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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: February, 2020
Feb 27, 2020

In today’s interview, you’re going to hear from Ilse Strauss, a leadership consultant and advisor for people who want to ensure there is alignment between their values and their business.

In this interview, you’ll hear Ilse share specific insights into how having clarity of your value can and does make it easier to operate your business in a way that feels authentic for each person.

The reason for asking Ilse to share light on this very important topic is because quite often, in the cut and thrust of getting deals done, it can be easy to operate in a task-centric manner without having the clarity of purpose or being able to calibrate if or how the tasks are contributing to organisational success.

Ilse shares her perspective on mission, vision, values and clarity of purpose.

Yes, this interview is different, and by intention, so it can provide the opportunity for you to consider what else, if anything, you could be doing to help you, your business, team members and clients progress to the next level.

If you’d like to connect with Ilse, you can visit her website or connect on with her on LinkedIn.

Feb 24, 2020

Some brokers go quietly about their business, making an impact where it matters most - with the outcomes and relationships they have with clients.

This is certainly true for Kelly Cameron, the entrepreneurial director of Get Real Finance.  

At age 30, Kelly sold her first brokerage and ‘retired’ from the workforce, though boredom, the need to be challenged and passion for making a difference soon brought her back to the finance industry.

Having since established Get Real Finance, Kelly has since brought on a total of 8 other staff members to accommodate the continuing need to service existing and new clients.

In contrast to some others, Kelly is a fervent believer that the PAYG model ensures her loan writers and admin staff are only ever focused on what’s best for the client.  As she says, “keep it small and keep it all.”  

And if the business results and loan book size are anything to go by, there’s merit to her philosophy, as her staff continue to grow in skill and confidence and Kelly is progressively transitioning from being in front of clients to overseeing business operations.

You can visit the Get Real Finance website here.

Feb 13, 2020

In this interview, Aaron Christie-David pulls back the curtain on some of the business processes and optimisation techniques that are helping him and his team operate an efficient and productive brokerage that delivers a smooth lending experience for their astute clientele.

 

As a marketer turned broker, Aaron has a keen eye for the small details that help influence consumer perception of him and his brand.  For example, Aaron is masterful at communicating online and recognising and appreciating his clients and his team for the joint success experienced.  It’s one of many subtle yet powerful positioning techniques he incorporates to drive advocacy, repeat and referral business.

 

To complement his outstanding broking and human skills, Aaron’s wife Bernadette has helped transform business operations through her knowledge of systems, processes and measuring tasks to optimise their ROE (return on effort) so they understand the cost and value of the work being delivered.

 

In a few short years, together, they have built a respected brokerage and client base of predominantly astute investors that recognise exceptional advice and service.

 

To connect with Aaron, visit the Atelier Wealth website or email him here.

Feb 6, 2020

When Otto Dargan started his mortgage broking journey, he had a modest vision of having 3 staff members and to service a local client base.

But, while trekking in Nepal, he broadened his horizons in more ways than one.  With a more worldly view, he came back to Australia inspired about what else was possible.

With the newfound energy, he started experimenting with his business, and though not all experiments worked out, he failed often enough and quick enough to let go of the bad ideas and follow through on the good ones.

These days, his company, Home Loan Experts looked very different from those early days.  With 150+ staff in Australia and Nepal, he operates an efficient, effective business from their Sydney office.  

In a complementary way, Otto’s approach to business reminds me of Frederick Winslow Taylor, father of the principles of ‘scientific management’, as Otto, just like Frederick before him, has mapped out the various functions of the role to ensure the broker maximises their revenue per hour worked with all other functions being looked after by their support staff.  

Further to this, Home Loan Experts have set up a significant Nepalese based operation that provides white-labelled loan processing and credit analyst services for brokers.

If you’d like to find out more about the services available from Home Loan Experts, you can contact Otto via his email



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