The Adviser Podcast Network

Earlier this year, The Adviser hosted its New Broker Academy 2022, 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 (and former broker herself), Renee Blethyn, as she unpacks:

• Her experience of broking and loan processing
• Why she thinks now is a fantastic time for new brokers to start out
• How technology and open banking are benefiting the broker industry

And much more!

Partnered by NextGen

The economic environment is changing, with rates now rising, house prices falling, and continuing natural disasters and conflicts adding pressure to the growth of the economy. But with any challenge comes opportunity.

In this episode of In Focus, partnered by MyState Bank, we catch up with MyState Bank's head of lender distribution, Blake Albones, to find out where the opportunity lies.

Tune in to find out:

• Why investor lending is in a growth phase
• How brokers can be targeting investors
• Why MyState Bank is ramping up investor lending

And much more!

As many Australians grow moustaches this month to raise funds for the Movember foundation, Queensland-based broker Mark Winter is going a step further, hoping to raise $100,000 for the group as his community engagement program Springfield Mo Men. In this episode of Elite Broker, host Annie Kane catches up with the Loan Market Greater Springfield broker to find out more about his journey into broking and how and why he co-founded the Springfield Mo Men initiative 10 years ago to raise men's health agenda.

Tune in to find out:

• Why Springfield Mo Men came about
• The steps he took to embed his program into the community
• His top tips for brokers looking to ramp up their community engagement

And much more! Anyone wishing to donate to Movember via Springfield Mo-Men's page can do so via the Movember website, here.

It's been a topsy-turvy few years for small-business owners, who have had to be more agile and navigate changing operational environment. In this episode of In Focus, partnered by RedZed, we're hearing from RedZed's head of distribution and product, Adrian Fisher, to uncover why there's been so much disruption for small businesses, what the future trajectory looks like for self-employed borrowers, and why they'll be needing brokers now more than ever. Tune in to find out:

• What self-employed borrowers are looking for
• Why he thinks property "doom and gloom" is unfounded
• The growing spectre of ATO debt collections

And much more!

Western Australia-based broker Nathan Bennett always knew he wanted to be a broker and made his dream come true in 2019 — writing a whopping $40 million in his first year.

Kate Aubrey catches up with The Loan Company broker to find out how Western Australia's Best Newcomer award-winner is setting himself up for success.

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

• Why he went from banking to broking
• The biggest lessons he's learned along the way
• How he builds referrals and generates leads

Sydney-based broker Mark Stevenson, the managing director of Bell Partners Finance, says that despite having joined the billion-dollar broker club, he still sometimes feels imposter syndrome. For Mark, being able to write billion dollars in loans is all about the team that supports the broker and having the right aggregator partner to help out. In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we catch up with the Sydney-based broker and Finsure chief executive Simon Bednar to find out:

• How Mark hit the $1 billion milestone
• Why and how he moved from franchise broker to independent broker
• How Finsure is helping high-volume brokers achieve their goals

And much more!

The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good for business too. In this episode of In Focus, partnered by Mortgage Choice, Anthony Waldron, chief executive of financial services and Mortgage Choice at the REA Group, outlines how the industry can move away from being "male, stale and pale" and encourage more women into the space.

Tune in to find out:

• The barriers that might be holding back female representation
• What can be done to encourage diversity in industry
• Why Mortgage Choice is partnering with the Women in Finance Awards 2022

And much more!

From banking to broking was an easy transition for Ajay Kathpal, founder & director of A4 Finance Group and after two years, he's keen to expand the business and grow the team. We find out how Victoria/Tasmania's Best Newcomer award-winner has climbed to success and why now is the right time to grow the team.

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

• Why he chose to go independent
• Why now is the right time to grow the team
• Challenges overcome in the early years

MoneyQuest Balwyn broker Scott Seng achieved a new settlement record for the network earlier this year, with his commercial broker offering going from strength to strength. We find out how he does it. MoneyQuest Balwyn broker Scott Seng settled a whopping $119 million in the month of January — the highest amount settled in a month by any MoneyQuest franchisee in the network's history. In this episode of Elite Broker, host Annie Kane catches up with the commercial broker to find out how he's been building his commercial brokerage, his process for writing SME deals, and his top tips for new brokers looking to write commercial loans.

Tune in to find out:

• Why he thinks site visits are key to commercial broking
• The process he follows to write SME loans
• Why he's looking to bring in more staff and referrers into his business

And much more!

Victoria-based broker Daniel Gold may have only been broking for the past five years, but he has been rapidly building his presence and offering for borrowers — launching a podcast, a book, and a protection business in quick succession. In this episode of Elite Broker, host Annie Kane catches up with Daniel to find out the lessons he's learned over his career in corporate finance, pizza restauranteuring and broking, and why he loves this industry so much. Tune in to find out:

• His process and structure for writing a deal
• How a business failure helped him build a successful brokerage
• His top tips for new brokers

And much more!