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The Adviser: Elite Broker

The Adviser

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The Adviser: Elite Broker

The Adviser: Elite Broker

The Adviser

0
Followers
1
Plays
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About Us

Elite Broker is the only podcast that delivers business intelligence and tackles the biggest issues affecting the Australian mortgage industry, brought to you by The Adviser, Australia’s leading publication for mortgage professionals.Each week, Elite Broker speaks to an Australian mortgage broker to find out how they got to where they are now, there tips for success and what they think of the current market.http://www.theadviser.com.au

Latest Episodes

In Focus: How COVID-19 will change mortgage broking

The coronavirus pandemic and its associated social distancing requirements forced businesses across Australia to change the way they operated, with many moving online for the first time. While the broking industry has long been adopting technology to create a more efficient and seamless customer experience, the pandemic saw many lenders change policies to enable brokers to write mortgages digitally. With distancing requirements now easing, how much of the changes will remain in place, and what does the future of mortgage broking look like? In this episode of In Focus, partnered by Loan Market, the executive chairman of Loan Market, Sam White, discusses his vision for the future of mortgage broking and how the advent of the 100 per cent digital mortgage broker is now upon us. In this episode, tune in to find out: - How COVID-19 and the best interests duty will bring about digital brokers - What are the leading digital tools and strategies helping brokers save time - The future of training And plenty more!

21 MIN19 h ago
Comments
In Focus: How COVID-19 will change mortgage broking

How professional development and training equipped this broker with the skills to succeed

Kris Menon - NSW’s recently crowned Best Customer Service (Individual) broker at the Better Business Awards 2020 - credits his confidence and aptitude as a broker to his investment of time and money into ongoing professional development and training. The Origin Finance broker joins host Annie Kane on this episode of Elite Broker to discuss how he got into broking, what good customer service means to him, and how his broking practices have changed during the coronavirus pandemic. Kris also reveals: - What tools he uses to market his business - How he and his team guide customers through the home-buying process - The biggest challenge he's faced in his broking career

34 MIN1 w ago
Comments
How professional development and training equipped this broker with the skills to succeed

In Focus: How COVID-19 has been impacting brokers across Australia

In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's small businesses. Momentum Intelligence's head of strategy, Michael Johnson, joins host Annie Kane on this episode of In Focus to analyse the findings of the My Business COVID-19 Sentiment Survey, revealing how broker workload volumes, revenue impacts and mental health situations have changed. In this episode, tune in to find out: - How the broking industry compares to other sectors - Satisfaction rates around government relief packages - What the next iteration of the survey will focus on And plenty more!

20 MIN2 w ago
Comments
In Focus: How COVID-19 has been impacting brokers across Australia

How this broker maintains work/life balance while managing two businesses

Tired of the lifestyle that came with working as a lawyer, Craig Vaughan switched career paths and became a broker, establishing his own brokerage MAP Home Loans, and later, broker platform BrokerEngine. Craig joins host Annie Kane on this episode of Elite Broker to share where his fascination with processes and systems began, how he's operating his business during lockdown, and the biggest challenges he's faced throughout his broking career. Craig also reveals: - His three key steps in recruiting a new client - Why his brokerage decided to outsource certain tasks - How he built the BrokerEngine platform

30 MIN3 w ago
Comments
How this broker maintains work/life balance while managing two businesses

How the SA/NT Broker of the Year goes above and beyond for his clients

According to Peiran Hu, senior lending adviser at Norwood-based brokerage Keylend, "If you contribute with your heart, the customer can feel it." This commitment to providing exceptional customer service has led to him being recently crowned SA/NT's Broker of the Year and Best Residential Broker at the Better Business Awards 2020. On this episode of Elite Broker, Peiran joins host Annie Kane to talk about what got him into broking, why he chose Keylend, and how he and his team are adapting to working remotely during the COVID-19 pandemic. Peiran also reveals: - The pros and cons of being part of an independent brokerage - How Keylend markets their business - Tips for brokers on managing their own teams

23 MINAPR 28
Comments
How the SA/NT Broker of the Year goes above and beyond for his clients

Why this former sales manager made the switch to broking

Four years ago, Gordon MacVicar was a sales manager for a lighting company in Sydney while his wife Larissa worked in financial services. Fast forward to now, the couple co-own Mortgage Choice Peregian Beach, and Gordon was recently named Queensland's Rising Star at the Better Business Awards 2020. Gordon joins host Annie Kane on this episode of Elite Broker to share how he and Larissa divide the business' workload, what he's learned about juggling family commitments and broking, and how he managed to embed himself into a new community up in Queensland. Gordon also reveals: - His approach to social media branding - How he's educating clients around changing government policies relating to COVID-19 - What tools he is using to engage with clients remotely

32 MINAPR 21
Comments
Why this former sales manager made the switch to broking

How this rising star sets himself apart from other brokers

Recently named Victoria/Tasmania Rising Star at the Better Business Awards 2020, Christopher Borg takes pride in offering his clients a full suite of lending solutions, including specialist niches. The founder and director of Borg Financial joins host Annie Kane on this episode of Elite Broker to discuss what gives his brokerage an edge, how the coronavirus is affecting his clients, and how he continues to deliver excellent customer service under trying times. Christopher also reveals: - How he has adapted his brokerage to comply with social distancing - Why being multilingual is a valuable business asset - How Australians fare in terms of their financial literacy

39 MINAPR 14
Comments
How this rising star sets himself apart from other brokers

The impacts of COVID-19 on this leading brokerage

With businesses around the world being impacted by the COVID-19 pandemic, leading brokerage Catalyst Advisers (part of the Catalyst group) is adapting how it conducts business to best meet the changing needs of its customers. Founder and director Adrian Lee joins host Annie Kane to share how the crisis has changed his brokerage's business focus, how they are supporting workers on the front line by providing masks to hospitals and those in need, and why "team culture" has been critical for them in the current climate. Adrian also shares: - Why he's fundraising for medical-grade face masks for health providers - An insight into the Catalyst hiring process - How their business offerings have developed over the years

34 MINAPR 7
Comments
The impacts of COVID-19 on this leading brokerage

How WA’s Broker of the Year has adapted to a COVID-19 environment

Welshpool-based Loan Market broker Balpreet Bal, senior finance specialist at WA Prime Finance Solutions, has always recognised the importance of educating his clients around potential hardships. Given the unprecedented coronavirus pandemic, which is threatening job security, preparation such as this is critical. The recently crowned WA Broker of the Year and Best Residential Broker (The Adviser’s Better Business Awards 2020) joins host Annie Kane on this episode of Elite Broker to share how he is navigating the COVID-19 crisis, what makes him a leading broker, and the importance of maintaining a positive workplace culture - even under social distancing regulations. Balpreet also reveals: - The tools he is using to run his operations remotely - What has been happening in Western Australia's first home buyers sector over the last few months - How he intends to increase his number of referral partner

30 MINMAR 31
Comments
How WA’s Broker of the Year has adapted to a COVID-19 environment

How this broker ensures his clients keep coming back

SA-based brokerage Rise High Financial Solutions recently won several awards at the Better Business Awards SA 2020 for its exceptional service, with its own individual brokers taking home awards on the night too. In this episode of Elite Broker, director James Schulze joins host Annie Kane to outline the processes used by his team to establish long-term connections with clients, discuss how his passion for property investment paved a pathway into broking, and share how his business fosters an emotionally supportive workplace culture. James also reveals: - How the team is working remotely during the ongoing coronavirus crisis - Whether acquiring their own ACL was a cost-effective choice for his brokerage - His top three tips for new brokers starting out in the industry

40 MINMAR 24
Comments
How this broker ensures his clients keep coming back

Latest Episodes

In Focus: How COVID-19 will change mortgage broking

The coronavirus pandemic and its associated social distancing requirements forced businesses across Australia to change the way they operated, with many moving online for the first time. While the broking industry has long been adopting technology to create a more efficient and seamless customer experience, the pandemic saw many lenders change policies to enable brokers to write mortgages digitally. With distancing requirements now easing, how much of the changes will remain in place, and what does the future of mortgage broking look like? In this episode of In Focus, partnered by Loan Market, the executive chairman of Loan Market, Sam White, discusses his vision for the future of mortgage broking and how the advent of the 100 per cent digital mortgage broker is now upon us. In this episode, tune in to find out: - How COVID-19 and the best interests duty will bring about digital brokers - What are the leading digital tools and strategies helping brokers save time - The future of training And plenty more!

21 MIN19 h ago
Comments
In Focus: How COVID-19 will change mortgage broking

How professional development and training equipped this broker with the skills to succeed

Kris Menon - NSW’s recently crowned Best Customer Service (Individual) broker at the Better Business Awards 2020 - credits his confidence and aptitude as a broker to his investment of time and money into ongoing professional development and training. The Origin Finance broker joins host Annie Kane on this episode of Elite Broker to discuss how he got into broking, what good customer service means to him, and how his broking practices have changed during the coronavirus pandemic. Kris also reveals: - What tools he uses to market his business - How he and his team guide customers through the home-buying process - The biggest challenge he's faced in his broking career

34 MIN1 w ago
Comments
How professional development and training equipped this broker with the skills to succeed

In Focus: How COVID-19 has been impacting brokers across Australia

In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's small businesses. Momentum Intelligence's head of strategy, Michael Johnson, joins host Annie Kane on this episode of In Focus to analyse the findings of the My Business COVID-19 Sentiment Survey, revealing how broker workload volumes, revenue impacts and mental health situations have changed. In this episode, tune in to find out: - How the broking industry compares to other sectors - Satisfaction rates around government relief packages - What the next iteration of the survey will focus on And plenty more!

20 MIN2 w ago
Comments
In Focus: How COVID-19 has been impacting brokers across Australia

How this broker maintains work/life balance while managing two businesses

Tired of the lifestyle that came with working as a lawyer, Craig Vaughan switched career paths and became a broker, establishing his own brokerage MAP Home Loans, and later, broker platform BrokerEngine. Craig joins host Annie Kane on this episode of Elite Broker to share where his fascination with processes and systems began, how he's operating his business during lockdown, and the biggest challenges he's faced throughout his broking career. Craig also reveals: - His three key steps in recruiting a new client - Why his brokerage decided to outsource certain tasks - How he built the BrokerEngine platform

30 MIN3 w ago
Comments
How this broker maintains work/life balance while managing two businesses

How the SA/NT Broker of the Year goes above and beyond for his clients

According to Peiran Hu, senior lending adviser at Norwood-based brokerage Keylend, "If you contribute with your heart, the customer can feel it." This commitment to providing exceptional customer service has led to him being recently crowned SA/NT's Broker of the Year and Best Residential Broker at the Better Business Awards 2020. On this episode of Elite Broker, Peiran joins host Annie Kane to talk about what got him into broking, why he chose Keylend, and how he and his team are adapting to working remotely during the COVID-19 pandemic. Peiran also reveals: - The pros and cons of being part of an independent brokerage - How Keylend markets their business - Tips for brokers on managing their own teams

23 MINAPR 28
Comments
How the SA/NT Broker of the Year goes above and beyond for his clients

Why this former sales manager made the switch to broking

Four years ago, Gordon MacVicar was a sales manager for a lighting company in Sydney while his wife Larissa worked in financial services. Fast forward to now, the couple co-own Mortgage Choice Peregian Beach, and Gordon was recently named Queensland's Rising Star at the Better Business Awards 2020. Gordon joins host Annie Kane on this episode of Elite Broker to share how he and Larissa divide the business' workload, what he's learned about juggling family commitments and broking, and how he managed to embed himself into a new community up in Queensland. Gordon also reveals: - His approach to social media branding - How he's educating clients around changing government policies relating to COVID-19 - What tools he is using to engage with clients remotely

32 MINAPR 21
Comments
Why this former sales manager made the switch to broking

How this rising star sets himself apart from other brokers

Recently named Victoria/Tasmania Rising Star at the Better Business Awards 2020, Christopher Borg takes pride in offering his clients a full suite of lending solutions, including specialist niches. The founder and director of Borg Financial joins host Annie Kane on this episode of Elite Broker to discuss what gives his brokerage an edge, how the coronavirus is affecting his clients, and how he continues to deliver excellent customer service under trying times. Christopher also reveals: - How he has adapted his brokerage to comply with social distancing - Why being multilingual is a valuable business asset - How Australians fare in terms of their financial literacy

39 MINAPR 14
Comments
How this rising star sets himself apart from other brokers

The impacts of COVID-19 on this leading brokerage

With businesses around the world being impacted by the COVID-19 pandemic, leading brokerage Catalyst Advisers (part of the Catalyst group) is adapting how it conducts business to best meet the changing needs of its customers. Founder and director Adrian Lee joins host Annie Kane to share how the crisis has changed his brokerage's business focus, how they are supporting workers on the front line by providing masks to hospitals and those in need, and why "team culture" has been critical for them in the current climate. Adrian also shares: - Why he's fundraising for medical-grade face masks for health providers - An insight into the Catalyst hiring process - How their business offerings have developed over the years

34 MINAPR 7
Comments
The impacts of COVID-19 on this leading brokerage

How WA’s Broker of the Year has adapted to a COVID-19 environment

Welshpool-based Loan Market broker Balpreet Bal, senior finance specialist at WA Prime Finance Solutions, has always recognised the importance of educating his clients around potential hardships. Given the unprecedented coronavirus pandemic, which is threatening job security, preparation such as this is critical. The recently crowned WA Broker of the Year and Best Residential Broker (The Adviser’s Better Business Awards 2020) joins host Annie Kane on this episode of Elite Broker to share how he is navigating the COVID-19 crisis, what makes him a leading broker, and the importance of maintaining a positive workplace culture - even under social distancing regulations. Balpreet also reveals: - The tools he is using to run his operations remotely - What has been happening in Western Australia's first home buyers sector over the last few months - How he intends to increase his number of referral partner

30 MINMAR 31
Comments
How WA’s Broker of the Year has adapted to a COVID-19 environment

How this broker ensures his clients keep coming back

SA-based brokerage Rise High Financial Solutions recently won several awards at the Better Business Awards SA 2020 for its exceptional service, with its own individual brokers taking home awards on the night too. In this episode of Elite Broker, director James Schulze joins host Annie Kane to outline the processes used by his team to establish long-term connections with clients, discuss how his passion for property investment paved a pathway into broking, and share how his business fosters an emotionally supportive workplace culture. James also reveals: - How the team is working remotely during the ongoing coronavirus crisis - Whether acquiring their own ACL was a cost-effective choice for his brokerage - His top three tips for new brokers starting out in the industry

40 MINMAR 24
Comments
How this broker ensures his clients keep coming back
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