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The Adviser: Elite Broker

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Elite Broker is the only podcast that delivers business intelligence and tackles the biggest issues affecting the Australian mortgage industry, brought to you by The Adviser, Australia’s leading publication for mortgage professionals. Each week, Elite Broker speaks to an Australian mortgage broker to find out how they got to where they are now, there tips for success and what they think of the current market. http://www.theadviser.com.au

Elite Broker is the only podcast that delivers business intelligence and tackles the biggest issues affecting the Australian mortgage industry, brought to you by The Adviser, Australia’s leading publication for mortgage professionals. Each week, Elite Broker speaks to an Australian mortgage broker to find out how they got to where they are now, there tips for success and what they think of the current market. http://www.theadviser.com.au
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Location:

Australia

Description:

Elite Broker is the only podcast that delivers business intelligence and tackles the biggest issues affecting the Australian mortgage industry, brought to you by The Adviser, Australia’s leading publication for mortgage professionals. Each week, Elite Broker speaks to an Australian mortgage broker to find out how they got to where they are now, there tips for success and what they think of the current market. http://www.theadviser.com.au

Language:

English


Episodes

How this former AFL player started his own brokerage

12/2/2019
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Domenic Cassisi set up his brokerage, Funding Options, while he was still captain of the Port Adelaide Football Club, and has since become an award-winning mortgage broker in his own right. Host Annie Kane is joined by Dom in this episode of Elite Broker to reveal how he's kicking goals in his transition from AFL into broking, the sense of culture and community he fosters within his firm, and the time-saving tools he has integrated into his business. Dom also shares: - How his firm...

Duration:00:31:38

How this female-led brokerage looks after its clients

11/25/2019
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As the recipient of Best Customer Service (Individual) award at the Better Business Awards in Victoria this year, Belinda Gibson places the utmost importance on providing exceptional client experiences. In this episode of Elite Broker, Belinda talks to host Annie Kane about her female-only brokerage Thomas Magdalene Finance Group, why she expanded from commercial into residential broking, and how she manages her time effectively. Belinda also discusses: - Workload division within her...

Duration:00:27:55

How this young broker acquired clients all over Australia

11/18/2019
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Belinda Caesar bought her first property at just 19, fell in love with real estate, and now delivers independent, award-winning broking services to clients all across Australia. In this episode of Elite Broker, the Buyers Choice broker joins host Annie Kane to discuss how she gained such a diverse clientele, why she is sometimes referred to as a "mortgage therapist", and how she manages a rapidly growing business that is tripling in volume each year. Belinda also shares: - Qualities...

Duration:00:29:22

How this regional broker develops strong relationships

11/11/2019
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Named "Rising Star" at the Better Business Awards in Brisbane earlier this year, Bradbury Finance's Kim Mahnken prides herself on her proactive approach to solidifying relationships with clients and industry allies. The Hervey Bay-based lending specialist joins host Annie Kane on this episode of Elite Broker to reveal why she entered the industry, how the mortgage broking landscape has changed, and what sets her apart as an award-winning broker. Kim also explains: And plenty more!

Duration:00:32:12

Why this senior broker chose the branded route

11/4/2019
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Senior mortgage broker Lisa Maxwell was initially attracted to working at Aussie because of its compelling television marketing and brand recognition. Thirteen years later, she's now a franchisee of Aussie Annandale in Sydney's inner west and takes advantage of outdoor advertising methods for lead generation. In this episode of Elite Broker, Lisa talks to host Annie Kane about her broking journey, why she's getting involved in the MFAA's Opportunities for Women report and how she...

Duration:00:28:06

How this broker manages her time effectively

10/28/2019
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Like many brokers, Sarah Farrugia has had several careers before finding her calling as a mortgage broker, having been a receptionist and a BDM before establishing her own firm, SAF Finance. In this episode of Elite Broker, Sarah talks to host Annie Kane about how she balances managing a business, writing loans and mothering four young children, all while providing award-winning customer service to her clients. Sarah also explains:

Duration:00:34:24

How this commercial broker is gearing for growth

10/22/2019
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Award-winning equipment finance broker Renee Tocco began her broking career in 2016, harnessing her skills from her corporate business account management career to lead an award-winning commercial brokerage, Loanezi. In just three years, the Queensland-based broker has gone on to become a leading figure in the commercial broking space - and was appointed a director of the Commercial & Asset Finance Brokers Association of Australia last year, too. In this episode of Elite Broker, host Annie...

Duration:00:33:18

Broking in Ireland and Northern Ireland: EU Study Tour 2019

10/15/2019
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In this special episode, recorded live at The Adviser's EU Study Tour in Dublin, Ireland, host Annie Kane is joined by two European brokers to learn how they are operating in their respective markets and the challenges they are facing. Recorded on the final day of the three-day conference in Dublin, Irish broker and financial planner David Devine from Platinum Financial Group in Bray and Northern Irish broker, Ewan Richmond, from Mortgage Advice Bureau in Enniskillen, join host Annie Kane...

Duration:00:42:03

Why this Sydney broker is venturing into new markets

10/8/2019
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Loan Market broker Daniel Pym is moving from strength to strength, with the 15-year veteran recently unveiling new plans to build on the success of his Double Bay brokerage. The Sydney-based broker joins host Annie Kane to discuss how he delivers award-winning customer service to his clients in the Eastern Suburbs, and how he plans to diversify his client base by expanding into Sydney's inner-city. In this episode of Elite Broker, we catch up with Daniel to find out how he managed a...

Duration:00:26:45

How this regional broker is writing 15 loans a month

9/30/2019
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Despite having only been broking for three years, Newcastle-based broker Amy Small has been making waves in the broking industry, settling more than 15 loans a month and delighting her customers. The all-singing, all-dancing broker and keen scrapbooker joins host Annie Kane to discuss how she's been running the Newcastle arm of Professional Lending Solutions, her experiences of outsourcing and why she's taken the time to learn the ins and outs of Facebook marketing. In this episode of...

Duration:00:25:18

How this rising star is broking across two states

9/24/2019
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Broker and property investor Sofie Chapman joins host Annie Kane to discuss how and why she's been splitting her time across two states, servicing clients in both Adelaide and Sydney. This independent broker is not only keeping herself busy by operating over state borders, but also by offering residential and commercial mortgages, all while managing her own property portfolio. In this episode of Elite Broker, we catch up with Sofie to find out how she's been doing it all, why she decided...

Duration:00:31:29

How this regional broker is protecting her clients

9/17/2019
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Banker-turned-broker Jaime Savory joins host Annie Kane to discuss how and why she left her banking career to set up Gippsland Finance Solutions in Bairnsdale, how she's been running a high-volume regional brokerage in Victoria, and what sets her business apart. As well as operating the regional brokerage, Jaime is also an advocate for home loan protection and was a finalist in the category of Home Loan Protection Broker of the Year award at this year's Australian Broking Awards. So, in...

Duration:00:33:12

In Focus: How brokers can build resilience in their businesses

9/9/2019
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Darren Cantor, managing director of Mortgage Advice Bureau, joins host Annie Kane to outline how brokers can build value in their broking businesses outside of trail, what brokers can learn from the UK broking industry, and why he thinks brokers will take up a growing share of mortgage flows. Building on his session from the Business Accelerator Program, Darren outlines the ways brokers can diversify to offer more solutions to their clients, and pulls on MAB's experience of running a...

Duration:00:25:39

Why this broker is working for change

9/3/2019
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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 financial impact in their community, members of Brokers for Change donate 20 per cent of their...

Duration:00:34:56

How this broker delivers exceptional customer service

8/26/2019
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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 are important to running a business - What award-winning customer service looks like - Top...

Duration:00:34:41

In Focus: How the health of homes will impact the mortgage market

8/20/2019
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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 interest, Joanna joins In Focus to reveal how buildings may be affecting our health, the ins and outs...

Duration:00:21:41

In Focus: What brokers need to be telling their clients in the current market

8/15/2019
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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 address the future of the broker channel, revealing why now is an integral time for brokers and...

Duration:00:29:52

How this broker is gearing for growth

8/12/2019
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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 of administrative processes - Tips for new brokers coming into the space - What she looks...

Duration:00:32:54

How this duo created the perfect partnership

8/6/2019
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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 Lauren also share: - Biggest pain points when writing a loan - Their processes for handing...

Duration:00:35:45

In Focus: SME lending and SunEducation

7/29/2019
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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 having access to finance, and why brokers should be aiming to offer these finance solutions to...

Duration:00:21:01