Finance broker Mohsen Shahsavarzdeh shares his journey from fleeing Iran to being detained on Christmas Island before becoming a successful mortgage broker in Australia – now on track to process $100 million in new loans. In this episode of New Broker, tune in to find out:  His journey to becoming a mortgage broker How he is helping vulnerable Australians secure home ownership What it means to be a mortgage broker  And much more!

Finance broker Mohsen Shahsavarzdeh shares his journey from fleeing Iran to being detained on Christmas Island before becoming a successful mortgage broker in Australia – now on track to process $100 million in new loans. In this episode of New Broker, tune in to find out: <ul> <li>His journey to becoming a mortgage broker</li> <li>How he is helping vulnerable Australians secure home ownership</li> <li>What it means to be a mortgage broker</li> </ul> And much more!

New Broker: From refugee to successful mortgage broker

The dynamic duo behind Two Birds One Loan, Elouise Dooley and Alissa Childs, have been in each other’s lives since they were children. Years later, when having their own children, they decided to get into business together.  In this episode of Elite Broker, host Annie Kane catches up with the broker directors to find out their strategy for creating a robust network of clients and referral partners, how they leverage social media to generate leads, and the importance of cultivating genuine relationships in the industry. Tune in to find out:  The obstacles they faced building their brokerage and how they overcame them Why they think broking is a great career for women Why the brokerage gives back to the Fit Kidz Foundation  And much more!

The dynamic duo behind Two Birds One Loan, Elouise Dooley and Alissa Childs, have been in each other’s lives since they were children. Years later, when having their own children, they decided to get into business together. In this episode of Elite Broker, host Annie Kane catches up with the broker directors to find out their strategy for creating a robust network of clients and referral partners, how they leverage social media to generate leads, and the importance of cultivating genuine relationships in the industry. Tune in to find out: <ul> <li>The obstacles they faced building their brokerage and how they overcame them</li> <li>Why they think broking is a great career for women</li> <li>Why the brokerage gives back to the Fit Kidz Foundation</li> </ul> And much more!

From childhood friends to broker directors

With more than 6,000 brokers across Australia and New Zealand, LMG is now the biggest aggregator in the continent.  But what exactly does it look like now and what are its biggest challenges and opportunities? In this episode of In Focus, host Annie Kane is joined by LMG executive chairman Sam White to find out:  What LMG is offering the broker market The big payroll tax issue and why brokers should care about it Why clawback changes may not all be positive  And much more!

With more than 6,000 brokers across Australia and New Zealand, LMG is now the biggest aggregator in the continent. But what exactly does it look like now and what are its biggest challenges and opportunities? In this episode of In Focus, host Annie Kane is joined by LMG executive chairman Sam White to find out: <ul> <li>What LMG is offering the broker market</li> <li>The big payroll tax issue and why brokers should care about it</li> <li>Why clawback changes may not all be positive</li> </ul> And much more!

In Focus: The payroll tax issue

We sit down with Erin Kitson, director of structured finance at S&amp;P Global Ratings to discuss the current state of mortgage arrears and the prospects for the Australian property market. Tune in to find out:  How current arrears levels compare to historic levels The trends in arrears across different geographical areas How house prices may trend in the coming year  And much more!

We sit down with Erin Kitson, director of structured finance at S&amp;P Global Ratings to discuss the current state of mortgage arrears and the prospects for the Australian property market. Tune in to find out: <ul> <li>How current arrears levels compare to historic levels</li> <li>The trends in arrears across different geographical areas</li> <li>How house prices may trend in the coming year</li> </ul> And much more!

In Focus: How Australian mortgage arrears are tracking

Tommy Anderson always knew he wanted to start his own mortgage brokerage and has hit the ground running, having written more than $50 million in loans in his first six months after leaving CBA.  Having tried both the franchise and the non-franchise model under the Loan Market Group, the broker has been finding his groove building a business he loves. In this episode of New Broker, tune in to find out:  How to make the switch from franchise to independent Why flexible business models are so important Top tips for generating leads  And much more!

Tommy Anderson always knew he wanted to start his own mortgage brokerage and has hit the ground running, having written more than $50 million in loans in his first six months after leaving CBA. Having tried both the franchise and the non-franchise model under the Loan Market Group, the broker has been finding his groove building a business he loves. In this episode of New Broker, tune in to find out: <ul> <li>How to make the switch from franchise to independent</li> <li>Why flexible business models are so important</li> <li>Top tips for generating leads</li> </ul> And much more!

New Broker: Making the switch to independent

For Mark Kevin, principal and director of Mortgage Advice Bureau Sydney, the core attraction of setting up a brokerage in 2020 wasn’t just helping borrowers but building a “scaled, profitable business”.  Fast forward to now and his brokerage — part of the Mortgage Advice Bureau network — has grown to five team members settling over $100 million in loans a year.  In this episode of Elite Broker, host Annie Kane catches up with MAB Sydney broker Mr Kevin to find out:  Why he is focused on scaling his brokerage with MAB How he harnessed BrokerEngine to create an off-the-shelf efficiency solution What he looks for in new team members  And much more!

For Mark Kevin, principal and director of Mortgage Advice Bureau Sydney, the core attraction of setting up a brokerage in 2020 wasn’t just helping borrowers but building a “scaled, profitable business”. Fast forward to now and his brokerage — part of the Mortgage Advice Bureau network — has grown to five team members settling over $100 million in loans a year. In this episode of Elite Broker, host Annie Kane catches up with MAB Sydney broker Mr Kevin to find out: <ul> <li>Why he is focused on scaling his brokerage with MAB</li> <li>How he harnessed BrokerEngine to create an off-the-shelf efficiency solution</li> <li>What he looks for in new team members</li> </ul> And much more!

How Mark Kevin is building a profitable, scalable brokerage

Earlier this year, The Adviser hosted its New Broker Academy 2023, sharing insights and strategies to help new and prospective brokers succeed in their new career.  In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success.Tune in to hear from NextGen’s head of broker partnerships, Renee Blethyn, as she reveals:  The top tech tools helping brokers write loans more efficiently How to get the most out of ApplyOnline An update on NextGen’s Open Banking solution and the value it creates for brokers and client conversations  And much more!

Earlier this year, The Adviser hosted its New Broker Academy 2023, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success.Tune in to hear from NextGen’s head of broker partnerships, Renee Blethyn, as she reveals: <ul> <li>The top tech tools helping brokers write loans more efficiently</li> <li>How to get the most out of ApplyOnline</li> <li>An update on NextGen’s Open Banking solution and the value it creates for brokers and client conversations</li> </ul> And much more!

New Broker: Tech tools for new brokers

As more borrowers find themselves trapped in mortgage prison amid high serviceability buffers and rising rates, non-bank lenders have been seeing more borrowers seek out their help. In this podcast, partnered by Pepper Money, we find out how and why they’re supporting borrowers. In this episode of In Focus, we sit down with Siobhan Williams — Pepper Money’s head of mortgages, retail broker — to find out:  How non-banks are able to be more flexible in determining serviceability The growing number of borrowers requiring specialist loans Why there ain’t no party like third party  And much more!

As more borrowers find themselves trapped in mortgage prison amid high serviceability buffers and rising rates, non-bank lenders have been seeing more borrowers seek out their help. In this podcast, partnered by Pepper Money, we find out how and why they’re supporting borrowers. In this episode of In Focus, we sit down with Siobhan Williams — Pepper Money’s head of mortgages, retail broker — to find out: <ul> <li>How non-banks are able to be more flexible in determining serviceability</li> <li>The growing number of borrowers requiring specialist loans</li> <li>Why there ain’t no party like third party</li> </ul> And much more!

In Focus: How non-banks are supporting mortgage prisoners

With 12 interest rate rises since May 2022, and more potentially on the horizon, many borrowers are looking at how they can save money and meet their mortgage repayments. One strategy is refinancing to a new lender, particularly as new borrowers typically receive better offers and lower rates than existing borrowers. But shouldn’t loyalty be rewarded, rather than penalised?  In this episode, partnered by Mortgage Choice, we catch up with CEO Anthony Waldron and Athena Home Loans CEO and co-founder Nathan Walsh to discuss:  The size of the ‘loyalty tax’ challenge How brokers and technology are helping shape new mortgage solutions What the new ‘Mortgage Choice Freedom, powered by Athena’ product suite entails.  And much more! *Mortgage Choice was ranked the number one brokerage in The Adviser Top 25 Brokerages ranking 2023.

With 12 interest rate rises since May 2022, and more potentially on the horizon, many borrowers are looking at how they can save money and meet their mortgage repayments. One strategy is refinancing to a new lender, particularly as new borrowers typically receive better offers and lower rates than existing borrowers. But shouldn’t loyalty be rewarded, rather than penalised? In this episode, partnered by Mortgage Choice, we catch up with CEO Anthony Waldron and Athena Home Loans CEO and co-founder Nathan Walsh to discuss: <ul> <li>The size of the ‘loyalty tax’ challenge</li> <li>How brokers and technology are helping shape new mortgage solutions</li> <li>What the new ‘Mortgage Choice Freedom, powered by Athena’ product suite entails.</li> </ul> And much more! *Mortgage Choice was ranked the number one brokerage in The Adviser Top 25 Brokerages ranking 2023.

In Focus: Addressing the loyalty tax

In this episode, Nicola Cranswick shares her secrets to succeeding as a new broker.  After deciding to make the move from banking to broking, Ms Cranswick joined a solid team of women at the award-winning brokerage, Loan Market Buderim, which she says has been the key to her success as a new mortgage broker. In this episode of New Broker, tune in to find out:  How to excel through your first few years Why mentorships are so crucial Top tips for new brokers 

In this episode, Nicola Cranswick shares her secrets to succeeding as a new broker.  After deciding to make the move from banking to broking, Ms Cranswick joined a solid team of women at the award-winning brokerage, Loan Market Buderim, which she says has been the key to her success as a new mortgage broker. In this episode of New Broker, tune in to find out: <ul> <li>How to excel through your first few years</li> <li>Why mentorships are so crucial</li> <li>Top tips for new brokers</li> </ul>

New Broker: Secrets to success

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.

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 <a href="http://www.theadviser.com.au" rel="nofollow" target="_blank">www.theadviser.com.au</a> or email editor@theadviser.com.au.

The Adviser Podcast Network

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 Elite Broker, we catch up with newcomer Amy Small to find out how hard work and enthusiasm goes a long way to success and how she manages a growing loan book. Amy also reveals: - The system she uses to write loans - How she builds her personal brand - The outsourcing model she uses

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 Elite Broker, we catch up with newcomer Amy Small to find out how hard work and enthusiasm goes a long way to success and how she manages a growing loan book. Amy also reveals: - The system she uses to write loans - How she builds her personal brand - The outsourcing model she uses

How this regional broker is writing 15 loans a month

Tracie Palmer

Cornerstone Home Loans director and broker Tracie Palmer has helped train more than 200 brokers since she launched her own mentoring program, Cornerstone Mentoring, 10 years ago and recently took home the award of Mentor of the Year 2019 at the Better Business Awards in Queensland. In this episode of the Elite Broker podcast, Tracie joins host Annie Kane to share why she decided to become a mentor, how she balances both her mentoring and broking businesses, and why she believes that being a good mentor is about more than a simple chat with those you want to help.  Tracie will also share: - The systems and processes she follows to ensure productivity - Her advice on growing a strong support team - Why she believes that you should associate with other successful brokers  And plenty more!

Cornerstone Home Loans director and broker Tracie Palmer has helped train more than 200 brokers since she launched her own mentoring program, Cornerstone Mentoring, 10 years ago and recently took home the award of Mentor of the Year 2019 at the Better Business Awards in Queensland. In this episode of the Elite Broker podcast, Tracie joins host Annie Kane to share why she decided to become a mentor, how she balances both her mentoring and broking businesses, and why she believes that being a good mentor is about more than a simple chat with those you want to help. Tracie will also share: - The systems and processes she follows to ensure productivity - Her advice on growing a strong support team - Why she believes that you should associate with other successful brokers And plenty more!

Mentoring more than 200 brokers: How Tracie Palmer does it

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 three tips for brokers looking to start their own business

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 three tips for brokers looking to start their own business

How this broker delivers exceptional customer service

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 to introduce a fee for service this year, and why she uses a sub-aggregator. Sofie also shares: - The conversation she has with clients around fee for service - How she went about buying a trail book - Her top tips for new brokers entering the industry

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 to introduce a fee for service this year, and why she uses a sub-aggregator. Sofie also shares: - The conversation she has with clients around fee for service - How she went about buying a trail book - Her top tips for new brokers entering the industry

How this rising star is broking across two states

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 to look for in an aggregator - Her thoughts on the best interests duty legislation - Her plans to streamline And plenty more!

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 to look for in an aggregator - Her thoughts on the best interests duty legislation - Her plans to streamline And plenty more!

How this young broker acquired clients all over Australia

After a career in hotel management, Aussie broker Sam Walker transitioned into broking, a move that eventually saw his team take out the award for Franchise Office of the Year at the 2018 Better Business Awards in South Australia.  In this episode of The Adviser's Elite Broker podcast, Sam joins hosts Annie Kane and James Mitchell to discuss the intricacies of setting up a franchise business, while also sharing the challenges he faced.  Sam also discusses commission structures and what he feels new brokers aren't told about when entering the industry.  You will also find out:  - Why new brokers may face a few months without pay - How he found the transition from hotel management to broker - His thoughts on the South Australian property market And plenty more!

After a career in hotel management, Aussie broker Sam Walker transitioned into broking, a move that eventually saw his team take out the award for Franchise Office of the Year at the 2018 Better Business Awards in South Australia. In this episode of The Adviser's Elite Broker podcast, Sam joins hosts Annie Kane and James Mitchell to discuss the intricacies of setting up a franchise business, while also sharing the challenges he faced. Sam also discusses commission structures and what he feels new brokers aren't told about when entering the industry. You will also find out: - Why new brokers may face a few months without pay - How he found the transition from hotel management to broker - His thoughts on the South Australian property market And plenty more!

The intricate workings of a successful broking franchise

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:  Systems for workload efficiency Tips for excellent customer service Advice for new brokers  And plenty more!

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: <ul> <li>Systems for workload efficiency</li> <li>Tips for excellent customer service</li> <li>Advice for new brokers</li> </ul> And plenty more!

How this regional broker develops strong relationships

In this episode of The Adviser’s Elite Broker podcast, seasoned broker and director of Finance Brokers Tasmania Lance Cure joins hosts Annie Kane and James Mitchell to discuss his 30-year-long career, which started out in equipment broking before he grew his brokerage into the success it is today.   Lance will discuss the changes that he has seen in the industry including the introduction of home loans, the necessary traits or new brokers should have, and the importance of taking into account the client's goals.   You will also find out: - How he created awareness around the broking cause with a television campaign - How he thinks the financial services royal commission will change the industry going forward - His tips for new brokers And plenty more!

In this episode of The Adviser’s Elite Broker podcast, seasoned broker and director of Finance Brokers Tasmania Lance Cure joins hosts Annie Kane and James Mitchell to discuss his 30-year-long career, which started out in equipment broking before he grew his brokerage into the success it is today.  Lance will discuss the changes that he has seen in the industry including the introduction of home loans, the necessary traits or new brokers should have, and the importance of taking into account the client's goals.  You will also find out: - How he created awareness around the broking cause with a television campaign - How he thinks the financial services royal commission will change the industry going forward - His tips for new brokers And plenty more!

A career in broking spanning more than 30 years

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 efficiently manages both her time and her promotional investments. Lisa also discusses:  What can be done to encourage diversity in the industry Her top tips for brokers Why she's recruiting for a new broker  And plenty more!

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 efficiently manages both her time and her promotional investments. Lisa also discusses: <ul> <li>What can be done to encourage diversity in the industry</li> <li>Her top tips for brokers</li> <li>Why she's recruiting for a new broker</li> </ul> And plenty more!

Why this senior broker chose the branded route

As a finalist in last week’s Women in Finance Awards and with countless accolades in the Smartline franchise awards, Deb Smith is well versed in what it means to be a successful woman in the financial sector. In this episode of the Elite Broker podcast, Deb joins host Annie Kane to share how her marketing career has helped her create an impression in the mortgage broking sector, why she joined Smartline and her thoughts on the recent changes in the industry.  You will also find out:  - How the process for first home buyers differs from other clients - The digital platform that Deb uses to best structure her day - How she came to contribute to the Evolved Woman e-book      And plenty more!

As a finalist in last week’s Women in Finance Awards and with countless accolades in the Smartline franchise awards, Deb Smith is well versed in what it means to be a successful woman in the financial sector. In this episode of the Elite Broker podcast, Deb joins host Annie Kane to share how her marketing career has helped her create an impression in the mortgage broking sector, why she joined Smartline and her thoughts on the recent changes in the industry. You will also find out: - How the process for first home buyers differs from other clients - The digital platform that Deb uses to best structure her day - How she came to contribute to the Evolved Woman e-book     And plenty more!

A passion for education and financial literacy

Kathy Dundas of No Fuss Home Loans took home the award for Best Customer Service (individual) at this year's Better Business Awards NSW.  In this episode of the Elite Broker podcast, Kathy joins host Annie Kane to reveal how differentiates herself through customer service, the challenges she has faced in her journey as a broker, and her thoughts on where the broking industry could be headed.  Kathy will also share thoughts on:  - Ensuring good customer outcomes in an era of heightened scrutiny - Choosing an aggregator - The current state of property and credit market  And plenty more!

Kathy Dundas of No Fuss Home Loans took home the award for Best Customer Service (individual) at this year's Better Business Awards NSW. In this episode of the Elite Broker podcast, Kathy joins host Annie Kane to reveal how differentiates herself through customer service, the challenges she has faced in her journey as a broker, and her thoughts on where the broking industry could be headed. Kathy will also share thoughts on: - Ensuring good customer outcomes in an era of heightened scrutiny - Choosing an aggregator - The current state of property and credit market And plenty more!

How customer service catapulted this broker’s business

Redom Syed’s journey into broking was fuelled by a passion to improve financial literacy among borrowers after his parents lost their jobs and, subsequently, their home.  In this episode of the Elite Broker podcast, Redom Syed joins host Annie Kane to unpack how he grew his business, Confidence Finance, which last year alone wrote more than 180 mortgages worth around $80 million.  You will also find out:  - How his work as a Treasury economist set him up for success in broking - How he was able to position himself as a trusted specialist in the sector - His thoughts on the declining property market and how it is impacting the industry  And plenty more!

Redom Syed’s journey into broking was fuelled by a passion to improve financial literacy among borrowers after his parents lost their jobs and, subsequently, their home. In this episode of the Elite Broker podcast, Redom Syed joins host Annie Kane to unpack how he grew his business, Confidence Finance, which last year alone wrote more than 180 mortgages worth around $80 million. You will also find out: - How his work as a Treasury economist set him up for success in broking - How he was able to position himself as a trusted specialist in the sector - His thoughts on the declining property market and how it is impacting the industry And plenty more!

Treasury economist turned mortgage broker on how he is educating borrowers

Having previously joined the Elite Broker podcast in 2017 to discuss the launch of his then new business Equilibria Finance, broker and director Anthony Landahl now joins us to discuss how his business has grown, how he is focusing on fantastic consumer outcomes and his thoughts on the royal commission recommendations.  The finalist for the Rising Star category of the Better Business Awards 2019 joins host Annie Kane to unpack how he markets his brand and how he is building a relationship-based business while utilising technology and systems to improve efficiencies. He will share how he forms and maintains strong relationships with advisers and other referral partners, and what he does to stand out from the crowd.  You will also find out:  - The types of processes that he is using to streamline his business - His concerns surrounding a borrower-pays model - How he plans to develop his business offerings in the future  And plenty more!

Having previously joined the Elite Broker podcast in 2017 to discuss the launch of his then new business Equilibria Finance, broker and director Anthony Landahl now joins us to discuss how his business has grown, how he is focusing on fantastic consumer outcomes and his thoughts on the royal commission recommendations. The finalist for the Rising Star category of the Better Business Awards 2019 joins host Annie Kane to unpack how he markets his brand and how he is building a relationship-based business while utilising technology and systems to improve efficiencies. He will share how he forms and maintains strong relationships with advisers and other referral partners, and what he does to stand out from the crowd. You will also find out: - The types of processes that he is using to streamline his business - His concerns surrounding a borrower-pays model - How he plans to develop his business offerings in the future And plenty more!

Utilising technology to build a relationship-based business

Resilience

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 leading UK brokerage brand to reveal why consumers value it. He also shares: - How a deeper relationship with customers could fulfil the royal commission report recommendations - Why home loan protection and insurance is a no-brainer - What UK brokers do really well and how Australian brokers can learn from them

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 leading UK brokerage brand to reveal why consumers value it. He also shares: - How a deeper relationship with customers could fulfil the royal commission report recommendations - Why home loan protection and insurance is a no-brainer - What UK brokers do really well and how Australian brokers can learn from them

In Focus: How brokers can build resilience in their businesses

With so many new brokers entering the industry and many looking to start work under their own independent brand, the process of starting off can be a daunting and stressful one.  In this episode of The Adviser's Elite Broker podcast, the winner of the Best Newcomer (Regional) category at the 2018 Australian Broking Awards, Ditte Westbury, joins Annie Kane and James Mitchell to outline why and how start her own brokerage.  The broker, who has previously been a shipping agent, chef, trainer and financial controller, will discuss why she chose not to join a franchise, the difficulties and challenges that she faced starting her own company and what its like broking in the coastal city of Noosa, QLD.  You will also find out:  - Why she places a huge importance on networking and the best way to approach it - Who her mentor is and how she initiated that relationship - What her business plans are going forward for the Viking brand  And plenty more!

With so many new brokers entering the industry and many looking to start work under their own independent brand, the process of starting off can be a daunting and stressful one. In this episode of The Adviser's Elite Broker podcast, the winner of the Best Newcomer (Regional) category at the 2018 Australian Broking Awards, Ditte Westbury, joins Annie Kane and James Mitchell to outline why and how start her own brokerage. The broker, who has previously been a shipping agent, chef, trainer and financial controller, will discuss why she chose not to join a franchise, the difficulties and challenges that she faced starting her own company and what its like broking in the coastal city of Noosa, QLD. You will also find out: - Why she places a huge importance on networking and the best way to approach it - Who her mentor is and how she initiated that relationship - What her business plans are going forward for the Viking brand And plenty more!

Bringing the ethos of the Vikings to mortgage broking

Brokers need to be one step ahead by providing proactive support to their clients - and that's the mantra adopted by Aussie Neutral Bay brokers.  In this episode of the Elite Broker podcast, Aussie brokers Alex Kardasis and Domenic Andreone join host Annie Kane to unpack how they deliver outstanding customer outcomes. They explain why the customer needs to be the focal point of every transaction, illustrate how technology is enhancing the customer experience and offer advice for new brokers.  You will also find out: - How they are helping their team grow - How tighter lending criteria have impacted their business - How lead generation has changed over time And plenty more!

Brokers need to be one step ahead by providing proactive support to their clients - and that's the mantra adopted by Aussie Neutral Bay brokers. In this episode of the Elite Broker podcast, Aussie brokers Alex Kardasis and Domenic Andreone join host Annie Kane to unpack how they deliver outstanding customer outcomes. They explain why the customer needs to be the focal point of every transaction, illustrate how technology is enhancing the customer experience and offer advice for new brokers. You will also find out: - How they are helping their team grow - How tighter lending criteria have impacted their business - How lead generation has changed over time And plenty more!

Why technology will never replace one-on-one client communication

Reverse mortgages have been in the headlines recently, with several banks announcing that they would be moving away from offering this type of loan to borrowers. But Heartland Seniors Finance has outlined that there is still a role for this product in the market. In this episode of In Focus, Heartland Seniors Finance CEO Andrew Ford joins host Annie Kane to discuss the role of reverse mortgages in the finance market. Given the recent ASIC review into the space finding a number of benefits but suggesting that more could be done to educate seniors of the risks, Andrew shares how the lender is working with brokers to help customers make informed decisions. In this episode, find out:  - The steps that a borrower needs to take to secure this class of finance - When a reverse mortgage is not the right decision - Andrew's advice for brokers considering entering into the reverse mortgage market   And plenty more!

Reverse mortgages have been in the headlines recently, with several banks announcing that they would be moving away from offering this type of loan to borrowers. But Heartland Seniors Finance has outlined that there is still a role for this product in the market. In this episode of In Focus, Heartland Seniors Finance CEO Andrew Ford joins host Annie Kane to discuss the role of reverse mortgages in the finance market. Given the recent ASIC review into the space finding a number of benefits but suggesting that more could be done to educate seniors of the risks, Andrew shares how the lender is working with brokers to help customers make informed decisions. In this episode, find out: - The steps that a borrower needs to take to secure this class of finance - When a reverse mortgage is not the right decision - Andrew's advice for brokers considering entering into the reverse mortgage market And plenty more!

In Focus: Reverse mortgages and their role in the lending market

This Thursday (13th September) is national R U OK? Day, a day of action dedicated to helping support those struggling with life. In the lead up to the national awareness day, journalist and author of "The Wellness Doctrines" book series Jerome Doraisamy joins host Annie Kane to discuss mental health and depression and why working on wellness should be an ongoing priority.  In this episode of In Focus, tune in to find out:  - Jerome's personal story which saw him hospitalised due to his mental health complications - What he would advise to those seeking help - Why the financial services industry is particularly prone to depression and anxiety - Some of the warning signs to look out for And plenty more! If you are suffering from depression, anxiety or suicidal thoughts, or you're worried about someone else, and feel that urgent professional support is needed, contact your local doctor or one of the 24/7 crisis agencies below.  Lifeline:13 11 14  www.lifeline.org.au Suicide Call Back Service:1300 659 467  www.suicidecallbackservice.org.au beyondblue:1300 22 4636  www.beyondblue.org.au

This Thursday (13th September) is national R U OK? Day, a day of action dedicated to helping support those struggling with life. In the lead up to the national awareness day, journalist and author of "The Wellness Doctrines" book series Jerome Doraisamy joins host Annie Kane to discuss mental health and depression and why working on wellness should be an ongoing priority. In this episode of In Focus, tune in to find out: - Jerome's personal story which saw him hospitalised due to his mental health complications - What he would advise to those seeking help - Why the financial services industry is particularly prone to depression and anxiety - Some of the warning signs to look out for And plenty more! If you are suffering from depression, anxiety or suicidal thoughts, or you're worried about someone else, and feel that urgent professional support is needed, contact your local doctor or one of the 24/7 crisis agencies below. Lifeline:13 11 14 <a href="https://www.google.com/url?q=http://www.lifeline.org.au&amp;sa=D&amp;source=hangouts&amp;ust=1536722750574000&amp;usg=AFQjCNFcJ4iyZ75f56O6t8ZIWEFYcuKc1g" rel="nofollow noreferrer noopener" target="_blank"> www.lifeline.org.au</a> Suicide Call Back Service:1300 659 467 <a href="https://www.google.com/url?q=http://www.suicidecallbackservice.org.au&amp;sa=D&amp;source=hangouts&amp;ust=1536722750574000&amp;usg=AFQjCNGDALxlycJdhhjh6JIjn0eDJVy8zQ" rel="nofollow noreferrer noopener" target="_blank"> www.suicidecallbackservice.org.au</a> beyondblue:1300 22 4636 <a href="https://www.google.com/url?q=http://www.beyondblue.org.au&amp;sa=D&amp;source=hangouts&amp;ust=1536722750574000&amp;usg=AFQjCNGC0gqF9HuEFePL-SvaoStW-mi94g" rel="nofollow noreferrer noopener" target="_blank"> www.beyondblue.org.au</a>

In Focus: Mental health and wellbeing in the financial services sector

Graeme Holm

In this episode of The Adviser's Elite Broker podcast, former banker and F45 proprietor Graeme Holm joins Annie Kane to discuss how and why he went from running circuits to running a multi-award-winning brokerage. Tune in to find out why the director of Infinity Group Australia offers everything from debt reduction to mortgages and wealth creation, what makes his brokerage one of Australia's most innovative companies and how he is attracting and investing in the right team members.  You will also find out: - What Infinity's budgeting platform entails and how it is helping their clients - Graeme's advice for other brokers managing multiple brokers or broker offices - Why he believes there is an education gap surrounding financial literacy And plenty more! If you'd like to learn more about how to run an efficient broking business, then make sure you attend The Adviser's Business Accelerator Program 2018. Tickets have sold out for the Brisbane and Sydney events, so  make sure you secure your space at the Melbourne event today to avoid disappointment!

In this episode of The Adviser's Elite Broker podcast, former banker and F45 proprietor Graeme Holm joins Annie Kane to discuss how and why he went from running circuits to running a multi-award-winning brokerage. Tune in to find out why the director of Infinity Group Australia offers everything from debt reduction to mortgages and wealth creation, what makes his brokerage one of Australia's most innovative companies and how he is attracting and investing in the right team members. You will also find out: - What Infinity's budgeting platform entails and how it is helping their clients - Graeme's advice for other brokers managing multiple brokers or broker offices - Why he believes there is an education gap surrounding financial literacy And plenty more! If you'd like to learn more about how to run an efficient broking business, then make sure you attend The Adviser's Business Accelerator Program 2018. Tickets have sold out for the Brisbane and Sydney events, so <a href="https://www.theadviser.com.au/business-accelerator-program/?utm_source=theadviser.com.au&amp;utm_medium=editorial&amp;utm_campaign=podcast" rel="nofollow" target="_blank"> make sure you secure your space</a> at the Melbourne event today to avoid disappointment!

Infinite innovation – how Graeme Holm does it

Having been a broker for more than 15 years, Melbourne-based broker Clint Waters is an old-hand at broking and has seen the industry shift and change over the years. But while the industry has changed, providing exceptional customer service has not. In this episode of The Adviser’s Elite Broker podcast, the broker and founder of award-winning brokerage Axton Finance joins Annie Kane and James Mitchell to discuss the changes that he has seen in the industry, and how technology has become imperative to increasing efficiency and minimising human error within his company. Tune it to find out the ins and outs of setting up his independent brokerage, why he believes that strong relationships are key to longevity and give his advice for those considering broking as a career. You will also find out: - How Clint thinks potential changes to trail will impact the industry - Why he places a huge importance on stress management - The technological tools and systems he uses to improve efficiencies And plenty more! www.theadviser.com.au

Having been a broker for more than 15 years, Melbourne-based broker Clint Waters is an old-hand at broking and has seen the industry shift and change over the years. But while the industry has changed, providing exceptional customer service has not. In this episode of The Adviser’s Elite Broker podcast, the broker and founder of award-winning brokerage Axton Finance joins Annie Kane and James Mitchell to discuss the changes that he has seen in the industry, and how technology has become imperative to increasing efficiency and minimising human error within his company. Tune it to find out the ins and outs of setting up his independent brokerage, why he believes that strong relationships are key to longevity and give his advice for those considering broking as a career. You will also find out: - How Clint thinks potential changes to trail will impact the industry - Why he places a huge importance on stress management - The technological tools and systems he uses to improve efficiencies And plenty more! <a href="http://www.theadviser.com.au" rel="nofollow" target="_blank">www.theadviser.com.au</a>

The secrets of running an award-winning brokerage

The best podcast episodes of the most interesting stories and things. From skyping someone while they're in space, to tracking down and meeting a telephone scammer in person, to the story of a Galapagos. These episodes will keep you and all your friends entertained and captivated for hours. Learn something new in every episode! Add episodes you're interested into your queue below!

Best Episodes: Interesting Stories & Things

The best podcast episodes on physical health. Episodes talk about your diet, sleep, exercise and all the things that people do to improve their physical health and live a healthier life. This topic is for everyone, with applications in all of our everyday lives. Add episodes you're interested into your queue below!