OUR APPROACH TO HELPING MORTGAGE BROKERS

The Successful Adviser, led by James McCracken, is a community and set of tools and resources for Australian mortgage brokers. If you’re a broker looking to add at least six-figures to your income, then The Successful Adviser is designed specifically for you.

We’ll help you implement our inside-out approach to growing your settlements so you can build upon foundations of trust to deepen the client relationship, a great client experience that inspires them to tell others and excellent processes so you can make it easy to grow your volumes.

And, we put you at the helm, so you oversee everything without actually doing everything. That way, you can increase your personal income with less effort.

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Latest Blog Posts

122: Jake Biddle Shares How He Successfully Transitioned from Banker to Broker

From banking to broking, Jake Biddle shares with us how he took 10 years of accumulated knowledge in the finance industry to setup Saint Finance. And, though he’s on Australia’s west coast, it was his passion for the Saint Kilda football club that was the impetus behind the name. Like most before him, though Jake initially relied on family & […]

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Driving New Business With Facebook

Lead Generation for Mortgage Brokers

With the MPA Top 100 writing, on average, 7.92 times MORE than the average for the broking industry, I thought you might find it useful to know what role, if any, social media plays in them writing their volumes. In particular, we’re looking at the usage of the Facebook Business Page as part of their client acquisition and retention strategy. […]

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The Thing Most People Don’t Talk About

Yesterday The Successful Adviser community was asked to highlight what was wrong with this Facebook message that was used by a mortgage broking company. And the responses / messages I received were spot on. Briefly, here’s why this flunked: The business had mixed messages. They were trying to appeal to multiple different customers in one small advertisement – and speaking the […]

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Australia’s leading marketing program for mortgage brokers

Learn a step-by-step process to generate more leads, build your pipeline and get booked solid so you can write more loans without paying commissions to others.

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Client Feedback

Under James’ guidance, I’ve had my best ever month in 20 years. I’ve settled $5 million worth of loans and had another 3 property sales worth the same again – meaning this month alone has returned more than 800% of my annual investment.”

Clare Monkley
Love Finance, 02 4961 6988

James has been sharing ideas with me for close to a year. I have worked with James both one on one and in groups and always walked away with valuable information I can apply directly to my business. A lot of our discussions are around building my business model which is allowing growth due to generating greater numbers of referrals.

James shows genuine interest in my business and delivers up to and beyond expectations. I am confident in recommending James to anyone looking to work with someone who can help them develop their skills in attracting, winning and retaining new clients.

Tony Spies
Vital Wealth Group, 03 9078 8485

Your program far exceeded my expectations.  I loved the interaction, content and how it was delivered.  It was a pleasure to listen and learn – and having applied only a few parts of your program in the weeks following the program, I’ve already generated 3 leads that are now my clients… the program has paid for itself many times over.  Thanks!”

Ree El Gadaa
Mortgage Broker, Club FS, 0431 455 027

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