The Adviser Podcast Network

The Adviser talks to Dan Holden about his business, HoldenCAPITAL, and how his role in property development differs from traditional mortgage broking. Here, he explains how the business operates without the guidance of an aggregator, the difficulties he's experienced expanding the business interstate, and why he's seen a large increase of non-bank funding to the business. In this episode, find out...

In this first episode of In Focus, brought to you by Hashching, The Adviser talks to HashChing COO Siobhan Hayden about the value of fintech. The former MFAA boss delves inside HashChing's tech-driven offering and explains how brokers can benefit from it. In this episode, find out about: - What attracted Siobhan to the role at HashChing - How brokers can acquire leads from HashChing's offering - T...

New-to-industry mortgage broker Kevin Sum of Let's Do Mortgages speaks to The Adviser about how his love for property investment kick-started a career change into broking, the excitement and challenges of finding the perfect loan, how he chose his aggregator and the next property hot spots. Find out how this broker: - Began in broking from a funds management career - Generated new leads and referr...

In this episode of Elite Broker, The Adviser talks to Paul Walshe of Fair Go Finance about how his business has evolved over time, why he's developing technology to keep up with online players and his thoughts on open data. Find out how Paul: - Launched a finance business in the midst of the GFC - Specialises in personal loans - Works with mortgage brokers on customer acquisition and retention - B...

The Adviser talks to 1st Street Home Loans founder Jeremy Fisher about his start in broking, from labouring over his first loan to growing a national award-winning brokerage. Here he explains how he learned to delegate, what drives him to succeed and offers top tips for ambitious brokers. Find out how this broker: • Went from stockbroking to mortgage broking • Reclaimed a work/life balance • Imple...

In this episode of Elite Broker, The Adviser talks to brothers Tom and Ben Hawley about their new business, Azura Financial, their thoughts on financial education in broking and how this impacts clientele, and why they believe brokers should intermittently review their aggregator to ensure the needs of their business are being fulfilled. Find out how these brokers: - Began in broking from banking...

In this episode of Elite Broker, The Adviser talks to Empower Wealth founder Ben Kingsley about his origins in the broking industry, how he set up his own business and became a qualified property investment adviser and the advice he has to offer brokers looking to diversify and differentiate themselves from their competitors in the industry. Find out how this broker: - Began in finance with a tour...

The Adviser talks to Hank Hong about the decision-making process behind choosing an aggregator for his new business, how keeping in touch over social media turned many of his clients into life-long friends, and why he believes the emergence of online disruptors won't have as large an effect on brokers as many believe. Find out how this broker: • Outsourced his support staff • Chose eChoice as his...

In this episode of Elite Broker, The Adviser talks to Sydney-based broker Chris Sales about his thoughts on the ASIC remuneration review, how he converted a client into an employee, and why he believes industry bodies need to work harder to get brokers "out of the gutter" and improve the financial literacy of clientele. Find out how this broker: • Builds and maintains his networks with the big ban...

The Adviser talks to Neue Black's Marshall Condon about his passion for working with millennial clientele, the strategies he's put in place for generating new leads, his plans to release new technology to ensure a holistic customer experience, and why he believes in the importance of educating Generation Y and preparing them financially for the future. Find out how this broker: • Moved into commer...

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 s...

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 bro...

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 bro...

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 cli...

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. F...

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.thead...

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 r...

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...

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 cr...

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 pr...

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...

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 t...

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:...

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 su...

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 • Br...