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: Page 1
Feb 24, 2020

Some brokers go quietly about their business, making an impact where it matters most - with the outcomes and relationships they have with clients.

This is certainly true for Kelly Cameron, the entrepreneurial director of Get Real Finance.  

At age 30, Kelly sold her first brokerage and ‘retired’ from the workforce, though boredom, the need to be challenged and passion for making a difference soon brought her back to the finance industry.

Having since established Get Real Finance, Kelly has since brought on a total of 8 other staff members to accommodate the continuing need to service existing and new clients.

In contrast to some others, Kelly is a fervent believer that the PAYG model ensures her loan writers and admin staff are only ever focused on what’s best for the client.  As she says, “keep it small and keep it all.”  

And if the business results and loan book size are anything to go by, there’s merit to her philosophy, as her staff continue to grow in skill and confidence and Kelly is progressively transitioning from being in front of clients to overseeing business operations.

You can visit the Get Real Finance website here.

0 Comments
Adding comments is not available at this time.