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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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Now displaying: March, 2020
Mar 12, 2020

In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems.  

Like all mortgage brokers, Liz has needed to embrace the change of recent time so she and her team can remain relevant to their clients and continue to deliver outstanding levels of service.

What interesting to hear is Liz’s mindset and openness to personal change, growth and thinking differently in order to achieve different outcomes.  

Not only does she embrace change, but moreover, Liz also engages her people in the process so there is buy-in at the ground level.  As Liz would know first-hand, the more the buy-in, the easier the transition.

In terms of Liz’ personal growth, as she eloquently said, “The only way to survive is to grow”, and that’s a very healthy mindset so she can continue to explore new avenues for optimising the engagement and focus that her team members bring on a daily basis.

Liz also touches on how employing and engaging the right people and helping the wrong people get off the bus has made a profound difference to how their business operates and the energy & attitudes that are brought into the office.

If you’d like to find out more about Liz and her team, you can visit their website here.

Mar 5, 2020

With a love of people, processes and numbers, though Cathy Brown started life as an accountant, she has found her calling as a mortgage broker.

From the early days of smashing out long hours and driving all over town, Cathy has restructured her business to fit around her life all while leveraging processes, technology and an off-shore team to deliver exceptional client outcomes.

Like many a broker, Cathy found it difficult to relinquish control but has found that with continual & effective communication, she can empower, upskill and support her team to take as much ownership over the delivery of service so her time can be spent on clients appointments and acquiring new business.

Cathy would be the first to admit that having an offshore team has provided both challenges and new learning opportunities for her.  In particular, the proximity of distance has forced her to improve her communication skills so her team understand the ‘why’ and the ‘what’, not just the ‘how’.

Moreover, in her downtime, she can also tweak processes and system so they continue to stay relevant and enable her and the team to deliver on exceptional client experience.

Visit Activ8Finance website here.

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