How this broker is helping borrowers finance their next adventure
The Adviser | Elite Broker
by Momentum Media
1w ago
Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago. After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out: Why he made the leap into broking from personal training. How he’s structured his growing brokerage. His top tips for brokers looking to grow their business. And much more ..read more
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How this broker runs a high-volume business
The Adviser | Elite Broker
by Momentum Media
2w ago
Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022. With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible. In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Brisbane – run in partnership with NAB –  we find out: The importance of process in a high-volume business. How social media is helping him genera ..read more
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Women in Finance: Building a brand that lasts
The Adviser | Elite Broker
by Momentum Media
2w ago
There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events & franchise marketing, Sally Chadwick, to find out: How to build a brand presence.  The ..read more
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How Lee Barron is providing exceptional customer service
The Adviser | Elite Broker
by Momentum Media
3w ago
With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards. In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Adelaide – run in partnership with NAB – we find out: How and why Lee started his own brokerage. The art of active listening. His top tips for broke ..read more
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What’s Making Headlines – the week commencing 12 February
The Adviser | Elite Broker
by Momentum Media
1M ago
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 ..read more
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New Broker: How this tradie created the building blocks for success
The Adviser | Elite Broker
by Momentum Media
1M ago
Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than $100 million. In this episode of New Broker, tune in to find out: How he prepared to make the jump into broking. The tech and processes he follows to stay on top of his workload. Why he’s already preparing to recruit. And much more ..read more
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What’s Making Headlines – the week commencing 5 February
The Adviser | Elite Broker
by Momentum Media
1M ago
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 Adrian Suljanovic and Annie Kane as they discuss the RBA’s latest cash rate call, lenders respond to repricing issues, and a big move for a major bank. This week they cover: Cash rate stays on hold. New NAB chief executive. First country head of a new association. And much more ..read more
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In Focus: Top 25 Brokerages 2024
The Adviser | Elite Broker
by Momentum Media
1M ago
The biggest and most successful brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2024, partnered by NAB. The results are in for the Top 25 Brokerages ranking 2024, in partnership with NAB! Despite the strong refinancing and repricing trend keeping brokers busy working on their existing clients last financial year, brokers in the Top 25 Brokerages ranking for 2024 still managed to write a whopping 184,244 loans over the year. In this episode of In Focus, NAB’s executive, broker distribution Adam Brown joins Annie Kane to unpack the figures behind the top bro ..read more
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What’s Making Headlines – the week commencing 29 January
The Adviser | Elite Broker
by Momentum Media
2M ago
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 your hosts Adrian Suljanovic and Annie Kane as they talk about the recent CPI figures, a fall in credit demand from SMEs, and a brand new book by a broker set to help home buyers. This week they discuss: Association heads reacting to December CPI figures. The upcoming release of the Happy Home Loan Handbook. A renewed partnership between an aggregator and NRLW team. And much more ..read more
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New Broker: Why this Ironman thinks broking is a marathon, not a sprint
The Adviser | Elite Broker
by Momentum Media
2M ago
Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to rethink how he approaches his broking journey. In this episode of New Broker, tune in to find out: How Mr Pattison set up and runs his business. The importance of setting challenges and having a coach. What he aims to achieve in 2024. And much more ..read more
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