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The Adviser Podcast Network

by Momentum Media · 802 episodes

BusinessInvesting

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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 th...

Latest episodes

  1. New Broker – Why you should outsource and settle on a niche sooner

    What pushes a retail banker of 10 years to leave the branch and launch an independent brokerage from scratch? For Nick Lissikatos, it came down to being sick and tired of telling c…

    46 min
  2. What's Making Headlines – Refinancing demand spikes

    Refinancing is accounting for a growing share of broker lending at one aggregation group, while the latest figures point to shifting conditions across the mortgage market. In this…

    48 min
  3. From ex-banker to elite broker – How Tony Xia scaled a powerhouse without referrals

    What does it take to transition from a major bank background into building a high-performing solo brokerage writing over $120 million a year? In this episode of Elite Broker, host…

    46 min
  4. What's Making Headlines – ASIC's BID review unpacked

    The Australian Securities and Investments Commission's (ASIC's) long-awaited review into the best interests duty (BID) landed this week, prompting plenty of discussion across the m…

    43 min
  5. Women in Finance Podcast: Building empires with kindness and confidence

    From starting out on the retail shop floor to spending years as CEO of iconic Australian brands Sportsgirl and Sussan, Colleen Callander has built a career in leadership while help…

    23 min
  6. What's Making Headlines – Retention tactics in the spotlight

    Retention tactics came under renewed scrutiny this week, with Macquarie Equity Research's latest broker survey revealing concerns that some lenders are holding back their strongest…

    38 min
  7. In Focus: What brokers and investors need to know about private credit

    Private credit can provide flexibility for borrowers, but getting the right outcome requires careful structuring, clear communication, and a strong focus on the exit strategy. In t…

    39 min
  8. New Broker – Why this former tradie turned broker is scaling a team and charging a fee for service

    What makes a successful property investor turn into a high-volume broker? For Jack Williams, founder of Insightful Capital, maxing out his own borrowing capacity was the ultimate c…

    29 min
  9. What's Making Headlines – Cash rate hits 15-year high

    The Reserve Bank of Australia (RBA) hiked the cash rate again this week, taking it to a 15-year high. But that was just one of the big stories shaping the mortgage and finance brok…

    34 min
  10. Women in Finance Podcast: Leading the way in commercial finance

    Of all finance sectors, commercial finance is perhaps the most male dominated. But Melissa Ashcroft, managing director of AAA Mortgages and Altura Funding, has been making a name f…

    37 min
  11. What's Making Headlines – ASIC puts private credit on notice

    From ASIC issuing stern warnings to private credit providers to the ongoing challenges in housing feasibility, this week's news highlights the ongoing headwinds impacting the prope…

    37 min
  12. New Broker – Why this young investor became a broker

    Buying two properties by age 20 and going viral in a QR code box on the streets of Sydney isn't your typical entry into mortgage broking. But for Sinead Grant, a new broker with Fl…

    36 min
  13. What's Making Headlines – Mortgage demand dips ahead of cash rate call

    Mortgage demand is continuing to slide across key borrower segments, while crude oil prices and rising inflation are adding to uncertainty ahead of the Reserve Bank of Australia's…

    31 min
  14. In Focus: Tailoring finance to the needs of the business

    Commercial finance is rarely a one-size-fits-all proposition, with businesses at different stages and with different needs requiring tailored solutions. In this episode of In Focus…

    25 min
  15. Building a business to be proud of – How James Brett did it

    After more than a decade in lending and several years in aggregation, James Brett, principal broker at Truly Finance, made the move into broking and started up his own brokerage fi…

    41 min
  16. What's Making Headlines – $95m seized in loan fraud probe

    The latest arrests in the mortgage fraud probe have been confirmed, with police now having seized $95 million in assets. Join host Annie Kane, commercial content writer Ben Squires…

    40 min
  17. From BDM to broker – How Chris Raymond built an investor-focused powerhouse

    What does it take to move from the lender side of the fence to building an elite, high-volume brokerage? Chris Raymond, founder of Unconditional Finance, joins host Annie Kane to s…

    53 min
  18. What's Making Headlines – Why 8 in 10 borrowers use a broker

    Mortgage brokers are writing a record proportion of home loans in Australia, as more borrowers turn to the channel for credit advice in a changing market. But how high can market s…

    36 min
  19. In Focus: Why the specialist borrower isn't who you think

    Specialist lending is no longer simply a solution for borrowers with impaired credit, with self-employed borrowers, investors, and customers with more complex financial circumstanc…

    31 min
  20. Going all-in: How to scale a high-performing brokerage

    What does it take to transform a single-operator set-up into a high-performing, scalable brokerage? Building a resilient business requires completely different playbooks depending…

    22 min
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