The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • How this broker is connecting for success

    Louisa Sanghera was initially hesitant to become a mortgage broker due to her knowledge and impressions of how the UK industry operated. Now three years into her career and recently having taken out the award for "Rising Star" at the NSW Better Business Awards, Louisa's self-taught approach to mortgage broking has been gaining her recognition and respect within the industry. In this episode of Elite Broker, Louisa shares why she believes that her decision to focus on a clientele of women with children is working to her advantage, discusses the importance of hiring capable staff, and also unpacks what she has learned in regards to converting leads into business. Tune in to find out: - How outsourcing has been key to Louisa's success - Why she set up "Connect for Success", and how the support group has helped to grow her business - How she maintains a strong presence with community engagement And plenty more! www.theadviser.com.au

    24 min
  • In Focus: A non-traditional approach to lending
    In this episode of In Focus, Prospa's general manager of sales and business development, Matt Bauld, joins hosts Annie Kane and James Mitchell to discuss small business lending, the burgeoning fintech market and how Prospa is working with brokers to fulfil small business needs. In this episode, find out: - How Prospa's lending criteria challenge the traditional lending model - What they look for in a successful broker-submitted loan application - Matt's thoughts on the role of fintech lenders and small independents in a market dominated by the major lenders www.theadviser.com.au
    33 min
  • No downturn for this award-winning broker

    Named as WA's best residential broker of 2018, Capita Finance franchise owner Adam Donald has seen his career rise astronomically since his initial foray into sales, which saw him working as an aloe vera salesman. In this episode of Elite Broker, the award-winning broker shares why his training was paramount to his success and discuss the difficulties that he came across as a young broker in the industry. Adam also unpacks how his relationship with real estate agents is beneficial to his business and discusses how his approach to the WA market downturn set him apart from others. Tune in to find out: - His advice for Sydney and Melbourne brokers for when the market starts to cool - The importance of being surrounded by positive team members - Who his mentors were and how they were important to his development And plenty more! www.theadviser.com.au

    23 min
  • In Focus: A new player in near-prime
    In this episode of In Focus, Royden D'Vaz, Bluestone's head of sales and marketing, and Fay Wood, associate director at Mortgages & Co, join Annie Kane and James Mitchell to discuss the recent Cerberus acquisition of Bluestone's APAC operations and their new offering in the near-prime space. Tune in to find out: - How Bluestone is catering to near-prime customers - What Bluestone is now able to offer to brokers and their customers - The factors that differentiate a good broker submission from a poorer one www.theadviser.com.au
    25 min
  • Delivering award-winning customer service in the regions

    In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Bowral-based Wilson Financial, Liz Wilson. Recently taking out the individual award for Best Customer Service at the NSW Better Business Awards, Liz shares how she manages to maintain her outstanding customer service level. As a regional broker, Liz discusses the importance of community engagement and how she establishes herself as an integral part of her community through business breakfasts, networking events and charitable activities. She will also share: - Why SMEs are her favourite type of client - How broking in the regions differs to that of the cities - How equipment finance has benefitted her brokerage And plenty more! www.theadviser.com.au

    23 min
  • Success through exceptional customer service

    In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Elephant Financial, Shehan Wijayasinghe. Having recently won the award for Best Customer Service at the Better Business Awards NSW, Shehan shares what he believes is the key to delivering superior service to his customers. Find out why brotherly affection led him to start a career in mortgage broking, the hurdles he faced when setting up his own business, and why he believes brokers should be held to a higher standard. He will also share - The process he uses to ensure good consumer outcomes - His thoughts on fees for service - What he has learned about running an independent business And plenty more!

    26 min
  • The making of a mentor - how IFA Mortgages does it

    In the latest episode of Elite Broker, Annie Kane is joined IFA Mortgages' director Anthony O'Flynn and broker Luke Harborne. While at different stages in their careers, the two Bondi brokers are both achieving recognition within the industry: Anthony was a finalist in the Best Residential Broker category at The Adviser's Better Business Awards NSW earlier this year, while his mentee and colleague Luke burst into our 30 Under Thirty ranking at seventh place last year. In this week's episode, we find out how young brokers can learn from the more experienced leaders in the field, the importance of mentoring, and the strategies that they have put in place to achieve success. They will also share - The traits to look for in a mentor - Their thoughts on the current market - Anthony's advice to brokers looking to hire new staff And plenty more! www.theadviser.com.au

    31 min
  • In Focus: The rise of white label loans
    In this episode of In Focus, Brett Halliwell, general manager of Advantedge, and George Mihalopoulos, broker and director of Connected Finance, join Annie Kane and James Mitchell to discuss the rise of white label loans and how Advantedge is working with brokers to increase customer satisfaction. Tune in to find out: - What a white label loan is and how it is best presented to a client - The benefits of partnering with a white label provider - What Advantedge has to say about the Royal Commission
    25 min
  • How this SA broker overcame the challenges of being an independent broker

    In the latest episode of Elite Broker, Annie Kane is joined by seasoned broker and the winner of the Editor's Choice award at the SA Better Business Awards 2018, Evan Sourbis. The principal of Henley Home Loans reveals why his reasons for being a broker have changed over his 16-year career, his recent induction into the AFG Hall of Fame, and how his dedication to good customer service has been paramount in the success and growth of his company. Find out his advice to those thinking of starting their own brokerage and how he overcame some of the biggest challenges of being an independent broker. Evan also shares: -How he engages with his local community and the importance of doing so -The changes that he has seen in the industry over the past 16 years -How embracing technology is key to an efficient business www.theadviser.com.au

    31 min
  • How these brothers offer a complete financial solution

    In the latest episode of Elite Broker, Annie Kane is joined by brothers Garry and Michael Pesochinsky of Full Circle Investment Group, a business so named because of the wide variety of services that they offer in an attempt to be a one-stop shop for everything financial. Both beginning their careers as brokers for very different reasons, the pair will share how they split the business duties and the type of journey a client will take when they approach their company. They will also share their thoughts on fee-for-service broking, negative posts and how they best utilise these in their social media, and their findings in regards to promoting a product versus promoting a service. Tune in to find out: -Their thoughts on how brokers can differentiate themselves from introducers -The importance of social media in creating a transparent business -What advice they would pass on to those hoping to set up a similar business And plenty more! www.theadviser.com.au

    0 min

About The Adviser Podcast Network

From the publisher's feed

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business.

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