Elite Broker Podcast - Mortgage and Finance - The Adviser

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How this broker is leading the way without banking on trail

by Annie Kane • 4 Jun 2019

In this episode of Elite Broker, recorded at Loan Market's Leading Ladies summit in Byron Bay, New Zealand-based...READ MORE

Kevin Wheatley, Bayside Residential & Commercial Mortgages

How a logistics career has guided this leading commercial broker

by Todd Stevens • 28 May 2019

In this episode of Elite Broker, Kevin Wheatley, broker and managing director of Bayside Residential & Commercial... READ MORE

Mark Zaglas, managing partner, director Encore Advisory Group, and Haydn Marshallprincipal, broker Lend Perspective

In Focus: Building strong referral relationships

by Todd Stevens • 21 May 2019

Establishing a strong referral network is one of the key aspects of building a successful brokerage. But how do you... READ MORE

A business vision forged during maternity leave

by Todd Stevens • 14 May 2019

In this episode of Elite Broker, Acitv8 Finance founder Cathy Brown joins host Annie Kane to reflect on how she was... READ MORE

How this brokerage is supporting progress worldwide

by Todd Stevens • 7 May 2019

In March, Keystone Financial took home the NSW Better Business Award for Community Engagement Program, in recognition... READ MORE

In Focus: Marrying digital and personal interaction into one

by Todd Stevens • 30 Apr 2019

The In Focus podcast has previously looked at the role of CRM systems in creating more efficient, personalised service... READ MORE

Educating her clients on finance while raising awareness on domestic...

by Todd Stevens • 23 Apr 2019

The branding of Rebecca Jarrett Dalton’s mortgage broking business Two Red Shoes cannot be disputed as she attends... READ MORE

In Focus: Shifting your mindset to propel you to the top

by Todd Stevens • 16 Apr 2019

Having recently travelled the country for the Better Business Summit 2019 and coaching countless mortgage brokers on a... READ MORE

How this husband and wife duo are delivering exceptional consumer...

by Todd Stevens • 9 Apr 2019

Having obtained continued recognition in the customer service categories of the Better Business Awards, husband and... READ MORE

In business with family

by Tas Bindi • 5 Apr 2019

Working with family members can undoubtedly be trying at times. But family businesses also have a distinct atmosphere... READ MORE

How customer service catapulted this broker’s business

by Todd Stevens • 2 Apr 2019

Kathy Dundas of No Fuss Homeloans took home the award for Best Customer Service (individual) at this year’s Better... READ MORE

In Focus: How digital change is transforming client expectations

by Annie Kane • 26 Mar 2019

Customer service and transparency have long been a drawcard for the broking industry. But as society becomes more... READ MORE

How this multi-award-winning brokerage stands out from the crowd

by Todd Stevens • 19 Mar 2019

Red Door Financial Group took out three categories at the recent Better Business Awards in Melbourne, with the... READ MORE

Mentoring more than 200 brokers: How Tracie Palmer does it

by Todd Stevens • 12 Mar 2019

Cornerstone Home Loans director and broker Tracie Palmer has helped train more than 200 brokers since she launched her... READ MORE

In Focus: Update on the royal commission

by Todd Stevens • 5 Mar 2019

It has been a month since the banking royal commission’s final report was released with each week seemingly bringing... READ MORE

Forging a strong brokerage in the NT

by Todd Stevens • 26 Feb 2019

Northern Territory-based broker Janine Ashmore took home two awards at the Better Business Awards 2019 SA/NT, winning... READ MORE

Why this broker merged his business with another

by Todd Stevens • 19 Feb 2019

Leon Spadavecchia, managing director and broker at Financia, placed 8th in the Elite Business Writers ranking 2018 -... READ MORE

Utilising technology to build a relationship-based business

by Todd Stevens • 12 Feb 2019

Having previously joined the Elite Broker podcast in 2017 to discuss the launch of his then new business Equilibria... READ MORE

In Focus: Unpacking the findings of the banking royal commission...

by Todd Stevens • 5 Feb 2019

In this episode of In Focus, host Annie Kane is joined by Charbel Kadib, journalist at The Adviser, and Momentum... READ MORE

Setting up a niche broker franchise: How Richard Hewitt did it

by Todd Stevens • 29 Jan 2019

Richard Hewitt has always been close to the farming industry, having been born on a farm and even having tried his hand... READ MORE

How this rising star manages a growing broker business

by Todd Stevens • 22 Jan 2019

Newcastle-based broker Brad East believes that experience is worth far more than qualifications. For Brad, however, it... READ MORE

How this award-winning broker is forging strong referral relationships

by Todd Stevens • 15 Jan 2019

After winning the Regional Professional Of The Year award at the Young Leaders in Finance Awards last year and a... READ MORE

How this elite business writer runs an independent brokerage

by Todd Stevens • 8 Jan 2019

As one of only five women in our Elite Business Writers Ranking 2018, and a new entrant last year, Holly Bundy of Bundy... READ MORE

What it’s like to be a broker in Tasmania

by Charbel Kadib • 2 Jan 2019

Charbel Kadib finds out what it’s like to be a broker in Tasmania from Lance Cure, veteran broker and director of... READ MORE

Reflecting on a year of achievements in the broking sector

by Todd Stevens • 1 Jan 2019

In this episode of Elite Broker, host Annie Kane reflects on what has been a huge year in the broking sector,... READ MORE

How the future of broking could change in 2019

by Todd Stevens • 24 Dec 2018

In this special episode, recorded live at The Adviser's Asia Study Tour in Hong Kong, host Annie Kane is joined by the... READ MORE

In Focus: Why client needs have shifted to favour the non-banks

by Todd Stevens • 18 Dec 2018

In this episode of In Focus, Lucky Money CEO Louis Velasquez and Bluestone NSW BDM Jerome Porcia join host Annie Kane... READ MORE

Constantly striving to do things differently

by Todd Stevens • 11 Dec 2018

With more than 30 years in the finance sector and a broking career which began in 1987, WA-based SME broker Michael... READ MORE

More than $150 million in residential mortgages last financial year

by Todd Stevens • 4 Dec 2018

Regional broker and director of SMS Finance Colin Mason has broken into the Elite Business Writers ranking 2018,... READ MORE

In Focus: Navigating a changing broker market

by Todd Stevens • 27 Nov 2018

In this episode of In Focus, Brett Halliwell, general manager of Advantedge joins host Annie Kane to discuss the... READ MORE

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