Mortgage and Finance Brokers Blog Opinions - The Adviser

4 signs you need to do a life reset in 2024

by Sam Makhoul • 12 Dec 2023

Challenges, complexity, and distractions can lead us into one of four negative states that stop us from leading the... READ MORE

Top downsizing myths: Essential insights for brokers

by Stephen Doyle • 20 Nov 2023

The term ‘client for life’ is a phrase commonly heard in the mortgage broking industry, but it is also closely tied... READ MORE

Why business leaders need to talk about menopause

by Malavika Santhebennur • 9 Nov 2023

An empowerment coach has described how being diagnosed with and receiving treatment for perimenopause changed the way... READ MORE

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

Women in Finance Podcast: How Mortgage Choice is working to create...

by Annie Kane • 20 Oct 2023

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the... 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 Malavika Santhebennur • 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

Submissions open for Women in Finance Awards 2023

by Malavika Santhebennur • 20 Jul 2023

Nominations and submissions have now opened across 29 categories for the seventh annual Women in Finance Awards. 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 brokers. 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 Guy Callaghan • 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

Leading NSW/ACT brokers revealed at Better Business Awards 2023

by Malavika Santhebennur • 23 Mar 2023

The best and brightest of the broking industry in NSW/ACT were championed at the 10th annual Better Business Awards. READ MORE

How to use TikTok to attract (and keep) new clients

by Malavika Santhebennur • 16 Mar 2023

As TikTok soars in popularity, brokers have been pushed to jump on the bandwagon and use it to their advantage. READ MORE

opinion opinion news

The 5-step life reset process