Mortgage and Finance Brokers Blog Opinions - The Adviser

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Not learning from your customers? You’re probably not asking the...

by Sarah Barnett • 11 Nov 2019

Sarah Barnett discusses why we need to think more broadly about consumer reviews, and explains why smart operators will...READ MORE

How customer obsession will drive the next phase of broking

by Anja Pannek • 28 Oct 2019

PLAN Australia celebrates its 20th anniversary this year partnering the broking industry. As the broking industry... READ MORE

Staff are not just for Christmas…

by Jason Back • 21 Oct 2019

Just like a “puppy is not just for Christmas”, nor is getting new staff for our business a quick fix to our... READ MORE

Future-proofing your client after a business win

by Linden Toll • 18 Sep 2019

We reveal some top tips on how you can help ensure that your client’s big win is a blessing rather than a... READ MORE

Best interests duty could be an opportunity, not a threat

by Scott Aggett • 16 Sep 2019

With significant change on the horizon after the release of the proposed “best interests duty” legislation, many... READ MORE

Why we back brokers and you should too

by Anthony Waldron • 9 Sep 2019

NAB’s executive general manager of broker partnerships and chair of the Combined Industry Forum, Anthony Waldron,... READ MORE

The scourge of late payments

by Greg Charlwood • 26 Aug 2019

Late payment of invoices by big business is a widespread scourge that is holding back the growth and productivity of... READ MORE

Why keep score?

by Jason Back • 19 Aug 2019

Why measuring your effort matters.

Closing the trust gap

by Nick Young • 12 Aug 2019

“Trust” is the term du jour because of its increasing prominence and quintessential value, not only in broking, but... READ MORE

Why the finance industry should embrace flexibility

by Sally Bruce • 1 Aug 2019

When I started my working life, seeking workplace flexibility was an off-ramp to your career. While we have come so... READ MORE

Home loans are boring!

by Jason Back • 22 Jul 2019

And thank god they are, because we’re not in the business of selling loans, says Jason Back.

Why July is the time for brokers to heed small business needs

by Olly Guilleaume • 1 Jul 2019

With every end of financial year (EOFY) comes advice, advertisements and sales encouraging businesses to make purchases... READ MORE

When the ‘why’ may be not enough

by Jason Back • 10 Jun 2019

So you are clear on your “why” and you have all the inspiration now in the world. And why... READ MORE

How brokers can support small business clients this EOFY

by Matt Bauld • 29 May 2019

The end of financial year is fast approaching. It’s a busy period for many Australians, and time-poor small business... READ MORE

Using turbulence to drive success: How change can be a catalyst for...

by Nick Young • 21 May 2019

The world is always changing, and our industry is certainly no exception. However, it’s worth keeping in mind that... READ MORE

Defining your employee value proposition

by Zak Wilford • 15 May 2019

The market is beginning to settle after a turbulent royal commission. As a result, movement in the market is... READ MORE

What do mortgage broking trail and pinball have in common?

by Jeff Zulman • 7 May 2019

The Founder and managing director of TrailBlazer Finance considers the unlikely similarities between trail commission... READ MORE

How the broking industry can flourish during uncertainty

by Lisa Claes • 30 Apr 2019

The real estate landscape is increasingly unpredictable, says CoreLogic International CEO Lisa Claes, but brokers can... READ MORE

Community engagement can drive brand awareness but needs to be done...

by Kylie Platt • 16 Apr 2019

Perth-based The Local Loan Company recently won the Excellence in Business - Community award at PLAN Australia’s 2018... READ MORE

Five sustainable business strategies to steer your business in...

by Brendan Wright • 8 Apr 2019

Following the release of the banking royal commission’s final report, FAST CEO Brendan Wright discusses the... READ MORE

The first battle may have been won, but the war has only just begun

by Brett Mansfield • 11 Mar 2019

In the weeks since the release of the banking royal commission final report, and through the outstanding efforts of all... READ MORE

The biggest marketing mistake brokers make

by Sabri Suby • 5 Mar 2019

One of the biggest mistakes I see in the way brokers market themselves is spending money on advertising and expecting... READ MORE

Commissioner Hayne, what ‘heinous’ crime did mortgage brokers...

by Jeff Zulman • 25 Feb 2019

The recent royal commission was charged with uncovering misconduct in the banking and wider financial services... READ MORE

3 habits of a customer-obsessed business

by Emma Cattermole • 15 Feb 2019

Delivering a great client experience is key to repeat business for any broking business. Emma Cattermole of Wealthfolio... READ MORE

Why Commissioner Hayne has added insult to injury for Australian home...

by Alex Whitlock • 5 Feb 2019

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry is long... READ MORE

Escalating a brokerage’s growth trajectory in a time of turbulence

by Nick Young and Justin Mastores • 30 Jan 2019

Nick Young (Trail Homes) and Justin Mastores (Rees Group) outline how to maintain business growth, make astute... READ MORE

The business of diversification

by Warrick Greaves • 23 Jan 2019

WA-based broking business Launch Finance recently took out PLAN Australia’s Excellence in Diversification award.... READ MORE

The argument for part-time brokers

by Ray Hair • 15 Jan 2019

I have read with interest ongoing industry commentary on the “evils” of part-time mortgage brokers, and I suggest... READ MORE

5 digital strategies to boost your broking business

by Sabri Suby • 4 Jan 2019

When a potential home buyer searches for mortgage information online, your business competes with thousands of others... READ MORE

How to help your clients avoid common cash flow mistakes; Pt 2

by Greg Charlwood • 31 Dec 2018

Greg Charlwood from Australian Invoice Finance outlines how to identify and avoid common business mistakes, in his... READ MORE

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