The Adviser Podcast Network

With so many new brokers entering the industry and many looking to start work under their own independent brand, the process of starting off can be a daunting and stressful one. In this episode of The Adviser's Elite Broker podcast, the winner of the Best Newcomer (Regional) category at the 2018 Australian Broking Awards, Ditte Westbury, joins Annie Kane and James Mitchell to outline why and how start her own brokerage. The broker, who has previously been a shipping agent, chef, trainer and financial controller, will discuss why she chose not to join a franchise, the difficulties and challenges that she faced starting her own company and what its like broking in the coastal city of Noosa, QLD. You will also find out:

- Why she places a huge importance on networking and the best way to approach it - Who her mentor is and how she initiated that relationship - What her business plans are going forward for the Viking brand And plenty more!

Having been a broker for more than 15 years, Melbourne-based broker Clint Waters is an old-hand at broking and has seen the industry shift and change over the years. But while the industry has changed, providing exceptional customer service has not. In this episode of The Adviser's Elite Broker podcast, the broker and founder of award-winning brokerage Axton Finance joins Annie Kane and James Mitchell to discuss the changes that he has seen in the industry, and how technology has become imperative to increasing efficiency and minimising human error within his company. Tune it to find out the ins and outs of setting up his independent brokerage, why he believes that strong relationships are key to longevity and give his advice for those considering broking as a career. You will also find out: - How Clint thinks potential changes to trail will impact the industry - Why he places a huge importance on stress management - The technological tools and systems he uses to improve efficiencies And plenty more! www.theadviser.com.au

Finance broking and writing loans for SMEs has been a hot topic of discussion this year, as government and regulators increasingly look at improving access to finance for the small businesses that are the "engine room of the economy". In this episode of The Adviser's Elite Broker podcast, Australia's Asset Finance Broker of the Year 2018, Jason Gibson, joins hosts Annie Kane and James Mitchell to share how a redundancy was the catalyst for his new, award-winning career. The CAFG Australease broker will discuss how commercial finance broking differs from mortgage broking, how he finds customers, and what his advice is for new brokers starting out in finance broking. You will also find out: - The importance of a first impression for both broker and client - His thoughts on the current SME finance sector - How he managed the transition from banking to broking And plenty more! www.theadviser.com.au

Madhu Chaudhuri is a broker and mentor whom many in the industry will know as a passionate advocate for the broker channel and a specialist in providing financial help for migrants. But she's well known outside of the industry, too, as she goes above and beyond to not only make entrants to Australia more financially sound but also feel at home by providing community support. In this episode of The Adviser's Elite Broker podcast, Madhu joins Annie Kane and James Mitchell to share how she made the transition from architect to broker, and how she juggles her own business, community work and motherhood. She will also share how her desire to help others led her to buy and run a childcare centre for those who were not financially stable, revealing why she became involved in a community organisation helping migrants with more than just finance. You will also find out: - How Madhu's mentor helped her to decide to mentor others - Why Madhu believes that the role of brokers has to change - How she is utilising social media to educate like-minded brokers www.theadviser.com.au

Resolve franchisee and broker Liam O'Donnell has looked at broking from both sides of the fence, having worked for an aggregator and now as a broker. While Liam believes that all brokers are capable of delivering the same great outcomes for consumers, he says that the point of difference comes down to personality. For him, this cannot be expressed in an email or via the internet; hence, why he puts so much importance on face-to-face interaction. In this episode of The Adviser's Elite Broker podcast, Liam joins Annie Kane and James Mitchell to share how he delivers a premium service to his clients, how he set up his business and how he overcame the struggles that come with being a single operator. You will also find out: - Why consistency in marketing is key to success - What made Liam decide to become a broker - How long it took for him to gain consistency in his income www.theadviser.com.au

Nancy Youssef's initial attraction to broking was because of the flexibility that the role offered. Initially starting her broking business, Classic Finance, without a business plan and with the vision of taking more annual leave, Nancy has developed and grown the brokerage to one of the leading businesses in Australia and now offers mentoring and business coaching to others. In this episode of Elite Broker, Nancy shares why she became a broker, the importance of outsourcing, and how she ended up hanging out with Richard Branson on Necker Island. Tune in to find out: - How Nancy's charity work is effecting change and opened up networking opportunities - Why you should focus on your passion - Her top tips for new brokers www.theadviser.com.au

Broker and director of BlackFish Finance Leah Busby is creating a name for herself as one of the leading mortgage brokers in Adelaide, with a string of awards attesting to her extensive knowledge and expertise, commitment to outstanding customer service and passion for meeting the needs of her clients. In this episode of Elite Broker, Leah joins hosts Annie Kane and James Mitchell to speak about why she believes providing a holistic financial services offering is the key to success. Leah also reveals how she balances being a mother and broker and her attitudes towards taking on unexplored financial territory. Tune in to find out: - How she gets her clients excited about their goals - Why she believes that there is no client that she can't help - The importance Leah puts behind having strong systems in place www.theadviser.com.au

Director of Calculated Lending Bianca Patterson is no stranger to recognition within the industry. The WA Better Business Awards this year saw her take out the Editor's Choice award, and previously the titles of Broker of the Year in 2014 and Rising Star in 2015. In this episode of Elite Broker, Bianca joins hosts Annie Kane and James Mitchell to share how her journey which started in politics and law has taken her to a career in broking, and how she is now changing the lives of her clients on a daily basis. Bianca will discuss how the challenging Perth property market is impacting mortgage demand, unpack where Calculated Lending fits into that market and share her thoughts on the importance of self-belief. Tune in to find out: - What made her realise that she should be running her own business - How she finds sharing an office with other brokers from other companies - Why a business plan is paramount to success And plenty more! www.theadviser.com.au

Winner of the 2018 Editor's Choice award at the Better Business Awards in Victoria, Pinpoint Finance founder and complex loan specialist Edwena Dixon entered broking with the intention of being in control of her own lifestyle. In this episode of Elite Broker, Edwena joins hosts Annie Kane and James Mitchell to share how her previous experience organising work placements for university students benefits her in broking and how she balances being a broker and a mother. Edwena will discuss the maternity leave process and how becoming a mother was one of the biggest challenges that she has faced in her career so far. Tune in to find out: - Why she chose to work under her own independent brand - How she went about finding the right people to outsource work to - The way in which she is helping to create financial awareness for high school students And plenty more! www.theadviser.com.au