The Adviser Podcast Network

Victoria-based broker Paul Williams has become the go-to broker for vendors at the South Melbourne market, with nearly all his business being referred from this client base. But to keep up with demand, the broker has had to bolster his team — now bringing in some of his family members as well as outsourced help — to ensure that they're keeping on top of demand. In this episode, we catch up with the Editor's Choice winner from the Better Business Awards Victoria/Tasmania to find out:

• Why he's constantly refining his process
• The one thing he keeps top of mind when meeting clients
• His top tips for new brokers

And much more!

One of the biggest headaches facing small businesses at the moment is ATO debt. As the Tax Office chases debts that were on hold over the pandemic, many small businesses are requiring loans to help manage the strain on their cash flow.

But what other trends are we seeing in SME finance at the moment that brokers need to know about? In this episode of In Focus, sponsored by Prospa, we chat to Roberto Sanz, national sales manager at Prospa, to find out:

• What SMEs are needing finance for at the moment
• The new-look Prospa and what it stands for
• How brokers can help support SMEs at this time of the year and beyond

And much more!

Anthony O'Flynn has been at the forefront of third-party mortgage distribution for decades, helping set up CBA's launch into third-party banking around 15 years ago before setting up the broking arm of wealth group IFA, IFA Mortgages. In the past few years, he's been busy building his brokerage and now has a dedicated person to reprice the brokerage's entire back book and ensure any clients rolling off their fixed rate are prepared for the rise in repayments. In this episode, we catch up with the Editor's Choice winner from the Better Business Awards NSW/ACT to find out:

• How he structures his growing team
• Why he loves mentoring and teaching new brokers
• His top tips for new brokers

And much more!

A 294-page review of the Reserve Bank of Australia (RBA) has been released, putting forward 51 recommendations to improve the structure, governance, and decision-making processes of the central bank. The review considered the RBA's performance over the past 30 years and has recommended the biggest overhaul of the central bank in its 63-year history. In this episode, host Annie Kane is joined by the managing editor of property and financial services, Phil Tarrant, to discuss:

• Why the RBA review is calling for two RBA boards
• Their thoughts on dropping to eight cash rate decisions a year
• Philip Lowe's reactions to the review

And much more!

Broker principal and finance specialist Nick Bartel is well known among his clients for offering mortgage support with a friendly smile and a can-do attitude. The husband-and-wife duo team behind MoneyQuest Nairne have found their client testimonials and dedication to good customer outcomes have led to a boom in business recently.

In this episode of Elite Broker, host Annie Kane catches up with her choice for the Editor's Choice Award South Australia/Northern Territory 2023, Mr Bartel, to find out:

• How he delights his clients
• Why he wants to open a new office
• His top tips for new brokers

And much more!

Fabien Tribe, founder of The Lending Lab, has the trifecta of mortgage broking experience. Having worked in the mortgage and finance industry in a range of roles at aggregators, brokerages and banks, he finally made the shift to becoming a broker himself last year and has hit the ground running. In this episode of New Broker, Fabien discusses how his years of work helping brokers build strong businesses has helped him rapidly grow his own brokerage, the tech tools he's harnessing to make the best use of his time, and why he's already looking to recruit more brokers to the team.

Tune in to find out:

• His tips for succeeding past the first year
• How he reaches clients all over the country
• Tech platforms that have proved successful

Building a broking business is a constantly-evolving task, says Aussie broker Mel Smith, with new processes and marketing techniques coming out thick and fast. But trying new things and embracing change is key to success, she says.

In this episode of Elite Broker, host Annie Kane catches up with her choice for the Editor's Choice Award Qld 2023 to find out:

• Why she chose (and stayed) with Aussie
• How 'Mortgage Broker Mummy' is marketing her business
• The importance of scheduling 'you' time

And much more!

Business development managers can be a godsend for brokers, often being the key to whether a deal makes it across the line or not. But what makes a great broker-BDM relationship? In this episode, in partnership with NAB, we chat to NAB BDM Karen Francis — the recent winner of the Best Lender BDM (Bank) at the Queensland Better Business Awards 2023 — and NAB's executive, broker distribution, Phil Waugh, to find out:

• Why BDMs are so crucial to broker success
• How brokers can form strong BDM relationships
• Why NAB is tweaking the structure of its broker support

And much more!

With a bachelor's in finance, a post graduate degree in economics, and a background in banking and broking in both retail and commercial lending in the US, Christopher DiBlasi, director of Saint Finance, had a breadth of experience across the financial landscape before becoming a broker in Australia. He's now utilising his knowledge to help support and delight borrowers in Western Australia, landing him the Editor's Choice award for Western Australia at the Better Business Awards 2023.

In this episode of Elite Broker, host Annie Kane catches up with the Perth-based broker to find out:

• The differences in broking in the US and Australia
• Why he decided to become a broker in Western Australia
• Why he thinks more borrowers are turning to brokers

And much more!

Getting over the two-year hurdle was made easy for Jen Hughes at Mortgage Choice Merimbula, beingsurrounded by a strong community and broking network. Having moved from America in 2005, Jen has cemented herself as a community player and, more recently, mortgage broker. She shares her tips on building a successful franchise in under three years. In this episode of New Broker, Jen shares:

• How she started her broking franchise journey
• Why regional life as a broker has proved successful
• Tips for new brokers making a break into the industry

And much more!