The Adviser Podcast Network
Business & Economics Podcasts
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what’s impacting the property market in What’s Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.
Location:
Australia
Description:
The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what’s impacting the property market in What’s Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.
Language:
English
Website:
http://www.theadviser.com.au
Episodes
How this brokerage is harnessing AI to accelerate loan writing
5/21/2024
Being able to generate and convert business quickly is a key part of building a successful brokerage, but so too is finding solutions quickly.
In this episode of Elite Broker, we sit down with the founder of finance brokerage LoanOptions.ai, Julian Fayad, to find out how he married his web development and app development skills with his passion for finance.
Tune in to find out:
And much more!
Duración:00:52:15
What’s Making Headlines – the week commencing 13 May
5/16/2024
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Charlotte Humphrys as they cover the budget 2024–25, some pain points among mortgage holders and SMEs, and postcode discrimination from lenders.
This week, they discuss:
And much more!
Duración:00:14:00
How this Qantas pilot is flying high with his brokerage
5/14/2024
Richard (Rick) Garner and his team at Crew Financial have seemingly been working at lightspeed, managing their jobs as airline pilots while seeing their separate careers as mortgage brokers take off.
In this cross-collaboration podcast with our sister brand Australian Aviation, hosts Annie Kane and Adam Thorn chat to Garner to find out:
How he goes from cockpit to closing deals.
How he avoided the turbulence during COVID-19 to grow his brokerage.
What he’s doing to see his business soar to new heights.
And much more!
Duración:00:54:54
In Focus: Steering SMEs through choppy waters
5/10/2024
In this episode of In Focus, partnered by Banjo Loans, we’re chatting to chief executive Guy Callaghan to unpack the findings of the Banjo SME Compass report and what brokers need to know about small-business sentiment as we head towards the cusp of a new financial year.
Tune in to find out:
And much more!
Duración:00:25:41
What’s Making Headlines – the week commencing 6 May
5/9/2024
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Annie Kane as they cover the RBA’s May cash rate decision, the associations on a possible shift towards the direct channel from the major banks, and the latest appointments from the industry.
This week, they discuss:
And much more!
Duración:00:14:34
In Focus: The intricacies of invoice finance
5/6/2024
In this episode of In Focus, sponsored by TP24, we sit down with Adam Lane, the managing director of TP24 Australia, to unpack some of the trends and changes in invoice finance and how and why brokers could be writing more of this business this year.
And much more!
Duración:00:30:36
What’s Making Headlines – the week commencing 29 April
5/3/2024
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Annie Kane as they cover the latest movers and shakers in the broking industry, potential rate hikes in 2024, and a house looking to sell for a record-breaking price.
This week they discuss:
And much more!
Duración:00:15:48
In Focus: Shadow treasurer Angus Taylor on housing, superannuation, and advice
5/1/2024
In this episode of the In Focus podcast, host Maja Garaca Djurdjevic talks to shadow treasurer Angus Taylor about his thoughts on the state of financial services and what the Liberal Party thinks needs to be done to reduce the burden on advisers and improve housing affordability.
Tune in to find out:
And much more!
Duración:00:27:59
New Broker: Making the move from aggregator BDM to broker
4/30/2024
James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an eight-year career in aggregation.
In this episode of New Broker, tune in to find out:
And much more!
Duración:00:38:56
What’s Making Headlines – the week commencing 22 April
4/26/2024
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Charlotte Humphrys as they cover the latest quarterly CPI data, mortgage stress levels and some rumours from a non-major bank
This week, they discuss:
And much more!
Duración:00:13:38
In Focus: How lenders are accelerating turnaround times
4/22/2024
Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process.
In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank’s national manager of broker distribution Natalie Sheehan to find out:
And much more!
Duración:00:14:52
What’s Making Headlines – the week commencing 15 April
4/19/2024
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Annie Kane as they cover the decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology.
This week, they discuss:
And much more!
Duración:00:15:35
The Nu-Age of asset finance broking
4/16/2024
Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she’s been embracing change as the director of Nu-Age Vehicle & Asset Finance.
In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out:
And much more!
Duración:00:37:21
What’s Making Headlines – the week commencing 8 April
4/12/2024
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Annie Kane as they cover the calls for a simplified accreditation process, a record in turnaround times, and an association’s recommendations for the home loan discharge process.
This week, they discuss:
And much more!
Duración:00:21:00
How this broker is evolving her brokerage
4/9/2024
Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time.
In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success.
Tune in to find out:
And much more!
Duración:00:45:28
What’s Making Headlines – the week commencing 1 April
4/5/2024
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop.
Join hosts Adrian Suljanovic and Annie Kane as they cover the latest mortgage broker market share figures, what the RBA has been up to, and new recommendations for the mortgage industry brought to the government.
This week, they discuss:
And much more!
Duración:00:20:23
In Focus: Building a better business
4/2/2024
Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we’re sitting down with the recently crowned Broker of the Year for Western Australia, Balpreet Bal, and NAB’s executive, broker distribution, Adam Brown, to find out what it takes to run a successful business.
In this episode of In Focus, we unpack some of the key takeaways from the Better Business Summit 2024 and learn more about how Western Australia’s Broker of the Year runs his high-volume business.
Tune in to find out:
And much more!
Articles of interest:
How WA’s Broker of the Year has adapted to a COVID-19 environment In Focus: Top 25 Brokerages 2024 ‘Brokers need to recognise the red flags’ of scams, warns NAB
Duración:00:24:02
How this broker created The Brokers’ Bible
3/26/2024
Property should come before Prada, that’s the mantra of Victorian-based broker Katherine Persoglia.
The founder of the Property Before Prada brokerage and creator of The Brokers’ Bible, sat down with The Adviser live on stage at the Better Business Summit 2024 in Melbourne – run in partnership with NAB – to unpack her secrets to success and why she created a platform to streamline policy research.
In this episode of Elite Broker, tune in to find out:
And much more!
Duración:00:18:10
How this broker is helping borrowers finance their next adventure
3/21/2024
Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago.
After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out:
And much more!
Duración:00:50:24
How this broker runs a high-volume business
3/12/2024
Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022.
With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible.
In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Brisbane – run in partnership with NAB – we find out:
And much more!
Duración:00:23:12