The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • In Focus: Borrowing in the cost-of-living crisis

    Australia's cost-of-living crisis has been hitting households hard, with rising prices for essentials like groceries, petrol, and energy bills. As a result, many Australians are feeling the strain and are worried about their ability to meet their financial obligations, including loan repayments.

    In this In Focus episode, sponsored by non-bank lender MA Money, we catch up with head of sales and strategic partnerships Alex Brgudac to find out:

    • The challenges and opportunities facing mortgage holders and small businesses
    • The do's and don'ts of debt consolidation
    • How MA Money is providing out-of-the-box solutions to brokers and their clients

    And much more!

    34 min
  • New Broker: From banking to broking

    In this episode of the New Broker podcast, host Annie Kane is joined by Shubham Bhaskar from diversified brokerage Sheel Capital to share how he wrote $60 million in loans in his first year alone.

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

    • Why he made the leap from commercial banking to broking
    • The importance of creating targets and plans in your first six months
    • Why he's making his company all about good deeds

    And much more!

    53 min
  • In Focus: The ins and outs of invoice finance

    We sit down with Lee Trego, Earlypay's national head of growth, to discuss the intricacies of debtor finance and the critical role that brokers play in helping SMEs grow. Tune in to find out:

    • How the debtor finance market has been faring
    • When invoice finance is the right solution
    • Top tips for writing debtor finance facilities

    And much more!

    36 min
  • New Broker: From refugee to successful mortgage broker

    Finance broker Mohsen Shahsavarzdeh shares his journey from fleeing Iran to being detained on Christmas Island before becoming a successful mortgage broker in Australia – now on track to process $10 million in new loans. In this episode of New Broker, tune in to find out:

    • His journey to becoming a mortgage broker
    • How he is helping vulnerable Australians secure home ownership
    • What it means to be a mortgage broker

    And much more!

    31 min
  • From childhood friends to broker directors

    The dynamic duo behind Two Birds One Loan, Elouise Dooley and Alissa Childs, have been in each other's lives since they were children. Years later, when having their own children, they decided to get into business together. In this episode of Elite Broker, host Annie Kane catches up with the broker directors to find out their strategy for creating a robust network of clients and referral partners, how they leverage social media to generate leads, and the importance of cultivating genuine relationships in the industry.

    Tune in to find out:

    • The obstacles they faced building their brokerage and how they overcame them
    • Why they think broking is a great career for women
    • Why the brokerage gives back to the Fit Kidz Foundation

    And much more!

    49 min
  • In Focus: The payroll tax issue

    With more than 6,000 brokers across Australia and New Zealand, LMG is now the biggest aggregator in the continent. But what exactly does it look like now and what are its biggest challenges and opportunities? In this episode of In Focus, host Annie Kane is joined by LMG executive chairman Sam White to find out:

    • What LMG is offering the broker market
    • The big payroll tax issue and why brokers should care about it
    • Why clawback changes may not all be positive

    And much more!

    46 min
  • In Focus: How Australian mortgage arrears are tracking

    We sit down with Erin Kitson, director of structured finance at S&P Global Ratings to discuss the current state of mortgage arrears and the prospects for the Australian property market.

    Tune in to find out:

    • How current arrears levels compare to historic levels
    • The trends in arrears across different geographical areas
    • How house prices may trend in the coming year

    And much more!

    22 min
  • New Broker: Making the switch to independent

    Tommy Anderson always knew he wanted to start his own mortgage brokerage and has hit the ground running, having written more than $50 million in loans in his first six months after leaving CBA. Having tried both the franchise and the non-franchise model under the Loan Market Group, the broker has been finding his groove building a business he loves.

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

    • How to make the switch from franchise to independent
    • Why flexible business models are so important
    • Top tips for generating leads

    And much more!

    25 min
  • How Mark Kevin is building a profitable, scalable brokerage

    For Mark Kevin, principal and director of Mortgage Advice Bureau Sydney, the core attraction of setting up a brokerage in 2020 wasn't just helping borrowers but building a "scaled, profitable business". Fast forward to now and his brokerage — part of the Mortgage Advice Bureau network — has grown to five team members settling over $100 million in loans a year. In this episode of Elite Broker, host Annie Kane catches up with MAB Sydney broker Mr Kevin to find out:

    • Why he is focused on scaling his brokerage with MAB
    • How he harnessed BrokerEngine to create an off-the-shelf efficiency solution
    • What he looks for in new team members

    And much more!

    52 min
  • New Broker: Tech tools for new brokers

    Earlier this year, The Adviser hosted its New Broker Academy 2023, sharing insights and strategies to help new and prospective brokers succeed in their new career.

    In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success.Tune in to hear from NextGen's head of broker partnerships, Renee Blethyn, as she reveals:

    • The top tech tools helping brokers write loans more efficiently
    • How to get the most out of ApplyOnline
    • An update on NextGen's Open Banking solution and the value it creates for brokers and client conversations

    And much more!

    33 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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