Advisers Ask gives students a new way to reach out to Advisers. Students learn best in different ways. This allows students an opportunity to learn in a way that works best for them on their own time. Overall it is about accessibility and meeting students where they are to help them succeed!
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Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Welcome to the Association Adviser Podcast, brought to you by Naylor Association Solutions! Hosted by Naylor CEO & President Christine Shaw, the podcast explores strategies and solutions that keep association professionals informed and inspired. Christine is joined in conversation by leading association executives and industry professionals who share their stories and lessons learned. By sharing practical tools and expert advice, the Association Adviser Podcast will give your association the ...
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Podcast by Adviser 2.0
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Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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An in depth look at the world of wealth management, covering everything from asset allocation and portfolio construction to technology and distribution.
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Welcome to Immigration Advisers New Zealand podcast,where you gain awareness of immigration related and visa application related issues.
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The Risk Adviser Podcast gets behind the industry, regulatory and political forces driving the Australian life insurance market. Join the Risk Adviser team as they discuss what it means for advisers and their clients.
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Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
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All LIBF podcasts are now on our main channel https://podcasters.spotify.com/pod/show/libf. For future programmes please subscribe to The LIBF Podcast.
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This podcast hopes to dispel some of the myths around financial advisers and show the value of the role through the real life stories and experiences of a 25 year financial adviser.
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The Successful Adviser by James McCracken
James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins
Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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Welcome to CAPCA's new bi-monthly podcast - Advice for the Adviser! Agriculture is a complex industry, and busy Pest Control Advisers don’t always have the time or patience to find the information pertinent to them. Join CAPCA staff, Alexis and Patrick, as they cut through the noise to help California PCAs find reliable information. Each episode contains powerful information to help PCAs navigate regulatory changes, find and understand information that impacts you, and learn about new opport ...
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Howard Worth - Chartered Accountants and Business Advisers. Our purpose is to make a positive contribution to our clients, our team and the local business community. We aim to do this by providing a fulfilling and rewarding environment that will inspire us all to improve and develop. This podcast is the latest in our approach, offering an insight into some of the key issues we focus on. Please subscribe to the Howard Worth podcast to receive updates on our latest episodes! For more informati ...
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Why this accountant became a commercial broker
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In 2014, Grace Green left her role as an accountant at a big corporate firm to become her own boss as a Loan Market broker. Fast forward 10 years and she’s now established herself as a successful commercial broker. In this episode of Elite Broker, we catch up with the accountant-turned-broker to find out: Why she transitioned to commercial finance.…
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SEASON ONE PREVIEW - Non-Dues Revenue: Driving Association Growth and Member Engagement
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The recent Association Benchmarking Report shows that generating more non-dues revenue stands as the biggest challenge associations face! That is why we chose to focus on the topic of non-dues revenue throughout our Season One launch of The Association Advisor Podcast. In this preview of Season One's topic, our host Christine Shaw, CEO and Presiden…
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TRAP Live! This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's, the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino. Our sources confirm that this is the first (last?) UK financial services-related live podcast held in the UK and, secondly, there ha…
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Budget special: Government provides little for advice and super
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In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out complet…
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What are your buying habits like? How much research do you do before buying that shiny new car, fancy BBQ or booking a well-deserved holiday? And, what does all this have in common with generating leads to your website? In this episode, Alex shares the three key things you need to do to drive people looking for financial advice to your website. Bro…
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What’s Making Headlines – the week commencing 20 May
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest move by CBA, ASIC’s lender hardship report, and which banks brokers went to the most in April. This week, they discuss: CBA’s new direct-to-con…
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This episode covers everything our hosts wish they knew while attending WT. Tune in to hear everything from solid advice to their biggest college icks on this episode of Advisor Ask with our special guest Cassidy Dotson.By WTAMU Advising Services
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MORTGAGE AND FINANCE LEADER: Gerald Foley on the history of ANZ’s broker channel and founding nMB
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In this special episode, host Annie Kane sits down with Gerald Foley, the managing director of National Mortgage Brokers (nMB), to explore how he helped ANZ launch into broker, how broking has evolved over the years, and what he thinks the future of broking looks like. Tune in to discover: Why ANZ decided to start operating in the broker channel. W…
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How this brokerage is harnessing AI to accelerate loan writing
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Being able to generate and convert business quickly is a key part of building a successful brokerage, but so too is finding solutions quickly. In this episode of Elite Broker, we sit down with the founder of finance brokerage LoanOptions.ai, Julian Fayad, to find out how he married his web development and app development skills with his passion for…
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Understanding the value of a click Is it worth trying to get free clicks from Google? Alex would heavily argue yes, as some brokers pay a lot per click to get people from Google to their website. No matter how deep their pockets, how big their budget nobody spends money on ads without a return, especially brokers. In this episode, Alex looks at the…
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What’s Making Headlines – the week commencing 13 May
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Charlotte Humphrys as they cover the budget 2024–25, some pain points among mortgage holders and SMEs, and postcode discrimination from lenders. This week, they discuss: The initi…
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How this Qantas pilot is flying high with his brokerage
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Richard (Rick) Garner and his team at Crew Financial have seemingly been working at lightspeed, managing their jobs as airline pilots while seeing their separate careers as mortgage brokers take off. In this cross-collaboration podcast with our sister brand Australian Aviation, hosts Annie Kane and Adam Thorn chat to Garner to find out: How he goes…
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Introducing: The Association Advisor Podcast
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Welcome to the Association Adviser Podcast, brought to you by Naylor Association Solutions! Hosted by Naylor CEO & President Christine Shaw, the podcast explores strategies and solutions that keep association professionals informed and inspired. Christine is joined in conversation by leading association executives and industry professionals who sha…
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Two Changes That Slashed Mortgage Lead Cost by Over 50%
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Alex is back with another solo episode, this time to highlight the importance of human interaction and the part this plays in website performance.By Alex Curtis
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In Focus: Steering SMEs through choppy waters
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In this episode of In Focus, partnered by Banjo Loans, we’re chatting to chief executive Guy Callaghan to unpack the findings of the Banjo SME Compass report and what brokers need to know about small-business sentiment as we head towards the cusp of a new financial year. Tune in to find out: What Banjo’s SME Compass tells us about the direction of …
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What’s Making Headlines – the week commencing 6 May
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the RBA’s May cash rate decision, the associations on a possible shift towards the direct channel from the major banks, and the latest appointments from t…
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So today is TRAP Live, and we can't put out a show. Fear not, TRAPists, the live show is being recorded and will come out in two weeks, on 23rd May, Episode 45. For the moment, here's a compilation of bits from previous episodes. Enjoy! Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. Th…
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Looking beyond traditional property investment
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests. McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as …
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In Focus: The intricacies of invoice finance
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In this episode of In Focus, sponsored by TP24, we sit down with Adam Lane, the managing director of TP24 Australia, to unpack some of the trends and changes in invoice finance and how and why brokers could be writing more of this business this year. The trends/changes in invoice finance at the moment. How TP24 is changing the invoice finance space…
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Our 'What Network Should I Join?' Series continues with Lesley Sharkey, Recruitment Director at Stonebridge - a Mortgage and Insurance Network. Visit Stonebridge here. Follow Lesley on LinkedIn.By Lesley Sharkey, Alex Curtis
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What’s Making Headlines – the week commencing 29 April
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest movers and shakers in the broking industry, potential rate hikes in 2024, and a house looking to sell for a record-breaking price. This week t…
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Will there be any change to division 296?
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax. Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it ha…
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Taylor’s vision for revitalising advice: ‘Less government regulation’
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In this episode of the SMSF Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of A…
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In Focus: Shadow treasurer Angus Taylor on housing, superannuation, and advice
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In this episode of the In Focus podcast, host Maja Garaca Djurdjevic talks to shadow treasurer Angus Taylor about his thoughts on the state of financial services and what the Liberal Party thinks needs to be done to reduce the burden on advisers and improve housing affordability. Tune in to find out: Why he opposes Help to Buy and shared equity sch…
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New Broker: Making the move from aggregator BDM to broker
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James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an eight-year career in aggregation. In this episode of New Broker, tune in to find out: Why and how he decided to focus on asset finance. The pivotal role of technology in broking. Why he loves soft-touch…
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Episode 6: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
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This month's episode of Talking Ads is barking mad! From an airline for dogs to canine cuisine, it's no secret that animals win over our hearts every time. We recommend you view all four adverts before or during listening to this episode to engage in the discussion. Immerse yourselves here. Brought to you from the team at The Lead Engine who specia…
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What’s Making Headlines – the week commencing 22 April
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Charlotte Humphrys as they cover the latest quarterly CPI data, mortgage stress levels and some rumours from a non-major bank This week, they discuss: The next move for the RBA f…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the imminent TRAP Live event, superb service, FCA fee review update, Ultra’s new book (yes, really), Voice’s “planning” week, more Irish investment fraud Meat and Potatoes: Bricks and Torture Questions posted by our beloved TRAPist Patrick Duggan Culture Corner Links refer…
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In Focus: How lenders are accelerating turnaround times
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Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process. In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank’s national manage…
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JLM Mortgage Network - Sebastian Murphy and Rory Joseph
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Alex is joined by this week's guests, Rory and Seb, the Founders of JLM: A "boutique" mortgage network designed for "successful and aspiring firms and sole traders." Visit JLM Mortgage Network here. Follow Rory on LinkedIn. Follow Seb on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and cont…
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What’s Making Headlines – the week commencing 15 April
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology. This week, they discuss: Loan…
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The importance of accurate property valuations
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those wi…
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Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she’s been embracing change as the director of Nu-Age Vehicle & Asset Finance. In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out: How asset finance has changed over the last 30 years. What her rol…
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Free Marketing Tools For Brokers - Alex Curtis
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This week, Alex shares some of the free marketing tools he uses to help with content ideas, content creation and website performance and explain how they work. The main four include: 1. Descript 2. Google 3. Google Search Console 4. Google Ads Other tools mentioned: Semrush Canva Shutterstock Brought to you from the team at The Lead Engine who spec…
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What’s Making Headlines – the week commencing 8 April
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the calls for a simplified accreditation process, a record in turnaround times, and an association’s recommendations for the home loan discharge process. T…
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43 - The One About AI (Alan's Infatuation)
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Paddy Andrews Métis Norway appt, US$90 trillion to move between generations, surge meeting review, SPIVA S&P Global, the passing of Danny Kahneman, another unregulated investment scheme…
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How this broker is evolving her brokerage
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Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success. Tune in to find out: Why she’s starting a mentoring program. The hardest parts of changin…
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In another episode of our, 'What Network Should I Join?' Series, Mat Rees, Chief Executive Officer at Beneficial joins Alex to talk about how they can support advisers with their unique network proposition and 'close-knit' company culture. Visit Beneficial here. Follow Mat on LinkedIn.By The Lead Engine
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What’s Making Headlines – the week commencing 1 April
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest mortgage broker market share figures, what the RBA has been up to, and new recommendations for the mortgage industry brought to the government. …
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Innovation insights for advice firms to scale
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of th…
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Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we’re sitting down with the recently crowned Broker of the Year for Western Australia, Balpreet Bal, and NAB’s executive, broker distribution, Adam Brown, to find out what it takes to run a successful business. In this episode of In Focus, we unpack …
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Which Network Should I Join? Series - The Right Mortgage
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We caught up with some of the mortgage brokers at The Right Mortgage Annual National Training Event - 'Embracing Change' in Birmingham last month, to find out why they joined the network and what advice they would give to other advisers. Visit The Right Mortgage here. A big thank you to the advisers that took time out to chat with us (in order of a…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loud Meat and Pota…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the a…
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How this broker created The Brokers’ Bible
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Property should come before Prada, that’s the mantra of Victorian-based broker Katherine Persoglia. The founder of the Property Before Prada brokerage and creator of The Brokers’ Bible, sat down with The Adviser live on stage at the Better Business Summit 2024 in Melbourne – run in partnership with NAB – to unpack her secrets to success and why she…
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The Lead Ladies - Room 101 With Dave Corbett
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The Lead Ladies are joined by this months guest, Mr Dave Corbett, Head of Protection at Mortgage 1st who has really ramped up the rants on Room 101 with his categorised list of pet peeves. 1. Miscellaneous 2. Youth of today 3. The industry With over 50 pet peeves to narrow down, a part 2 may be pending!…
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How this broker is helping borrowers finance their next adventure
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Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago. After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out: Why he made the…
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Investing in specialised housing through an SMSF
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen…
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Episode 5: 'Talking Ads' with Alex, Cathy, Hannah, and Tessa
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The 'Talking Ads' team are back for another round of show and tell this month including, a Miami Beach spring breakup video, a 'nod' to Carlsberg Instagram promotion, a catchy tune from a well known washing machine brand and a good old-fashioned billboard. We recommend you view all four adverts before or during listening to this episode to engage i…
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41 - SJP et al: Big Brands, Big Challenges
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including Artic Rambles, Bitcoin yawns, Irish Banks, double-dipping, British ISAs, good PR firms, Best Buy lists - Meat and Potatoes: SJP: Big Brands, Big Challenges - Questions posted by our b…
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