The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
Download on the App Store

The Adviser Podcast Network episodes

  • The struggles of writing $100m: how Raymond Teh made it

    Sydney-based broker, Raymond Teh from Mortgage Choice, talks to The Adviser about how he went from a back office role to breaking into broking, the difficulties he experienced in the early days of his career, the importance of choosing a good aggregator and why he believes that what doesn't kill you, makes you stronger. Find out how this broker: • Achieved $100m over the last year • Began broking after a fund management career • Focuses on his point of difference for attracting clientele And plenty more! http://www.theadviser.com.au

    20 min
  • Making loans easy, Peasy, lemon squeezy

    Tune in for the first of a two-part interview with Sydney-based mortgage broker Joel Wyld, who talks to The Adviser about launching his own business, what the process has taught him and why he believes there's no excuse for not working hard. Find out how this broker: • Went from sleeping on a friend's floor to being a leading young broker • Established a brand and opened his first office • Works to ensure consistent processes are in place • Was empowered by high achieving brokers to work harder http://www.theadviser.com.au

    17 min
  • Making fintech work - Tim Werner's commercial success

    Sydney-based broker Tim Werner talks to The Adviser about his success in the SME sector, his experience on The Adviser UK Study Tour, and how he's securing finance for his clients through new fintech businesses. Find out how this broker: • Got started in the broking industry • Wins SME clients • Generates referrals through an accountancy relationship • Implements his relationship-based model http://www.theadviser.com.au

    15 min
  • A self-taught SEO strategy helped this broker write $93 million

    Former school teacher and Mortgage Choice veteran Leeanne Scott talks to The Adviser about why her office has gone paperless, how her self-taught marketing strategy generates new business and why she believes staying in touch with and staying relevant to clients is a great way to balance new and existing clientele. Find out: • How Leeanne got her start in broking 20 years ago • Why she believes support staff are critical • How she generates new business through SEO • Why she's not afraid to say 'no' http://www.theadviser.com.au

    20 min
  • Josh Bartlett on why there's no 'I' in writing $348 million

    Loan Market's Josh Bartlett talks to The Adviser about how he got into the broking business after owning a gym, why he likes to implement better systems and processes within his business, why honesty is the best policy when it comes to dealing with clients and why he believes a supportive team is paramount to a broker's success. Find out how this broker: • Achieved $348 million in total loans • Broke into insurance writing • Manages a healthy business and customer service balance • Promotes education and teamwork within his staff http://www.theadviser.com.au

    18 min
  • Specialist strategy helps this broker write $84 million

    Melbourne-based broker, Matt Mannaert from Acceptance Finance, talks to The Adviser about his experience working in his own furniture business and moving into a brokerage, how he grew a strong investor clientele through his work and why he believes joining a large brokerage and finding a good mentor is the best start for brokers entering the field. Find out how this broker: • Wrote $84m over the last year • Started in the broking industry from a furniture and sales background • Navigates his investor clientele through lender changes • Avoids the traps of "lazy broking" for clients http://www.theadviser.com.au

    23 min
  • Andrew Algie on the 'nitty-gritty' of writing $140 million

    Andrew Algie from Addisons Advisory Group talks to The Adviser about the pros and cons of business scaling, why he likes the nitty-gritty of loan writing for customers, how he generates business through referrals and why he recommends researching aggregators to find the right fit for your business. Find out how this broker: • Wrote over $140 million in total volumes FY16 • Started in the industry with a sales/telemarketing background • Maintains client relationships and generates new contacts • Changed aggregators to better his business http://www.theadviser.com.au

    27 min
  • How this broker went from PE teacher to writing $280m in FY16

    Top Aussie broker, Ross Le Quesne, returns to The Adviser to discuss Aussie Parramatta's success, his acquisition of a new branch, why he's big on educating clients about the industry and why he favours attitude over skill when extending his team. Find out how this broker: - Went from being a PE teacher to writing $280 million in the last financial year - Aims to get 4.3 applications per business day - Got 200 years of experience in his office - Plans to grow his business 'organically' - Handles his recruitment process - Manages his referral network and relationships http://www.theadviser.com.au

    18 min
  • Under the age of 30 and writing $150 million

    MADD Loans founder and mortgage broker, George Samios, returns to The Adviser to give advice to new brokers entering the field, discuss future plans to open a new location extend his business, and explain why he believes in industry and won't take business from other brokers. Find out how this broker: • Wrote $150 million in FY16 • Plans on opening a new location 'organically' • Manages a successful work-life balance • Reviews cases to maintain strong relationships with clientele http://www.theadviser.com.au

    16 min
  • Broking as a single operator - the Deslie Taylor way

    Elite Business Writer veteran and Mortgage Choice franchisee, Deslie Taylor, talks to The Adviser about how she began in the broking industry from a banking background, how she manages loan writing as a single operator and why providing ongoing customer service is paramount to a successful business. Find out how this broker: • Settled $115 million last year on her own • Decided to go with Mortgage Choice franchising • Managed her funds when first starting out • Maintains strong relationships with her clients 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.

More shows like The Adviser Podcast Network

The Property Couch by Ben Kingsley, Opti & The Couch Crew

The Property Couch

49 Listeners

Property Investment Podcast Network by Momentum Media

Property Investment Podcast Network

12 Listeners

Casefile True Crime by Casefile Presents

Casefile True Crime

37,619 Listeners

The Howie Games by LiSTNR

The Howie Games

330 Listeners

Australian True Crime by Bravecasting

Australian True Crime

1,218 Listeners

Broker Daily Podcast Network by Momentum Media

Broker Daily Podcast Network

1 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,527 Listeners

The Elephant In The Room Property Podcast | Inside Australian Real Estate by Chris Bates

The Elephant In The Room Property Podcast | Inside Australian Real Estate

7 Listeners

Life Uncut by LiSTNR

Life Uncut

288 Listeners

Australian Property Podcast by Rask

Australian Property Podcast

4 Listeners

The Bye Round With James Graham by James Graham

The Bye Round With James Graham

57 Listeners

Backstage with Cooper & Matty Johns by JOHNS MEDIA

Backstage with Cooper & Matty Johns

104 Listeners

Hamish & Andy Plus + by LiSTNR

Hamish & Andy Plus +

11 Listeners

Chanticleer by Australian Financial Review

Chanticleer

23 Listeners

Broker Bulletin by LMG

Broker Bulletin

0 Listeners