The Successful Adviser by James McCracken
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The Successful Adviser by James McCracken
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time...
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Recruiting Mortgage Brokers with Tim Barnard
When it comes to recruiting mortgage brokers to help you build your firm, Tim Barnard has his finger on the pulse.
Whether you are looking to hi...
Client Acquisition and Retention Tools with Roxi Becker
With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic.
In thi...
Steve Palise: The Buyer’s Agent for Commercial Property Investors
As a well known authority and buyer’s agent for commercial property investors, Steve Palise has also purchased more than 1,000 residential properties...
How to Build a Sustainable and Successful Broking Firm with Blake Buchanan
There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry.
Having started i...
Leading a $100M per month firm with Otto Dargan
As the founder of Home Loan Experts, Otto Dargan, or at the very least, the firm he built, would be no stranger to a lot of mortgage brokers.
In...
The no BS approach to building a firm
With a penchant for speaking the truth, there’s a reason Jamie Holroyd has built a trusted reputation as an advisor and confidant to his clients.
From Lender to Leader: Andrew Stevens' Journey in Brokerage
Unlike most of our guests, Andrew Stevens is a well known and respected supplier to the industry rather than a broker from within the industry.
...
From corporate banking to a commercial broking with Charles Zerafa
When you’ve assessed and approved over a billion dollars in lending within the banks, it is more than just a good apprenticeship to set you up for a l...
Lessons From a Trusted Property & Finance Professional
It’s seldom you come across a person who has started a movement, though that’s exactly what Philip Robison has done.
As the the founder of Savin...
Mandy Love Shares How She Is Helping To Solve A Key Broker Problem
As we all know, time is arguably the most precious commodity for every mortgage broker.
In this podcast with gun loan administrator turned busin...
Growing to $100M+ through systems, structure and staff
From police officer to high performing mortgage broker mortgage, Travis Carruthers is on a mission to impact more brokers, consumers and staff for the...
The Key to Retaining More Clients on Your Book (And Building A Prosperous Mortgage Broking Practice)
Many brokers spend a lot of energy and money on new client acquisition. The idea behind this mentality is simple: You can grow your mortgage broking p...
The Most Important Podcast I’ve Ever Done
Having interviewed over 160 podcast guests and had extraordinary conversations with many incredible people, it’s a big call to say this is the most im...
Why Keith Caine bought a billion dollar loan book
Operating a broking practice can be challenging, especially if you’re just starting out. It’s even more so if you used to work as an employee in one....
How Marissa Schulze Built A Team of 30+ staff
The sole operator mentality can only take mortgage brokers so far. At some point, brokers will need to delegate key responsibilities to their team mem...
The Big Shift in the Mortgage Broking Industry (And How Brokers Are Emulating Financial Advisors)
There’s been a subtle paradigm shift in the mortgage broking industry in recent years. More and more brokers are embracing the idea of being a broker...
Earning 90% Commission as an Independent Broker vs. Earning 40% as an Employed Broker
Should you earn 90% commission as an independent broker or base salary + 40% as a PAYG broker? The numbers might suggest that the answer is obvious. <...
The Uncommon Mindset That High-Performing Brokers Adopt
When it comes to the attributes of successful brokers, often, it can be easy to focus solely on those most visible, like great process, capable staff,...
How Successful Brokers Communicate with Clients (It Results in Conversions)
There are many nice, polite, pleasant, and well-meaning brokers out there. But sometimes their communication style often doesn’t result in the number...
How Kim Davie Has Built a Business From Her Passion
At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became a property owner.
With an avid interest in p...
The Secret to Sustainable Progress in Your Mortgage Business
When it comes to a broker’s subconscious or unconscious beliefs, the issue isn’t whether these beliefs are right or wrong. It’s their real-world impac...
How Julie Bishop Went from Banking to Broking
In this interview with Julie Bishop, I took a slightly different tact.
Yes, Julie and I could have just talked about all the great things going...
Belinda Caesar is Growing Her Business through Organic Referrals
Like practically all well-established brokers, it comes as no surprise that Belinda Caesar’s core marketing strategy is elevating her clients into rav...
How and why Marco Meloni became one of the first brokers in Australia
Quite literally, one of Australia’s first ever brokers, over the past 30+ years Marco Meloni has seen it all.
That said, it comes as little surp...
How Bianca Patterson Plans to Retire by age 40, and What She Will Do Instead
Bianca Patterson exhibits all the hallmarks you’d expect of a high performing broker.
And it comes as no surprise that over the past 10 years, h...
How covid helped Jo Croft reduce office hours and grow her volumes
Based in northern New South Wales just shy of the Queensland border, when COVID hit last year and borders were closed, for 8 weeks Jo Croft was unable...
How Kirsty Best is Inspiring her Clients, Staff and Peers alike
Best by name, and by nature. Right now, Kirsty Best from Living Home Loans is seeing the business achieve personal best settlement volumes, as she an...
How Jo Violeta is the Driving Force Behind an Award-Winning Brokerage
If you’ve ever had a husband, wife or significant other who has contributed to your business in a small or big way, you’ll love this episode with Jo V...
How Sarah Wells became the Financial Psychologist for Medicos
Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how she delivers service.
With a...
How Rose de Rossi co-built a successful and respected sub-ag group
Many a broker has ventured into the 1-to-many business model, but they don’t all come out alive.
In this interview, Rose de Rossi shares how, in...
How Caroline Jean- Baptiste Built a Successful Broking Business While Enjoying A Great Life
In this interview, Caroline Jean-Baptiste talks about what it takes to be an active and involved mother while also operating a successful mortgage bro...
How Peita Davies Has Built A Trusted Reputation and Award-Winning Broking Business
As a multi-award winning broker and perhaps one of the most respected brokers in the country, Peita Davies has seen a lot in her 17+ years in the indu...
How Cory Bannister is Making a Difference to the Mortgage Broking Industry
Starting his career as an accountant with LaTrobe Financial in rural Victoria, 20 years on, he is still working for LaTrobe, though his knowledge, ski...
How Jeremy Harper Narrowed his Target Market to Write More Deals
Jeremy Harper’s journey in mortgage broking isn’t your typical one. Having established his business in Melbourne, Jeremy packed it up and took it to...
How Richard Bootle Built the Largest Conveyancing Firm in Australia
The journey of Richard Bootle has certainly been an interesting one. Born in rural New South Wales, Richard went onto boarding school and university...
How Aaron Milburn is Championing The Broker Cause
As a long-time champion of the 3rd party channel, Aaron Milburn talks about his career, his love of helping brokers succeed, and his mission of educat...
How Andrew Larcombe Is Shifting From High Performer To High Contributor
After a 14-year career at Westpac, Andrew Larcombe decided to join the ranks of the broking industry, and 23+ years on, he has seen just about everyth...
How Jeremy Fisher Became The # 1 Broker In The Country
In this candid and relieving interview Jeremy Fisher of 1st Street Financial, we cover a number of topics pertaining to personal success, business dev...
How Robert Trewin has Grown His Award-winning Brokerage
Hailing from the small country town of Orbost, Robert Trewin has built a renowned and trusted reputation across Victoria’s East Gippsland as a mortgag...
How Peter White is Furthering the Broking Industry
In this candid, straightforward interview, Peter White, Managing Director of FBAA, talks about his legacy, how far the industry has come and what’s in...