The Adviser Podcast Network
Episodes
How finding a work/life balance is reviving this broker’s passion for business
16 Feb 2017
Contributed by Lukas
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 pla...
From asset finance to home loans: how Vincent Moore did it
09 Feb 2017
Contributed by Lukas
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...
How community engagement helped Joel Wyld succeed
02 Feb 2017
Contributed by Lukas
Sydney-based broker Joel Wyld returns to Elite Broker to discuss Peasy’s engagement with the local community, his thoughts on implementing technolog...
Writing insurance for clients – why Nicole Cannon wants to do it
29 Jan 2017
Contributed by Lukas
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 r...
How a joint venture expanded this broker’s business
19 Jan 2017
Contributed by Lukas
In this episode, Sydney-based broker Graeme Salt talks to The Adviser’s Elite Broker podcast about the benefits of joint venture partnerships, his t...
How educating clients helped Will Foster write $130m
12 Jan 2017
Contributed by Lukas
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, t...
How this broker navigated the global financial crisis
05 Jan 2017
Contributed by Lukas
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 disr...
Writing 1,097 loans; how Australia’s top residential mortgage broker does it
02 Jan 2017
Contributed by Lukas
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 ...
The struggles of writing $100m: how Raymond Teh made it
18 Dec 2016
Contributed by Lukas
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 di...
Making loans easy, Peasy, lemon squeezy
08 Dec 2016
Contributed by Lukas
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, ...
Making fintech work - Tim Werner's commercial success
30 Nov 2016
Contributed by Lukas
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 sec...
A self-taught SEO strategy helped this broker write $93 million
25 Nov 2016
Contributed by Lukas
Former school teacher and Mortgage Choice veteran Leeanne Scott talks to The Adviser about why her office has gone paperless, how her self-taught mark...
Josh Bartlett on why there’s no ‘I’ in writing $348 million
17 Nov 2016
Contributed by Lukas
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 sys...
Specialist strategy helps this broker write $84 million
10 Nov 2016
Contributed by Lukas
Melbourne-based broker, Matt Mannaert from Acceptance Finance, talks to The Adviser about his experience working in his own furniture business and mov...
Andrew Algie on the ‘nitty-gritty’ of writing $140 million
03 Nov 2016
Contributed by Lukas
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 writ...
How this broker went from PE teacher to writing $280m in FY16
28 Oct 2016
Contributed by Lukas
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...
Under the age of 30 and writing $150 million
20 Oct 2016
Contributed by Lukas
MADD Loans founder and mortgage broker, George Samios, returns to The Adviser to give advice to new brokers entering the field, discuss future plans t...
Broking as a single operator - the Deslie Taylor way
13 Oct 2016
Contributed by Lukas
Elite Business Writer veteran and Mortgage Choice franchisee, Deslie Taylor, talks to The Adviser about how she began in the broking industry from a b...
Broking with benefits; setting up relationships with financial planners
07 Oct 2016
Contributed by Lukas
Adelaide broker Michael Karp returns to The Adviser to discuss the growth and diversification of his business through face-to-face networking, forming...
How this broker went from mail boy to branch manager
30 Sep 2016
Contributed by Lukas
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 brokin...
George Samios on how he develops his 'x factor'
26 Sep 2016
Contributed by Lukas
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 ab...
How this broker balances being a buyer’s agent and a mortgage professional
19 Sep 2016
Contributed by Lukas
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 mo...
Retaining a high percentage of clients; how this Adelaide broker does it
26 Aug 2016
Contributed by Lukas
Adelaide broker Michael Karp reveals how he’s built a booming broking business after taking the leap from a successful family business into building...
Broker Pulse: The secrets to servicing investor clients
23 Feb 2016
Contributed by Lukas
Huntley Mitchell is joined by Phil Tarrant(https://twitter.com/philliptarrant), managing editor of The Adviser’s sister publication, Smart Property ...
Broker Pulse: How should brokers be paid?
08 Feb 2016
Contributed by Lukas
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...
Broker Pulse: ANZ's new mortgage play
19 Jan 2016
Contributed by Lukas
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 vet...
Broker Pulse: Disruption in the mortgage market
08 Dec 2015
Contributed by Lukas
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...
Broker Pulse: The necessity of commission clawbacks
24 Nov 2015
Contributed by Lukas
The Adviser's Huntley Mitchell discusses the necessity of commission clawbacks – do they belong or should they be scrapped? Also on the agenda is AM...