Podchaser Logo
Home
The Successful Adviser by James McCracken

James McCracken

The Successful Adviser by James McCracken

A daily Business, Technology and Education podcast
Good podcast? Give it some love!
The Successful Adviser by James McCracken

James McCracken

The Successful Adviser by James McCracken

Episodes
The Successful Adviser by James McCracken

James McCracken

The Successful Adviser by James McCracken

A daily Business, Technology and Education podcast
Good podcast? Give it some love!
Rate Podcast

Episodes of The Successful Adviser by James McCracken

Mark All
Search Episodes...
When you’ve assessed and approved over a billion dollars in lending within the banks, it is more than just a good apprenticeship to set you up for a life in broking, it’s the foundations to a rewarding career. In this interview with Charles Zer
It’s seldom you come across a person who has started a movement, though that’s exactly what Philip Robison has done. As the the founder of Saving Brothers and a property professional, Philip is driven by the desire to impact people for the bett
As we all know, time is arguably the most precious commodity for every mortgage broker. In this podcast with gun loan administrator turned business owner, Mandy Love, we look at the importance of having the right people in the right seats to he
From police officer to high performing mortgage broker mortgage, Travis Carruthers is on a mission to impact more brokers, consumers and staff for the better.   Most brokers who settle in excess of $100M per annum are usually looking to grow ei
To do more deals, you need to have more clients in your practice. Improving client retention is the easiest and most cost-efficient way to make this happen.  Many brokers spend a lot of energy and money on new client acquisition. The idea behin
Having interviewed over 160 podcast guests and had extraordinary conversations with many incredible people, it’s a big call to say this is the most important podcast I’ve done, particularly since it has nothing to do with broking. It does howev
Operating a broking practice can be challenging, especially if you’re just starting out. It’s even more so if you used to work as an employee in one. Transitioning from employee to owner can be tricky… but not impossible.  Keith Caine joins me
The sole operator mentality can only take mortgage brokers so far. At some point, brokers will need to delegate key responsibilities to their team members. This will allow them to focus on the strategic and operational decisions and actions tha
There’s been a subtle paradigm shift in the mortgage broking industry in recent years. More and more brokers are embracing the idea of being a broker AND a business owner. It’s no longer about being a one-man-band. Instead, it’s all about struc
Should you earn 90% commission as an independent broker or base salary + 40% as a PAYG broker? The numbers might suggest that the answer is obvious.  However, just like loans, there are different scenarios and different wants and needs that mig
When it comes to the attributes of successful brokers, often, it can be easy to focus solely on those most visible, like great process, capable staff, high-quality client base, etc. A less obvious, yet powerful aspect that influences consistent
There are many nice, polite, pleasant, and well-meaning brokers out there. But sometimes their communication style often doesn’t result in the number of conversions, income or lifestyle  they want to achieve.  Instead, because of their generous
At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became a property owner. With an avid interest in property investing, Kim turned her back on corporate in search of a more rewarding and flexible role,
When it comes to a broker’s subconscious or unconscious beliefs, the issue isn’t whether these beliefs are right or wrong. It’s their real-world impact that ultimately matters. Are those beliefs serving that broker’s personal and professional g
In this interview with Julie Bishop, I took a slightly different tact. Yes, Julie and I could have just talked about all the great things going on in her business, which she co-owns with two other brokers. But instead, we looked at some of the
Like practically all well-established brokers, it comes as no surprise that Belinda Caesar’s core marketing strategy is elevating her clients into raving fans so they can spread the good word. Having founded her business in Melbourne, Belinda h
Quite literally, one of Australia’s first ever brokers, over the past 30+ years Marco Meloni has seen it all. That said, it comes as little surprise that his secrets to success aren’t really secrets at all. Be responsive, give great advice, del
Bianca Patterson exhibits all the hallmarks you’d expect of a high performing broker. Strong conviction in her value proposition Willingness to invest in people and resources Places high value on her time Is clear on the people she wants to wo
Based in northern New South Wales just shy of the Queensland border, when COVID hit last year and borders were closed, for 8 weeks Jo Croft was unable to drive to her Brisbane office to see staff and clients.  They say necessity is the mother o
Best by name, and by nature.  Right now, Kirsty Best from Living Home Loans is seeing the business achieve personal best settlement volumes, as she and her husband Andrew take full advantage of the booming property market.   Currently writing $
If you’ve ever had a husband, wife or significant other who has contributed to your business in a small or big way, you’ll love this episode with Jo Violeta. Jo is the marketing manager at Violeta Finance.  By proxy of her husband Carl being th
Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how she delivers service. With a large portion of her clientele being medical professionals, Sarah has become their trusted advisor t
Many a broker has ventured into the 1-to-many business model, but they don’t all come out alive. In this interview, Rose de Rossi shares how, in collaboration with her business partner Tracey Lea Gilbert, they have built a successful sub-aggreg
In this interview, Caroline Jean-Baptiste talks about what it takes to be an active and involved mother while also operating a successful mortgage broking business.  Who says you can’t have both! Having previously worked in the cruise liner ind
As a multi-award winning broker and perhaps one of the most respected brokers in the country, Peita Davies has seen a lot in her 17+ years in the industry. Transitioning from the dental industry, Peita shares how the core principles of great se
Rate

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features