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Advisers Ask
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Advisers Ask

WTAMU Advising Services

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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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The Successful Adviser by James McCracken
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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

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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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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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Delivering best practices and leadership strategies for association professionals. Episodes are published monthly. Interested in being a guest? Don't want to be a guest, but want to hear about a certain topic? Email us at kclark@naylor.com! The Association Adviser Podcast is sponsored by Naylor Association Solutions. Learn about our resources for improved member engagement and non-dues revenue at www.naylor.com.
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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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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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Join Adrian Suljanovic and Annie Kane as they chat about the rebound of mortgage broker market share, what the removal of clawbacks could mean for brokers, and some news from lenders. This week they discuss: -MFAA announcing broker market share reaching above 70 per cent once again. -Industry reactions to AMP’s latest move. -A new lender joining th…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds co…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, Consumer Duty updates, planning for 2024 Meat and Potatoes: Refining The Referral Ramp Questions posted by our beloved TRAPists Master J Culture Corner Links referred to in the show: AS FC…
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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 an…
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After a glittering career at Brisbane Lions and Port Adelaide, footballer Tom Rockliff is now setting his sights on being the Best and Fairest in commercial broking. We find out how and why he became a broker. In this episode of New Broker, tune in to find out: Why he made the decision to retire from professional sport. How he decided to make the m…
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Alex and Tessa are joined by The Lead Engine's newest team members, Cathy Manso and Hannah Sturman to bring back and revamp the 'Talking Ad's' podcast series! On this episode, Alex, Cathy, Hannah and Tessa share the reasons why the advert they have chosen, stands out to them, (by) breaking down the branding and message behind this. This month, the …
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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 Annie Kane and Josh Needs as they discuss the newest aggregator to launch, why brokers think clawback may be illegal, and why more brokers are sending clients to the major banks. This week, they discuss: Viki…
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she belie…
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she belie…
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Queensland-based broker Danny Blair runs not one, but four broking offices, having opened his fourth Aussie franchise earlier this year. After having become a broker 11 years ago and joining Aussie’s original retail store, Aussie Sunnybank, Danny Blair has rapidly shifted from being a loan writer to a multi-franchise operator, managing Aussie franc…
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Following the HLPartnership Mortgage and Protection Network annual conference in Birmingham this month, Alex shares his first ever moment as a guest speaker at this kind of event. He introduces The Lead Engine and explains what you need to do to generate leads for your website.De către Alex Curtis
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the ca…
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, State General Manager Residential Broker Victoria/Tasmania at Westpac Group (and State Chair Women of Westpac), about how she climbed the career ladder in banking and the …
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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 Adrian Suljanovic and Annie Kane as they cover broker backlash at a major bank over channel conflict, an association pushing for CDR and borrower behaviour that brokers have seen.This week they discuss: CBA’s…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Burgess, chief executive officer at the SMSF Association, to break down the regulatory landscape for SMSFs. Mr Burgess explains the SMSF Association’s position on division 296 – the government’s proposed $3 million super tax – including where the major iss…
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In this episode of the In Focus podcast, sponsored by Lumi, host Annie Kane catches up with the SME lender’s head of third party, John Clifford, to find out the key trends in the SME lending landscape and how brokers can support their SME clients in this challenging climate marked by high-interest rates and limited borrowing power. Tune in to find …
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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 Adrian Suljanovic and Josh Needs as they cover off some big interest rate news, an outage that frustrated the nation and how brokers build their workforce. This week they discuss: Interest rates hit a 12-year…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including the rise and fall of Open Money, Vanguard leaving China, Irish Ideas Exchange, are we talking about events in the Middle East with affected clients, new Brett Davidson White Paper, Andy rants about the FCA and crypto, SJP adviser saddled with a business loan, Wealthfront d…
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Ashleigh Pakis outlines the importance of prioritising wellbeing, setting boundaries and reaching out for help to ensure brokers aren’t burning out. Finding the balance between working hard and switching off can be an ongoing battle for the self-employed. But it wasn’t until Ashleigh Pakis of Panache Financial burned out that she realised the exten…
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Alex is joined by his Mastermind pals, Bob and Pete who meet fortnightly to chat about work, share ideas and as solo business owners, explain why the group is so beneficial. Follow Pete on LinkedIn. Listen to Pete's Podcast. Follow Bob on LinkedIn. Listen to Bob's Podcast. Brought to you from the team at The Lead Engine who specialise in lead gener…
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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 Adrian Suljanovic and Josh Needs as they cover the return of first home buyers to the market, some possible cash flow problems facing SME clients and a new chief executive announcement This week they discuss:…
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase…
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase…
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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 private credit. Mr McVeigh explains the ins and outs of private credit, including what SMSF members need to know and how the asset class can bring value to a member’s portfolio. Listen as they discuss: The different types of…
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This month, The Lead Ladies are joined by Sally Mitchell, Business Manager & Senior Mortgage Broker at The Mortgage Mum for the first Halloween edition of Room 101. From the history of Halloween, costumes, horror films, trick or treating and pumpkin picking to firework night and dare we mention this early on...Christmas. The ladies cover all the bu…
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In this episode of In Focus podcast, sponsored by RedZed, host Annie Kane catches up with RedZed’s chief sales and marketing officer, Loralle Slater, to discuss the challenges faced by self-employed borrowers in the changing environment. Tune in to find out: The challenges and opportunities facing self-employed borrowers. The benefits and support R…
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Investments can be frightening. It's easy to think that all investments are risky and it's best to put your money under the mattress. Today, I'll explain investment risk, investment reward and investment volatility and I'll also tell you why you shouldn't put your money under the mattress! None of the content contained within these episodes constit…
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in …
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in …
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In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fund, Irish budget investor woes, adviser mastermind top tips - Meat and Potatoes: Taking THAT Fork In The Road - Questions posted by our beloved TRAPists Stuart Mullen - Culture Corner Links r…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Olivia McArdle, head of payment and deposits, and Duncan Booth, strategic account manager at Macquarie Bank, to discuss the importance of cash flow. Ms McArdle and Mr Booth explain why cash is key to effectively managing your SMSF and achieve your investment objectives, as well …
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Discover how new broker Martin Reidy overcame challenges of assembling the perfect team and finding skilled tradespeople to establish a thriving brokerage in the heart of regional Victoria. In this episode of New Broker, tune in to find out: Mr Reidy’s transition from the corporate retail world to becoming a broker. The intricate process of setting…
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Alex and Tessa are back with another lead gen update, this time starting with some top marketing tips, followed by the latest Google data and trends. Plus, Alex tests Tessa's search volume knowledge with the higher or lower game. This episode is brought to you by the team at The Lead Engine.De către Tessa Snart, Alex Curtis
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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 Adrian Suljanovic and Annie Kane as they talk about new beginnings in the aggregator and lender spaces, updated regulations and some exciting news from a non-bank lender. This week they discuss: A brand new a…
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mor…
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Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance Awards multiple years in a row. In this episode, we chat to Ms Taylor about how she run…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tanya Hoshek, Executive General Manager – National Distribution at La Trobe Financial, to discuss SMSF lending. Ms Hoshek gives a breakdown of the current environment for SMSF investors and the impact of these conditions on the broader economy, including the property market. Lis…
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In this episode of the Elite Broker podcast, host Annie Kane is joined by Simplicity Loans & Advisory co-founder Jean Pierre-Gortan – the winner of the Commercial Broker of the Year at the Australian Broking Awards 2023 – to learn his secrets to success. In 2017, banker-turned-broker Mr Gortan and his business partner Matthew Johnson launched their…
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Following our conversation with Roger Lane and Tony Nunn at Fort Advice Bureau about the company's business proposition, we hear from mortgage broker's Aston and Jake, who share the reason's why they joined the FAB team. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial…
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Meet Dr. & Mrs Rogers. The story of how some compassion and understanding after the death of a client can make a difference with this generation and the next. None of the content contained within these episodes constitutes financial advice of any kind. This podcast is separate and distinct to my role as Director of Milne Wealth Management Ltd, Appo…
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as t…
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having herself adapted to change over her career in the finance space. Having worked in the lending space for more than 20 years – including as t…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Raymond Hempstead, founder & managing director at Supavest, to discuss how SMSF members can invest in property Mr Hempstead explains the taxation strategies and incentives to invest in house and land builds through an SMSF, and the different options available to members that the…
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In this latest pile of TRAP, the Trap Pack discuss Topical issues, including TRAP Live on 9th May 2024, the TRAP Pack officially open the World Cup in Paris, the annual CISI shindig, Storyteller’s Limerick trip Meat and Potatoes: the chaps discuss the FIRE movement Questions posted by our beloved TRAPists Jono Randell-Nash www.linkedin.com/in/jono-…
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Commercial and property development finance has been in the spotlight recently as costs escalate and many construction businesses find themselves in a jam. But for Cameron Perry of Perry Finance, demand for specialist credit advice in this space is booming. In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker t…
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Tessa is joined by Daniel Edmondson, National Account Manager at Advise Wise, an award-winning sourcing platform for the later life lending sector. Talking points: - Who and what is Advise Wise? - Why would an adviser choose to use your service? - How does Advise Wise make adviser's processes easier? - How many users do you currently have? - What d…
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This episode aims to explain the reason for establishing this podcast and and give a general overview of the benefit of having a financial adviser. None of the content contained within these episodes constitutes financial advice of any kind. This podcast is separate and distinct to my role as Director of Milne Wealth Management Ltd, Appointed Repre…
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