The Adviser Podcast Network

Aussie St Marys franchisee and mortgage broking mentor Kim Horan transitioned from writing car loans into the mortgage industry and now operates a full-service brokerage covering residential, commercial and home loan protection needs.

In this episode of Elite Broker, Kim joins host Annie Kane to discuss what she loves about being an Aussie broker, her main takeaways from The Adviser's EU Study Tour, and her major goals for her business in the coming year.

Kim also reveals:

- Why she now offers mortgage insurance - How she sources new leads - Her top tips for new and experienced brokers

And plenty more!

In this episode of In Focus, host Annie Kane is joined by Sam White, executive chairman of Loan Market, to delve into the value of paperless broking.

Loan Market was this year's winner of the Australian Broking Award for Technology Platform of the Year for its MyCRM platform and also took out #1 overall satisfaction in the Aggregator of Choice survey. Sam breaks down the benefits of tech-platforms in increasing efficiency, transparency and data accuracy for brokers and their clients. In this episode, tune in to find out:

• How software helps brokers meet ever-changing compliance demands
• Why brokers that adapt to new technology will replace those who don't
• Where brokers should begin digitising their process
• Plus, hear from mortgage broker Jacob Decru, who has made the move to be paperless!

And plenty more!

Domenic Cassisi set up his brokerage, Funding Options, while he was still captain of the Port Adelaide Football Club, and has since become an award-winning mortgage broker in his own right.

Host Annie Kane is joined by Dom in this episode of Elite Broker to reveal how he's kicking goals in his transition from AFL into broking, the sense of culture and community he fosters within his firm, and the time-saving tools he has integrated into his business.

Dom also shares:

- How his firm markets its brand using social media and radio advertising - Why he chose to begin offshoring - How he chose his aggregator

And plenty more!

As the recipient of Best Customer Service (Individual) award at the Better Business Awards in Victoria this year, Belinda Gibson places the utmost importance on providing exceptional client experiences.

In this episode of Elite Broker, Belinda talks to host Annie Kane about her female-only brokerage Thomas Magdalene Finance Group, why she expanded from commercial into residential broking, and how she manages her time effectively.

Belinda also discusses:

- Workload division within her business - Social media as a means for networking with other female lenders - TM Finance Group's adaptation to digital technology

And plenty more!

Belinda Caesar bought her first property at just 19, fell in love with real estate, and now delivers independent, award-winning broking services to clients all across Australia. In this episode of Elite Broker, the Buyers Choice broker joins host Annie Kane to discuss how she gained such a diverse clientele, why she is sometimes referred to as a "mortgage therapist", and how she manages a rapidly growing business that is tripling in volume each year. Belinda also shares: - Qualities to look for in an aggregator - Her thoughts on the best interests duty legislation - Her plans to streamline

And plenty more!

Named "Rising Star" at the Better Business Awards in Brisbane earlier this year, Bradbury Finance's Kim Mahnken prides herself on her proactive approach to solidifying relationships with clients and industry allies.

The Hervey Bay-based lending specialist joins host Annie Kane on this episode of Elite Broker to reveal why she entered the industry, how the mortgage broking landscape has changed, and what sets her apart as an award-winning broker.

Kim also explains:

• Systems for workload efficiency
• Tips for excellent customer service
• Advice for new brokers

And plenty more!

Senior mortgage broker Lisa Maxwell was initially attracted to working at Aussie because of its compelling television marketing and brand recognition. Thirteen years later, she's now a franchisee of Aussie Annandale in Sydney's inner west and takes advantage of outdoor advertising methods for lead generation.

In this episode of Elite Broker, Lisa talks to host Annie Kane about her broking journey, why she's getting involved in the MFAA's Opportunities for Women report and how she efficiently manages both her time and her promotional investments.

Lisa also discusses:

• What can be done to encourage diversity in the industry
• Her top tips for brokers
• Why she's recruiting for a new broker

And plenty more!

Like many brokers, Sarah Farrugia has had several careers before finding her calling as a mortgage broker, having been a receptionist and a BDM before establishing her own firm, SAF Finance.

In this episode of Elite Broker, Sarah talks to host Annie Kane about how she balances managing a business, writing loans and mothering four young children, all while providing award-winning customer service to her clients.

Sarah also explains:

• Desirable qualities in an aggregator
• Tools and processes for efficiency
• Tips for delivering exceptional client services

Award-winning equipment finance broker Renee Tocco began her broking career in 2016, harnessing her skills from her corporate business account management career to lead an award-winning commercial brokerage, Loanezi.

In just three years, the Queensland-based broker has gone on to become a leading figure in the commercial broking space - and was appointed a director of the Commercial & Asset Finance Brokers Association of Australia last year, too.

In this episode of Elite Broker, host Annie Kane is joined by Renee to discuss her journey in creating a successful commercial broking business, why she's investing in her company now for maximum long-term gain, and why she wants to see more women join the space.

You will also find out:

- Why she chose to go down the independent route - Why women need to support each other in the finance and commercial broking sector - The importance of finding a niche prior to diversification

And plenty more!

In this special episode, recorded live at The Adviser's EU Study Tour in Dublin, Ireland, host Annie Kane is joined by two European brokers to learn how they are operating in their respective markets and the challenges they are facing.

Recorded on the final day of the three-day conference in Dublin, Irish broker and financial planner David Devine from Platinum Financial Group in Bray and Northern Irish broker, Ewan Richmond, from Mortgage Advice Bureau in Enniskillen, join host Annie Kane to discuss what broking is like in Ireland and Northern Ireland, and highlight the differences between the two markets.

You will also find out:

- What their typical mortgage client looks like

- What they think of open banking and the need for a more digital mortgage process

- Why they are offering insurance protection to their clients

And plenty more!