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The Successful Adviser by James McCracken

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Episodes of The Successful Adviser by James McCracken

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
Starting his career as an accountant with LaTrobe Financial in rural Victoria, 20 years on, he is still working for LaTrobe, though his knowledge, skills, and experience have grown significantly over that time. These days, as Chief Lending Offi
Jeremy Harper’s journey in mortgage broking isn’t your typical one.  Having established his business in Melbourne, Jeremy packed it up and took it to New York where he and his wife lived and worked for two years. While operating in the Big Appl
The journey of Richard Bootle has certainly been an interesting one.  Born in rural New South Wales, Richard went onto boarding school and university in Sydney before a stint at a large corporate law firm.   It was during his time at the large
As a long-time champion of the 3rd party channel, Aaron Milburn talks about his career, his love of helping brokers succeed, and his mission of educating consumers on their options so they never have to feel like there isn’t hope to solve their
After a 14-year career at Westpac, Andrew Larcombe decided to join the ranks of the broking industry, and 23+ years on, he has seen just about everything and achieved an extraordinary amount. When loans were easier to write, Andrew broke the co
In this candid and relieving interview Jeremy Fisher of 1st Street Financial, we cover a number of topics pertaining to personal success, business development, and contributing back to the community. You may know Jeremy as having been ranked #
Hailing from the small country town of Orbost, Robert Trewin has built a renowned and trusted reputation across Victoria’s East Gippsland as a mortgage broker of choice, and of latter years,  the mortgage broking business of choice. With a back
In this candid, straightforward interview, Peter White, Managing Director of FBAA, talks about his legacy, how far the industry has come and what’s in store for the months and years ahead. It will come as no surprise that Peter, just like the b
As someone who has been at the raw end of a property spruiker, I can say with absolute certainty that it does make a difference who consumers and investors get their advice from. Get it wrong, and you’re stuck with an expensive lemon.   Get it
As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers alike. Having joined forces with his brother Bernard in 2015, their business hasn’t looked back. And, like many a bespoke br
In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems.   Like all mortgage brokers, Liz has needed to embrace the change of recent time so she and her team can remain relevant to thei
With a love of people, processes and numbers, though Cathy Brown started life as an accountant, she has found her calling as a mortgage broker. From the early days of smashing out long hours and driving all over town, Cathy has restructured her
In today’s interview, you’re going to hear from Ilse Strauss, a leadership consultant and advisor for people who want to ensure there is alignment between their values and their business. In this interview, you’ll hear Ilse share specific insig
Some brokers go quietly about their business, making an impact where it matters most - with the outcomes and relationships they have with clients. This is certainly true for Kelly Cameron, the entrepreneurial director of Get Real Finance.   At
In this interview, Aaron Christie-David pulls back the curtain on some of the business processes and optimisation techniques that are helping him and his team operate an efficient and productive brokerage that delivers a smooth lending experien
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