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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: March, 2021
Mar 26, 2021

Best by name, and by nature.  Right now, Kirsty Best from Living Home Loans is seeing the business achieve personal best settlement volumes, as she and her husband Andrew take full advantage of the booming property market.

 

Currently writing $6M / month with a view to doing more, Kirsty brings her life skills and financial acumen to fore to deliver a highly referable lending experience.

 

Moreover, Kirsty is part of a growing wave of women in finance who want to support, inspire and encourage other women to pursue a career and achieve what they’re worth.

 

In this interview some of the topics we cover include:

 

  • Niching strategies and who they say yes, no or maybe to
  • Instilling confidence into your team to create loyalty and productivity
  • Tools for automating and managing task and deal flow
  • Having a productive and profitable husband-wife working relationship 
  • And encouraging the ongoing representation, participation and growth of women in finance

 

If you want to connect with Kirsty, you can drop her an email or reach her on Facebook.

Mar 19, 2021

If you’ve ever had a husband, wife or significant other who has contributed to your business in a small or big way, you’ll love this episode with Jo Violeta.

Jo is the marketing manager at Violeta Finance.  By proxy of her husband Carl being the broker, Jo has focused on driving initiatives that have helped build Carl’s profile, the brand presence and make a significant impact on client acquisition.

Moreover, Jo’s experience is inspiring insofar as she has, like many before her, learned on the fly and put on a marketing hat even though she readily admits it wasn’t her background prior.

In this interview some of the topics we cover include:

  • Key strategies that have worked for their brokerage and be extrapolated across most broking businesses
  • How Jo accelerated her learning through short courses and investing in her own development
  • A marketing mistake that is funny and easily avoidable
  • How Jo and Carl have made their working relationship prosper while also protecting the sanctity of their ‘home life’
  • How Jo helped Carl go from the ‘secret’ that most people hadn’t heard of to a trusted professional who people sought out

 

And, Jo also runs her own podcast called Dream Home Podcast.

If you want to connect with her, you can email her or drop her a message on Facebook or Instagram.

Mar 12, 2021

Straight up, that headline is definitely correct, though it’s one of a few titles Sarah Wells uses to describe how she delivers service.

With a large portion of her clientele being medical professionals, Sarah has become their trusted advisor to give them the clarity, advice and confidence to achieve their goals. 

 

Or, as Sarah calls them, to get the Unicorn or at the Zebra.

 

Moreover, in the conversation with Sarah, topics we touch on include:

 

  • How she frames up a consultation to put her clients completely at ease
  • Fee for service and value-based-pricing
  • Strategies to capitalise on a niche 
  • And the 2% rule around how to help a client expand what they think is possible for them to achieve

 

If you would like to reach out and continue the conversation with Sarah, you can email her, call on on 0411 725 525, or connect on LinkedIn



Run a More Efficient, Referable & Profitable Broking Business :

 

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