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New Broker Q&A: Tayla Phillips, Resolve Finance

by Charlotte Humphrys • 21 Jun 2024
Find out how this broker uses social media to set up her referral partnerships and her top tips for new starters. READ MORE

Elite Broker Q&A: Julian Fayad, LoanOptions.ai
by Charlotte Humphrys • 11 Jun 2024
Find out how this CEO made the move from broking to business owner and his top tips for new starters. READ MORE

Should brokers join the fight against CSLR?
by Annie Kane • 6 Jun 2024
OPINION With the financial advice industry recoiling at the growing costs of the new Compensation Scheme of Last Resort... READ MORE

Elite Broker Q&A: Rick Garner, Crew Financial
by Charlotte Humphrys • 5 Jun 2024
How this broker pilot got into broking, why he created his own intranet, and his top tips for new brokers. READ MORE

The trajectory of broking in an AI-powered world
by Vincent Turner • 3 Jun 2024
How will brokers need to adapt to an AI-enhanced world? Vincent Turner explores how AI technology is influencing the... READ MORE

The Word: How are you helping support SMEs at the moment?
by Adrian Suljanovic • 29 May 2024
With the end of financial year fast approaching and small businesses looking to grow in the year ahead, this month we... READ MORE

New Broker Q&A: James Cerolini, Simplify Asset Finance, ROAM Finance
by Charlotte Humphrys • 14 May 2024
This broker reveals why he made the move from aggregator BDM to broker and his process for getting a loan settled. READ MORE

Why your client database is a goldmine

by Malavika Santhebennur • 6 May 2024
Brokers should be mining their existing client base to generate leads in a cost-effective manner, marketing specialist... READ MORE

Elite Broker Q&A: Jill Fleck, Nu-Age Vehicle & Asset Finance
by Charlotte Humphrys • 6 May 2024
This leading asset finance broker reveals how she dominated a male-dominated space, how she formed her referral partner... READ MORE

Elite Broker Q&A: Lisa Bridgett, Stellar Finance Group
by Charlotte Humphrys • 24 Apr 2024
How this broker made the move from sports science to broking and her top tips for brokers. READ MORE

Elite Broker Q&A: Katherine Persoglia, Property Before Prada
by Charlotte Humphrys • 22 Apr 2024
This broker reveals why she created The Brokers’ Bible and her top tips for new brokers. READ MORE

The silent epidemic the finance industry can no longer ignore
by Bronwyn Penhaligon • 22 Apr 2024
The financial services industry has seen a significant transformation in the last decade, propelled by the digital... READ MORE

Lead flow mastery: The key to broker success
by Ruan Burger • 15 Apr 2024
Investing in strategies to boost lead flow is essential for business growth and success, outlines Ruan Burger, founder... READ MORE

Wellness April 2024: What do brokers do to unwind?
by Reporter • 15 Apr 2024
As heard on the Elite Broker podcast, we find out what brokers do to de-stress and unwind READ MORE

The Word: What tech tools do you use to make your job easier?
by Reporter • 10 Apr 2024
With brokers growing in popularity, keeping up with demand can be tough. This month we ask… What tech tools do you... READ MORE

Elite Broker Q&A: Joshua De Buelle, FiNEXT
by Charlotte Humphrys • 8 Apr 2024
The Western Australia-based broker delves into how he became a broker, how he manages his wellbeing, and his goals for... READ MORE

Elite Broker Q&A: Kieran Jefferies, Olleh Lending
by Charlotte Humphrys • 5 Apr 2024
This high-performing senior broker explores how he got into mortgage broking and his top tips for new brokers. READ MORE

Elite Broker Q&A: Scott Rumble, Yakka Finance
by Charlotte Humphrys • 29 Mar 2024
The Best Finance Broker recipient from The Adviser’s Better Business Awards NSW/ACT unpacks how he stays on top of... READ MORE

New Broker Q&A: How Lee Pattison tests his limits
by Charlotte Humphrys • 25 Mar 2024
This Ironman broker shares his top tips for new brokers and reveals how he tests his limits both physically and... READ MORE

Elite Broker Q&A: Top customer service tips from Lee Barron

by Charlotte Humphrys • 15 Mar 2024
The founder of Fox Financial Solutions shares how he became a broker and how he curated his award-winning customer... READ MORE

The Word: What challenges are you facing at the moment?
by Reporter • 11 Mar 2024
With a new year providing fresh opportunities, we wanted to know what brokers are prioritising this year. This month we... READ MORE

Elite Broker Q&A: How Gary Rock runs a thriving brokerage

by Charlotte Humphrys • 6 Mar 2024
This chef-turned-broker explains how generating new business is the ‘easiest’ part of his job and what his biggest... READ MORE

New Broker Q&A: Alex Gee, Kingfisher Finance Group
by Annie Kane • 29 Feb 2024
Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic,... READ MORE

Unpacking the unjust clawback: A call for fairness in finance
by Phil Rice • 13 Feb 2024
Despite collaborative efforts between lenders and brokers, there’s an underlying issue that needs a spotlight: the... READ MORE

Elite Broker Q&A: Advice for new starters from elite broker Luke...
by Charlotte Humphrys • 13 Feb 2024
This Sydney-based broker explores the impact of new tech, the importance of referral partnerships, and his advice for... READ MORE