The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • Why this property investor became a broker

    As a property investor, Amy Ferguson already knew some of the ins and outs of property finance but decided to make her passion her career, by becoming a broker herself. We find out how Western Australia's recently crowned Best Newcomer has found her journey to date. Mortgage and finance broking draws new entrants from a range of different industries, with many new-to-industry brokers making the switch after having a positive experience with a broker themselves. In this episode of Elite Broker, recorded live at the Better Business Summit in Perth, host Annie Kane catches up with Amy Ferguson to find out how she was inspired by her own broker, how she's balancing motherhood and broking, and her future plans for her brokerage.

    Tune in to find out: - Why broking is a good career for parents - How she set up her business - Why she's looking to bring on a new team member

    And much more!

    21 min
  • How this brokerage doubled in size in a year

    In the past 12 months, Queensland-based brokerage Borro has gone from a team of two to a team of seven. We find out how the brokerage has been rapidly growing and its process for hiring team members that fit.

    In this episode of Elite Broker, recorded live at the Better Business Summit in Brisbane, host Annie Kane catches up with banker-turned-broker Cara Giovinazzo, broker and founder of Borro, to find out how she's been rapidly escalating her broking business and the lessons she's learned over her four years of broking.

    Tune in to find out:

    - How her attitude to broking has changed over time - Her thoughts on channel differentials in turnaround times - Her process for hiring new recruits And much more!

    26 min
  • In Focus: How to scale your brokerage

    As mortgage applications reach record levels, finding the time to work on your business while writing new business can be difficult. But without setting aside the time to review how your business operates, it can be difficult to grow and scale.

    In this month's episode, host Annie Kane is joined by Kristy Bartlett, head of partnerships at Mortgage Advice Bureau, to find out how brokers can identify much-needed efficiencies, free up their time over the long run, and grow their broking business.

    Tune in to find out: - How to document your process to hand over files seamlessly - Why having the right partners pays dividend - How to build a sustainable pipeline

    38 min
  • Creating a niche out of a hobby

    While many brokers have established themselves as specialists in particular segments, WA-based MoneyQuest broker Peter Flint has developed his niche out of his hobby: modified car racing. We find out why burnout is not always a bad word.

    For residential broker and MoneyQuest Midland franchise owner Peter Flint, his passion for and involvement in modified car racing has resulted in more than half of his clientele coming from the car scene.

    In this episode of Elite Broker, host Annie Kane catches up Peter Flint, the former banker turned broker and founder behind the popular modified car racing YouTube channel, Flinty460, to find out how he's done it.

    Tune in to find out:

    - Why he left banking to become a broker - Why he joined the MoneyQuest franchise - How his hobby turned into a lucrative YouTube channel with 84k subscribers And much more!

    42 min
  • Building a large brokerage from the ground up

    Building a large brokerage is a major task but some brokers, like Martin Bennett from The Loan Room, has been doing it in a step-by-step process. We find out how he's doing it.

    In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker and CEO of growing brokerage, The Loan Room, to learn how he's been building his broking business, why he wants to build a 50-strong broking business, and the challenges and lessons he's learned over his 15-year broking career.

    Tune in to find out: - Why he started his own broking business - How he structures and manages his team - Why he thinks one-man band brokerages are no longer sustainable And much more!

    38 min
  • In Focus: Why this broker-only bank is gaining approval

    With turnaround times and bank servicing being a hot topic of conversation at the moment, Adelaide Bank reveals how it has been growing its presence and commitment to the broker channel.

    In this episode of In Focus, host Annie Kane is joined by Adelaide Bank's head of broker distribution, Raj Kapoor, to discuss how the broker-only mortgage lender is providing a strong offering to the broker channel, how it is working to ensure its turnaround times are competitive, and what his plans are for the broker offering moving forward.

    Tune in to find out: - Why brokers are increasingly using Adelaide Bank - How Raj's first few months in the job have been - What the bank is doing to protect its turnaround times And much more!

    Have more questions for Adelaide Bank? Make sure you get them answered at the Better Business Summit 2021 where you can find out how the lender is working to help its brokers partners provide a winning service to borrowers. Places are limited so make sure you secure your place at the five-state event asap!

    19 min
  • How Karen Wright is providing financial literacy to the deaf community

    New-to-industry broker Karen Wright started making videos in Australian Sign Language in 2019 following a family tragedy, and has since gone on to gain recognition for her efforts in providing financial literacy education to the deaf and hard of hearing.

    Last year, Karen took home the Better Business Award 2020 for Best Community Engagement Program in Vic/Tas in recognition of her work in delivering financial literacy videos in Auslan to the hard of hearing and deaf community. In this episode of Elite Broker, host Annie Kane catches up with Karen to learn why she started creating the videos following her brother's murder and what she's learned about providing broking services to deaf clients.

    Tune in to find out

    • Her tips for brokers on communicating with hard of hearing clients
    • Her journey to finding the right mentor
    • The mental health impact that operating as a single operator can have on new brokers

    And much more!

    Content warning: This episode contains content dealing with violence and mental health issues that may be disturbing or distressing to some listeners. Listener discretion is advised

    If you are suffering from depression or suicidal thoughts, or you're worried about someone else and feel that professional support is needed, contact your local doctor or one of the 24/7 crisis agencies below:

    beyondblue: 1300 22 4636

    www.beyondblue.org.au

    Lifeline: 13 11 14

    www.lifeline.org.au

    Suicide Call Back Service: 1300 659 467

    www.suicidecallbackservice.org.au

    For urgent medical or police help freecall Triple Zero (000).

    45 min
  • The accession of Accession Finance

    A life-threatening incident gave Tim Reynolds a new outlook on life, leading him to change career and take the leap into broking. We catch up with the director of Victoria-based brokerage, Accession Finance, to find out how he established and runs his leading independent brokerage.

    In this episode of Elite Broker, host Annie Kane talks to broker and director of Accession Finance, Tim Reynolds, to learn how he built his independent brokerage from scratch after a terrifying ordeal, what he wished he knew before setting up a new brokerage, and his top tips for success.

    Tune in to find out:

    - How Tim set up his business - How he grew his client base as a new-to-industry broker - Why he's undertaking a business review

    And much more!

    52 min
  • In Focus: Broking in the regions

    Demand for property and the services of brokers has skyrocketed during COVID, as Australians embrace remote working and look to purchase property in more affordable locations outside of the concrete jungles.

    In this episode of In Focus, host Annie Kane is joined by Toowoomba-based Mortgage Choice broker Julian Collins and Mortgage Choice's general manager, broker and wealth management distribution, David Zammit, to discuss the trends that regional brokers are seeing at the moment, how having the backing of a major brand can give regional brokers a head start, and what tools and support Mortgage Choice offers its brokers.

    Tune in to find out: - How Julian runs a leading regional broking business - The tools Mortgage Choice offers its brokers to stay connected - What Mortgage Choice has in the pipeline and the REA acquisition

    And much more!

    40 min
  • In Focus: Commercial property investment

    Commercial property has become an increasingly popular asset class, given a combination of high yields and low interest rates on commercial mortgages. We find out more about the market from Scott O'Neill, director of Rethink Investing and Rethink Financing. In this episode of In Focus, host Annie Kane sits down with the founder and director of buyer's agent Rethink Investing and brokerage Rethink Financing, Scott O'Neill, to discuss the growing demand for commercial property investment from brokers, the types of property that are in hot demand, and what types of finance are available for these transactions.

    Tune in to find out:

    - Why commercial property investment is rising - The segments of the market that are faring well - What brokers need to know before moving into commercial investment

    And much more!

    24 min

About The Adviser Podcast Network

From the publisher's feed

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business.

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