discuss the challenges faced by self-employed borrowers in the changing environment.

Tune in to find out:

• The challenges and opportunities facing self-employed borrowers.

• The benefits and support RedZed provides its customers.

• Details of RedZed's free Self-Employed Broker Academy.

And much more!

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, reveals the valuable skills she has learned as an adviser that have positively impacted her athletic career, as well as how she balances being a professional athlete with working full time. Tune in to find out:

• The importance of a supportive work environment.
• How she balances her professional and athletic commitments.
• How there are more transferable skills between athletics and advice than many might expect.

And much more!

In this special episode, host Phil Tarrant sits down with general manager of third-party banking at Bankwest, Ian Rakhit, to explore the evolving role of mortgage brokers within the industry and to uncover the future prospects and opportunities for this dynamic field. Tune in to discover:

• The significance of customer choice and the pivotal role played by brokers in ensuring it.
• The impact of digitisation on the mortgage process.
• Promising opportunities for brokers.

And much more!

Discover how new broker Martin Reidy overcame challenges of assembling the perfect team and finding skilled tradespeople to establish a thriving brokerage in the heart of regional Victoria. In this episode of New Broker, tune in to find out:

• Mr Reidy's transition from the corporate retail world to becoming a broker.
• The intricate process of setting up his brokerage from scratch.
• Valuable tips and insights for aspiring new brokers on their entrepreneurial path.

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 Adrian Suljanovic and Annie Kane as they talk about new beginnings in the aggregator and lender spaces, updated regulations and some exciting news from a non-bank lender. This week they discuss:

• A brand new asset finance aggregator enters the fray.
• ASIC licensee changes.
• A loan offering aimed at addressing a "gap in the market".

And much more!

Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance Awards multiple years in a row.

In this episode, we chat to Ms Taylor about how she runs her award-winning brokerage and find out from Aaron Slater, general manager of distribution at Mortgage Choice (principal partner of the Women in Finance Summit and Awards 2023), how we can help support and create more inclusive workplaces.

Tune in to find out:

• The power of being an empathetic leader.
• The art of practising continuous improvement.
• How Mortgage Choice's Aspire program is supporting women in finance.

And much more!

In this episode of the Elite Broker podcast, host Annie Kane is joined by Simplicity Loans & Advisory co-founder Jean Pierre-Gortan – the winner of the Commercial Broker of the Year at the Australian Broking Awards 2023 – to learn his secrets to success.

In 2017, banker-turned-broker Mr Gortan and his business partner Matthew Johnson launched their own broking firm: Simplicity Loans & Advisory. Within just six years, they have surpassed $3 billion in loans and established themselves as one of the top commercial brokerages in Australia.

Tune in to find out:

• The importance of finding innovative solutions for commercial clients.
• How he streamlines operations and enhances efficiencies.
• How he recruits and trains his team.

And much more!