The Adviser Podcast Network

Aussie chief executive James Symond talks to The Adviser about how the business has maintained its position as the country's leading mortgage brokerage since 2013, as reflected once again in this year's Top 25 Brokerages ranking. In this bonus episode of Elite Broker, Mr Symond explains why working with new-to-industry brokers has been critical to the business's overarching success, and how Aussie plans to remain at the forefront of the broking industry for years to come. In this episode, find out: - How Aussie services its dual customer base - The key differences between franchise and non-franchise groups - Why Aussie will continue to grow in the face of online disruption http://www.theadviser.com.au

In this episode of Elite Broker, industry veteran Brett Spencer explains that while the emergence of online players won't run brokers out of business, brokers should continue to evolve with technology or risk being left behind. Tune in to hear Brett's thoughts on how technology is optimising the customer experience in a "spend society" and how brokers can work with fintechs to strengthen the industry at large. In this episode, find out: - Brett's thoughts on responsible lending - How technology is simplifying the mortgage writing process - Why new ideas from new groups can improve the industry http://www.theadviser.com.au

In this bonus episode of Elite Broker, The Adviser talks to iSelect chief executive Scott Wilson about ranking among this year's Top 25 Brokerages. Tune in as he explains why technology is the future of broking and how iSelect has overcome customer pain points by simplifying and streamlining the home loan process with an online service offering. In this special episode, find out: - The value online services bring to the broking industry - How brokers can harness the power of technology to optimise the customer experience - What iSelect has in store for the future http://www.theadviser.com.au

This year the Top 25 Brokerages welcomed eight new entrants, a clear indicator that Australian mortgage businesses are continuing along a strong growth trajectory. Online brokerages are becoming increasingly prevalent, but the big franchise groups continue to dominate. In this special episode of Elite Broker, we discuss: - How the Australian mortgage market is changing - The emergence of online brokerages - REA Group and Domain's entry into the third-party channel - Full details of this year's Top 25 Brokerages Tune in for more! http://www.theadviser.com.au

In this episode of Elite Broker, The Adviser talks to award-winning regional broker Tamara Virgo, who reveals how she made the most out of an adverse economic climate to succeed in the broking industry. Tune in as the TV Financial founder explains how being made redundant spurred her on to a career in broking, how she got her business off the ground during a financial crisis, as well as what she's doing to prepare herself for exciting new developments ahead. Find out how this broker: - Made the most out of redundancy by forging a new career - Has prepared herself in the face of an economic downturn - Implemented financial planning into the business

The Adviser talks to Aaron and Bernadette Christie-David from Atelier Wealth, who explain why higher education is essential to achieving better consumer outcomes and why current broker education simply isn't enough. In this episode of Elite Broker, the duo also discuss how they're preparing their clients to face changes to mortgage lending, why they're passionate about giving back to those in need, and how they complement one another's skillsets to effectively run their business as a family unit. In this episode, find out: - How this couple sifts out 'tyre-kicking' clients - Why mortgage broking is a game of chess - Why higher education is essential to providing sound financial advice http://www.theadviser.com.au

The Adviser talks to Andrew and Annette Dickson, the husband and wife team behind Altitude Finance. We find out how they operate their business as a married couple and what advice they have for brokers working in the same capacity. Tune in to Elite Broker to hear why they migrated to the Gold Coast from the city of Sydney, how they're helping clients set goals and plant seeds for the future, and why they believe working for themselves gives them more flexibility to achieve a work/life balance. Find out how these brokers: - Bought their business using equity from their property portfolio - Separate their work life from their home life - Work closely with wealth creationists to achieve their goals http://www.theadviser.com.au

The Adviser talks to Anthony Landahl from Equilibria Finance about his new business and how he balances relations between financial advice practices and their clients by servicing their broking needs. Here, Mr Landahl explains how a clear business plan helped him begin his business with confidence, how he's planning ahead to achieve his career end-goal, as well as his thoughts on the prospect of a 'best interests duty' imposed on the broking industry. Find out how this broker: - Ran various small businesses in financial services for 20 years - Formulated a three-tier service offering for the referral partner market - Balances B2B/B2C engagement for clients and businesses alike http://www.theadviser.com.au

In this episode of Elite Broker, Tony Bice from Finance Made Easy explains why he's driven to control his own destiny through mortgage broking, and shares his unique journey into the industry – from how he first "stumbled" into broking during its infancy, to how he later merged his broking and financial planning experience into a thriving business. In this episode, find out how this broker: - Came to broking from a banking background - Made risk insurance products affordable to clients - Has prepared his business for potential industry disruption http://www.theadviser.com.au