The Adviser Podcast Network

In this episode of Elite Broker, Kevin Wheatley, broker and managing director of Bayside Residential & Commercial Mortgages, sits down with host Annie Kane to reflect on how his experience in logistics shaped his career as a broker.

Kevin also discusses the customer process in his diversified business and offers advice for brokers looking to enter the commercial finance space.

Kevin will additionally share:

- Why he avoids social media marketing for his business - How he sourced private funders - His thoughts on the state of the SME and commercial finance market

And plenty more!

Establishing a strong referral network is one of the key aspects of building a successful brokerage. But how do you make sure that your referral partnerships are benefiting all parties involved?

In this episode of In Focus, host Annie Kane is joined by two specialists in this area - the managing partner and director of Encore Advisory Group, Mark Zaglas, and principal and broker at Lend Perspective, Haydn Marshall - to discuss the need for and importance of referral partners, the must-do's when forming these relationships, and how to ensure that these partnerships last for the long term.

In this episode, tune in to find out:

- The pros and cons of paying a referrer - How to ensure that you are receiving valuable quality leads - The merits and challenges of forming joint ventures with referrers And plenty more!

In this episode of Elite Broker, Acitv8 Finance founder Cathy Brown joins host Annie Kane to reflect on how she was inspired to become a broker while on maternity leave from her BDM role. Cathy will discuss the challenges that she has faced in setting up Activ8 Finance, how she approached forging relationships with other professionals within the sector, and how her original business plan has evolved into the business that she runs today. Cathy will also share: - How her finance background aids her in offering holistic solutions for her clients - The integration of outsourcing within her business model - How she is combating the gap in the financial education system with her daughter And plenty more!

In March, Keystone Financial took home the NSW Better Business Award for Community Engagement Program, in recognition of its Golden Hearts charity and community program and its work supporting B1G1 - a charity that funds projects in line with the United Nations' Sustainable Development Goals.

In this episode of the Elite Broker podcast, broker and director of Keystone Financial PJ Patterson joins host Annie Kane to discuss why community engagement and giving back is important to him, how he goes about offering a holistic wealth service for his clients, and his work chairing the Independent Finance Brokers Forum.

PJ will also share:

- His top tip for generating business leads - What the Independent Finance Brokers Forum offers brokers - How his community work is integrated into his business

And plenty more!

The In Focus podcast has previously looked at the role of CRM systems in creating more efficient, personalised service for the customer and broker alike, with the March episode hearing from REA Group's Steve Carroll and how brokers can start their digital journey.

In this episode, realestate.com.au home loans specialist Peita Davies joins host Annie Kane to share first-hand how she is utilising digital services in her role, and reflect on the changes that she has seen in her 17 years as a broker.

Peita will share how realestate.com.au Home Loans is fusing the digital and personal interaction worlds together to help her meet her customers' needs, how she is creating a social media presence, and how she measures favourable customer outcomes.

In this episode, tune in to find out:

- The CRM system that she utilises in her business and how it has changed how she communicates with her team - How technology is helping shape her business direction on a daily basis - The importance of content to connect with customers - What was involved in the transition into becoming a broker under the realestate.com.au Home Loans brand

And plenty more!

The branding of Rebecca Jarrett Dalton's mortgage broking business, Two Red Shoes, cannot be disputed as she attends every client meeting wearing exactly that - a move that she says breaks the ice, gets a conversation started with her clients and mirrors the attitudes and branding of her business. In this episode of the Elite Broker podcast, Rebecca joins host Annie Kane to discuss the importance of strong branding, how she is standing out from the crowd as a broker, and to reflect on her role as a board member for The Haven – Napean Women's Shelter. Rebecca will also share: - How she has built a tech-driven, automated business model - How she balanced motherhood with her business objectives - The importance that she places on sensory acuity in her role as a broker And plenty more!

Having recently travelled the country for the Better Business Summit 2019 and coaching countless mortgage brokers on a weekly basis, motivational speaker, coach, and trainer Niik Stewart from Niik Stewart Empowerment knows first-hand what makes a broker good, and what makes a broker great. In this episode of In Focus, Niik joins host Annie Kane to discuss his transition from professional sportsman into the sales and coaching arena. He reveals the turning point at which he was able to take control of his career, why goals are such an important part of becoming your best you, and how a shift in mindset can take you to the top of your game.

In this episode, find out: - The basics of forming a strong relationship with a client - How reverse engineering goals is key to your success - What will make you stand out from other brokers

Having obtained continued recognition in the customer service categories of the Better Business Awards, husband and wife duo Marcus and Michelle Towner of Towner Finance reveal what they are doing to ensure that their brokerage is achieving excellent consumer outcomes. In this episode of the Elite Broker podcast, they join host Annie Kane to discuss their attitudes toward client communication, and how they have built a business which is almost 99 percent referral driven. They will also share - How they are navigating the current finance market and helping clients who may not gain finance approval - How they juggle their personal and business lives effectively - Their tips for new brokers in the current climate And plenty more

Kathy Dundas of No Fuss Home Loans took home the award for Best Customer Service (individual) at this year's Better Business Awards NSW. In this episode of the Elite Broker podcast, Kathy joins host Annie Kane to reveal how differentiates herself through customer service, the challenges she has faced in her journey as a broker, and her thoughts on where the broking industry could be headed. Kathy will also share thoughts on: - Ensuring good customer outcomes in an era of heightened scrutiny - Choosing an aggregator - The current state of property and credit market And plenty more!

Customer service and transparency have long been a drawcard for the broking industry, but as society becomes more accustomed to using and relying on technology, brokers are increasingly needing to access and excel in the digital arena to stay front of mind and offer personalised services.

In this episode of In Focus, Annie Kane is joined by the REA Group's director of industry relations and digital sales coach, Steve Carroll, as he reveals what the digital tech giants are doing to raise customer expectations and how brokers can take advantage of these lessons to grow revenue and continue to deliver great customer outcomes.

In this episode, tune in to find out:

- How the consumer experience is changing

- What brokers can learn from Facebook, Uber and Airbnb

- Where to start on your digital journey

And plenty more!