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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: 2023
Nov 6, 2023

When you’ve assessed and approved over a billion dollars in lending within the banks, it is more than just a good apprenticeship to set you up for a life in broking, it’s the foundations to a rewarding career.

In this interview with Charles Zerafa, he takes up through a career assessing commercial transactions before making the switch to broking and becoming the trusted advisor to a portfolio of high quality clients who lean on his expertise to help them fund their and facilitate their business growth objectives.

Charles outlines how the benefits of being a broker enable him to offer a level of depth and value to his clients in terms of how he could represent and facilitate their funding needs.

And, like many a good broker, he talks about how his service has earned him introduction to the personal networks of clients that never availed themselves whilst he was in commercial banking.

If you would like to connect or chat with Charles, a great place to start would be his LinkedIn profile.

 

Sep 14, 2023

It’s seldom you come across a person who has started a movement, though that’s exactly what Philip Robison has done.

As the the founder of Saving Brothers and a property professional, Philip is driven by the desire to impact people for the better.

Not just in their hip pocket, but equally if not more so to look after one’s health and wellbeing - and with the scars and war stories he’s gathered, Philip is empathetic, compassionate and insightful.

In our interview, we talk about the highs and lows of his journey, his love for regional property and how people can live their best life.

If you’d like to reach Philip, send him at email to philip@theholygrail.com.au

Apr 13, 2023

As we all know, time is arguably the most precious commodity for every mortgage broker.

In this podcast with gun loan administrator turned business owner, Mandy Love, we look at the importance of having the right people in the right seats to help deliver an efficient, referable and repeatable service to grow a broking practice.

Having personally seen Mandy make a significant contribution to the growth of one of our broking clients, she is all too familiar with how to help brokers ensure their focus is on income producing activities that contribute to their financial and quality of life goals and getting everything else off their plate.

It's with this mantra in mind Mandy mustered the courage to pursue her dream of opening a loan processing service so she can positively impact more brokers and see them grow their practice by delivering better and quicker client outcomes.

Mandy discusses common challenges inherent with many brokers and how to address them to actually enjoy the success and prosperity they are working hard for.

If you’d like to reach out to Mandy, visit Mandy’s LinkedIn profile or go to:

Website: landmarkloansupport.com.au

Email: info@landmarkloansupport.com.au 

 

Mar 14, 2023

From police officer to high performing mortgage broker mortgage, Travis Carruthers is on a mission to impact more brokers, consumers and staff for the better.
 
Most brokers who settle in excess of $100M per annum are usually looking to grow either their back end to pump through more volumes, or  build out the broking team so they can grow with and through others.
 
For Travis, it’s a combination of both, in addition to running a sub aggregation group and providing a consulting service where he implements a version of his own processes into other broking practices.
 
With a passion for seeing people do better, Travis aims to provide exemplary client service standards and cultivate a team in culture where his staff are expected to come up with ideas and innovations that contribute towards the ongoing growth and optimization of the business.
 
Arguably not an easy thing to do, which is perhaps the exact reason why Travis is doing it because as he says he gets bored staying in his comfort zone and wants to be comfortable with remaining uncomfortable.
 
If you’d like to connect with Travis, you can reach him:
 
·      Via Travis’ LinkedIn profile
·      Through VMBS, his mortgage broking service, or;
·      VTEK Solutions, his consultancy service for brokers

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