Info

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.
RSS Feed
The Successful Adviser by James McCracken
2023
November
September
April
March


2022
November
June
April
March
February
January


2021
November
September
May
April
March
February


2020
November
October
September
August
March
February


2019
December
November
October
September
August
July


2017
June
May
April
March
February
January


2016
June
May
April
March
February
January


2015
December
November
October
September
August


Categories

All Episodes
Archives
Categories
Now displaying: April, 2021
Apr 23, 2021

Bianca Patterson exhibits all the hallmarks you’d expect of a high performing broker.

  • Strong conviction in her value proposition
  • Willingness to invest in people and resources
  • Places high value on her time
  • Is clear on the people she wants to work with

And it comes as no surprise that over the past 10 years, her brokerage has been growing based almost entirely on referrals from highly satisfied clients.

Right now, Bianca has arrived at what most of us would define as ‘successful in business and is thinking about the next chapter of her business, her life.

Specifically, with a great flow of lead, clients and revenue, Bianca is thinking about how to slowly replace herself so she can retire by age 40 and have her team take on even more of the day-to-day responsibilities.

That doesn’t mean she’ll give it all up. 

Retirement is about giving herself choice and options as to how and where she spends her time.

And why?

So she can realise the next level of her own personal journey - and expand her impact on society.  

I think you will enjoy this episode immensely.

If you want to connect with her, you can reach her on LinkedIn.

Apr 9, 2021

Based in northern New South Wales just shy of the Queensland border, when COVID hit last year and borders were closed, for 8 weeks Jo Croft was unable to drive to her Brisbane office to see staff and clients. 

They say necessity is the mother of invention, and Jo had to find a new way to keep the business running.  And do it fast.

Suffice to say, Jo found a new level of leadership and decision making that caused her to empower and support her staff to take more ownership over their roles and the outcomes being delivered to clients.

Like many a broker, Jo has embraced technology to operate remotely, which has proved to be a game-changer. 

She is saving around 9 hours per week in commuting, which is time that can be spent on better servicing clients, operating the business and quality of life.

Moreover, despite the challenges, Jo’s volumes have grown year on year, and there are no signs of slowing down.

In this interview some of the topics we cover include:

  • Leveraging technology to provides operational efficiencies and operate remotely
  • Strategies for being a more effective business owner and manager for staff who are interstate
  • How to do an effective succession plan for the business
  • How to build a trusted local reputation in a ‘greenfields site’
  • And what Jo would do differently next time if she was to start all over again

If you want to connect with Jo, you can reach her on her Facebook business page or via Instagram.

 

1