Mortgage and Finance Brokers Blog Opinions - The Adviser

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How to avoid the ‘cultural tax’

by Malavika Santhebennur • 7 Nov 2023

Expanding cultural literacy through research can help financial service providers gain the trust of clients from...READ MORE

‘Do it sooner rather than later’: Louisa Sanghera talks...

by Malavika Santhebennur • 3 Nov 2023

Louisa Sanghera highlighted the importance of a succession plan after countless health battles spurred her to implement... READ MORE

‘Scale your impact’: Lessons on leadership from an REA executive

by Malavika Santhebennur • 2 Nov 2023

As women assume leadership roles, it is essential for them to scale their impact by mobilising team members to create... READ MORE

Options as diverse as your clients

by Kimberly Linder • 2 Oct 2023

Brokers who embrace non-bank solutions are well-positioned to lead the way, Kimberly Linder, director and finance... READ MORE

What I learned from the SME Broker Bootcamp 2023

by Trent Carter • 19 Sep 2023

It was a great pleasure to travel to Brisbane, Sydney, and Melbourne this year as a lead facilitator for The... READ MORE

How private lending could give brokers the edge

by Annie Kane • 5 Sep 2023

Rather than lose SME clients with unconventional finance needs to a competitor, brokers could use private lenders to... READ MORE

Navigating anxiety in the financial services industry: A call for...

by Bronwyn Penhaligon • 30 Aug 2023

In the ever-evolving landscape of the financial services industry, where economic shifts and interest rate fluctuations... READ MORE

How to avoid the dreaded rework in SME loan applications

by Malavika Santhebennur • 30 Aug 2023

With application and approval times growing ever longer, the co-founder of business coaching company Accendo Financial... READ MORE

Why SME broking is less transactional, more holistic

by Malavika Santhebennur • 24 Aug 2023

Mortgage brokers aspiring to diversify into SME broking must be open to change and prepared to service their clients on... READ MORE

First-ever Women in Finance Summit launches

by Malavika Santhebennur • 17 Aug 2023

Momentum Media is proud to launch its inaugural Women in Finance Summit, aimed at supporting and connecting leading... READ MORE

The ‘resilience’ mindset (or lack thereof)

by Sascha Moore • 17 Jul 2023

Going on an overseas family ski trip often comes with idyllic notions of being ‘all fun and games.’ Until it’s... READ MORE

Why acting in the customer’s ‘best interests’ goes well beyond...

by Mathew Patterson • 16 Jun 2023

The role of a broker has always been about getting the best deal for the customer. But what is the best deal, exactly?... READ MORE

How brokers can turn followers into clients with Google reviews

by Sarah Barnett • 10 May 2023

Social Broker’s founder Sarah Barnett reveals the power of Google reviews and ratings for... READ MORE

Will the federal budget really deliver what SMEs need?

by Wayne Morris • 5 May 2023

Small businesses will be “front and centre” in the federal budget, but will this deliver what they really need?... READ MORE

Why SMEs are banking on brokers to grow revenue in 2023

by Annie Kane • 18 Apr 2023

Economic conditions may be signalling a tighter year ahead, but business confidence is high and brokers are in... READ MORE

Efficiency and quality tips for new and part-time brokers

by Demal George • 10 Apr 2023

Mortgage broking is a competitive industry, with more than 19,000 brokers trying to get a share of the loan portfolio.... READ MORE

Mythbusting the NSW stamp duty reform

by Theo Chambers • 27 Mar 2023

First-home buyers in NSW can now opt to pay stamp duty or an annual property tax, but which one works out better? Shore... READ MORE

How can brokers and buyer’s agents work better together?

by Veronica Morgan • 15 Mar 2023

A good working relationship between a values-aligned mortgage broker and buyer’s agent can be extremely beneficial... READ MORE

Gender parity key to a stronger Australian mortgage broking industry

by Nicole Tosev • 8 Mar 2023

Nicole Tosev, program lead of AFG Women on the Move, unpacks why gender parity is key in... READ MORE

Payroll tax overreach an ‘absolutely criminal act’

by Alex Whitlock • 6 Mar 2023

Momentum Markets director Alex Whitlock outlines why he believes the payroll tax issue facing aggregators is a... READ MORE

How brokers are getting lead generation wrong (and how to do it right)

by Malavika Santhebennur • 24 Feb 2023

A coach has outlined why being “boring” holds the key to generating leads rather than chasing the new and... READ MORE

Why high-net-worth clients want broker partnerships: Coach

by Malavika Santhebennur • 16 Feb 2023

Brokers have been pushed to become a partner and “validator” to attract high-net-worth clients and nail their value... READ MORE

Why settlements aren’t a leading indicator of success

by Malavika Santhebennur • 9 Feb 2023

Brokers have been pushed to measure business performance by focusing on lead indicators rather than... READ MORE

How to read clients to build instant rapport

by Malavika Santhebennur • 31 Jan 2023

Deciphering a client’s facial expressions and body language can help brokers build rapport and referrals, a... READ MORE

Eyes wide open: Tackling the horizon head on

by Nick Young • 17 Jan 2023

While the economy is in flux, now is the time to be realistic, not catastrophic nor complacent, says Trail Homes's Nick... READ MORE

Why aren’t Australians getting home loans from their main banks?

by Aashish Sharma • 3 Jan 2023

FICO’s segment leader for risk life cycle and decision management, Aashish Sharma, identifies the technology gaps... READ MORE

How brokers can best prepare for the holiday closure

by Ruan Burger • 19 Dec 2022

The holidays are just around the corner — but have you started thinking about prepping for your brokerage’s holiday... READ MORE

Why the Consumer Data Right isn’t ready (yet) to help solve SME...

by Graham Strain • 5 Dec 2022

Despite open banking and the Consumer Data Right accelerating transformation in consumer finance, there's still more to... READ MORE

The Word: How did you choose your mentor?

by Annie Kane • 10 Nov 2022

While it’s a two-year industry requirement for new brokers to join a mentorship program, finding the right mentor is... READ MORE

Staying calm amidst the chaos

by Nick Young • 31 Oct 2022

How to maintain optimal performance and why ‘crazy busy’ doesn’t cut it.

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