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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: October, 2020
Oct 15, 2020

Starting his career as an accountant with LaTrobe Financial in rural Victoria, 20 years on, he is still working for LaTrobe, though his knowledge, skills, and experience have grown significantly over that time.

These days, as Chief Lending Officer, the focus for Cory and his team is weighted heavily toward contributing to the success of their customers, you, the mortgage broker.

Interestingly, in line with Cory’s progress, LaTrobe too has extended its service offering from a ‘specialist’ lender to a suite of options to accommodate the various scenarios and clients whom they help.

With a mantra of “make a difference” and “others before self”, LaTrobe’s business values and culture are reinforced monthly by celebrating and recognising team members who live and breathe these values to deliver service and outcomes for brokers and their clients.

Cory also shares some sage and generational advice that he learned from his grandfather and father, which was “do more than you’ve been asked to do and don’t ask anything more for that”.  He also shared this nugget from CEO Greg O’Neill of “doing things right and small things matter.”

If you want to connect with Cory you can reach him via his LinkedIn profile.

Oct 8, 2020

Jeremy Harper’s journey in mortgage broking isn’t your typical one.  Having established his business in Melbourne, Jeremy packed it up and took it to New York where he and his wife lived and worked for two years.

While operating in the Big Apple, through a combination of opportunity and strategic insight  Jeremy chose to niche down and build his knowledge and reputation for providing specialist lending solutions for ex-pats.

Now back in Australia and operating out of Sydney, the bulk of the loans that Jeremy writes are for professional ex-pats who want a person they can trust to make the deal work.

Combined with his degree and a previous career in accounting, Jeremy gives his clients a professional advisory service which earns him referrals and repeats business.

In this interview, you will hear Jeremy talk about some of the decisions he made that have contributed to the continued and ongoing growth of his business.

If you want to connect with Jeremy, you can visit his website here.

Oct 1, 2020

The journey of Richard Bootle has certainly been an interesting one.  Born in rural New South Wales, Richard went onto boarding school and university in Sydney before a stint at a large corporate law firm.  

It was during his time at the large law firm that Richard answered the calling to return to his family roots and operate a local law firm.

But, what to do when there’s already a law firm already established in your local town?  Buy them out.  And it was with this acquisition strategy that LawLab has become the nation’s largest conveyancing firm.

As Richard readily admits though, it’s one thing to buy a company’s client list or infrastructure.  It’s quite another to ‘buy the people’, which is why integrating one business culture into another is not as simple as it might sound.

In this interview, Richard also discusses how their business has invested heavily in building innovative technology that enables them to scale up the service offering without a substantial increase in operating overheads or impact on service levels.

If you’ve thought about buying a book, partnering with others, or considering strategies to growing your broking business, I think you’ll find this interview inspiring and insightful.

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