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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: November, 2021
Nov 19, 2021

In this interview with Julie Bishop, I took a slightly different tact.

Yes, Julie and I could have just talked about all the great things going on in her business, which she co-owns with two other brokers.

But instead, we looked at some of the challenges and opportunities Julie has worked through to transition from a successful career in banking to establishing a highly referred broking business.

Some of the discussion points included:

  • When to pull the trigger on hiring staff
  • Structuring and profit-sharing of a jointly owned business (in Julie’s case, with Aaron and Mike)
  • Importance of vision and mission to the business and decision making
  • The need to take time to work ‘on' the business, not just in it

If you want to continue the conversation with Julie, you can email her or call her mobile, 0477 899 922.

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