The Adviser Podcast Network

In this episode of Elite Broker, The Adviser team talk to First Point mortgage brokers Chris Pryer and Jonathan Harris, who discuss how they went into the industry straight out of school, the benefits of working for a smaller, boutique-style operation, the importance of understanding client and business needs, and how company culture can impact your work life. Tune in to find out how they manage the day-to-day duties, the ups and downs they have faced along the way, and their transition from junior roles to being representatives of a new generation of entrepreneurial finance professionals. http://www.theadviser.com.au

In this episode of Elite Broker, Astute Ability Group owner Mhairi MacLeod reveals how she successfully applied her knowledge of the motor trade industry to form an award-winning asset finance firm. Tune in as she explains why it is important to build a character that can work effectively in a male-dominated industry, how to sustain long-standing relationships with lenders, the significance of forming alliances, and her top tips for brokers looking to diversify.

The Adviser talks to Tom Blackhurst and Chaice Paterson, the team behind Brisbane-based brokerage Winning Home Loans, to find out how they combined their sales, financial planning and mortgage broking capabilities to create a thriving business that better services consumers. Tune in to Elite Broker to hear how they operate the business as a team, how they're coaching their clients towards a brighter financial future, as well as their long-term vision for Winning Home Loans and how they'll work to achieve their goals. Find out how this broker team: - Have created the "perfect" business relationship - Are creating a sticky customer base - Have achieved a work/life balance ARTICLES OF INTEREST: Aussie chairman sells stake for $164m of CBA shares - http://bit.ly/2wgA0b4 Market 'noise' pushes non-major to strengthen communication - http://bit.ly/2wHzS5e Brokers 'have to show' emotional IQ: ALIC - http://bit.ly/2goilZp Broker calls for whistle-blower protections - http://bit.ly/2gngQuo 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

In this episode of Elite Broker, N1 Holdings chief executive Ren Wong reveals how he successfully transformed his brokerage into an ASX-listed firm that offers consumers a holistic, one-stop shop for all their financial needs. Tune in as he explains why diversification was the key to his success, how he generates consistent income throughout the business and how it has enabled him to pay his team a wage, as well as his advice for new-to-industry brokers on diversifying and adding to their service offering. In this episode, find out: - Why Ren had $8.8 million in loans declined in his first year - How he implemented a PAYG model within his business - How cross-selling between teams generates consistent leads - His thoughts on a fee-for-service structure in the broking industry ARTICLES OF INTEREST: APRA curbs driving turnaround blowouts - http://bit.ly/2wlPBXL Brokers, banks accused of using 'aggressive sales tactics' -http://bit.ly/2v3pVzr Australian public 'deserves to know': FBAA - http://bit.ly/2g3mkdJ National TV campaign champions mortgage brokers - http://bit.ly/2wwHwQz 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

The Adviser talks to the Australian Lending & Investment Centre's Natasha Choi, who discusses her involvement with the New Broker Academy and her key takeaways from being a new-to-industry broker. In this episode of Elite Broker, she also explains the importance of client education in the face of media noise and reveals how she's helping her clients achieve their wealth-creation goals. In this episode, find out: - Why Ms Choi still considers herself a new-to-industry broker - Insights into how her clients balance their finances - How her career in finance paved the way for her career in broking http://www.theadviser.com.au

In light of changes to mortgage lending, Nelson Bedoya says the role of the broker has never been more important – that's why he's working to become the "branch manager of the 80s" by providing consumers with the best customer experience possible. In this episode of Elite Broker, he explains why you're always learning as a mortgage broker and reveals how he's identifying opportunities in the changing environment to bring in new business to his growing brokerage. In this episode, find out: - How Nelson's career has gone from strength to strength - How he's targeting new avenues for engaging prospects - How brokers can identify and improve weak spots in their businesses http://www.theadviser.com.au

The Adviser talks to Newcastle lending strategist Brenden Lowbridge, who explains why regional broking is relationships-driven and how working within a smaller community enabled him to better connect with professionals in his field. Tune in to Elite Broker as Mr Lowbridge shares his thoughts on "mentor" as a buzzword, the learning curve he experienced as a new-to-industry broker, as well as how his specialisation in the investment space is enabling his investor clients to effectively replace their income through property. In this episode, find out: · How changes to lending are affecting clients · Investment opportunities within the Newcastle market · Why success in regional broking relies on the quality of relationships http://www.theadviser.com.au

In this bonus episode of Elite Broker, 1st Street Home Loans founder Jeremy Fisher discusses the group's broker productivity, the investment they're making into the retention and management of their loan book, as well as his thoughts on 1st Street placing fifth in this year's Top 25 Brokerages ranking. In this episode, find out: - How the 1st Street team wrote over $91 million in loans - How Jeremy recruits new brokers - How he'll manage his workload as the business matures http://www.theadviser.com.au

In this episode of Elite Broker, The Adviser talks to Damian Collins about how Momentum Wealth's end-to-end service offering and support team work closely with mortgage brokers to effectively manage client expectations. You'll also hear his thoughts on what it takes to provide excellent customer service amidst changes to lending and how the business is educating clients about the mortgage writing process. In this episode, find out: - How changes to mortgage policy have affected western states - Why Damian is encouraging clients to consider commercial property - How the business effectively manages client expectations http://www.theadviser.com.au