The Adviser Podcast Network

The Adviser talks to Dan Holden about his business, HoldenCAPITAL, and how his role in property development differs from traditional mortgage broking. Here, he explains how the business operates without the guidance of an aggregator, the difficulties he's experienced expanding the business interstate, and why he's seen a large increase of non-bank funding to the business. In this episode, find out how Dan: - Differs from the traditional mortgage broker - Operates the business without an aggregator - Is working to expand HoldenCAPITAL interstate http://www.theadviser.com.au

New-to-industry mortgage broker Kevin Sum of Let's Do Mortgages speaks to The Adviser about how his love for property investment kick-started a career change into broking, the excitement and challenges of finding the perfect loan, how he chose his aggregator and the next property hot spots. Find out how this broker: - Began in broking from a funds management career - Generated new leads and referral partnerships - Plans to grow and diversify his business http://www.theadviser.com.au

In this episode of Elite Broker, The Adviser talks to Paul Walshe of Fair Go Finance about how his business has evolved over time, why he's developing technology to keep up with online players and his thoughts on open data. Find out how Paul: - Launched a finance business in the midst of the GFC - Specialises in personal loans - Works with mortgage brokers on customer acquisition and retention - Built an established national client base - Plans to develop technology in the face of online disruption http://www.theadviser.com.au

The Adviser talks to 1st Street Home Loans founder Jeremy Fisher about his start in broking, from labouring over his first loan to growing a national award-winning brokerage. Here he explains how he learned to delegate, what drives him to succeed and offers top tips for ambitious brokers. Find out how this broker: • Went from stockbroking to mortgage broking • Reclaimed a work/life balance • Implemented financial planning into the business • Learned the art of delegation http://www.theadviser.com.au

In this episode of Elite Broker, The Adviser talks to brothers Tom and Ben Hawley about their new business, Azura Financial, their thoughts on financial education in broking and how this impacts clientele, and why they believe brokers should intermittently review their aggregator to ensure the needs of their business are being fulfilled. Find out how these brokers: - Began in broking from banking and funds backgrounds - Split the business and work together - Take the time to nurture relations with clients and referral partners

In this episode of Elite Broker, The Adviser talks to Empower Wealth founder Ben Kingsley about his origins in the broking industry, how he set up his own business and became a qualified property investment adviser and the advice he has to offer brokers looking to diversify and differentiate themselves from their competitors in the industry. Find out how this broker: - Began in finance with a tourism background - Researched asset classes before settling on property - Set up multiple businesses under Empower Wealth http://www.theadviser.com.au

The Adviser talks to Hank Hong about the decision-making process behind choosing an aggregator for his new business, how keeping in touch over social media turned many of his clients into life-long friends, and why he believes the emergence of online disruptors won't have as large an effect on brokers as many believe. Find out how this broker: • Outsourced his support staff • Chose eChoice as his aggregator • Fosters clientele relationships through social media http://www.theadviser.com.au

In this episode of Elite Broker, The Adviser talks to Sydney-based broker Chris Sales about his thoughts on the ASIC remuneration review, how he converted a client into an employee, and why he believes industry bodies need to work harder to get brokers "out of the gutter" and improve the financial literacy of clientele. Find out how this broker: • Builds and maintains his networks with the big banks • Plans to expand Finance Warehouse • Selected his aggregator http://www.theadviser.com.au

The Adviser talks to Neue Black's Marshall Condon about his passion for working with millennial clientele, the strategies he's put in place for generating new leads, his plans to release new technology to ensure a holistic customer experience, and why he believes in the importance of educating Generation Y and preparing them financially for the future. Find out how this broker: • Moved into commercial broking • Worked with a tech provider to create a 'concierge service' • Plans to improve the financial literacy of his younger client base