The Adviser Podcast Network

Writing $80 million in your first year of broking is an impressive feat for any broker, let alone a regional one, but GSC Finance Solutions' Matt Turner has done just that, after hitting the ground running as a new broker. In this episode of Elite Broker, host Annie Kane catches up with the Victorian broker to find out how he found his feet in the broking industry, why he thinks new brokers should join established brokerages rather than going it alone, and how he manages work/life balance. Tune in to find out:

• How he's been building his network and book
• What he attributes to his success so far
• His ambitions for his broking career

And much more!

Small businesses have been having to move rapidly over the past two years to pivot, grow and overhaul their businesses over the pandemic – and, in order to do so, turning to professional advisers in their droves. While accountants are often said to be the right-hand man for an SME looking to delve into their financials, brokers are a key partner when it comes to looking at credit options. But the real magic comes when brokers and accountants are able to work together to help business owners navigate their finances and come up with appropriate lending solutions. In this episode of Elite Broker, host Annie Kane catches up with Western Australia-based broker Janine Leafe and business consultant and taxation adviser Kirsty Jones from PKF to discover how they work together to workshop SME deals and come up with solutions that work. Tune in to find out:

• The process involved in servicing SME clients
• What accountants most want from brokers
• How to ensure a seamless handover process

And much more!

At the end of last year, North Sydney-based broker Joel Wyld was named the leading broker in Australia for customer service, taking home the Australian Broking Award for Customer Service of the Year – Individual. Earlier in the year, his co-director (and wife) Amanda Christmann was named the Best Loan Administrator for NSW/ACT at the Better Business Awards in recognition of her work supporting the team and ensuring the smooth running of the business. In this episode of Elite Broker, host Annie Kane catches up with the husband-wife duo to find out how they run their brokerage, their top tips for broker-loan administrator success, and how they've managed to keep the business running while taking parental leave. Tune in to find out:

• The process they followed to hand over business operations in preparation of Amanda's maternity leave
• How they've accelerated the living expenses process
• How their shopfront benefits the business

And much more!

After nearly 20 years in the broking industry and in banking before that, First Choice Mortgage Brokers broker director Tony Bice has seen the broker market go from strength to strength and offer more services and solutions to clients.

In this episode of Elite Broker, host Annie Kane sits down with broker Tony Bice – Australia's recently crowned Finance Broker of the Year 2021 – to find out how he runs his fully diversified brokerage, what his succession plans are (and who the new "boss" will be), and his top tips for brokers looking to write more business.

Tune in to find out:

• How Tony Bice diversified his broking business
• His succession plan
• Why good SEO is so important

And much more!

As a self-employed business owner, Liz Wilson of Wilson Financial can recognise and understand the trials and tribulations faced by SMEs in regional Australia. From the challenges of finding staff to suffering from stop-start COVID restrictions, the ability to empathise and support self-employed borrowers has been a key part of Wilson Financial's success. In this episode of Elite Broker, host Annie Kane sits down with broker founder Liz Wilson – Australia's recently crowned Regional Broker of the Year 2021 – to find out what she's been doing to service SME clients in the regions, how she's been diversifying her offering, and why she's focusing on processes this year.

Tune in to find out:

• Why Liz Wilson loves servicing the self-employed in the regions
• How Wilson Financial expanded its offering outside of broking
• The ways the brokerage embeds itself into the community

And much more!

Victoria-based brokerage Entourage Finance has been growing rapidly in recent years, hiring new brokers and staff even while enduring the world's longest lockdowns. We find out how they did it. Damien Roylance's brokerage Entourage has been busy making a name for itself in the past few years, and took home the Office of the Year, Non-Franchise award at the Australian Broking Awards last month. But as well as offering broking services, it now provides clients with property, wealth and legal services in recent years, too. Tune in to find out:

• How Damien has been building his Entourage
• Why he changed aggregator
• Their workflow and file process And much more!

Ian Robinson, the founding director of agribusiness and corporate finance brokerage Robinson Sewell, was crowned Broker of the Year and Commercial Finance Broker of the Year at the Australian Broking Awards 2021. In this episode of Elite Broker, host Annie Kane catches up with the regional broker to find out how he's been supporting farmers during a rollercoaster few years, why his team are opening a new base, and his top tips for new brokers looking to write agri loans for the first time. Tune in to find out:

• How Robinson Sewell services the needs of farmers and agricultural clients;
• The challenges and opportunities facing farming communities; and
• His top tips for writing agri loans

And much more!

In December, senator Jane Hume – the Minister for Superannuation, Financial Services, and the Digital Economy and the new Minister for Women's Economic Security – delivered the keynote speech at the Women in Finance Awards 2021. In her speech, Senator Hume urged the financial services industry to help support more women to lead in the finance space and underscored the business case for more female representation in leadership positions, including better outcomes for organisations and their productivity and profitability.

In this episode of In Focus, tune in to hear the full speech and find out:

• The shocking income disparity between male and female parents
• How female leadership leads to better bottom lines
• How the Morrison government is supporting women's economic security

And much more!

Commercial broker Dan Holden of HoldenCAPITAL has won countless awards for his work in construction and commercial property finance, and has now (literally) written the book on it, too. In this episode of Elite Broker, host Annie Kane catches up with the commercial finance broker to find out how he's been building his business over the past few years, why he started his own lending fund, and his top tips for new brokers looking to write construction finance for the first time. Tune in to find out: - Why he specialises in construction finance - What he hopes his new book, Constructive Finance, will achieve - His plans for his broking and lending businesses

And much more!

Brokers are known for going above and beyond for clients; but Louisa Sanghera of brokerage Zippy Financial has demonstrated an extraordinary dedication to customer service in a particularly difficult year, as Annie Kane finds out. In this episode of Elite Broker, recorded live at the Better Business Summit in Sydney, host Annie Kane catches up with Zippy Financial's Louisa Sanghera to discuss her recent win as Mortgage and Finance Broker of the Year at the Women in Finance Awards 2021 and why - despite the accolades - it's not all been smooth sailing. Tune in to find out:

• What she thinks is the mark of excellence in broking
• How a serious health scare brought into sharp relief the need to succession
• Why brokers need to focus on their wellbeing

And much more!