The Adviser Podcast Network

In this month's episode, partnered by Prospa, we are looking at what small businesses are seeking finance for and how brokers can help support them.

As the year 2021 draws to a close and a new year fast approaches, we're catching up with Prospa's co-founder and chief revenue officer, Beau Bertoli, to review what the key issues and themes have been for SMEs in 2021 and what these business owners will need in 2022.

Tune in to find out:

• How brokers can help SMEs access credit this summer
• Business growth opportunities with Prospa
• What 2022 could look like for SMEs

And much more!

After migrating to Australia from Vietnam, EZ Financing broker Thuy Hook started working in banking before making the leap into broking. Having been a broker for the last seven years, the Queensland-based broker now focuses predominantly on first home buyers – and this year celebrated the achievement of writing $100 million in loans as well as being named a finalist for the upcoming Australian Broking Awards 2021 (for Customer Service Of The Year – Individual) and as a finalist for the FBAA's QLD Finance Broker of the Year award, too. In this episode of Elite Broker, host Annie Kane catches up with Thuy to find out what she most loves about broking, how she's been building her business each year, and what she thinks is the mark of great customer service.

Tune in to find out:

• The importance of business planning and setting goals
• Why she went from franchise broker to independent broker
• Why she's hiring a new broker And much more!

For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up her accounting practice, she soon found that clients also wanted help with their wealth and loans too. But rather than refer clients out, she decided to become a qualified financial planner and mortgage broker herself. In this episode of Elite Broker, host Annie Kane catches up with Jennifer to find out how she manages to operate as accountant, financial planner and broker to her clients all while running her Newcastle-based financial services business and starting a new financial literacy platform, too. Tune in to find out:

• How she structures her business and her week
• How helping her mother feel comfortable with finances kickstarted the 'Got Money Honey' financial literacy program;
• Her top tips for new brokers

And much more!

Over the past year, there's been a groundswell of Australians leaving their PAYG roles to set up their dream businesses – with more expected to do so this year. Building on the self-employed sector report in the November edition of The Adviser magazine, in this episode of In Focus, partnered by RedZed, we catch up with the lender's executive general manager of distribution, Chris Calvert, to discuss:

• How self-employed borrowers fared under the COVID-19 pandemic
• Why the self-employed will increasingly need to turn to brokers
• Top tips on writing loans for the self-employed

And much more!

When it comes to running a successful brokerage, there's a range of different models and routes you can choose to take to build, grow and evolve your business. In this episode of Elite Broker, host Annie Kane catches up with Gracious Chidhakwa, managing director at Eagle Life in Melbourne; James Hasselle, group director of Mortgage Choice Miami, Burleigh, Palm Beach and Bayside; and Troy Phillips, managing director and founder of FirstPoint, in Sydney, to find out the different models they chose and how they've built their businesses into award-winning brokerages. Tune in to find out:

• Why they chose the model they did and how it's helped them succeed
• The steps they took to growing their brokerages
• Their top tips to brokers looking to grow And much more!

Alycia Inglis has been a mortgage broker for more than 15 years, and over that time has established her own award-winning broking business, Stoneturn, and won countless awards on an individual basis, including Best Customer Service (Individual) at this year's Better Business Awards NSW/ACT and is a finalist for mortgage and finance broker category at the upcoming Women in Finance Awards. As well as leading her own brokerage, the Sydney-based broker also runs the Make It Happen - Women in Broking community on Facebook and LinkedIn as a way for women to connect, network and support with each other. In this episode of Elite Broker, tune in to find out

• How she runs her leading brokerage
• Why she's hoping to support and encourage more women in this industry
• What he thinks could be done to improve the mortgage market

And much more!

Earlier this year, Keylend broker Ben Adih was named the Rising Star for SA/NT at the Better Business Awards 2021. After training as a neuroscientist, and then moving into the real estate sector, Ben made the leap into broking in 2015 and hasn't looked back since. In this episode of Elite Broker, Ben joins host Annie Kane to discuss:

• The challenges and opportunities for brokers
• Why he specialises in servicing migrant borrowers
• What he thinks could be done to improve the mortgage market

And much more!

Earlier this year, the REA Group completed its acquisition of major brokerage Mortgage Choice, bringing it into the fold of its financial services business alongside brokerage Smartline. In this episode of In Focus, partnered by Mortgage Choice, we're hearing from the chief executive of Mortgage Choice and Smartline, Susan Mitchell, and the national sales director, David Zammit, to find out more about the REA Group's broking business and their plans for the future. Tune in to find out: • What opportunities does the REA Group bring to Mortgage Choice • What changes franchisees will see under the combined group • How the REA Group will invest in its broking business in the years to come And much more!

Smartline broker Xia Xia Yu was named the Best Newcomer NSW/ACT at the Better Business Awards 2021 earlier this year. We find out how she did it. After working at Westpac for over a decade, Xia Xia Yu left the bank to set up her own consultancy company helping high-net worth individuals emigrate to Australia. But after realising that these clients frequently needed mortgage support, she decided to become a broker herself, joining the industry in February 2019. Less than three years later, she's grown her brokerage and business offering to meet demand. Tune in to find out:

• Why she joined Smartline and how she runs her franchise
• Her advice for new brokers looking to generate more leads
• Her thoughts on balancing broking and parenthood

And much more!

In this exclusive interview with federal Treasurer Josh Frydenberg, join Momentum Media director Alex Whitlock as he speaks to Mr Frydenberg about the valuable role smaller lenders and brokers play in providing competition in the home loan market, the future of the housing market, and what lies ahead for Australia's economy as NSW and Victoria emerge from lockdowns Tune in to find out:

• Why the Treasurer believes the best days of broking are ahead of us
• His thoughts on competition and the hot property market
• Why he thinks negative gearing is an important feature of the housing market

And much more!