In Focus: How lenders are accelerating turnaround times
The Adviser Podcast Network
by Momentum Media
21m ago
Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process. In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank’s national manager of broker distribution Natalie Sheehan to find out: The importance of technology in improving service propositions. The role of AI in enhancing efficiencies without replacing human interactions. Bendigo Bank’s transition to a new lending platform ..read more
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What’s Making Headlines – the week commencing 15 April
The Adviser Podcast Network
by Momentum Media
3d ago
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.  Join hosts Adrian Suljanovic and Annie Kane as they cover the decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology.  This week, they discuss: Loan Market versus Revenue NSW.  Westpac turning on opening banking for brokers. More Australians wanting to become “property pals”.  And much more ..read more
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The Nu-Age of asset finance broking
The Adviser Podcast Network
by Momentum Media
5d ago
Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she’s been embracing change as the director of Nu-Age Vehicle & Asset Finance. In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out: How asset finance has changed over the last 30 years. What her role as an FBAA board member entails. How she structures her team. And much more ..read more
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What’s Making Headlines – the week commencing 8 April
The Adviser Podcast Network
by Momentum Media
1w 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 calls for a simplified accreditation process, a record in turnaround times, and an association’s recommendations for the home loan discharge process. This week, they discuss: Calls from members of the industry to simplify broker accreditation. The MFAA’s new white paper. Findings from AFG’s latest AFG Index. And much more ..read more
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How this broker is evolving her brokerage
The Adviser Podcast Network
by Momentum Media
1w ago
Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success. Tune in to find out: Why she’s starting a mentoring program. The hardest parts of changing aggregators. How and why she’s introducing asset finance into her business. And much more ..read more
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In Focus: Building a better business
The Adviser Podcast Network
by Momentum Media
3w ago
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 i ..read more
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How this broker is helping borrowers finance their next adventure
The Adviser Podcast Network
by Momentum Media
1M 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 Podcast Network
by Momentum Media
1M 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 Podcast Network
by Momentum Media
1M 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 their executive manager, corporate communications, events & franchise marketing, Sally Chadwick, to find out: How to build a brand presence.  Th ..read more
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How Lee Barron is providing exceptional customer service
The Adviser Podcast Network
by Momentum Media
1M 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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