The Adviser Podcast Network

Loan Market broker Daniel Pym is moving from strength to strength, with the 15-year veteran recently unveiling new plans to build on the success of his Double Bay brokerage.

The Sydney-based broker joins host Annie Kane to discuss how he delivers award-winning customer service to his clients in the Eastern Suburbs, and how he plans to diversify his client base by expanding into Sydney's inner-city.

In this episode of Elite Broker, we catch up with Daniel to find out how he managed a growing business in a complex marketplace.

Daniel also reveals:

- The challenges he overcame at the start of his career - How he generates leads - His tips for new entrants

Despite having only been broking for three years, Newcastle-based broker Amy Small has been making waves in the broking industry, settling more than 15 loans a month and delighting her customers.

The all-singing, all-dancing broker and keen scrapbooker joins host Annie Kane to discuss how she's been running the Newcastle arm of Professional Lending Solutions, her experiences of outsourcing and why she's taken the time to learn the ins and outs of Facebook marketing.

In this episode of Elite Broker, we catch up with newcomer Amy Small to find out how hard work and enthusiasm goes a long way to success and how she manages a growing loan book.

Amy also reveals:

- The system she uses to write loans

- How she builds her personal brand

- The outsourcing model she uses

Broker and property investor Sofie Chapman joins host Annie Kane to discuss how and why she's been splitting her time across two states, servicing clients in both Adelaide and Sydney.

This independent broker is not only keeping herself busy by operating over state borders, but also by offering residential and commercial mortgages, all while managing her own property portfolio.

In this episode of Elite Broker, we catch up with Sofie to find out how she's been doing it all, why she decided to introduce a fee for service this year, and why she uses a sub-aggregator.

Sofie also shares:

- The conversation she has with clients around fee for service

- How she went about buying a trail book

- Her top tips for new brokers entering the industry

Banker-turned-broker Jaime Savory joins host Annie Kane to discuss how and why she left her banking career to set up Gippsland Finance Solutions in Bairnsdale, how she's been running a high-volume regional brokerage in Victoria, and what sets her business apart.

As well as operating the regional brokerage, Jaime is also an advocate for home loan protection and was a finalist in the category of Home Loan Protection Broker of the Year award at this year's Australian Broking Awards. So, in this episode of Elite Broker, we catch up with Jaime to find out why she thinks Australia needs to wake up to insurance, how she stays across industry changes, and her thoughts on the current environment.

Jaime also shares:

• How she chose her aggregator
• Why she is working hard to protect her clients
• How she markets her business and finds new leads

Darren Cantor, managing director of Mortgage Advice Bureau, joins host Annie Kane to outline how brokers can build value in their broking businesses outside of trail, what brokers can learn from the UK broking industry, and why he thinks brokers will take up a growing share of mortgage flows.

Building on his session from the Business Accelerator Program, Darren outlines the ways brokers can diversify to offer more solutions to their clients, and pulls on MAB's experience of running a leading UK brokerage brand to reveal why consumers value it.

He also shares:

- How a deeper relationship with customers could fulfil the royal commission report recommendations

- Why home loan protection and insurance is a no-brainer

- What UK brokers do really well and how Australian brokers can learn from them

Loan Market broker Stephen O'Reilly Nugent, joins host Annie Kane to discuss how he's operating his growing brokerage in Victoria and why he thinks giving back is an important role for brokers. As well as operating a brokerage, Stephen is also the founder and member of a relatively new community brokerage service, Brokers for Change. A social enterprise created for brokers that want to make a financial impact in their community, members of Brokers for Change donate 20 per cent of their commission to help the homeless in Australia. He also shares: - How a bad home loan experience led him to become a broker - His thoughts on the ASIC shadow shopping exercise findings - Why he set up Brokers 4 Change and what it hopes to achieve

Ruan Berger, director at Brisbane-based Time Home Loans, joins host Annie Kane to reveal how he runs his award-winning brokerage.

Ruan reveals his formula to running an award-winning customer service office, how he retains relationships with clients post-settlement and how he has built strong relationships with local real estate agents to generate leads.

He also shares: - Why ethics and culture are important to running a business - What award-winning customer service looks like - Top three tips for brokers looking to start their own business

In this episode of In Focus, host Annie Kane is joined by Joanna James, general manager of Mortgage Ezy, to discuss how the health of homes may impact mortgage lending.

As well as managing non-bank mortgage lender Mortgage Ezy, Joanna is also passionate about property from an Architectural, Building and Building Biology point of view. To help brokers learn more about this growing field of interest, Joanna joins In Focus to reveal how buildings may be affecting our health, the ins and outs of building biology, and why she believes mortgage brokers need to be aware of its potential impact on the mortgage market.

In this episode, tune in to find out:

- What Building Biology is and why it is important - How building biology can be a unique value-add for your clients - How building biology could affect lending and investment in the future

And plenty more!

In this bonus episode of In Focus recorded live on stage at the Loan Market Game On conference in Hobart, Tasmania, host Annie Kane is joined by Sam White, executive chairman of Loan Market; Brian Greer, CEO of Loan Market New Zealand, and Mike Felton, CEO of the MFAA, for a panel discussion surrounding the biggest themes impacting the sector over the past 12 months. Looking forward, they will address the future of the broker channel, revealing why now is an integral time for brokers and businesses as potential changes surrounding broker remuneration loom on the horizon. They will also discuss how APRA guidance around serviceability changes will impact the market, and share their predictions for how the industry will look in six months' time. In this episode, find out:

- Why broker-client relationships are so important in the current climate - What the consumer data right and open banking mean for brokers - How the Australian broker channel fares compared to that in NZ

And plenty more!

Director and broker of Victoria-based Future Finance group Amie Tennant joins host Annie Kane to reveal how she runs an award-winning brokerage that is continuing to grow.

Amie reveals how she went from working at her local Subway shop to broking, her tips for hiring the right staff and expanding a brand and why culture is at the forefront of her business.

Amie also shares: - How she keeps on top of administrative processes - Tips for new brokers coming into the space - What she looks for when hiring someone new