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PODCAST

The Adviser Podcast Network

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

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All Episodes

0:00

In Focus: Building a better business

The Adviser Podcast Network ·

2024/04/02

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

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18:10

How this broker created The Brokers’ Bible

The Adviser Podcast Network ·

2024/03/26

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: How she went from broker trainee to running

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50:24

How this broker is helping borrowers finance their...

The Adviser Podcast Network ·

2024/03/21

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: Why he made the leap into broking from personal training. How he’s structured his growing brokerage. His top tips for brokers looking to grow their business. And much

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23:12

How this broker runs a high-volume business

The Adviser Podcast Network ·

2024/03/12

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: The

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26:21

Women in Finance: Building a brand that lasts

The Adviser Podcast Network ·

2024/03/07

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events & franchise

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22:00

How Lee Barron is providing exceptional customer service

The Adviser Podcast Network ·

2024/03/05

With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards. In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Adelaide – run in partnership with NAB – we find out: How and why Lee

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18:32

What makes Australia’s leading asset finance broker...

The Adviser Podcast Network ·

2024/02/27

Scott Rumble, the broker director of Yakka Finance, was named Australia’s Asset Finance Broker of the Year 2023 last year and Best Finance Broker NSW/ACT at the Better Business Awards 2024, run in partnership with NAB earlier this month. In this episode of Elite Broker – recorded live on stage at the Better Business Summit 2024 – we find out: How and why he became an asset finance broker. The biggest wins and challenges of his career. His top tips for success. And much more!

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45:48

How Gary Rock has been cooking up a storm in broking

The Adviser Podcast Network ·

2024/02/20

After a career as a chef, Nectar Mortgages broker Gary Rock has found the recipe for success in serving up appetising mortgage deals for his clients. In this episode of Elite Broker, the seasoned ACT-based broker catches up with host Annie Kane to reveal how he’s carved out a career in the broking space over the last 23 years. Tune in to find out: How he’s mastered the art of making the mortgage process stress-free. How he’s structured his team to manage the ebbs and flows of loan writing. Why 23

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16:59

What’s Making Headlines – the week commencing 12...

The Adviser Podcast Network ·

2024/02/16

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 financial results from a major bank, a new financial services alliance, and the Better Business Awards NSW/ACT! This week, they discuss: Australia’s largest lender’s plummeting broker flows. When we can expect rate cuts. The kick off to the Better Business Awards. And more!

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29:01

New Broker: How this tradie created the building...

The Adviser Podcast Network ·

2024/02/13

Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than $100 million. In this episode of New Broker, tune in to find out: How he prepared to make the jump into broking. The tech and processes he follows to stay on top of his workload. Why he’s already preparing to recruit. And much more!

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13:55

What’s Making Headlines – the week commencing 5 February

The Adviser Podcast Network ·

2024/02/09

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 Adrian Suljanovic and Annie Kane as they discuss the RBA’s latest cash rate call, lenders respond to repricing issues, and a big move for a major bank. This week they cover: Cash rate stays on hold. New NAB chief executive. First country head of a new association. And much more!

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21:28

In Focus: Top 25 Brokerages 2024

The Adviser Podcast Network ·

2024/02/06

The biggest and most successful brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2024, partnered by NAB. The results are in for the Top 25 Brokerages ranking 2024, in partnership with NAB! Despite the strong refinancing and repricing trend keeping brokers busy working on their existing clients last financial year, brokers in the Top 25 Brokerages ranking for 2024 still managed to write a whopping 184,244 loans over the year. In this episode of In Focus, NAB’s

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19:13

What’s Making Headlines – the week commencing 29 January

The Adviser Podcast Network ·

2024/02/01

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 your hosts Adrian Suljanovic and Annie Kane as they talk about the recent CPI figures, a fall in credit demand from SMEs, and a brand new book by a broker set to help home buyers. This week they discuss: Association heads reacting to December CPI figures. The upcoming release of the Happy Home Loan Handbook. A renewed partnership between an aggregator

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38:28

New Broker: Why this Ironman thinks broking is a...

The Adviser Podcast Network ·

2024/01/30

Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to rethink how he approaches his broking journey. In this episode of New Broker, tune in to find out: How Mr Pattison set up and runs his business. The importance of setting challenges and having a coach. What he aims to achieve in 2024. And much more!

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28:42

New Broker: Becoming Adelaide’s TikTok mortgage broker

The Adviser Podcast Network ·

2024/01/23

Sam Neville may be a relatively new broker, but she’s fast becoming a household name with the new generation of borrowers thanks to her social media presence teaching consumers ‘how to home loan’. We find out how she does it. In this episode of New Broker, tune in to find out: How she’s harnessed social media to generate new leads. Why she loves improving financial literacy. What she’s learned from her mentors and team. And much more!

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15:49

What’s Making Headlines – the week commencing 15 January

The Adviser Podcast Network ·

2024/01/19

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 Adrian Suljanovic and Annie Kane as they cover the recommendations to simplify regulatory laws, mortgagor rate rise fears, and calls for consistency with credit assessors. This week they discuss: Streamlining financial services laws. What mortgagors are expecting with interest rates. A new aggregator appointment. And much more!

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55:15

How this broker creates relationships that last

The Adviser Podcast Network ·

2024/01/16

Over his 10-year career, Luke Harborne of IFA Mortgages has been delighting clients with his proactive approach to broking and smiling service. In this episode of Elite Broker, we catch up with the Sydney-based broker to explore what he has for his second decade of broking, the importance of mentorship, and what he thinks could be brought in to make broking better. Tune in to find out: How he creates genuine client relationships that stand the test of time. His journey from mentee to mentor. His

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22:25

New Broker: Continuing the family legacy

The Adviser Podcast Network ·

2024/01/08

Ben Williams is upholding his family’s tradition by stepping into his father’s shoes and establishing himself as a leading broker. While aiming to chart his unique course, Mr Williams extended his footprint by launching a second branch. In this episode of New Broker, tune in to find out: His management of an independent branch. The crucial role played by diverse referrals. The importance of cultivating a collaborative team environment. And much more!

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59:30

Why Rishi Bhatia’s brokerage is all about good work

The Adviser Podcast Network ·

2024/01/01

Eight years ago, Rishi Bhatia was looking to get a home loan for himself. But little did he know that the process would actually lead him to become a broker! Fast forward to today and his Melbourne-based brokerage KRIA Mortgage Managers is delighting customers by taking the time to learn their wants and needs and finding them a loan that works for them. Tune in to find out: How a bad broker experience led Rishi Bhatia to becoming a broker himself. How he’s been building strong referral

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01:12:32

In Focus: The big themes impacting property in 2023

The Adviser Podcast Network ·

2023/12/25

In this In Focus episode, Momentum Markets director Phillip Tarrant and Real Estate Gym founder Tom Panos unpack the big shake-ups of 2023 in real estate, property investment, and mortgages. Momentum Markets director and host of the Smart Property Investment Show Phillip Tarrant and Real Estate Gym founder and auctioneer Tom Panos unveil what got them talking this year in the property market. Tune in to find out: How the property market fared this year. The shocks and surprises of 2023. The big

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