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The Successful Adviser by James McCracken

The Successful Adviser is a podcast created for the mortgage and finance professionals who wants to become the preeminent advisor to their clients. James McCracken interviews some of the most successful advisors, influencers and suppliers in the mortgage and finance industry to share expert insights and real-life stories so you can achieve your goals and enjoy more success in your business.
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The Successful Adviser by James McCracken
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Now displaying: September, 2019
Sep 25, 2019

In this interview, we talk about how Alex transitioned from being an accountant to a top mortgage broker that he is now. He started with absolutely no experience in the world of banking, but how did he get to where he is now? Read more.

 

Alex, like many brokers from the Wizard Home Loans brand began his broking life without a trail income, not many referrals and their tactics for growing volumes were like a melting pot of strategies combined together. 

 

What Alex had in spades is a passion for serving clients - and with perseverance, sharpening his sales skills, and delivering exceptional service, he was able to build his momentum, confidence and his volumes.

 

It may sound like a cliche but Alex believes that there is no easy path to success.

 

The entirety of the interview is a timely reminder, whether in the industry or not, that hard work and dedication to better service each time for clients is a foundation of growing a sustainable business.  

 

Alex Ralec’s website

 

Double Your Settlements:

 

Watch this free training so you can double your settlement volumes with structure and consistency.

 

 

Sep 18, 2019

In this interview with Graeme Holm, you’ll hear him share a host of tactics that have helped him quickly build his brand and profile as a preeminent broker.

With a mantra for ‘people first, profits last’, Graeme refers to his clients as joining the ‘family’, which is reflected in the service proposition and ongoing support his team provides to help clients improve their financial wellbeing.

Having won a host of service awards, combined with various other lead generation and brand-building strategies, Infinity Group Australia is building a respected and trusted brand that is quickly becoming known for delivering outstanding client results.

Like most brokers, Graeme enjoys educating clients so they feel more confident about the lending process, which in turn enhances the customer experience and earns him more referrals.

Sep 17, 2019

 

In this interview with Graeme Holm, you’ll hear him share a host of tactics that have helped him quickly build his brand and profile as a preeminent broker.

 

With a mantra for ‘people first, profits last’, Graeme refers to his clients as joining the ‘family’, which is reflected in the service proposition and ongoing support his team provides to help clients improve their financial wellbeing.

 

Having won a host of service awards, combined with various other lead generation and brand-building strategies, Infinity Group Australia is building a respected and trusted brand that is quickly becoming known for delivering outstanding client results.

 

Like most brokers, Graeme enjoys educating clients so they feel more confident about the lending process, which in turn enhances the customer experience and earns him more referrals.

 

I hope you are inspired by what Graeme shares, and you can find out more about his business via these two links: 

 

Infinity Group’s website

Infinity Group on Facebook

Sep 11, 2019

If you’re an established, busy broker who is considering to hire or you have hired other people to help carry the load, you’ll enjoy this conversation with Paul Wright.

 

Paul exemplifies many of the qualities we have come to see and expect of high performing brokers.

 

Diligent, professional, builds trust, nurtures relationships and a strong commercial acumen are a handful of the qualities that come easily to mind.

 

Equally, Paul has also made the transition into a successful business owner, where he’s established a loyal and productive team of people who do a lot of the heavy lifting to consistently deliver great client outcomes.

 

Like many who’ve walked this path, Paul built collaborative relationships with other professionals so they could create new opportunities for each other, which is complemented by ongoing service to turn clients into his referral army.

 

Impressively, Paul has firm boundaries around client appointments, which are all conducted in-office between 9:30 to 5:30 pm.  This structure enables, if not forces Paul to be highly productive during office hours so he can enjoy quality time with those who matter most to him.

 

In our interview, Paul also talks about some simple yet powerful ways to engage and demonstrate care and commitment to his employees - which in turn earns their loyalty and mitigates his biggest internal risk - losing staff and needing to train a new person.

 

Paul Wright’s MoneyQuest website

Contact Paul: 02 4229 5459

 

Double Your Settlements:

 

Watch this free training so you can double your settlement volumes with structure and consistency.

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