The Adviser Podcast Network

In this episode of Elite Broker, the dynamic duo from Loan Connexion, managing director Tracy Kearey and finance broker Lauren Conde, delve into how they perfected their relationship. Tracy and Lauren reveal how they have built a strong relationship, how they keep on top of the administration side of processing loans and the importance of maintaining a good relationship with your BDM. Tracy and Lauren also share: - Biggest pain points when writing a loan - Their processes for handing over loan applications - Top 3 tips for brokers and loan administrators to work in harmony

In this episode of In Focus, host Annie Kane is joined by Suncorp's national manager for SME and commercial, Robynne Frost, to discuss the need for brokers to offer SME finance, the rollout of Suncorp's new broker training program and what it aims to achieve.

On the back of Suncorp's $3-billion pledge to the SME space, Robynne explains why the bank is focusing on SME loans, the importance of SMEs having access to finance, and why brokers should be aiming to offer these finance solutions to their clients.

In this episode, tune in to find out:

- Why Suncorp is pledging $3 billion in SME finance - The details of its new Small Business SunEducation program - How brokers can identify opportunities And plenty more!

Sam Arthurs, Customer Service of the Year (Regional) winner at the Australian Broking Awards joins host Annie Kane on this week's episode of Elite Broker to reveal how he delivers award-winning customer service to his clients and how Fabergé eggs got his broking career off to a cracking start.

Sam reflects on his win at the Australian Broking Awards, reveals what his bread and butter client is and what the Sam Arthurs customer service experience entails.

Sam also shares:

- Warrnambool property market trends - How he sources new business and referrals - Top advice for new brokers coming into the industry

In this episode of Elite Broker, broker and director of Birdie Wealth, Nathan Smith, joins host Annie Kane to delve into how his independent brokerage went from fledgling start-up to soaring to new heights after winning the Best New Office award at the Australian Broking Awards earlier this month.

Nathan reveals the biggest challenges he faced transitioning from a big franchise to independent broker, his top tips for setting up a brokerage and why he doesn't talk about interest rates to his clients.

Nathan also shares: - What marketing he undertakes to promote his brand - How he plans to expand - How he chose his aggregator

This episode of Elite Broker contains content which some may find confronting or distressing. If you are in need of support, you can contact the following crisis services: Lifeline, 13 11 14, www.lifeline.org.au Suicide Call Back Service, 1300 659 467, www.suicidecallbackservice.org.au

You can find out more about Enough is Enough at http://www.enoughisenough.org.au/about-us/

In this episode of Elite Broker, host Annie Kane is joined by the winner of this year's Australian Broking Award for Newcomer of the Year - Regional, Shellharbour-based broker, Craig Mowbray.

The director and finance lending specialist at Be There Financial Services discusses how he went from nursing to banking before becoming a broker a few years ago.

Tune in to find out how the award-winning broker has transferred his skills from nursing to broking, why he took the leap to set up his own regional brokerage and how he has set up relationships with the banks and avoids channel conflict.

Craig also shares: - What channels he uses to maximise marketing - His thoughts on guarantor loans and how he structures them - How he networks to set up referral relationship across various industries

And plenty more!

In this episode of In Focus, host Annie Kane is joined by Mortgage Choice CEO Susan Mitchell and Gordon MacVicar, owner of Mortgage Choice in Peregian Beach, to discuss the ins and out of marketing and how to get the most cut through with your audience.

Susan and Gordon share the importance of branding, how social media can be utilised to humanise your brand, what marketing strategies generate the largest return and how they measure success from the different marketing channels.

In this episode, tune in to find out:

- Which marketing channels get the best conversion - How to establish your brand presence in a new area - Their top three tips for brokers looking to up their marketing game

And plenty more!

In this episode of Elite Broker, Josh Ugo director of Finicky Finance sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment.

Josh reveals how he works to understand his client's businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance. Josh also shares:

- How he markets to clients this time of year (EOFY) - His top 3 tips for mortgage brokers looking to move into asset finance - How he finds clients and retains them

And plenty more!

In 2017, author, speaker and founder of High Trust, Todd Duncan, joined host Annie Kane at The Adviser US Study Tour in San Francisco to unpack how brokers can connect emotionally with their clients and how they can best measure trust.

Following his keynote speech at AREC 2019 in Queensland earlier this month, Todd joins Annie once again for an episode of In Focus to discuss how brokers can be a purveyor of knowledge, the questions that can get a client thinking differently about the borrowing experience, and reveals the single biggest sales discipline that brokers can harness to better connect with clients.

In this episode, tune in to find out:

- His advice to brokers wanting to "future-proof" their careers following the royal commission - What it means to work in the best interests of your clients - How the US broking model may shift to mirror a more Australian structure

And plenty more!

In this episode of Elite Broker, Katrina Rowlands, AFG's first hall of fame recipient and principal of Mortgage Success, sits down with host Annie Kane to reflect on her career and how she has become a leading broker and vocal advocate for the industry.

The Harley Davidson-riding broker discusses the challenges she faced when first breaking into the industry, how she builds and maintains professional relationships in Wollongong and why she's taking the unusual step of buying two camels.

Katrina also shares: - Her marketing strategies - How she adapted her business model to suit a broader range of clients - Why she finds motorbike riding meditative And plenty more!

Paulette will discuss how the broking sector operates in the land of the long white cloud, what it's like operating in a market where trail isn't a certainty, and how she manages and runs her Loan Market franchise. Paulette will also share: The value of having a successful broker How she manages her referral relationships Why she includes personality testing in her HR process And plenty more!