The Adviser Podcast Network

This week, Annie Kane and James Mitchell are joined by a new broker, Loan Market's Bernard Desmond, to find out how he has written $20 million in his first six months of business. The Melbourne-based broker, who is up for Best Customer Service and Rising Star at the Better Business Awards (Victoria), discusses what triggered him to make the jump from banking to broking, his 2018 goals after exceeding all expectations last year, the highlights of his career so far as well as the secrets to his success. You will also find out: - Why he launched a video series - Why he is recruiting for a customer-service role - Why he chose Loan Market www.theadviser.com.au

Intuitive Finance managing director, Andrew Mirams, is this week's guest on Elite Broker and reveals how he first got into the industry, how he wrote 346 loans last year and why he believes that being a specialist allows for greater growth. The broker, who came third in the 2017 Elite Business Writers ranking and is a nominee for this year's Best Finance Broker Award at the Better Business Awards (Victoria), reveals what skills he transferred the banking industry and what he attributes to his success. Tune in to find out his top learnings after having been in finance for more than 30 years and his key tips for brokers starting out. You will also hear about his thoughts on: • CBA's accreditation changes • APRA's macroprudential controls • What the mortgage market will look like in 2018 And plenty more! www.theadviser.com.au

Annie Kane and James Mitchell are joined by professional cyclist turned Finance Detective mortgage broker Travis Meyer to discuss why he chose to take the off ramp from cycling, how he settled $20 million in his first year and what his goals are for the future. The WA-based broker reveals his thoughts on the entry requirements for brokers, what drew him to work for Finance Detective and why he is helping young athletes understand their finances better. We also reveal: - How mentors helped him throughout the journey - His thoughts on the new CBA accreditation requirements - What he would tell his past self www.theadviser.com.au

Yellow Brick Road Earlwood principal Effie Nicol joins Annie Kane and James Mitchell as the first Elite Broker guest of the new year. The broker reveals how she works with clients to address their financial needs, some details of her work fundraising for charities and supporting women in finance, and why she is setting her sights on expansion. Ms Nicol also talks about how she achieved her goals of building a business as a "one-woman show", the biggest change in her life and how she manages her work and social life. You will also find out: - Why she chose Yellow Brick Road - How her mentors helped her - Why it is important to plan ahead and create a budget www.theadviser.com.au

Marissa Schulze, director and broker at Rise High Financial Solutions, joins Annie and James to reveal why she is passionate about improving financial literacy and how it felt to be awarded the Young Leader of the Year at the inaugural Women in Finance Awards. The award-winning SA-based broker also discusses her experience of driving a solar car from Darwin to Adelaide, why she brought accounting services in house and the impact of team culture on the company's success. This broker also tells us: - The many different professions she tried before becoming a broker - How she balances her work and home life - Her thoughts on remuneration structures

Theo Chambers, the CEO of North Sydney-based Shore Financial, joins Annie and James in the studio to discuss why he diversified the brokerage to include in-house legal and wealth departments, why he's "in-sourcing" data entry and why he's launching a white label product next year. Theo also reveals his experiences of transitioning from broker to CEO, his advice for those considering the same journey and the factors that became the keys to his success. Find out: • Why he doesn't outsource services • His thoughts on blockchain systems • How mentorship plays a part in his success And plenty more! www.theadviser.com.au

In a special edition of Elite Broker, Annie Kane and James Mitchell report from The Adviser's Rising Stars event to reveal the top young brokers that made it into The Adviser's 30 Under Thirty ranking 2017. Annie catches up with this year's winner George Samios and Connective director Mark Haron to find out what it takes to become the number one young broker in Australia. We reveal: - The top 30 young brokers in Australia - How technology is helping George to write more loans - How Connective is supporting brokers www.theadviser.com.au

In this episode of Elite Broker, Annie Kane is joined by Todd Duncan, founder of High Trust, to find out the one question brokers need to can ask to connect emotionally with clients, the trick to talking to fewer people but doing more business and how much time brokers should be spending on income-producing activities. Tune in to find out how one broker closed 71 loans in a month after hosting one seminar, and what Todd Duncan's key tips for brokers are. You will also hear about: • The things he learnt from his mentor • Why empathy is critical • How he measures trust www.theadviser.com.au

Queensland-based broker Matt Punter joins Annie Kane and James Mitchell in the studio to share his thoughts on residential and commercial property investment in Queensland and the broader Australian market. The Savings Centre chief executive talks about his background in banking, how he got into broking and the challenges of writing insurance and other types of business. He also discusses his experience competing in an ultra-marathon and how life coaching provided a rigorous form of personal growth. You will also find out: • The most useful preparation for his brokering career • The challenges in the housing market he is facing • His thoughts on lending changes www.theadviser.com.au

A new entrant this year, Jamie Giles from Giles Finance Group reveals his secrets on how he exceeded expectations to come 6th in the 2017 Elite Business Writers ranking. Jamie discusses the importance of being adaptable and accessible to his clients, how harnesses his 23 years of banking experience to exceed at broking, and reveals his tips for success for young brokers. We reveal: - His goals for the next 12 months - His thoughts on mentors - His tips on how to run a better business www.theadviser.com.au www.theadviser.com.au/media-video/el…-2017-revealed