The Adviser Podcast Network

The Adviser Podcast Network

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The Adviser Podcast Network episodes

  • How this broker is leading the way in WA

    Starting up a new brokerage can be a daunting prospect, but Sam Carrello has shown how it can be done successfully, taking home the award for Best New Office WA at the Better Business Awards 2020.

    In this episode of Elite Broker, host Annie Kane speaks to Perth-based broker Sam Carrello about why he started up Napoleon Finance, what it takes to start and grow a leading brokerage, and how he manages his team.

    Tune in to find out: · How he grew the brokerage · How the WA market has been faring · Sam's top tips for recruiting

    And much more!

    39 min
  • Choosing the right model for your broking journey

    When starting up a broking business, one of the first choices you have to make is picking which model is right for you: independent or branded. We talk to two brokers about how they made that choice.

    In this episode of Elite Broker, host Annie Kane speaks to Caroline Jean-Baptiste from major brokerage group Mortgage Choice and Michael Tait from independent group HT Capital as they outline how and why they chose the broker model they did.

    Tune in to find out:

    · The benefits of being independent · The benefits of joining a branded/franchise group · What brokers need to consider when selecting an aggregation group

    And much more!

    33 min
  • How these two brokers manage their mentor-mentee relationship

    Choosing a mentor for the first time, or looking to select a new mentor for your next stage of growth, can be a daunting experience.

    In this episode of Elite Broker, host Annie Kane talks to Quality Financial Group's broker and mentor Sue Hayter and her mentee, Janitha Silva from Universal Lending, to discuss how they get the most out of their mentoring relationship.

    Tune in to find out:

    · What they think brokers should look for in a mentor · The things they might want to avoid · Why having a mentor can be the key to success

    And much more!

    36 min
  • The secrets to building successful referral relationships

    Referrals are a major part of how a broker finds new business. But the key to not only getting referrals, but also maintaining strong flows is what makes the difference in successful brokerages.

    In this episode of Elite Broker, host Annie Kane talks to Equilibria Finance's Anthony Landahl and Mortgage Choice Peregian Beach's Gordon MacVicar to uncover the secrets of how these two leading brokers have formed strong referral partnerships.

    Tune in to find out:

    - How to ensure timely referrals - What referral partners most value - What to look for in a referral partner

    And much more!

    35 min
  • In Focus: What's driving SME credit?

    In this month's episode, partnered by Prospa, we are looking at the key forces driving SME credit and how brokers can help the engine room of the economy keep turning.

    With small-business confidence rising as the economy emerges from a recession and ramps up for the busy summer period, ensuring SMEs can access the finance they need over the summer holidays – and beyond – is key.

    In this episode of In Focus, partnered by Prospa, we talk to Prospa's co-founder and chief revenue officer, Beau Bertoli, to find out:

    - The key forces at work driving SME credit - The different types of credit available that could help them grow - What 2021 could look like for SMEs

    And much more!

    28 min
  • What's Making Headlines – the ACCC's latest report on borrowing

    What's Making Headlines is your source for all the very latest in Australian real estate news.

    Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

    In this episode, Tom is joined by the editor of The Adviser and Mortgage Business, Annie Kane, to shine a light on the current state of play in the mortgage broking industry, to discuss the implications of ACCC's latest report into borrowing, and to reflect on the current state of Australia's property market as we head into the festive season.

    33 min
  • How Kirsty Dunphey is turning it 'Up' in Tasmania

    Having a strong network is important for all brokers, but for Tasmanian-based broker Kirsty Dunphey, director and broker at Up Loans, it's paramount.

    In this episode of Elite Broker, we catch up with Kirsty to discuss the importance of strong professional relationships in delivering a successful brokerage and leapfrogging over potential challenges.

    Whether it's having a mentor that has seen it all, leaning on experienced BDMs, or developing peer-to-peer learning with local brokers, Kirsty has learned (sometimes the hard way) how key a collaborative approach to finding solutions is, particularly for new brokers.

    Tune in to find out:

    - How the Launceston market is faring - The one deal that she'll never forget - What Kirsty does as an FBAA state councillor

    42 min
  • What's Making Headlines – decision fatigue

    What's Making Headlines is your source for all the very latest in Australian real estate news.

    Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

    In this episode, Phil and Tom discuss "decision fatigue" and the benefits of a staple wardrobe, take a closer look at the current tension between Australia and China, and reflect on the dangers of underquoting in a rising market where a data deficit might be at play.

    21 min
  • In Focus: Helping self-employed clients when they need it most

    In this episode of In Focus, partnered by RedZed, we discover why it's crucial for brokers to help self-employed SMEs over the summer period.

    December and January are always prime time for SME finance, as businesses ramp up for the Christmas rush and ensure they have enough resources to continue through January. But the COVID-19 pandemic has made it even more important for self-employed to be able to access funds and keep themselves alive and thriving.

    In this episode of In Focus, partnered by RedZed, we catch up with RedZed's national sales manager, Adrian Fisher, to discuss:

    - Why summer 2020 is a turning point for SMEs - How brokers can write loans for the self-employed - How COVID has changed SME finance trends

    And much more!

    31 min
  • What's Making Headlines – the COVID-19 vaccine

    What's Making Headlines is your source for all the very latest in Australian real estate news.

    Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia.

    In this episode, Phil and Tom discuss who might be the winners and losers when a COVID-19 vaccine is rolled out, point out the irony that exists in the current property market, and reflect on the realism of "The Block".

    28 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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