The Adviser Podcast Network

In the latest episode of Elite Broker, Annie Kane is joined by broker and director of Eventus Financial Alex Veljancevski, who was recently crowned NSW's Best Newcomer and Broker of the Year. Although relatively new to broking, Alex has been forging a path for himself in the profession – coming in at 11th place in our 30 Under Thirty ranking in 2017 and clinching not one, but two awards at the Better Business Awards 2018 earlier this year. Owning his first property at 19 and starting his business by 24, this young broker outlines how he ensured his age was not a barrier to business, what drove his desire to start his own brokerage, and what he accredits to the rapid growth of his business. Tune in to find out: -What he believes brokers should look for in an aggregator -How mentoring has been and continues to be an important part of his career -The three qualities that he looks for when hiring staff And plenty more! www.theadviser.com.au

In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by broker and founder of Copper Finance Vinay Gehi, who shares why he became a broker after 18 years in the food industry. This Melbourne-based broker reveals his advice on building a database from scratch, why he believes in making his time with clients "feel like an experience", and how he has grown his business while still maintaining the ever important balance that his family life demands. Tune in to find out what this broker has learntso far, the importance of having a mentor throughout the process and why he isn't planning on growing his business just yet. You will also hear about: -The steps he took to become a broker -Why he decided to be an independent broker -The importance of customer service

In this episode of Elite Broker, host Annie Kane and James Mitchell are joined by Smartline's Roxby Downs broker, Joanne Dillion, to find out how she has been carving a path to success despite the downturn in the mining sector. This broker, who was recently crowned the Best Regional Broker at the Better Business Awards in Adelaide, discusses how she has been keeping pace in the regional markets, how broking in the outback differs to that in the cities, and what she believes contributes to her success. You will also hear about: - How she ensures she's the trusted adviser for home loans - Why she offers budgeting and financial literacy programs - What her thoughts are on the current market

In this episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Mortgage Choice Miami and Burleigh, James Hasselle, to chat about how he went from being a broker client to becoming a broker himself. Find out how the UK broking industry differs from the Australian, and what James believes gave him the edge to place 10th in our Elite Business Writers 2017. Tune in to find out how the Gold Coast broker trains his staff, why efficiency is amplifying his success and how his team provides unique and satisfactory customer service using a step-by-step process. You will also hear from this broker about: - His thoughts on the current commission reviews - How he gains referrals - His advice to young brokers www.theadviser.com.au

In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by Cube Central broker and BDM Scott Beattie to chat about the radical steps he takes to ensure client satisfaction, why he took an 18-month career break and what he believes are the keys to success. The Queensland-based broker at the award-winning independent brokerage in Logan City took home our Editor's Choice award for his exceptional dedication to his clients at the Better Business Awards Queensland last year. Find out why Scott offers clients a rewrite of their loan and a refund on the upfront commission if they aren't happy with their loan, and how he has been growing his business. You will also hear about: - How he became a broker - His thoughts on the scrutiny of the sector - His advice to anyone starting out

In this episode of Elite Broker, join hosts Annie Kane and James Mitchell as they catch up with award-winning broker Josh Egan to find out why he chose to follow in his father's footsteps to become a broker, the key to his success in the industry and his tips for other brokers considering the same path. This finance manager and director at Astute Financial reveals how he ensures good consumer outcomes, what makes him in the running for the Better Business Award for Best Finance Broker (Vic), his thoughts on education standards and how he writes over $100m of loans a year. You will also find out: - How to help consumers avoid financial stress - His throughs on the Royal Commission - The future plans for his business And plenty more!

In this episode of Elite Broker, Annie Kane chats with broker and owner of Sydney-based brokerage PFS Financial Services, Daniel O'Brien, to find out why he made the move from banking to broking and how he went from 'failing miserably' to writing more than 360 mortgages a year. Recognised as Best Residential Broker 2017 at the Better Business Awards (NSW) and is a finalist in two categories of the Better Business Awards this 2018, the broker also shares his thoughts on the royal commission, the productivity commission and the current regulatory environment. Tune in to find out: - How he built his brokerage - How he identified the right time for bringing in support staff - His key tips for brokers starting out And plenty more!

This week on Elite Broker, Annie Kane and James Mitchell are joined by another former athlete, ex-AFL player Sean Wellman, who reveals the lessons he has taken into business from his 212 game AFL career, and why he's gone from coaching footie to coaching borrowers on finance. After joining Positive Home Loans in 2013, the Victoria-based broker last year launched his own brokerage, Wellman Finance, where he is now principal and residential lending manager. The Essendon footie defender and assistant coach discusses the skills he has transferred from his athletic career to broking, and the trends he sees for the Melbourne market in 2018. We also find out: • His top tips for new brokers • How his business has progressed in the last year • His passion for podiatry