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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: August, 2020
Aug 28, 2020

Hailing from the small country town of Orbost, Robert Trewin has built a renowned and trusted reputation across Victoria’s East Gippsland as a mortgage broker of choice, and of latter years,  the mortgage broking business of choice.

With a background in lending, Rob made the leap at a time when only 20% of home loans originated from the broker channel.

Armed with a fervent commitment to delivering service, solutions and value to the community, Rob hasn’t looked back.

These days, Rob’s brokerage has won a host of awards for service, diversified income (insurance) and business operations, including the prestigious nMB Business of the Year.   This is a reflection of the continued value that he and his team provide to clients.

For Rob, staff selection is based on an alignment of values, meaning he can trust them quicker and be confident each member of the team can uphold the reputation and service standards the business has become known for.

As Rob also mentions, one contributing factor for his ongoing success has been surrounding himself with good quality people. 

If you would like to continue the conversation, you can reach him via his email.



Double Your Settlements:

 

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

 

Aug 26, 2020

In this candid, straightforward interview, Peter White, Managing Director of FBAA, talks about his legacy, how far the industry has come and what’s in store for the months and years ahead.

It will come as no surprise that Peter, just like the brokers he represents, is extremely passionate about the industry and furthering the broker cause.

This is absolutely evidenced through the continued lobbying done during the Royal Commission, and more recently, to ensure the Best Interests Duty enables brokers to continue delivering the advice and lending solutions that are fit for purpose.

What came as a pleasant surprise is Peter’s advocacy for R U OK and discussing the previously taboo topics of depression and anxiety.  In doing so, Peter normalises conversations and empowers others to recognise they aren’t experiencing these challenges in isolation, and that it’s OK to ask for help.

When asked what his vision of the future looks like, Peter sees 70% + of loans originating through brokers.

Outside of work, one of Peter’s personal passions is The Sanity Space, a charity he founded to help parents of children with special needs.

If you would like to find out more:


Finance Brokers Association of Australia

The Sanity Space



Double Your Settlements:


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

Aug 19, 2020

As someone who has been at the raw end of a property spruiker, I can say with absolute certainty that it does make a difference who consumers and investors get their advice from.

Get it wrong, and you’re stuck with an expensive lemon.   Get it right, and it can be a building block to creating financial security.  

In this episode, Richard Crabb, managing director of Aspire Property Network shares how their business model brings rigour, structure and professionalism to consumers to help them make objective, informed decisions around investing in property.

After 15 years in finance, Richard decided to take his knowledge, back himself and create a company founded on principles of transparency, ethics, and advice so he could sleep at night while knowing his clients are taken care of.

And now, through a national team of independent advisors, Aspire continue to set the benchmark in terms of a service proposition that helps consumers achieve what they ultimately want, financial peace of mind.

I hope you enjoy this interview with Richard and if you would like to find out more, visit their website for a host of resources.

 

Aspire Property Network website

Aug 12, 2020

As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers alike.

Having joined forces with his brother Bernard in 2015, their business hasn’t looked back. And, like many a bespoke brokerage, Gerard and Bernie understand intimately the need to provide personalised service and advice according to the needs of every client.

It’s with this premise that they have continued to grow their volumes year-on-year in what is clearly a forever changing and dynamic lending landscape.

Seeing the need for additional admin support, their business has invested in back-office staff which frees up Gerard’s time to do what he excels at - conducting client interviews and structuring their loans.

In the interview, Gerard goes into detail on the core strategies that allow their business to continue growing despite all the challenges in the marketplace today.

Like to continue the conversation with Gerard? You can reach him on 0402 026 246.

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