The Adviser Podcast Network

Broker and managing sirector of Home Loan Connexion, Tracy Kearey, joins The Adviser team to relive her 20-year journey in the broking industry, what she does differently and why she's going above and beyond for her staff. The Principal of the Year reveals the secrets to success, what keeps her motivated, and how an anxiety attack led her to launch a new mental wellbeing programme. You will also f...

In this episode of Elite Broker, the founder and managing director of Wealthful joins The Adviser team to talk how he's married mortgage broking and financial planning to provide a diversified offering. Tune in to learn how Chris segregates mortgage broking from the financial planning side of the business, how technology will impact financial advice in future, his social media marketing strategies...

In this episode of In Focus, OnDeck Australia's head of sales Michael Burke and SME Finance Group CEO Neil McKay join Annie Kane to talk everything business lending related, and the marketing channels they use "that drive origination". Tune in as they reveal the opportunities brokers can give SMEs, how speed and ease of transactions can help businesses succeed, the benefits of using Equifax's cred...

In this episode of Elite Broker, The Adviser team talk to Geelong-based Loan Market broker Sarah Thomson about her 18 years of broking, how the industry has changed over time, and the role of women in the industry. Tune in to find out why she decided to become a broker, her thoughts on mortgage stress, the reasons for going P&I instead of interest-only, and what she would advise her younger self i...

Former medical sales rep turned broker John Manciameli, talks to the team about why he set up Australia's first aggregator of investment property research houses. In this episode, the Hunterwood broker reveals how his dream of changing the way Australians invest led to him launching Slipstream, as well as why it's important for brokers to consider ethics in their financial decisions. Tune in to he...

In this episode of Elite Broker, The Adviser team talk to First Point mortgage brokers Chris Pryer and Jonathan Harris, who discuss how they went into the industry straight out of school, the benefits of working for a smaller, boutique-style operation, the importance of understanding client and business needs, and how company culture can impact your work life. Tune in to find out how they manage t...

In this episode of Elite Broker, Astute Ability Group owner Mhairi MacLeod reveals how she successfully applied her knowledge of the motor trade industry to form an award-winning asset finance firm. Tune in as she explains why it is important to build a character that can work effectively in a male-dominated industry, how to sustain long-standing relationships with lenders, the significance of for...

The Adviser talks to Tom Blackhurst and Chaice Paterson, the team behind Brisbane-based brokerage Winning Home Loans, to find out how they combined their sales, financial planning and mortgage broking capabilities to create a thriving business that better services consumers. Tune in to Elite Broker to hear how they operate the business as a team, how they're coaching their clients towards a bright...

In this episode of Elite Broker, N1 Holdings chief executive Ren Wong reveals how he successfully transformed his brokerage into an ASX-listed firm that offers consumers a holistic, one-stop shop for all their financial needs. Tune in as he explains why diversification was the key to his success, how he generates consistent income throughout the business and how it has enabled him to pay his team...

In this episode of In Focus, Heartland Seniors Finance chief executive Andrew Ford gives listeners the rundown on reverse mortgages and how these products are giving consumers more power over their financial futures. Tune in as Mr Ford reveals why a lack of awareness about reverse mortgages is their only true competitor, why he's seen an increase in consumer demand as banks pull back from this spa...

The Adviser talks to the Australian Lending & Investment Centre's Natasha Choi, who discusses her involvement with the New Broker Academy and her key takeaways from being a new-to-industry broker. In this episode of Elite Broker, she also explains the importance of client education in the face of media noise and reveals how she's helping her clients achieve their wealth-creation goals. In this epi...

In light of changes to mortgage lending, Nelson Bedoya says the role of the broker has never been more important – that's why he's working to become the "branch manager of the 80s" by providing consumers with the best customer experience possible. In this episode of Elite Broker, he explains why you're always learning as a mortgage broker and reveals how he's identifying opportunities in the chang...

The Adviser talks to Newcastle lending strategist Brenden Lowbridge, who explains why regional broking is relationships-driven and how working within a smaller community enabled him to better connect with professionals in his field. Tune in to Elite Broker as Mr Lowbridge shares his thoughts on "mentor" as a buzzword, the learning curve he experienced as a new-to-industry broker, as well as how hi...

In this bonus episode of Elite Broker, 1st Street Home Loans founder Jeremy Fisher discusses the group's broker productivity, the investment they're making into the retention and management of their loan book, as well as his thoughts on 1st Street placing fifth in this year's Top 25 Brokerages ranking. In this episode, find out: - How the 1st Street team wrote over $91 million in loans - How Jerem...

In this episode of Elite Broker, The Adviser talks to Damian Collins about how Momentum Wealth's end-to-end service offering and support team work closely with mortgage brokers to effectively manage client expectations. You'll also hear his thoughts on what it takes to provide excellent customer service amidst changes to lending and how the business is educating clients about the mortgage writing...

Aussie chief executive James Symond talks to The Adviser about how the business has maintained its position as the country's leading mortgage brokerage since 2013, as reflected once again in this year's Top 25 Brokerages ranking. In this bonus episode of Elite Broker, Mr Symond explains why working with new-to-industry brokers has been critical to the business's overarching success, and how Aussie...

In this episode of Elite Broker, industry veteran Brett Spencer explains that while the emergence of online players won't run brokers out of business, brokers should continue to evolve with technology or risk being left behind. Tune in to hear Brett's thoughts on how technology is optimising the customer experience in a "spend society" and how brokers can work with fintechs to strengthen the indus...

In this bonus episode of Elite Broker, The Adviser talks to iSelect chief executive Scott Wilson about ranking among this year's Top 25 Brokerages. Tune in as he explains why technology is the future of broking and how iSelect has overcome customer pain points by simplifying and streamlining the home loan process with an online service offering. In this special episode, find out: - The value onlin...

This year the Top 25 Brokerages welcomed eight new entrants, a clear indicator that Australian mortgage businesses are continuing along a strong growth trajectory. Online brokerages are becoming increasingly prevalent, but the big franchise groups continue to dominate. In this special episode of Elite Broker, we discuss: - How the Australian mortgage market is changing - The emergence of online br...

In this episode of Elite Broker, The Adviser talks to award-winning regional broker Tamara Virgo, who reveals how she made the most out of an adverse economic climate to succeed in the broking industry. Tune in as the TV Financial founder explains how being made redundant spurred her on to a career in broking, how she got her business off the ground during a financial crisis, as well as what she's...

The Adviser talks to Aaron and Bernadette Christie-David from Atelier Wealth, who explain why higher education is essential to achieving better consumer outcomes and why current broker education simply isn't enough. In this episode of Elite Broker, the duo also discuss how they're preparing their clients to face changes to mortgage lending, why they're passionate about giving back to those in need...

In this special episode of In Focus, The Adviser talks to best-selling author, speaker and neuro-linguistic programming expert Chris Helder about the science behind "useful belief" and how brokers can harness its power to achieve tangible results both in business and in life. Tune in to hear about Mr Helder's thoughts on why "positive thinking" simply doesn't work, how brokers can better see and t...

The Adviser talks to Andrew and Annette Dickson, the husband and wife team behind Altitude Finance. We find out how they operate their business as a married couple and what advice they have for brokers working in the same capacity. Tune in to Elite Broker to hear why they migrated to the Gold Coast from the city of Sydney, how they're helping clients set goals and plant seeds for the future, and w...

The Adviser talks to Anthony Landahl from Equilibria Finance about his new business and how he balances relations between financial advice practices and their clients by servicing their broking needs. Here, Mr Landahl explains how a clear business plan helped him begin his business with confidence, how he's planning ahead to achieve his career end-goal, as well as his thoughts on the prospect of a...

In this episode of Elite Broker, Tony Bice from Finance Made Easy explains why he's driven to control his own destiny through mortgage broking, and shares his unique journey into the industry – from how he first "stumbled" into broking during its infancy, to how he later merged his broking and financial planning experience into a thriving business. In this episode, find out how this broker: - Came...