The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • BONUS EPISODE: Josh Bartlett rises through the ranks

    After jumping 35 places to third place in the Elite Business Writers 2015 ranking, Josh Bartlett has once again climbed the ladder to achieve second place this year. The Loan Market broker joins James and Annie to discuss how his structure and procedures have allowed him to become one of the top business writers, what he has learnt over the last six years as a broker, as well as the tips he has for listeners. We reveal: - How his staff have impacted his success - How his clientele dictates his business - His goals for the future www.theadviser.com.au https://www.theadviser.com.au/media-video/elite-broker/37015-elite-business-writers-2017-revealed

    19 min
  • BONUS EPISODE: Top ranked female reveals all

    In this episode of Elite Broker, James Mitchell talks to Loan Market broker Hannah Nguyen, who ranked in 20th place in this year's Elite Business Writers ranking. The highest ranked female broker outlined that her success comes down to not only providing "second to none" quality of service but also by loving what she does. Tune in to find out how the Victoria-based broker generates leads, why she integrates insurance into her offering, and how the diversification of applications and keeping up with the latest knowledge and policy products from the banks got her to the top. We reveal: - How she balances home loans and insurance needs - The impact of word of mouth referrals - Why her clients are "gold" www.theadviser.com.au https://www.theadviser.com.au/media-video/elite-broker/37015-elite-business-writers-2017-revealed

    15 min
  • Elite Business Writers 2017 revealed!

    Annie and James reveal The Adviser's Elite Business Writers ranking for 2017, celebrating the top 25 brokers in the country. Tune in to hear who the top 10 brokers are, how the figures have changed from last year, and the volumes that these elite brokers are writing. www.theadviser.com.au https://www.theadviser.com.au/features/rankings/37006-elite-business-writers-2017

    16 min
  • Kathryn Bordonaro on mental health, asset finance and CAFBA.

    Allbiz Finance Brokers director and commercial equipment finance broker Kathryn Bordonaro joins The Adviser to discuss gender equality in the finance industry, overcoming personal challenges, and how she addresses the element of loneliness within the profession. The winner of the Association Leader of the Year category at this year's Women in Finance Awards reveals how she went from living on a small farm to becoming the director of an award winning company and helping to consult on legislation, as well the tips she has for mortgage brokers looking to break into the commercial space. Tune in to her: • How she juggles a social life while running multiple business • how the broking industry has evolved • Her thoughts on mentors www.theadviser.com.au

    19 min
  • How brain surgery changed this broker's life

    Loan Market's Lee Wisniewski talks to The Adviser team about his journey from car salesman to mortgage broker, the ups and downs he's encountered throughout and how he survived a life threatening brain haemorrhage. This broker has a passion for people and helping them achieve positive outcomes. In this episode he also discusses the mistakes he has made along the way, what he has learned, and how what advice he would give to his younger self You will also find out: • His venture into the fitness business • His thoughts on new technology • Why he supports community projects www.theadviser.com.au

    36 min
  • Tracy Kearey on mentoring, mental health and management

    Broker and managing sirector of Home Loan Connexion, Tracy Kearey, joins The Adviser team to relive her 20-year journey in the broking industry, what she does differently and why she's going above and beyond for her staff. The Principal of the Year reveals the secrets to success, what keeps her motivated, and how an anxiety attack led her to launch a new mental wellbeing programme. You will also find out: • What her mentors taught her • How she handles pressure • Her thoughts on winning the Principal of the Year award at the inaugural Women in Finance Awards www.theadviser.com.au

    22 min
  • How financial planning can add a string to your bow

    In this episode of Elite Broker, the founder and managing director of Wealthful joins The Adviser team to talk how he's married mortgage broking and financial planning to provide a diversified offering. Tune in to learn how Chris segregates mortgage broking from the financial planning side of the business, how technology will impact financial advice in future, his social media marketing strategies and its benefits, and his advice to mortgage brokers thinking about offering financial advice. You will also find out: • His thoughts on fee-for-service vs commissions • How he manages his clients and the stresses behind the role • How to build strong relationships • How he overcame the difficulties he has faced www.theadviser.com.au

    20 min
  • The opportunities for brokers in the SME space
    In this episode of In Focus, OnDeck Australia's head of sales Michael Burke and SME Finance Group CEO Neil McKay join Annie Kane to talk everything business lending related, and the marketing channels they use "that drive origination". Tune in as they reveal the opportunities brokers can give SMEs, how speed and ease of transactions can help businesses succeed, the benefits of using Equifax's credit scoring system, and their top tips for brokers looking to break into this space. In this episode, you also find out: • What they have learned in the broker channel • The importance of cash flow lenders • How data can help brokers and businesses make informed decisions ARTICLES OF INTEREST: Grow and diversify your business with Reverse Mortgages - bit.ly/2weO2v3 REA lacks 'competitive advantage' in broker channel - bit.ly/2wf10sE 'Harder to get a loan approved by a bank': Bouris - bit.ly/2weNLZ1 Bouris eager to innovate amid APRA crackdown - bit.ly/2wZ8pJ5 FOLLOW US: Did you like this episode? Show your support by rating us or leaving a review on iTunes (Elite Broker) and by following The Adviser on social media: Facebook, Twitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email [email protected] for more insight! Facebook: bit.ly/2w6UJil Twitter: bit.ly/2wUziyq LinkedIn: bit.ly/2v6ETzE www.theadviser.com.au
    25 min
  • The rise of female brokers

    In this episode of Elite Broker, The Adviser team talk to Geelong-based Loan Market broker Sarah Thomson about her 18 years of broking, how the industry has changed over time, and the role of women in the industry. Tune in to find out why she decided to become a broker, her thoughts on mortgage stress, the reasons for going P&I instead of interest-only, and what she would advise her younger self if she were starting out again. Find out how she: • Balances home and work life • Mentors her team • Manages client expectations And plenty more! www.theadviser.com.au

    23 min
  • From medical sales rep to broker: John Manciameli's pathway to success

    Former medical sales rep turned broker John Manciameli, talks to the team about why he set up Australia's first aggregator of investment property research houses. In this episode, the Hunterwood broker reveals how his dream of changing the way Australians invest led to him launching Slipstream, as well as why it's important for brokers to consider ethics in their financial decisions. Tune in to hear more about the relationships he has with brokers and his advice for those new to the industry. In this episode you will find out: - How brokers can get the most out of their databases - What the investment market looks like now - The good and bad of investment lending changes http://www.theadviser.com.au

    25 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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