The Adviser Podcast Network

While Sorrento might have long been the go-to suburb for Victoria's millionaires (and has its own Millionaire's Walk), the south-west city of Geelong has been fast attracting the well-heeled borrower. Indeed, according to CoreLogic, most of the 22 regional house markets in Victoria that made the million-dollar list over the year to March 2022 were in Geelong. As such, it's perhaps no surprise that Loan Market Geelong broker Liz McRae has been in hot demand from borrowers, and claimed the award of Regional Broker of the Year Victoria/Tasmania at the Better Business Awards 2022 earlier this year.

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

• How she has been building her presence in Geelong
• The process she follows to delight clients
• Why she thinks broking is a good career choice for women

And much more!

While Emmanuel Marios, the director of Hobart-based mortgage brokerage Derwent Finance, may be working in the country's smallest state, he has been making a big name for himself and his brokerage. Earlier this year, he was crowned the Finance Broker of the Year for Victoria/Tasmania at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane discovers how his brokerage has been harnessing technology and social media to expand its reach to all of Australia and offer cutting-edge service to Australian borrowers. Tune in to find out:

• Why the brokerage built and launched its own app
• How they've harnessed TikTok to build a following
• His top tips for exceptional customer service

And much more!

We catch up with this year's Qld Best Newcomer award winner, Melissa Wright, to find out how she's found success as a mother and managing a team of five. For Mellisa Wright running a successful brokerage is all about having the right cultural fit, and she's found that in her team of five mothers.

In this episode of New Broker, we find out:

• How to find the right cultural fit for your business
• What's it like juggling business and family
• Why she took the leap to broking

Queensland-based broker Jason Cuerel has been broking for nearly 20 years and won numerous awards for his customer service and offerings to clients up in Varsity Lakes. Most recently, the Loan Market broker was crowned Queensland's broker with the best customer service at the Better Business Awards (Queensland), with his office winning the award for Best Regional Office, too.

In this episode of Elite Broker, host Annie Kane catches up with the Mortgage Innovations broker to find out:

• The process he follows to ensure clients are served well
• His top advice for building an award-winning team.
• Why he decided to move to the Bring Your Own Brand model.

And much more!

Being a mortgage and finance adviser increasingly requires brokers to educate their clients on how the changes in the financial environment will impact them and their repayments. It's a skill that takes time and effort – but pays back in dividends as it positions brokers as invaluable trusted advisers. As Ewan Ramsey, Queensland's Thought Leader of the Year 2022, says – providing this education shouldn't just be limited to existing clients, though. By expanding it to the market more broadly, brokers are increasingly becoming thought leaders on all things mortgages. In this episode of Elite Broker, we catch up with the director and head of property strategy and mortgage advice at Ramsey Property Wealth to find out:

• How his process is translating into strong Google reviews
• The key lessons he's learned from Harvard Business School
• The tech tools he uses to combine automation with personalisation

And much more!

The third-party channel has been flat out for the past few years, and with a rising interest rate environment now upon us, the busyness will likely only continue. But while being busy is good for the bottom line, the downside is that it can be extremely hard on our mental health and resilience. In this month's episode of In Focus, partnered by Bankwest, we're catching up with Vic/Tas state manager Anthony Calandrella and NSW/ACT state manager Lisa Wright to explore the importance of wellness and support, and how we can build resilience in ourselves and our teams. Tune in to find out:

• How to better connect while working remotely
• Why it's OK to not be OK
• How Bankwest is supporting broker mental health

And much more!

Delighting clients is always at the core of a great brokerage, according to Adam Burstein from Core Finance Co. The WA-based broker was named WA's Residential Broker and Broker of the Year at the the state's Better Business Awards earlier this year in recognition of his client success. In this episode of Elite Broker, we catch up with Adam to find out:

• How he's been rapidly building his brokerage
• What he thinks the keys to success are
• His top tips for new brokers

And much more!

Mortgage Choice Ormeau franchisee Deslie Taylor became a billion-dollar broker – settling $1 billion in loans – after her 13th year in business. Given that she's writing large volumes of smaller loan sizes, having a systematic process and structure has been critical to her success, she says. In this special episode of our new Billion Dollar Broker series, partnered by Mortgage Choice, we catch up with Deslie and Mortgage Choice's director of national sales, David Zammit, to find out:

• How Deslie hit the $1 billion milestone
• The critical elements she thinks top-performing brokers need
• How Mortgage Choice is supporting high-volume brokers achieve their goals

And much more!

One of the most rewarding parts of being a broker is seeing your clients succeed and achieve their goals. As such, the name for Success Finance Solutions was a no-brainer for Western Australian broker Sarcha Sagisaka. In this episode of Elite Broker, we catch up with the winner of the Editor's Choice award Western Australia to find out her journey across different brokerage model types, why she loves being a broker, and what led her to run for office. Tune in to find out:

• How and why she's bought her own office premises
• How she establishes strong financial planning relationships
• Why she's diversifying her loan offering

And much more!

Mornington Peninsula-based broker Katrina Lagos had to hit the ground running when she started up her own brokerage, Vision Finance Australia, more than 17 years ago. But since then, she's been busy building her brokerage – expecting to have a team of 17 people around her by the end of this year. In this episode of Elite Broker, we catch up with the winner of the Editor's Choice Award Victoria/Tasmania to find out how she's grown and structured her team, why she thinks her current structure is a "game changer" for her business, and why she's counting her "Covid blessings". Tune in to find out:

• How mortgage broking has changed over 20 years
• The interplay of best interests duty and supporting clients in a rising rate environment
• What she's learned from Tony Robbins' mentoring program

And much more!