The Adviser Podcast Network

Loan Market broker Stephen O'Reilly Nugent, joins host Annie Kane to discuss how he's operating his growing brokerage in Victoria and why he thinks giving back is an important role for brokers. As well as operating a brokerage, Stephen is also the founder and member of a relatively new community brokerage service, Brokers for Change. A social enterprise created for brokers that want to make a fina...

Ruan Berger, director at Brisbane-based Time Home Loans, joins host Annie Kane to reveal how he runs his award-winning brokerage. Ruan reveals his formula to running an award-winning customer service office, how he retains relationships with clients post-settlement and how he has built strong relationships with local real estate agents to generate leads. He also shares: -  Why ethics and culture a...

In this episode of In Focus, host Annie Kane is joined by Joanna James, general manager of Mortgage Ezy, to discuss how the health of homes may impact mortgage lending.  As well as managing non-bank mortgage lender Mortgage Ezy, Joanna is also passionate about property from an Architectural, Building and Building Biology point of view. To help brokers learn more about this growing field of interes...

In this bonus episode of In Focus recorded live on stage at the Loan Market Game On conference in Hobart, Tasmania, host Annie Kane is joined by Sam White, executive chairman of Loan Market; Brian Greer, CEO of Loan Market New Zealand, and Mike Felton, CEO of the MFAA, for a panel discussion surrounding the biggest themes impacting the sector over the past 12 months. Looking forward, they will add...

Director and broker of Victoria-based Future Finance group Amie Tennant joins host Annie Kane to reveal how she runs an award-winning brokerage that is continuing to grow. Amie reveals how she went from working at her local Subway shop to broking, her tips for hiring the right staff and expanding a brand and why culture is at the forefront of her business. Amie also shares: - How she keeps on top...

In this episode of Elite Broker, the dynamic duo from Loan Connexion, managing director Tracy Kearey and finance broker Lauren Conde, delve into how they perfected their relationship. Tracy and Lauren reveal how they have built a strong relationship, how they keep on top of the administration side of processing loans and the importance of maintaining a good relationship with your BDM. Tracy and La...

In this episode of In Focus, host Annie Kane is joined by Suncorp's national manager for SME and commercial, Robynne Frost, to discuss the need for brokers to offer SME finance, the rollout of Suncorp's new broker training program and what it aims to achieve. On the back of Suncorp's $3-billion pledge to the SME space, Robynne explains why the bank is focusing on SME loans, the importance of SMEs...

Sam Arthurs, Customer Service of the Year (Regional) winner at the Australian Broking Awards joins host Annie Kane on this week's episode of Elite Broker to reveal how he delivers award-winning customer service to his clients and how Fabergé eggs got his broking career off to a cracking start. Sam reflects on his win at the Australian Broking Awards, reveals what his bread and butter client is and...

In this episode of Elite Broker, broker and director of Birdie Wealth, Nathan Smith, joins host Annie Kane to delve into how his independent brokerage went from fledgling start-up to soaring to new heights after winning the Best New Office award at the Australian Broking Awards earlier this month. Nathan reveals the biggest challenges he faced transitioning from a big franchise to independent brok...

In this episode of Elite Broker, host Annie Kane is joined by the winner of this year's Australian Broking Award for Newcomer of the Year - Regional, Shellharbour-based broker, Craig Mowbray. The director and finance lending specialist at Be There Financial Services discusses how he went from nursing to banking before becoming a broker a few years ago. Tune in to find out how the award-winning bro...

In this episode of In Focus, host Annie Kane is joined by Mortgage Choice CEO Susan Mitchell and Gordon MacVicar, owner of Mortgage Choice in Peregian Beach, to discuss the ins and out of marketing and how to get the most cut through with your audience. Susan and Gordon share the importance of branding, how social media can be utilised to humanise your brand, what marketing strategies generate the...

In this episode of Elite Broker, Josh Ugo director of Finicky Finance sits down with host Annie Kane to delve deeper into the asset finance space and why he specialises in this segment. Josh reveals how he works to understand his client's businesses, what he looks for in a mortgage broker partner and why he chose to specialise in SME and asset finance. Josh also shares: - How he markets to clients...

In 2017, author, speaker and founder of High Trust, Todd Duncan, joined host Annie Kane at The Adviser US Study Tour in San Francisco to unpack how brokers can connect emotionally with their clients and how they can best measure trust. Following his keynote speech at AREC 2019 in Queensland earlier this month, Todd joins Annie once again for an episode of In Focus to discuss how brokers can be a p...

In this episode of Elite Broker, Katrina Rowlands, AFG's first hall of fame recipient and principal of Mortgage Success, sits down with host Annie Kane to reflect on her career and how she has become a leading broker and vocal advocate for the industry. The Harley Davidson-riding broker discusses the challenges she faced when first breaking into the industry, how she builds and maintains professio...

Paulette will discuss how the broking sector operates in the land of the long white cloud, what it's like operating in a market where trail isn't a certainty, and how she manages and runs her Loan Market franchise. Paulette will also share: The value of having a successful broker How she manages her referral relationships Why she includes personality testing in her HR process And plenty more!

In this episode of Elite Broker, Kevin Wheatley, broker and managing director of Bayside Residential & Commercial Mortgages, sits down with host Annie Kane to reflect on how his experience in logistics shaped his career as a broker. Kevin also discusses the customer process in his diversified business and offers advice for brokers looking to enter the commercial finance space. Kevin will additiona...

Establishing a strong referral network is one of the key aspects of building a successful brokerage. But how do you make sure that your referral partnerships are benefiting all parties involved? In this episode of In Focus, host Annie Kane is joined by two specialists in this area - the managing partner and director of Encore Advisory Group, Mark Zaglas, and principal and broker at Lend Perspectiv...

In this episode of Elite Broker, Acitv8 Finance founder Cathy Brown joins host Annie Kane to reflect on how she was inspired to become a broker while on maternity leave from her BDM role. Cathy will discuss the challenges that she has faced in setting up Activ8 Finance, how she approached forging relationships with other professionals within the sector, and how her original business plan has evolv...

In March, Keystone Financial took home the NSW Better Business Award for Community Engagement Program, in recognition of its Golden Hearts charity and community program and its work supporting B1G1 - a charity that funds projects in line with the United Nations' Sustainable Development Goals. In this episode of the Elite Broker podcast, broker and director of Keystone Financial PJ Patterson joins...

The In Focus podcast has previously looked at the role of CRM systems in creating more efficient, personalised service for the customer and broker alike, with the March episode hearing from REA Group's Steve Carroll and how brokers can start their digital journey. In this episode, realestate.com.au home loans specialist Peita Davies joins host Annie Kane to share first-hand how she is utilising di...

The branding of Rebecca Jarrett Dalton's mortgage broking business, Two Red Shoes, cannot be disputed as she attends every client meeting wearing exactly that - a move that she says breaks the ice, gets a conversation started with her clients and mirrors the attitudes and branding of her business. In this episode of the Elite Broker podcast, Rebecca joins host Annie Kane to discuss the importance...

Having recently travelled the country for the Better Business Summit 2019 and coaching countless mortgage brokers on a weekly basis, motivational speaker, coach, and trainer Niik Stewart from Niik Stewart Empowerment knows first-hand what makes a broker good, and what makes a broker great. In this episode of In Focus, Niik joins host Annie Kane to discuss his transition from professional sportsman...

Having obtained continued recognition in the customer service categories of the Better Business Awards, husband and wife duo Marcus and Michelle Towner of Towner Finance reveal what they are doing to ensure that their brokerage is achieving excellent consumer outcomes. In this episode of the Elite Broker podcast, they join host Annie Kane to discuss their attitudes toward client communication, and...

Kathy Dundas of No Fuss Home Loans took home the award for Best Customer Service (individual) at this year's Better Business Awards NSW. In this episode of the Elite Broker podcast, Kathy joins host Annie Kane to reveal how differentiates herself through customer service, the challenges she has faced in her journey as a broker, and her thoughts on where the broking industry could be headed. Kathy...

  Customer service and transparency have long been a drawcard for the broking industry, but as society becomes more accustomed to using and relying on technology, brokers are increasingly needing to access and excel in the digital arena to stay front of mind and offer personalised services. In this episode of In Focus, Annie Kane is joined by the REA Group's director of industry relations and digi...