Podcasts about better business awards

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Best podcasts about better business awards

Latest podcast episodes about better business awards

The Adviser Podcast Network
From coding to clients: How this broker harnesses AI in broking

The Adviser Podcast Network

Play Episode Listen Later May 6, 2025 54:40


After two decades in IT, Arnab Baral made the leap into broking to transform the client experience, but he's still harnessing his obsession with tech to escalate his brokerage. In this episode of Elite Broker, host Annie Kane speaks with Arnab Baral – CEO and managing director of Cinch Loans and recipient of the Editor's  Choice Award Vic/TAS at the 2025 Better Business Awards – to find out how he's building Cinch Loans with technology, the principles that guide his team, and the lessons new brokers need to hear. Tune in to hear: Why he left tech to start a career in broking. The tools and tech he uses to scale his business (without losing human touch). Why “start slow, but start deep” is his top advice for new brokers. And much more!

Property Podcast
Portfolios, Entrepreneurial Adventures and First Time Investing with Alex Veljancevski

Property Podcast

Play Episode Listen Later Feb 20, 2025 45:24


Joining us in this episode is Alex Veljancevski, founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it's no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we'll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market. We'll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we'll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties. So join us in this episode to learn more about Alex Veljancevski's property journey, the bumps and obstacles along the way, and how he's managed to gain success at such a young age! Hosted on Acast. See acast.com/privacy for more information.

investing adventures raised acast entrepreneurial delving broker portfolios better business awards alex veljancevski veljancevski eventus financial
Australian Property Investor
Portfolios, Entrepreneurial Adventures and First Time Investing with Alex Veljancevski

Australian Property Investor

Play Episode Listen Later Feb 20, 2025 45:24


Joining us in this episode is Alex Veljancevski, founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it's no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we'll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market. We'll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we'll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties. So join us in this episode to learn more about Alex Veljancevski's property journey, the bumps and obstacles along the way, and how he's managed to gain success at such a young age! Hosted on Acast. See acast.com/privacy for more information.

investing adventures raised acast entrepreneurial delving broker portfolios better business awards alex veljancevski veljancevski eventus financial
The Adviser Podcast Network
How the SA/NT Broker of the Year 2024 is ramping up for 2025

The Adviser Podcast Network

Play Episode Listen Later Jan 14, 2025 44:47


Regional broker Steven Toome was named the SA/NT Broker of the Year at the Better Business Awards 2024, recognising his efforts delivering outstanding service to the seafood capital of Australia and beyond. In this episode of Elite Broker, host Annie Kane sits down with Loan Market Link broker Toome to find out: Why he's decided to become a branded broker. Why he's hosting Australia's largest tuna fishing competition. His plans for scaling his business this year. And much more!

Propertybuyer Podcast
Episode #85 How to Finance your Future with Property

Propertybuyer Podcast

Play Episode Listen Later Dec 26, 2024 39:32


Podcast #85 How to Finance your Future with Property With JOSH CORELY – Partner - The Brokerage   Welcome to our next edition of the Propertybuyer Podcast., where we empower home buyers , property investors and commercial investors to make confident and informed decisions.   Today, we're diving into one of the most critical aspects of property buying and investing—finance. In this episode, we'll explore how to set up the right financial structures, navigate lending options, and create a robust strategy to build and grow your property portfolio.   To guide us through this, I'm thrilled to welcome Josh Corley, a seasoned finance broker and partner at The Brokerage. With a wealth of experience in property finance, Josh has helped countless investors unlock their potential by structuring finance solutions that pave the way for long-term success. Josh was a finalist in the Mentor of the Year by Better Business Awards 2023 and was awarded the CEO Award during his time at Westpac. Josh is also a keen runner and touch rugby player who loves to travel.   Welcome Josh- great to have you on the Podcast Let's dive in!

The Adviser Podcast Network
In Focus: Building a better business

The Adviser Podcast Network

Play Episode Listen Later Apr 2, 2024 24:02


Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we're sitting down with the recently crowned Broker of the Year for Western Australia, Balpreet Bal, and NAB's executive, broker distribution, Adam Brown, to find out what it takes to run a successful business. In this episode of In Focus, we unpack some of the key takeaways from the Better Business Summit 2024 and learn more about how Western Australia's Broker of the Year runs his high-volume business. Tune in to find out: How Bal structures his team to write high volumes. The importance of investing in yourself and continual improvement. Why a successful broker channel is important to NAB. And much more!

The Adviser Podcast Network
What makes Australia's leading asset finance broker successful?

The Adviser Podcast Network

Play Episode Listen Later Feb 27, 2024 18:32


Scott Rumble, the broker director of Yakka Finance, was named Australia's Asset Finance Broker of the Year 2023 last year and Best Finance Broker NSW/ACT at the Better Business Awards 2024, run in partnership with NAB earlier this month. In this episode of Elite Broker – recorded live on stage at the Better Business Summit 2024 – we find out: How and why he became an asset finance broker. The biggest wins and challenges of his career. His top tips for success. And much more!  

The Adviser Podcast Network
What's Making Headlines – the week commencing 12 February

The Adviser Podcast Network

Play Episode Listen Later Feb 16, 2024 16:59


The Adviser's What's Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest financial results from a major bank, a new financial services alliance, and the Better Business Awards NSW/ACT! This week, they discuss: Australia's largest lender's plummeting broker flows. When we can expect rate cuts. The kick off to the Better Business Awards. And more!

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飛碟電台

Play Episode Listen Later Aug 3, 2023 40:45


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The Adviser Podcast Network
Why US broker Chris DiBlasi made the jump to Australia

The Adviser Podcast Network

Play Episode Listen Later Mar 28, 2023 37:44


With a bachelor's in finance, a post graduate degree in economics, and a background in banking and broking in both retail and commercial lending in the US, Christopher DiBlasi, director of Saint Finance, had a breadth of experience across the financial landscape before becoming a broker in Australia. He's now utilising his knowledge to help support and delight borrowers in Western Australia, landing him the Editor's Choice award for Western Australia at the Better Business Awards 2023. In this episode of Elite Broker, host Annie Kane catches up with the Perth-based broker to find out: The differences in broking in the US and Australia Why he decided to become a broker in Western Australia Why he thinks more borrowers are turning to brokers And much more!

The Adviser Podcast Network
How Own Home Loans delivers award-winning service

The Adviser Podcast Network

Play Episode Listen Later Oct 4, 2022 38:49


Delivering fantastic customer service is the key to running a successful brokerage and Own Home Loans, led by Rory Sercombe, has been leading the way down in Victoria — taking home the award of Best Customer Service (Office) in Victoria/Tasmania at the Better Business Awards 2022 earlier this year. The former franchise brokerage set up his own brokerage after wanting to deliver a service proposition that focused on getting rid of mortgage debt, rather than taking on more debt. In this episode of Elite Broker, host Annie Kane catches up with the broker principal to find out: Why he wants to help borrowers become mortgage-free The process he follows to deliver strong customer service How he chose his aggregators  And much more!

The Adviser Podcast Network
How the Best Regional Broker Victoria/Tasmania delights clients in Geelong

The Adviser Podcast Network

Play Episode Listen Later Aug 23, 2022 30:35


While Sorrento might have long been the go-to suburb for Victoria's millionaires (and has its own Millionaire's Walk), the south-west city of Geelong has been fast attracting the well-heeled borrower. Indeed, according to CoreLogic, most of the 22 regional house markets in Victoria that made the million-dollar list over the year to March 2022 were in Geelong.   As such, it's perhaps no surprise that Loan Market Geelong broker Liz McRae has been in hot demand from borrowers, and claimed the award of Regional Broker of the Year Victoria/Tasmania at the Better Business Awards 2022 earlier this year.   In this episode of Elite Broker, tune in to find out:  How she has been building her presence in Geelong  The process she follows to delight clients  Why she thinks broking is a good career choice for women  And much more!

The Adviser Podcast Network
How TikTok and a new app is helping the Victorian/Tasmanian Finance Broker of the Year 2022

The Adviser Podcast Network

Play Episode Listen Later Aug 16, 2022 39:16


While Emmanuel Marios, the director of Hobart-based mortgage brokerage Derwent Finance, may be working in the country's smallest state, he has been making a big name for himself and his brokerage. Earlier this year, he was crowned the Finance Broker of the Year for Victoria/Tasmania at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane discovers how his brokerage has been harnessing technology and social media to expand its reach to all of Australia and offer cutting-edge service to Australian borrowers. Tune in to find out: Why the brokerage built and launched its own app How they've harnessed TikTok to build a following His top tips for exceptional customer service And much more!

The Adviser Podcast Network
Why WA's Broker of the Year 2022 has customer service at his core

The Adviser Podcast Network

Play Episode Listen Later Jul 19, 2022 45:06


Delighting clients is always at the core of a great brokerage, according to Adam Burstein from Core Finance Co. The WA-based broker was named WA's Residential Broker and Broker of the Year at the the state's Better Business Awards earlier this year in recognition of his client success. In this episode of Elite Broker, we catch up with Adam to find out: How he's been rapidly building his brokerage What he thinks the keys to success are His top tips for new brokers And much more!

The Adviser Podcast Network
In Focus: Better Business Summit and Awards 2022

The Adviser Podcast Network

Play Episode Listen Later Jun 21, 2022 22:56


The Better Business Summit and Better Business Awards roadshow 2022 has now wrapped up, and what a few months it's been! We unpack the key takeaways from the event with the event's principal partner, NAB. Between April and June, more than 4,000 members of the broking industry came together for the new silent disco conference and gala awards dinner at the Better Business Summit and Awards, run in partnership with NAB. In this episode of In Focus, host Annie Kane caught up with Phil Waugh, NAB's executive of broker distribution, to: Unpack the key findings from the event Discuss the digitisation of the mortgage process Relive the glitz and glamour of the awards night And much more!

The Adviser Podcast Network
How Qld's Broker of the Year 2022 made it to the top

The Adviser Podcast Network

Play Episode Listen Later Jun 7, 2022 37:57


In 2014, Paul Hixon set up a Loan Market branch in New Farm, Brisbane, and has been rapidly building his brokerage and brand, being named Queensland's Broker of the Year and the state's Best Residential Broker at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane catches up with Queensland's newly crowned Broker of the Year to find out how he's managed to achieve so much in just eight years. Tune in to find out: His process for bringing in new brokers How his brokerage has saved borrowers tens of thousands of dollars  His top tips for creating an award-winning brokerage And much more!

The Adviser Podcast Network
Secrets to success from Qld's Best Regional Broker 2022

The Adviser Podcast Network

Play Episode Listen Later May 10, 2022 48:38


RB Finance managing director Ryan Baddock was crowned Queensland's Best Regional Broker at this year's Better Business Awards in recognition of all his hard work for clients in Toowoomba (and beyond). In this episode of Elite Broker, host Annie Kane catches up with the banker-turned-broker to find out his journey to success so far, why he offers a range of finance solutions for clients, and why he's ramping up for growth this year. Tune in to find out: What he thinks makes him a successful broker How he's built his team (and continues to do so!) Why he places high value on investing in professional and personal development And much more!

The Adviser Podcast Network
How this husband-wife team make running a brokerage look Peasy

The Adviser Podcast Network

Play Episode Listen Later Feb 8, 2022 43:42


At the end of last year, North Sydney-based broker Joel Wyld was named the leading broker in Australia for customer service, taking home the Australian Broking Award for Customer Service of the Year – Individual. Earlier in the year, his co-director (and wife) Amanda Christmann was named the Best Loan Administrator for NSW/ACT at the Better Business Awards in recognition of her work supporting the team and ensuring the smooth running of the business. In this episode of Elite Broker, host Annie Kane catches up with the husband-wife duo to find out how they run their brokerage, their top tips for broker-loan administrator success, and how they've managed to keep the business running while taking parental leave. Tune in to find out: The process they followed to hand over business operations in preparation of Amanda's maternity leave How they've accelerated the living expenses process How their shopfront benefits the business And much more!

The Adviser Podcast Network
What makes Ben Adih a rising star

The Adviser Podcast Network

Play Episode Listen Later Oct 28, 2021 42:07


Earlier this year, Keylend broker Ben Adih was named the Rising Star for SA/NT at the Better Business Awards 2021. After training as a neuroscientist, and then moving into the real estate sector, Ben made the leap into broking in 2015 and hasn't looked back since. In this episode of Elite Broker, Ben joins host Annie Kane to discuss: The challenges and opportunities for brokers Why he specialises in servicing migrant borrowers What he thinks could be done to improve the mortgage market And much more!

The Adviser Podcast Network
How this new broker set up an award-winning business

The Adviser Podcast Network

Play Episode Listen Later Oct 19, 2021 39:55


Smartline broker Xia Xia Yu was named the Best Newcomer NSW/ACT at the Better Business Awards 2021 earlier this year. We find out how she did it. After working at Westpac for over a decade, Xia Xia Yu left the bank to set up her own consultancy company helping high-net worth individuals emigrate to Australia. But after realising that these clients frequently needed mortgage support, she decided to become a broker herself, joining the industry in February 2019. Less than three years later, she's grown her brokerage and business offering to meet demand. Tune in to find out: Why she joined Smartline and how she runs her franchise Her advice for new brokers looking to generate more leads Her thoughts on balancing broking and parenthood And much more!

Billion Dollar Broker
Adam Donald, Capita Finance

Billion Dollar Broker

Play Episode Listen Later Sep 30, 2021 41:11


In the latest episode, I chat with Adam Donald, owner of Capita Finance. Adam has won numerous awards, including AFG's Best Broker for Western Australia, Better Business Awards' Best Residential Broker for Western Australia, and many more for his outstanding customer service. To achieve these results, Adam has a secret weapon: amazing relationships. Adam shares his best tips on how to create powerful referral partner relationships with real estate agents that can turn on a constant flow of quality leads into your business. We also discuss the ROI of taking time to educate your clients, the massive importance of having a great team with clearly defined roles, and the need to surround yourself with great people if you want to successfully scale your business. And the foundation of all these relationships is…total authenticity. If you want to build better, more authentic relationships that will supercharge your business growth, tune in now to hear a master of the art share his best strategies with you.

The Adviser Podcast Network
Why this broker wishes she hired support earlier

The Adviser Podcast Network

Play Episode Listen Later Sep 7, 2021 48:10


Rise High Financial Solutions broker Kristin Tunbridge has wide-ranging experience in the mortgage industry - having been on the processing side of things at a bank, working in RMBS issuances, and covering relationships in commercial banking, too. But it's broking where Kristin found her passion. Having been a broker in Adealide for nearly a decade now, the SA broker (and recently crowned Editor's Choice award for SA/NT at the BEtter Business Awards 2021) reveals why she thinks more could be done to promote the benefits of working in this profession. Tune in to find out: - What she most loves about broking - How she provides financial literacy education to clients - Why she thinks brokers should be hiring support staff from the get-go And much more!

The Adviser Podcast Network
Victoria's Broker Of the Year 2021

The Adviser Podcast Network

Play Episode Listen Later Aug 24, 2021 49:07


In July, Mortgage Choice Oakleigh broker Marvin Coleman was named Victoria/Tasmania's Broker of the Year 2021 and the Best Residential Broker in the two states, at the Better Business Awards 2021. The Melbourne-based broker was originally an accountant in the UK, but after the 2005 London bombings, made the move over to Australia to seek a different life. A battle with cancer led him to re-evaluate his career, and he went on to become a Morgtage Choice broker. Fifteen years later, he says his move to Australia and into broking was one of the best he ever made. Tune in to find out: - The biggest challenges he's faced as a broker - The lessons he's learned over his 15 years of broking - The importance of taking care of our health - both physical and mental And much more! If you are suffering from depression, anxiety, or suicidal thoughts, or any other mental health issues, or you're worried about someone else and feel that professional support is needed, contact your local doctor or one of the 24/7 crisis agencies below: Beyond Blue: 1300 22 4636 beyondblue.org.auLifeline: 13 11 14 lifeline.org.auSuicide Call Back Service: 1300 659 467 suicidecallbackservice.org.auFor urgent medical or police help, freecall Triple Zero (000).

The Adviser Podcast Network
How this broker makes a difference in his community

The Adviser Podcast Network

Play Episode Listen Later Aug 10, 2021 44:18


As well as being crucial credit advisers, brokers are also lynchpins of their community. We catch up with Gippsland-based broker Robert Trewin, who took home two awards at the recent Better Business Awards in Victoria for his work in giving back to his community, to find out how he does it. Trewin Mortgage Broking's principal and broker Robert Trewin took home the Best Community Engagement Program and the Editor's Choice award at the Better Business Awards Vic/Tas earlier this year. As well as cementing himself as a key mortgage adviser for the region, he's also been giving back to the community with voluntary work, helped people get back on their feet after the devastating bushfires, and raising awareness about Sudden Unexplained Death In Childhood (SUDC). Tune in to find out: - How his brokerage gives back in Gippsland - His process for writing loans - How a personal loss led him to set up the Brighter Days Festival in Bright to raise money and awareness of SUDC And much more!

The Adviser Podcast Network
Merging two broking businesses

The Adviser Podcast Network

Play Episode Listen Later Aug 3, 2021 40:46


Victoria-based broker Nicola Tucker is one of two directors of growing regional brokerage Surf Coast Finance, writing resi and asset business for borrowers in Torquay. The former banker became a broker three years ago, initially as a Loan Market franchisee, and has quickly established herself as a rising star – taking home several awards already, including Best Newcomer Vic/Tas at the Better Business Awards last year. In this episode of Elite Broker, we're catching up with the Loan Market broker to find out how and why she decided to partner with Lanie Conquest to join businesses, and how the duo co-run the brokerage, as well as how she manages broking and being a new mother. Tune in to find out: - The ins and outs of forming a business partnership - How she markets the business - Why and how they hired their staff

The Adviser Podcast Network
WA's Broker of the Year 2021

The Adviser Podcast Network

Play Episode Listen Later Jul 13, 2021 29:38


Michelle Towner of Towner Finance took home not one, but three awards at the Better Business Awards in Perth earlier this year, including WA's Broker of the Year 2021. We find out how she runs her leading brokerage. In May of this year, the founder and managing director of Towner Finance, Michelle Towner, was crowned the Best Residential Broker and the Broker of the Year at The Adviser's Better Business Awards in Perth, while the company took home the award for Best Customer Service (Office). In this episode of Elite Broker, we catch up with Michelle to find out: - How she's been changing her business (and location) this year - The systems and processes that she uses - Why she put up a client and his family in her own house when they ran into turnaround delays And much more!   Related Podcast: - How this husband and wife duo are delivering exceptional consumer outcomes

The Adviser Podcast Network
Queensland's Broker of the Year 2021

The Adviser Podcast Network

Play Episode Listen Later Jun 8, 2021 38:51


At this year's Better Business Awards in Queensland, Jodie Wolfenden, Gold Coast broker and director at Superior Wealth, took home not one, but two awards on the night: Best Finance Broker and the coveted Broker of the Year 2021 for the state. The Burleigh Heads-based Loan Market broker sees herself as more of a finance strategist than a traditional broker, as she works hard with customers to ensure that they understand their investment and financial decisions when it comes to credit. In this episode of Elite Broker, we're sitting down with Queensland's Broker of the Year 2021 to find out what the secrets to her success are. Tune in to find out: - Why she enjoys ‘complex' finance such as investment, self-employed and SMSF - How she chooses and works with referral partners - Her experience with valuations and the impacts they're having on clients And much more!

The Adviser Podcast Network
In Focus: Better Business Awards submission tips

The Adviser Podcast Network

Play Episode Listen Later Jan 19, 2021 16:41


In this month's episode, host Annie Kane is joined by Momentum Media's head of events, Jennifer Hardy, to discuss their top tips for writing a winning submission for the Better Business Awards 2021. With brokers busier than ever before to help borrowers refinance or help first home buyers take advantage of government grants, there has never been a better time to showcase the hard work going on in this industry and the individuals making a difference in borrowers' lives. In this episode of In Focus, Annie and Jen discuss what the judges look for in a winning submission and how the Better Business Awards can benefit the finalists and winners. Tune in to find out: - Why you should submit for a Better Business Award  - The key things to include - How Annie picks the Editor's Choice award Find out more about the Better Business Awards 2021, here.

The Adviser Podcast Network
How this broker is leading the way in WA

The Adviser Podcast Network

Play Episode Listen Later Jan 12, 2021 38:02


Starting up a new brokerage can be a daunting prospect, but Sam Carrello has shown how it can be done successfully, taking home the award for Best New Office WA at the Better Business Awards 2020. In this episode of Elite Broker, host Annie Kane speaks to Perth-based broker Sam Carrello about why he started up Napoleon Finance, what it takes to start and grow a leading brokerage, and how he manages his team. Tune in to find out: · How he grew the brokerage · How the WA market has been faring · Sam's top tips for recruiting And much more!

Mortgage Business Uncut
A new mortgage lender enters the fray

Mortgage Business Uncut

Play Episode Listen Later Jan 11, 2021 14:34


The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgages market. Join Alex Whitlock and Annie Kane as they discuss the sentiment towards property prices and the arrival of a new mortgage lender on the block. This week, they discuss: - What’s driving positive sentiment - The new lender in market, WLTH - The final days for Better Business Awards submissions And much more!

Mortgage Business Uncut
The arguments for and against the Consumer Credit Reforms

Mortgage Business Uncut

Play Episode Listen Later Dec 14, 2020 22:55


The Mortgage Business Uncut podcast is your weekly analysis of the biggest themes shaping the Australian mortgages market. Join Alex Whitlock and Annie Kane as they discuss the main arguments for and against the Consumer Credit Reforms and the proposal to scrap responsible lending obligations, the new design and distribution guidelines and what they mean, and the Better Business Awards 2020. This week, they discuss: - Michael Sukkar’s recent roundtable on responsible lending reforms - ASIC’s new regulatory guide on DDO - Alex’s Corporate Fighter boxing match and fundraiser for Beyond Blue And much more!

The Adviser Podcast Network
How this newcomer provides valued service to home buyers and SME clients

The Adviser Podcast Network

Play Episode Listen Later Jun 16, 2020 35:57


Former business banker Zac Goodman established his Brisbane-based brokerage Mortar Finance two years ago and was recently awarded Queensland's Best Newcomer at this year's Better Business Awards. In this episode of Elite Broker, Zac joins host Annie Kane to talk about how he came to be a mortgage and finance broker, how he has been supporting owner-occupier and SME clients, and how COVID-19 has affected his business processes. Zac also delves into: - The range of loans he is writing at the moment - Whether his clients will be taking advantage of the HomeBuilder scheme - How he's cultivated a strong culture within his team

The Adviser Podcast Network
How this award-winning broker is helping SMEs when they need it most

The Adviser Podcast Network

Play Episode Listen Later Jun 9, 2020 25:06


Recently crowned SA/NT Finance Broker of the Year at this year's Better Business Awards, Monica Wandel of SA Finance Hub credits her success to her breadth of experience in the property and finance space. Monica joins host Annie Kane on this episode of Elite Broker to share how her business has fared through COVID-19, the tools she has implemented to increase automation in her processes, and how she sources business relationships with referral partners. Monica also reveals: - Why she decided to go down the independent route - Why she outsources to specialists for help with particular aspects of running her business - How she is supporting SMEs at this critical time

The Adviser Podcast Network
How professional development and training equipped this broker with the skills to succeed

The Adviser Podcast Network

Play Episode Listen Later May 19, 2020 34:15


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

The Adviser Podcast Network
How the SA/NT Broker of the Year goes above and beyond for his clients

The Adviser Podcast Network

Play Episode Listen Later Apr 28, 2020 23:11


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

The Adviser Podcast Network
Why this former sales manager made the switch to broking

The Adviser Podcast Network

Play Episode Listen Later Apr 21, 2020 32:49


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

The Adviser Podcast Network
How this rising star sets himself apart from other brokers

The Adviser Podcast Network

Play Episode Listen Later Apr 14, 2020 39:22


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

The Adviser Podcast Network
How WA's Broker of the Year has adapted to a COVID-19 environment

The Adviser Podcast Network

Play Episode Listen Later Mar 31, 2020 30:06


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

The Adviser Podcast Network
Building a better business – the Better Business Summit and Awards 2020

The Adviser Podcast Network

Play Episode Listen Later Jan 28, 2020 20:32


With the finalists of the Better Business Awards now announced, The Adviser's events team discuss this year's peak event for the mortgage and finance broking community, run in partnership with principal partner NAB. Host Annie Kane is joined by Jennifer Hardy and Jesse Maslen on this episode of Elite Broker to outline what makes an award-winning submission, provide further details of the event, and run through the key sessions and agenda of the Better Business Summit 2020. They also reveal: The importance of including supporting documentation in your application Why the panel will include judges from outside of the broker industry How the summit will help brokers improve their service offering

The Adviser Podcast Network
The leading brokers of 2019

The Adviser Podcast Network

Play Episode Listen Later Dec 30, 2019 6:47


As the year draws to a close, Annie Kane reviews some of the award-winning brokers that were providing excellent customer service in 2019. Recounting some of the recognised brokers across both the Better Business Awards and the Australian Broking Awards, Annie reveals the leading brokers operating in Australia in 2019 - and those who are up for awards in early 2020, too.

The Adviser Podcast Network
How this female-led brokerage looks after its clients

The Adviser Podcast Network

Play Episode Listen Later Nov 26, 2019 27:23


As the recipient of Best Customer Service (Individual) award at the Better Business Awards in Victoria this year, Belinda Gibson places the utmost importance on providing exceptional client experiences. In this episode of Elite Broker, Belinda talks to host Annie Kane about her female-only brokerage Thomas Magdalene Finance Group, why she expanded from commercial into residential broking, and how she manages her time effectively. Belinda also discusses: - Workload division within her business - Social media as a means for networking with other female lenders - TM Finance Group's adaptation to digital technology And plenty more!

The Adviser Podcast Network
How this regional broker develops strong relationships

The Adviser Podcast Network

Play Episode Listen Later Nov 12, 2019 31:15


Named "Rising Star" at the Better Business Awards in Brisbane earlier this year, Bradbury Finance's Kim Mahnken prides herself on her proactive approach to solidifying relationships with clients and industry allies. The Hervey Bay-based lending specialist joins host Annie Kane on this episode of Elite Broker to reveal why she entered the industry, how the mortgage broking landscape has changed, and what sets her apart as an award-winning broker. Kim also explains: Systems for workload efficiency Tips for excellent customer service Advice for new brokers And plenty more!

The Adviser Podcast Network
How this husband and wife duo are delivering exceptional consumer outcomes

The Adviser Podcast Network

Play Episode Listen Later Apr 9, 2019 28:13


Having obtained continued recognition in the customer service categories of the Better Business Awards, husband and wife duo Marcus and Michelle Towner of Towner Finance reveal what they are doing to ensure that their brokerage is achieving excellent consumer outcomes. In this episode of the Elite Broker podcast, they join host Annie Kane to discuss their attitudes toward client communication, and how they have built a business which is almost 99 percent referral driven. They will also share - How they are navigating the current finance market and helping clients who may not gain finance approval - How they juggle their personal and business lives effectively - Their tips for new brokers in the current climate And plenty more

The Adviser Podcast Network
What makes a multi-award-winning brokerage stand out from the crowd

The Adviser Podcast Network

Play Episode Listen Later Mar 19, 2019 16:00


Red Door Financial Group took out three categories at the recent Better Business Awards in Melbourne, with the brokerage being named Victoria's Best Independent Office with 5 brokers or less and the Best New Office, while its director and broker Faris Dedic taking out the individual award for Best Newcomer. In this episode of the Elite Broker podcast, Faris joins host Annie Kane to reveal how the brokerage is standing out from the crowd, how he is ensuring good consumer outcomes, and his top tips for new brokers. Faris will also share: - Why he believes that cold calling should be avoided - His advice for those looking to set up their own brokerage - The steps that he is taking to ensure business security in this time of uncertainty And plenty more!

The Adviser Podcast Network
Mentoring more than 200 brokers: How Tracie Palmer does it

The Adviser Podcast Network

Play Episode Listen Later Mar 12, 2019 27:53


Cornerstone Home Loans director and broker Tracie Palmer has helped train more than 200 brokers since she launched her own mentoring program, Cornerstone Mentoring, 10 years ago and recently took home the award of Mentor of the Year 2019 at the Better Business Awards in Queensland. In this episode of the Elite Broker podcast, Tracie joins host Annie Kane to share why she decided to become a mentor, how she balances both her mentoring and broking businesses, and why she believes that being a good mentor is about more than a simple chat with those you want to help. Tracie will also share: - The systems and processes she follows to ensure productivity - Her advice on growing a strong support team - Why she believes that you should associate with other successful brokers And plenty more!

The Adviser Podcast Network
Forging a strong brokerage in the NT

The Adviser Podcast Network

Play Episode Listen Later Feb 26, 2019 23:17


Northern Territory-based broker Janine Ashmore took home two awards at the Better Business Awards 2019 SA/NT, winning the Best Regional Broker for her individual work while her office (Aussie Darwin) was recognised as Best Regional Office. In this episode of the Elite Broker podcast, Janine joins host Annie Kane to share how she is growing her business in the NT despite a downturn in the market, her thoughts on the royal commission recommendations and what it means for her business moving forward, and how her past career working with Centrelink has aided her broking career. Janine will also share: - The challenges that the NT market presents - The marketing strategies that have worked for her and those that haven't - The growth strategy of her business And plenty more!

Australian Property Investor Stories | Investment Conversations
Entrepreneurial Investing Adventures with Alex Veljancevski

Australian Property Investor Stories | Investment Conversations

Play Episode Listen Later Feb 15, 2019 25:21


Listen to the full episode here: https://propertyinvestory.com/entrepreneur-investing/ Alex Veljancevski is the founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it’s no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we’ll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market. We’ll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we’ll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties. So join us in this episode to learn more about Alex Veljancevski’s property journey, the bumps and obstacles along the way, and how he’s managed to gain success at such a young age!

real investing adventures investment raised property estate entrepreneurial delving broker property investory better business awards alex veljancevski eventus financial veljancevski
Australian Property Investor Stories | Investment Conversations
Entrepreneurial Investing Adventures with Alex Veljancevski

Australian Property Investor Stories | Investment Conversations

Play Episode Listen Later Feb 13, 2019 25:21


Listen to the full episode here: https://propertyinvestory.com/entrepreneur-investing/ Alex Veljancevski is the founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it’s no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we’ll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market. We’ll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we’ll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties. So join us in this episode to learn more about Alex Veljancevski’s property journey, the bumps and obstacles along the way, and how he’s managed to gain success at such a young age!

real investing adventures investment raised property estate entrepreneurial delving broker property investory better business awards alex veljancevski eventus financial veljancevski
Australian Property Investor
Alex Veljancevski

Australian Property Investor

Play Episode Listen Later Feb 12, 2019 27:15


Alex Veljancevski is the founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it's no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we'll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market.We'll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we'll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties.So join us in this episode to learn more about Alex Veljancevski's property journey, the bumps and obstacles along the way, and how he's managed to gain success at such a young age! See acast.com/privacy for privacy and opt-out information.

raised delving broker better business awards alex veljancevski eventus financial veljancevski
Property Podcast
Entrepreneurial Investing Adventures with Alex Veljancevski

Property Podcast

Play Episode Listen Later Feb 12, 2019 25:21


Alex Veljancevski is the founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it’s no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we’ll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market.We’ll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we’ll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties.So join us in this episode to learn more about Alex Veljancevski’s property journey, the bumps and obstacles along the way, and how he’s managed to gain success at such a young age! See acast.com/privacy for privacy and opt-out information.

investing adventures raised entrepreneurial delving broker better business awards alex veljancevski eventus financial veljancevski
Australian Property Investor Stories | Investment Conversations
Entrepreneurial Investing Adventures with Alex Veljancevski

Australian Property Investor Stories | Investment Conversations

Play Episode Listen Later Feb 12, 2019 25:21


Listen to the full episode here: https://player.whooshkaa.com/episode?id=330909 Alex Veljancevski is the founder of Eventus Financial and winner of the Better Business Awards 2018 - Broker of the year. Raised by a family avid in finance, law and accounting, it’s no surprise that Veljancevski has always had a passion for property. Delving further into his influences and business attitudes, we’ll learn more about his busy work days and how he provides his clients with outstanding outcomes in the current property market. We’ll also be talking about his career path to becoming a mortgage broker, the entrepreneurial business he had on the sidelines while he was in university, and the moment that made him realise he wanted to undertake a career that involved helping others achieve their dreams of buying their first home or first investment property. On the more personal side of things, we’ll also find out more about how Veljancevski has built his portfolio over the years, and the tips and tricks he has up his sleeve to source out the best properties. So join us in this episode to learn more about Alex Veljancevski’s property journey, the bumps and obstacles along the way, and how he’s managed to gain success at such a young age!

real investing adventures investment raised property estate entrepreneurial delving broker property investory better business awards alex veljancevski eventus financial veljancevski
The Adviser Podcast Network
Utilising technology to build a relationship-based business

The Adviser Podcast Network

Play Episode Listen Later Feb 11, 2019 25:17


Having previously joined the Elite Broker podcast in 2017 to discuss the launch of his then new business Equilibria Finance, broker and director Anthony Landahl now joins us to discuss how his business has grown, how he is focusing on fantastic consumer outcomes and his thoughts on the royal commission recommendations. The finalist for the Rising Star category of the Better Business Awards 2019 joins host Annie Kane to unpack how he markets his brand and how he is building a relationship-based business while utilising technology and systems to improve efficiencies. He will share how he forms and maintains strong relationships with advisers and other referral partners, and what he does to stand out from the crowd. You will also find out: - The types of processes that he is using to streamline his business - His concerns surrounding a borrower-pays model - How he plans to develop his business offerings in the future And plenty more!

The Adviser Podcast Network
How this award-winning broker is forging strong referral relationships

The Adviser Podcast Network

Play Episode Listen Later Jan 15, 2019 43:07


After winning the Regional Professional Of The Year award at the Young Leaders in Finance Awards last year and a finalist in multiple categories at the upcoming Better Business Awards in WA, Bunbury-based director and broker at Focused on Finance, Harley Radovan, has been carving out a name for himself in the WA mortgage market. In this episode of Elite Broker, host Annie Kane is joined by Harley to understand the keys to his success, how he grows strong partnerships with his clients and referral partners, and how he is growing his brokerage. Tune in to find out why he became a broker, how he set up his independent brokerage and the challenges that he faced as a result of that decision. You will also find out: - His top tips for new brokers - Why he believes legal advice is imperative in setting up a new business - His predictions for the market this year And plenty more!

The Adviser Podcast Network
Reflecting on a year of achievements in the broking sector

The Adviser Podcast Network

Play Episode Listen Later Dec 31, 2018 13:13


In this episode of Elite Broker, host Annie Kane reflects on what has been a huge year in the broking sector, recounting some of the recognised brokers across the Elite Business Writers ranking, 30 Under Thirty ranking, and the Better Business Awards 2018.  Annie will also reveal the must-listen-to-episodes of Elite Broker for 2018, and looks forward to the Better Business Awards 2019.

The Adviser Podcast Network
The intricate workings of a successful broking franchise

The Adviser Podcast Network

Play Episode Listen Later Aug 28, 2018 26:02


After a career in hotel management, Aussie broker Sam Walker transitioned into broking, a move that eventually saw his team take out the award for Franchise Office of the Year at the 2018 Better Business Awards in South Australia. In this episode of The Adviser's Elite Broker podcast, Sam joins hosts Annie Kane and James Mitchell to discuss the intricacies of setting up a franchise business, while also sharing the challenges he faced. Sam also discusses commission structures and what he feels new brokers aren't told about when entering the industry. You will also find out: - Why new brokers may face a few months without pay - How he found the transition from hotel management to broker - His thoughts on the South Australian property market And plenty more!

The Adviser Podcast Network
Balancing broking and motherhood

The Adviser Podcast Network

Play Episode Listen Later Jun 19, 2018 21:53


Winner of the 2018 Editor's Choice award at the Better Business Awards in Victoria, Pinpoint Finance founder and complex loan specialist Edwena Dixon entered broking with the intention of being in control of her own lifestyle. In this episode of Elite Broker, Edwena joins hosts Annie Kane and James Mitchell to share how her previous experience organising work placements for university students benefits her in broking and how she balances being a broker and a mother. Edwena will discuss the maternity leave process and how becoming a mother was one of the biggest challenges that she has faced in her career so far. Tune in to find out: - Why she chose to work under her own independent brand - How she went about finding the right people to outsource work to - The way in which she is helping to create financial awareness for high school students And plenty more! www.theadviser.com.au

The Adviser Podcast Network
How this new broker became NSW's Broker of the Year

The Adviser Podcast Network

Play Episode Listen Later Mar 26, 2018 28:48


In the latest episode of Elite Broker, Annie Kane is joined by broker and director of Eventus Financial Alex Veljancevski, who was recently crowned NSW's Best Newcomer and Broker of the Year. Although relatively new to broking, Alex has been forging a path for himself in the profession – coming in at 11th place in our 30 Under Thirty ranking in 2017 and clinching not one, but two awards at the Better Business Awards 2018 earlier this year. Owning his first property at 19 and starting his business by 24, this young broker outlines how he ensured his age was not a barrier to business, what drove his desire to start his own brokerage, and what he accredits to the rapid growth of his business. Tune in to find out: -What he believes brokers should look for in an aggregator -How mentoring has been and continues to be an important part of his career -The three qualities that he looks for when hiring staff And plenty more! www.theadviser.com.au

owning broker nsw best newcomer better business awards
The Adviser Podcast Network
Joanne Dillion carving her way to success

The Adviser Podcast Network

Play Episode Listen Later Mar 12, 2018 21:51


In this episode of Elite Broker, host Annie Kane and James Mitchell are joined by Smartline's Roxby Downs broker, Joanne Dillion, to find out how she has been carving a path to success despite the downturn in the mining sector. This broker, who was recently crowned the Best Regional Broker at the Better Business Awards in Adelaide, discusses how she has been keeping pace in the regional markets, how broking in the outback differs to that in the cities, and what she believes contributes to her success. You will also hear about: - How she ensures she's the trusted adviser for home loans - Why she offers budgeting and financial literacy programs - What her thoughts are on the current market

The Adviser Podcast Network
How the Best Residential Broker 2017 made it to the top

The Adviser Podcast Network

Play Episode Listen Later Feb 13, 2018 24:47


In this episode of Elite Broker, Annie Kane chats with broker and owner of Sydney-based brokerage PFS Financial Services, Daniel O'Brien, to find out why he made the move from banking to broking and how he went from 'failing miserably' to writing more than 360 mortgages a year. Recognised as Best Residential Broker 2017 at the Better Business Awards (NSW) and is a finalist in two categories of the Better Business Awards this 2018, the broker also shares his thoughts on the royal commission, the productivity commission and the current regulatory environment. Tune in to find out: - How he built his brokerage - How he identified the right time for bringing in support staff - His key tips for brokers starting out And plenty more!

broker residential recognised better business awards