Free Broker Training
Operate a more efficient, productive and profitable broking business
As we all know, time is arguably the most precious commodity for every mortgage broker. In this podcast with gun…
From police officer to high performing mortgage broker mortgage, Travis Carruthers is on a mission to impact more brokers, consumers…
The Key to Retaining More Clients on Your Book (And Building A Prosperous Mortgage Broking Practice) You need to have…
Having interviewed over 160 podcast guests and had extraordinary conversations with many incredible people, it’s a big call to say…
Operating a broking practice can be challenging, especially if you’re just starting out. It’s even more so if you used…
The sole operator mentality can only take mortgage brokers so far. At some point, brokers will need to delegate key…
There’s been a subtle paradigm shift in the mortgage broking industry in recent years. More and more brokers are embracing…
Earning 90% Commission as an Independent Broker vs. Earning 40% as an Employed Broker Should you earn 90% commission as…
The Uncommon Mindset That High-Performing Brokers Adopt When it comes to the attributes of successful brokers, often, it can be…
There are many nice, polite, pleasant, and well-meaning brokers out there. But sometimes their communication style often doesn’t result in…
At age 20, when most young adults are figuring out what they want to do with life, Kim Davie became…
When it comes to a broker’s subconscious or unconscious beliefs, the issue isn’t whether these beliefs are right or wrong….
Many brokers understand the need to hire better staff and invest in better technology. However, understanding and actually making the…
Like practically all well-established brokers, it comes as no surprise that Belinda Caesar ’s core marketing strategy is elevating her…
Quite literally, one of Australia’s first-ever brokers, over the past 30+ years Marco Meloni has seen it all. That said,…
Bianca Patterson exhibits all the hallmarks you’d expect of a high performing broker. Strong conviction in her value proposition Willingness…
Based in northern New South Wales just shy of the Queensland border, when COVID hit last year and borders were…
Best by name, and by nature. Right now, Kirsty Best from Living Home Loans is seeing the business achieve personal…
If you’ve ever had a husband, wife or significant other who has contributed to your business in a small or…
Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how…
Many a broker has ventured into the 1-to-many business model, but they don’t all come out alive. In this interview,…
In this interview, Caroline Jean-Baptiste talks about what it takes to be an active and involved mother while also operating…
As a multi-award winning broker and perhaps one of the most respected brokers in the country, Peita Davies has seen…
Starting his career as an accountant with LaTrobe Financial in rural Victoria, 20 years on, he is still working…
Jeremy Harper’s journey in mortgage broking isn’t your typical one. Having established his business in Melbourne, Jeremy packed it up…
The journey of Richard Bootle has certainly been an interesting one. Born in rural New South Wales, Richard went onto…
As a long-time champion of the 3rd party channel, Aaron Milburn talks about his career, his love of helping brokers…
After a 14-year career at Westpac, Andrew Larcombe decided to join the ranks of the broking industry, and 23+ years…
Hailing from the small country town of Orbost, Robert Trewin has built a renowned and trusted reputation across Victoria’s East…
In this candid, straightforward interview, Peter White, Managing Director of FBAA, talks about his legacy, how far the industry…
As someone who has been at the raw end of a property spruiker, I can say with absolute certainty that…
As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers…
In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems. Like all…
With a love of people, processes and numbers, though Cathy Brown started life as an accountant, she has found her…
In today’s interview, you’re going to hear from Ilse Strauss, a leadership consultant and advisor for people who want to…
Some brokers go quietly about their business, making an impact where it matters most – with the outcomes and relationships…
In this interview, Aaron Christie-David pulls back the curtain on some of the business processes and optimisation techniques that are…
When Otto Dargan started his mortgage broking journey, he had a modest vision of having 3 staff members and to…
Hearing Hannah Nguyen’s story will be aspirational for many – and rightly so. She is shooting the lights out with…
Luke Howes is the typical story of an ‘overnight success’ 15 years in the making. Better known as the…
Like many a high performer, Nathan Aird is vividly clear on what’s important to him, and he is incredibly consistent…
In this refreshingly honest interview, you’ll hear Mark Stevenson talk about the tribulations and triumphs of operating a broking business….
From banking to broking, Jake Biddle shares with us how he took 10 years of accumulated knowledge in the finance…
From car showroom to running his own show, Nathan Smith is an impressive individual. In this candid interview, Nathan takes…
In this episode, we talk with Jason Cuerel, who shares his unusual journey to becoming a high performing loan writer….
In this interview, Clinton talks about how to get the job done to an exceptional standard and having a seamless…
At the surface, Sam Carrello comes across as a stereotypical Western Australian – laid back, friendly, happy with life….
In this interview, we tackle a taboo issue of having a great family and operating a successful business as a…
In this interview, we talk about how Alex transitioned from being an accountant to a top mortgage broker that he…
In this interview with Graeme Holm, you’ll hear him share a host of tactics that have helped him quickly build…
If you’re an established, busy broker who is considering to hire or you have hired other people to help carry…
To say James Hasselle is an impressive individual is an understatement. From starting a ‘greenfields’ Mortgage Choice in Burleigh Heads…
Daniel Hustwaite’s journey into becoming a broker was more by accident and good fortune than intention. Starting out as a…
Nowadays, as a veteran and consistent MPA Top 100 broker, Whitlam Malkoun shares how some things have changed while some…
Occasionally, it’s easy to label high performing brokers as a ‘machine’ who just pump out the deals like a production…
He might be Wyld by name, but when it comes to the lending solutions, Joel Wyld is anything but. As…
With a passion for helping other people, Sean Soole took his brokerage from a small operation to quickly having several…
If you were judging Daniel Pym purely by office location, you’d think he’s got it made to be sitting in…
When some people start their business, it’s to build a company that will outlast them. For others, like Victoria Coster,…
Troy Chapman is the founder of Country Wide Wealth, a boutique financial planning practice that has seen exceptional growth since…
Tanya Somerton is on a mission to help people move onwards and upwards in their life during what is no…
Every once in a while, a person comes along who sets standards for others can aspire to in terms of…
Arguably, the most renowned agri-broking business in Australia is Robinson-Sewell Partners, which has experienced significant growth since its inception in…
As an industry veteran, there are few roles that Debbie Hutchings hasn’t been involved in. Formerly a banker with a…
In this interview, I’ve the pleasure of speaking with Kirsty Dunphey, who is crushing it as a broker despite only…
Having known Marios Rokka for several years, he has become a stalwart of the Loan Market brand, and built a…
Have you ever thought about how to grow your income by moving from self-employed to having a team of people…
Jason Back isn’t your typical managing director, and the company he leads, Australian Lending and Investment Centre, isn’t your typical…
Having known Jonathan Lee for several years now, this was a fun and enjoyable interview for me – as it’s…
There are an abundance of marketing strategies for mortgage brokers, though not all are equal, and not all will deliver…
When Louisa Sanghera, founder of Zippy Finance envisaged being a mortgage broker, it was to build a business and brand…
Arguably one of the biggest challenges for any business, mortgage broker or otherwise, is finding the right people who are…
With a background in hospitality, sales and customer service, when Holly Bundy made the transition across to lending and then…
Lorraine Pirihi, aka ‘The Babyboomer Specialist’ is the founder of Relaunch Your Life, a consulting and coaching practice where she…
When I first came across Mick 4 years ago, I thought I’d be in for a 5-minute chat. 65 minutes…
Arguably, Dino Pacella is the most renowned banker BDM in the finance industry. Over the past few years, through several…
Andrew Duerden is the founder of LWT Services, which, for the past 17 years, has been providing the commission payment…
Greg Hocking is by no means your average real estate agent. As founder of one of Melbourne’s quickest growing real…
Some people are profound in results and humble by nature. Patrick Canion, CEO of ipac WA is one such person….
If there was one episode you wanted to hear to show you how you can become a more influential and…
Today’s interview is with Winston Marsh, a pioneer of the Australian professional speaking circuit and a revered adviser who has…
In this interview we go behind the scenes with Adam Posner, founder and director of Directivity, a boutique marketing agency…
As an author, blogger, podcaster, speaker and consultant, Andy Paul has helped thousands of companies and their salespeople to accelerate…
Typically, I wouldn’t interview a chocolate manufacturer as part of The Successful Adviser series, though in researching Pana Barbounis, founder…
In this third of 3 interviews with Jeffrey Slayter, we take a look at how you can multiply your impact…
In this interview, we spend time with Hall of Fame keynote speaker Patricia Fripp. These days, Patricia Fripp is considered…
When given the opportunity to interview Travis Bell, The Bucket List Guy, I just had to say “yes”. Having heard…
Her clients call her “The Attitude Specialist”. I call her magnificent. Whichever you choose, Rosemary McCallum from Abundant Life Solutions…
Learn how to build a community of raving fans from content marketing thought leader Trevor Young. Having established a highly…
In this interview you’ll hear from Martin Martinez, CEO of The Boardroom who pulled no punches when it comes to…
Today’s guest on the show is Margaret Hiatt from Speaking With Purpose. Margaret works with executives, management and small business…
Clare Harrison is the founder and managing director of Harrison Human Resources, a boutique HR consulting firm based in Brisbane….
In today’s episode, you’ll hear from Bruce Kaider, the founder of One Management Group & Consulting (OMGC), of which he…
In this second of three interviews with Jeffrey Slayter, he takes us behind the scenes of his thinking and strategies…
Maria Smith is the founder of Bounce Consulting, an agency firm that delivers training programs focused primarily on empowering the…
In this episode, you’re going to hear from Benjamin Harvey, founder of Authentic Education, and one of Australia’s leading educators…
Does your business have a logo? A tagline? A business name (other than your own name)? If you answered “yes”…
In today’s interview, we spend time with Jeffrey Slayter, who has spoken from some of the biggest stages in the…
As a branding and communication specialist, Jane Anderson spends a lot of time helping sales team, business leaders and areas…
In this interview, we spend time with Natasa Denman, the founder and creator of The Ultimate 48 Hour Author. In…
I interview Jon Manning, a pricing expert who shares insights and ideas to how you can price your offerings for…
In my first interview with a co-founder of a company that listed on the stock exchange, Christopher Paterson from Alchemy…
In this episode with Sue Lester from Growing Content, we explore her great love of helping others clear their ‘head…
In this episode I interview Nerissa Chaux , co-founder and managing partner of Brown & Chase, an Australian talent acquisition…
In my first interview with a Telstra Business Awards Nominee, it’s plain to see why Stacey Ashley, Managing Director of…
I’m excited to have Dallas McMillan of Influential to join us for this episode. Dallas is a brand strategist at…
Alison Vidotto is the author of award winning book; 22 Leadership Fundamentals; the Door to Success says Push! and…
In this episode we spoke with Alex Pirouz, founder of Linkfluencer on the 3 steps to Mastering LinkedIn. Over…
Simon is a business growth adviser with specialist consulting and training skills and experience in helping companies and professionals to…
Thank You to You Instead of a ‘regular’ episode, this is an opportunity for me to say “thank you” – though…
Born in Sydney, Ben is a keynote speaker, master coach and entrepreneur. He has owned and operated many successful businesses and currently…
Malcolm Burrows is an award winning commercial, corporate and technology lawyer and principal and founder of Dundas Lawyers. He advises…
Robert Coorey is regarded as “One of the most influential online marketers around the globe” (The Huffington Post). “An…
Jean is known as the ‘Walking Talking MRI’. She left nursing, pathology and autopsies to build her internationally recognised and…
Hunter Leonard has run his marketing consultancy for the past 15 years. He has turned over multi-million dollars with a…
Being shy most of her life, Jennifer decided to change that. She faced her fears, learned the processes and now…
Tim specialises in business strategy and wealth management, helping directors of high growth companies drive their business for greater personal…
Catherine Palin-Brinkworth is a business growth strategist and behavioural scientist, providing performance improvement solutions to businesses and professional firms all…
Simone de Haas is a renaissance woman and ‘theatrepreneur’. She helps business owners, entrepreneurs, advisers and corporates to tell their…
Nominated Citizen of Australia for her work with the mind, Margaret has been listed in Who’s Who of Australian Authors…
Scott Bywater is a professional copywriter who helps businesses with email lists orchestrate quick cash-pulling product launches… and then turn…
Jules Blundell is a serial entrepreneur. Over the past 15 years, she has started, built and managed multiple small businesses….
Simone Novello is the Managing Director of Partner2GROW, an ex-corporate entrepreneur and keynote speaker. She is considered to be one…
Ron Crump is the founder of Human Productivity Consultant’s. He has worked with 1,500 clients 1:1 across multiple industries from…
Chris is an independent financial coach. He is passionately leading a revolution in financial advice after throwing out the old…
Kerryn Powell is the founder of Your time Matters and the creator Networking with a Twist. Kerryn knows and recognises…
Nobby Kleinman lives the lifestyle of the laptop entrepreneur and inspires others to do the same through creating their vision…
Wes Towers’ mission is to empower a new breed of entrepreneurs with cutting-edge websites that attract more leads, graphic design…
Felicia Meagher specialises in developing customer relationships. She consults with small business owners to ensure they work with the customers they love…
Simon Hakim is the CEO at Hunter, a creative agency that’s breaking category rules and conventions whilst influencing and moulding…
Ilse J Strauss is the founder and CEO of PurposeSYNC International, which is a values-based leadership organisation that helps people…
Shane is a financial organiser. He works with people who realise that there is more to life than accumulating money…
An international speaker and author, Julie-Anne mentors emerging business leaders and creative entrepreneurs giving them access to the most powerful…
Jerry Crockford is the co-founder of Crockford Carlisle, a strategic marketing agency with revenues in excess of $1million that focuses…
Paul Higgins is the founder of Think to Act and Bollo Empire. Think To Act provides remote teams and Bollo…
Mandy Napier, dubbed the Mindset Alchemist, is a dynamic and accomplished Mind and Performance Coach, educator, speaker and published author….
Rose Witherow is a visionary and people development expert that has established learning programs in India, delivered ground-breaking education to…
Richard Triggs commenced his executive search career after eleven years working within the property industry in senior executive business development…
Craig Rispin is a business futurist and innovation expert. His expertise is in emerging businesses, people and technology trends –…
Brett Campbell is the Founder and director of Fiit International PTY. A world wide health, fitness, motivation and education based…
Karen Hollenbach is an adviser who challenges people to think about their branding and business goals in a tailored, unique…
Gilbert François has worked in multiple industries and with company owners of Inc. 500 listed fastest growing companies, with his…
Gavin is proof that there is light at the end of the tunnel! Having enjoyed a successful corporate career spanning…
Jason Andrew is a multiple time award winning financial planner and director of Empowered Financial Partners. As a high achiever,…
Jo Rawson is an accomplished business owner, leader and mentor. Having successfully established a most innovative & successful teenager camp…
Mike Reid is co-director of Key Person of Influence Australia, acknowledged as ‘The worlds leading personal brand accelerator’ by The…
Have you ever had a manager who was incorrectly promoted – and you suffered for it? In the early days…
Nathanial Bibby is a leading Digital Marketing Strategist, LinkedIn Coach and Social Media Speaker. He is the Managing Director of Bibby…
Lindsay Adams is relationship marketing specialist. Lindsay understands relationships underpin everything that we do in business and shows people and…
Anne-Marie Lyons is a Human Behaviour Specialist and an experienced Leader, Strategist and Facilitator. Anne-Marie’s extensive corporate background includes working…
Jacquie Baker is the co-founder of Silver Lane Studio – an award-winning Melbourne-based digital strategy firm. Jacquie and the Silver…
John Di Natale has broad international business experience at senior level across Australia and Asia Pacific, with extensive experience in…
Marketing expert Andrew Ford is the CEO and Brand Director of Social Star who has discovered the secret of ‘Commercializing…
Fiona Lukeis is Australia’s leading authority on relationships. A passionate advocate of the power of human connection, she is a…
Pam Macdonald who is a highly respected and sought after leadership and HR advisor who has coached and trained thousands…
Kylie Harker started Squirrel Business Hub because she could see there was a gaping hole in the market for no…
Ben Day has been in the financial planning industry for 20 years, during of which Ben has owned and operated…
Jayne Albiston is the director of two companies,Plus One Dynamics and BoB Clubs. PlusOne Dynamics strategies to consult, run workshops…
Alex Makin is managing director of Syneka Marketing, an award-winning marketing agency that believes success starts with strategy. Through this…
John Maher is a 3-time Australian of the Year nominee. During this interview he shares the heart-ache of having to…
Melinda Houghton is the founder of Houghton Strategic Solutions, an award-winning financial planning practice that prides itself on delivering exceptional…
Will is the founder of Marketing-Results.com.au, a digital marketing agency that brings together the very best of strategy, online technology…
Hi there Adviser Nation. I’m James McCracken, the host of Journey Of The Successful Adviser. During this episode, I wanted…
NOTE: This resource is not to be shared without the express consent from James McCracken or The Successful Adviser.