The Adviser Podcast Network

The Adviser Podcast Network

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The Adviser Podcast Network episodes

  • Broking with benefits; setting up relationships with financial planners

    Adelaide broker Michael Karp returns to The Adviser to discuss the growth and diversification of his business through face-to-face networking, forming consistent relationships with new and existing clients, and his experience working with a financial planner, as he aims to write $60 million in loans. Find out how this broker: • Plans on reaching $60m • Structures his approach with new clients • Formalised a beneficial relationship with a financial planner • Works on his 'remarkable' factor http://www.theadviser.com.au

    21 min
  • How this broker went from mail boy to branch manager

    Tune in for part one of a two-part interview with Aussie broker Ross Le Quesne, who talks to The Adviser about how he got his start in mortgage broking from a credit union background, as well as his transition from working with Wizard Home Loans to his success with Aussie. Found out how this broker: • Wrote 40 million in loan applications in his first year • Used sales expertise to produce results • Garnered success with Wizard and moved to Aussie http://www.theadviser.com.au

    16 min
  • George Samios on how he develops his 'x factor'

    Tune in for part one of a two-part interview with George Samios, Brisbane-based mortgage broker and founder of MADD Loans, who talks to The Adviser about how he got his start in mortgage broking from a real estate background, as well as what separates him from other brokers in the business. Find out how this broker: • Settles $150 million in residential loans • Works on his 'x-factor' • Views fintech within his business • Implements hands-on marketing strategies • Is expanding into commercial broking http://www.theadviser.com.au

    17 min
  • How this broker balances being a buyer's agent and a mortgage professional

    Todd Hunter, founder of Sydney-based buyer's agent and mortgage broking company wHeregroup, talks to The Adviser about how he made the shift from motorbikes to the mortgage industry, his experience at Aussie, how he balances being a buyer's agent and a mortgage broker, and why he believes brokers will start charging for their services. Find out how this broker: • Writes $60 million a year • Started specialising in property investment • Markets his buyer's agent/broking services to clients • Brings in a passive income http://www.theadviser.com.au

    19 min
  • Retaining a high percentage of clients; how this Adelaide broker does it

    Adelaide broker Michael Karp reveals how he's built a booming broking business after taking the leap from a successful family business into building his own thriving brokerage. Michael shares his story and the fundamentals that have helped him build a solid and expanding mortgage business. Find out how this broker - Built $40 million a year in volumes - Plans to hit $70 million as the next milestone - Retains a high percentage of clients - Developed a strong referral network http://www.theadviser.com.au

    13 min
  • Broker Pulse: The secrets to servicing investor clients
    Huntley Mitchell is joined by Phil Tarrant(https://twitter.com/philliptarrant), managing editor of The Adviser's sister publication, Smart Property Investment, and an investor in his own right, as well as Ross Le Quesne, one of Aussie's leading brokers and the man behind every mortgage that Phil has ever had. We reveal how you can help property investors like Phil successfully build their portfolio, and ultimately become an elite broker like Ross. The Adviser's Emma Ryan joins Huntley a little later in the show to discuss some of the recent happenings among the lenders. http://www.theadviser.com.au
    26 min
  • Broker Pulse: How should brokers be paid?
    The Adviser's Huntley Mitchell is joined by Aaron Upcroft, CEO of MORE Group, as well as Gerard Hansen, principal of financial services firm FinVu, to discuss broker remuneration – where is the third-party channel headed in regards to how brokers are paid? Should the industry adopt the fee-for-service model, or be nothing but commission? Also on this episode, The Adviser's Emma Ryan provides an update on the latest happenings in 'lender world'. http://www.theadviser.com.au
    25 min
  • Broker Pulse: ANZ's new mortgage play
    We explore the retail presence of banks and the impact on broker market share, with a special focus on ANZ's new mortgage play. Mortgage broking veteran Troy Phillips and Joel Wyld, one of Australia's top young loan writers, join The Adviser's Huntley Mitchell for an in-depth discussion on these issues. Also featured in this episode is our junior journalist, Emma Ryan, who provides an update on some of the recent happenings among the lenders. http://www.theadviser.com.au
    15 min
  • Broker Pulse: Disruption in the mortgage market
    This episode we discuss the emergence of household brands in the mortgage market, with Virgin Money set to become a third-party player via BOQ in 2016, and Google launching its own home loan comparison tool. Peer-to-peer lending is also on the agenda, with ThinCats Australia CEO Sunil Aranha joining Huntley Mitchell and James Mitchell from The Adviser to talk more about this growing sector. The Adviser's Emma Ryan also provides an update on what's been happening recently among the lenders. http://www.theadviser.com.au
    20 min
  • Broker Pulse: The necessity of commission clawbacks
    The Adviser's Huntley Mitchell discusses the necessity of commission clawbacks – do they belong or should they be scrapped? Also on the agenda is AMP Bank's return to investor lending, with two industry figures providing their take on the bank's actions. Finally, The Adviser's Emma Ryan reveals some of the latest news from Australia's lenders. http://www.theadviser.com.au
    13 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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