The Adviser Podcast Network

The Better Business Summit and Better Business Awards roadshow 2022 has now wrapped up, and what a few months it's been! We unpack the key takeaways from the event with the event's principal partner, NAB. Between April and June, more than 4,000 members of the broking industry came together for the new silent disco conference and gala awards dinner at the Better Business Summit and Awards, run in partnership with NAB. In this episode of In Focus, host Annie Kane caught up with Phil Waugh, NAB's executive of broker distribution, to:

• Unpack the key findings from the event
• Discuss the digitisation of the mortgage process
• Relive the glitz and glamour of the awards night

And much more!

After settling in Australia with five young children, former accountant Caroline Mundey entered the broking industry in 2010, following a number of years assisting a professional investor In the 12 years since, the Directional Finance broker has been committed to helping borrowers navigate the mortgage process, with a particular focus on giving back financial independence and improving financial literacy - winning her the recent Editor's Choice Award SA/NT 2022. In this episode of Elite Broker, host Annie Kane catches up with Caroline to find out:

• How she's been splitting her time between offices in the seaside town of Christies Beach and the Riverland town of Loxton
• Why she runs two broking offices
• Why financial literacy education is so important to her

And much more!

In 2014, Paul Hixon set up a Loan Market branch in New Farm, Brisbane, and has been rapidly building his brokerage and brand, being named Queensland's Broker of the Year and the state's Best Residential Broker at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane catches up with Queensland's newly crowned Broker of the Year to find out how he's managed to achieve so much in just eight years. Tune in to find out:

• His process for bringing in new brokers
• How his brokerage has saved borrowers tens of thousands of dollars
• His top tips for creating an award-winning brokerage

And much more!

As a broker of 19 years, Emma Cattermole has long been providing exceptional customer service. And, after joining forces with another broker and separating out the operations management, her brokerage has been growing from strength to strength. In this episode of Elite Broker, host Annie Kane catches up with the Editor's Choice Award winner for Queensland 2022 to find out how she built and expanded her brokerage, why having an operations manager is crucial to growth, and her top tips for other brokers looking to build their brokerage. Tune in to find out:

• The processes that Emma has put in place to successfully grow
• How she trains up her team and focuses on continual improvement
• Why she thinks broking is a great career choice for women

And much more!

With a rising cash rate environment, escalating inflation and a new government – there's a huge amount of upheaval facing SMEs now and into the new financial year. As the financial year 2022 draws to a close and the market prepares for the year ahead, we're catching up with Prospa's co-founder and chief revenue officer, Beau Bertoli, to unpack its research into how SMEs are faring, the biggest challenges they're facing at the moment, and how brokers can help them. Tune in to find out:

• The impact of rising rates on small businesses
• What SMEs are wanting finance for
• Prospa's EOFY deal for SMEs

And much more!

Major General (Ret'd) Marcus Thompson and Phil Tarrant highlight the need for cyber security awareness across the banking and finance sector. In this episode, created by our sister title, CyberSecurity Connect, the retired Major General from the Australian Defence Force and the co-founder and director of Momentum Media discuss the spike in malicious cyber activity from Russian actors following the Commonwealth government's decision to impose sanctions on the country in response to its invasion of Ukraine, and what can be done to protect financial services business and their clients. The duo discuss their tour of the country for The Adviser's Better Business Summit 2022, and why brokers need to be working on their cyber protections and resilience now - noting its critical infrastructure. Tune in to find out:

• Why cyber attacks are increasing
• How brokers can better protect their businesses
• How public policy and government-backed institutions can better equip organisations with the tools to combat cyber threats.

And much more!

RB Finance managing director Ryan Baddock was crowned Queensland's Best Regional Broker at this year's Better Business Awards in recognition of all his hard work for clients in Toowoomba (and beyond). In this episode of Elite Broker, host Annie Kane catches up with the banker-turned-broker to find out his journey to success so far, why he offers a range of finance solutions for clients, and why he's ramping up for growth this year.

Tune in to find out:

• What he thinks makes him a successful broker
• How he's built his team (and continues to do so!)
• Why he places high value on investing in professional and personal development

And much more!

With rapidly rising inflation, a changing cash rate environment and a changing property market, all eyes are on the cost of living as we head into a federal election. In this month's episode of In Focus, join mortgages editor Annie Kane and real estate editor Grace Ormsby as they discuss what the impacts of a rapidly changing economic environment may be on mortgages and property. Tune in to find out:

• Forecasts on future rate rises
• Expectations on how rising interest rates will impact home buying
• Who the mortgage and property industries want in power

And much more!

Sydney-based broker Liz Zaki has been totally obsessed with mortgages ever since she began researching them to buy her first investment property. So much so, that she changed career to become a full-time mortgage broker. In this episode of Elite Broker, host Annie Kane catches up with the founder and managing director of OneSite Finance to discover how she fell in love with the broking industry, why she thinks broking is an excellent career for women, and how she's been consistently building her business over the past 14 years. Tune in to find out:

• How she fell in love with the broking industry
• Why she keeps a rejection book
• Her top tips for growing a broking business

And much more!

Peita Davies, finance specialist at MoneyQuest Penrith & Blue Mountains, first entered the industry in 2002 and has grown her team and presence to run three franchise businesses across two states. In this episode of Elite Broker, host Annie Kane is joined by the the NSW-based broker to find the challenges and opportunities she has faced over her broking career, and her secrets to success. In this episode of Elite Broker, we're catching up with Peita to find out:

• How the broking industry has changed over the past two decades
• How she runs three offices in different geographies
• What her succession plan looks like

And much more!