The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • Digital marketing guru reveals how to generate leads and retain clients

    In this special episode of Elite Broker, The Adviser talks to digital marketing guru and Better Business Summit speaker Beth Powell, who reveals her tips for brokers looking to attract new leads, the common misconceptions about social media marketing and how brokers can build their online presence. In this week's episode: • Educating brokers on marketing • Reviewing your online presence • Common social media mistakes http://www.theadviser.com.au

    27 min
  • The learnings of a new-to-industry broker: how Dylan Salotti made it

    The Adviser talks to Dylan Salotti of Divitis Finance about how a passion for property led him to break into broking, the obstacles he experienced while beginning his own business, the learning curve he faced as a new-to-industry broker and how he found his niche through securing finance for young working professionals. Find out how this broker: - Obtained referral partnerships as a first-time broker - Learned through an MFAA mentorship program - Cultivated relationships with new clients

    26 min
  • How finding a work/life balance is reviving this broker's passion for business

    The Adviser talks to Melbourne-based broker Tim Leonard about the importance of having a life outside of work and taking time for yourself, how he plans to better his business, and why he's bringing on a new employee after 11 years of broking on his own. Find out how this broker: • Chose to become a Mortgage Choice franchisee • Wrote $80m of residential loans, and • Rejuvenated his passion for broking http://www.theadviser.com.au

    20 min
  • From asset finance to home loans: how Vincent Moore did it

    The Adviser talks to Melbourne-based consultant Vincent Moore of Stratton Finance about how he moved from asset finance to home loans, why he believes the emergence of online, price-driven models could be "fraught with danger", and why he has a framed picture of MADD broker George Samios. Find out how this broker: · Began in the finance industry at a young age · Nurtures communication with his clients · Aspires to write bigger volumes in the years to come http://www.theadviser.com.au

    19 min
  • How community engagement helped Joel Wyld succeed

    Sydney-based broker Joel Wyld returns to Elite Broker to discuss Peasy's engagement with the local community, his thoughts on implementing technology into the business and why he believes the emergence of online disruptors shouldn't be ignored. Find out how this broker: • Engages with the local community • Harnesses social media to advertise • Focuses on improving Peasy's loan writing processes. For the latest news and intelligence on the broking industry, visit theadviser.com.au

    14 min
  • Writing insurance for clients – why Nicole Cannon wants to do it

    In this episode of Elite Broker, Pink Finance director Nicole Cannon talks to The Adviser about the origins of her business, the importance of close referral partnerships and her biggest takeaway from The Adviser UK study tour. Find out how this broker: • Began her business after the GFC • Maintains close referral partnerships • Plans to integrate insurance as a new revenue stream http://www.theadviser.com.au

    18 min
  • How a joint venture expanded this broker's business

    In this episode, Sydney-based broker Graeme Salt talks to The Adviser's Elite Broker podcast about the benefits of joint venture partnerships, his thoughts on the economy and why he believes mentorship and training are essential to strengthening the industry. Find out how this broker: • Began in broking from a communications background • Balances mentorship with mortgage broking • Focuses on new revenue streams to strengthen business http://www.theadviser.com.au

    17 min
  • How educating clients helped Will Foster write $130m

    Sydney-based broker Will Foster, of Foster Finance, talks to The Adviser's Elite Broker podcast about why he doesn't spend money on advertising, the importance of educating his clients on mortgages, and his thoughts on the financial year ahead. Find out how this broker: • Retains client relations through a smaller business model • Broke down and rebuilt his business from the ground up • Implements new strategies to reduce his working week

    19 min
  • How this broker navigated the global financial crisis

    The Adviser talks to Steve Milligan of Launch Finance about his experience as a broker during the GFC, his thoughts on the emergence of "online disruptors", why he believes industry bodies can be doing more to better represent the broking industry, and why he feels the Australian economy may be worse off than ever before. Found out how this broker: • Began in broking during the global financial crisis • Wrote $100 million over the last year • Plans to further develop his business to better provide for clientele

    23 min
  • Writing 1,097 loans; how Australia's top residential mortgage broker does it

    One of the country's most prolific residential mortgage brokers wrote more than 1,000 loans in FY2016. The Adviser talks to Mark Davis about how he did it, his business' pure investment model, why non-banks are becoming more prevalent amongst brokers, and why he feels ALIC has the recipe for success in training new-to-industry brokers. Find out how this broker: • Writes 1097 mortgages • Sets up processes to help control his workload • Trains and educates new-to-industry brokers • Works on his relationships with both banks and clients

    14 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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