In this interview with Graeme Holm, you’ll hear him share a host of tactics that have helped him quickly build his brand and profile as a preeminent broker. With a mantra for ‘people first, profits last’, Graeme refers to his clients as joining the ‘family’, which is reflected in the service proposition and ongoing support his team provides to help clients improve their financial wellbeing. Having won a host of service awards, combined with various other lead generation and brand-building strate...
Sep 17, 2019•2 min
If you’re an established, busy broker who is considering to hire or you have hired other people to help carry the load, you’ll enjoy this conversation with Paul Wright. Paul exemplifies many of the qualities we have come to see and expect of high performing brokers. Diligent, professional, builds trust, nurtures relationships and a strong commercial acumen are a handful of the qualities that come easily to mind. Equally, Paul has also made the transition into a successful business owner, where h...
Sep 11, 2019•29 min
To say James Hasselle is an impressive individual is an understatement. From starting a ‘greenfields’ Mortgage Choice in Burleigh Heads over a decade ago, these days, James enjoys having 3-times the market share that a typical broker would earn from their own suburb. In real terms, this means they write a significant volume from local clientele due somewhat to their positioning in high-traffic areas, but also to investing into quality relationships with other local traders, and providing their c...
Aug 30, 2019•37 min
Daniel Hustwaite’s journey into becoming a broker was more by accident and good fortune than intention. Starting out as a carpenter, then moving mortgage collections to help people who were in arrears, Daniel’s capability saw him quickly grow his corporate career where he eventually supervised a call centre that helped brokers understand the status of their loan applications. At this point, someone whispered that he’d make a great broker, which was all the encouragement he needed. For 6 years Da...
Aug 28, 2019•38 min
Nowadays, as a veteran and consistent MPA Top 100 broker, Whiltlam Malkoun shares how some things have changed while some are still the same. As an Aussie broker, in the early days, the head-office leads proved a lifeline to help him get in front of more people - which in turn boosted his experience and his confidence. Over time, as Whitlam’s reputation grew, he found he went from being the hunter to the hunted. Or, as he says, he embraced the “AAA Theory”. Anyone, anywhere, anytime. It’s a simp...
Aug 22, 2019•39 min
Occasionally, it’s easy to label high performing brokers as a ‘machine’ who just pump out the deals like a production line. In reality, like many high performers, Nathan Taddeo shares that his success is really a combination of many attributes brought together. And, this has evolved over time as the business has reinvented itself. From a ‘one stop finance shop’, they decided to divest their interests in accounting and financial planning and focus solely on the one thing they are great at and cou...
Aug 20, 2019•32 min
He might be Wyld by name, but when it comes to the lending solutions, Joel Wyld is anything but. As the founder of Peasy, Joel’s honesty in this interview is refreshing in that even though the team @ Peasy are committed to exceptional service standards, he readily admits there are still opportunities for improvement, which will bring about future growth. After transitioning out of AFG and into another broking business, Joel found the first 12 months tough going. With persistence and tenacity, he...
Aug 16, 2019•36 min
With a passion of helping other people, Sean Soole took his brokerage from a small operation to quickly having several divisions across multiple disciplines - namely conveyancing, insurance and property investment. For the mortgage business, he grew this by acquiring trail books, putting on loan writers and building an efficient ‘back end’ to his business. And he got it down to a fine art - where his personal hands on time was only 30 to 40 minutes per file. And in determining the ‘risk to rewar...
Aug 13, 2019•39 min
If you were judging Daniel Pym purely by office location, you’d think he’s got it made to be sitting in Australia’s highest performing Ray White office and writing up 7-figure deals to cardiologists, executives and other members of Sydney’s high-income community. But that would be a narrow assessment. The truth is that over 15+ years of broking, Daniel has made more mistakes than most, and had some experiences that you wouldn’t envy. But these experiences, good, bad and indifferent have moulded ...
Aug 07, 2019•34 min
When some people start their business, it’s to build a company that will outlast them. For others, like Victoria Coster, it was simply a means to support her young family. But what started out as a part-time venture run from a small office in Parramatta has grown into a highly regarded agency that’s now helping thousands of consumers fix their credit problems. This was achieved through key strategic decisions Victoria made. # 1. Articulate a “no result, no fee” value proposition similar to that ...
Aug 05, 2019•32 min
Troy Chapman is the founder of Country Wide Wealth, a boutique financial planning practice that has seen exceptional growth since it’s inception 10 years ago. As a business banker turned financial advisor, Troy Chapman recognised that to turn his practice into a business of substance would require more than just delivering outstanding service to clients. For that reason, he sought to approach local service professionals such as accountants to establish formal joint venture agreements that would ...
Jul 30, 2019•36 min
Tanya Somerton is on a mission to help people move onwards and upwards in their life during what is no doubt generally regarded as a less-than-ideal experience, divorce.
Jul 26, 2019•35 min
Every once in a while, a person comes along who sets standards for others can aspire to in terms of results and contribution. Andrew Mirams is such a person. A former banker, Andrew decided to take control of his own destiny by establishing a business where he could offer superior outcomes, services, and solutions to his clients. And though this mantra is the fundamental proposition of many brokers, in Andrew’s case, it’s delivered upon in every component of his business to such a level of refin...
Jul 23, 2019•37 min
Arguably, the most renowned agri-broking business in Australia is Robinson-Sewell Partners, which has experienced significant growth since its inception in October 2010. In this interview, co-founder Brad Sewell takes us behind-the-scenes where he shares several insights that have enabled them to build their preeminent reputation and run a highly profitable brokerage. Part of their strategy for success including reconciling their numbers, every month, without fail. Not just their appointments, s...
Jul 16, 2019•25 min
As an industry veteran, there are few roles that Debbie Hutchings hasn’t been involved in. Formerly a banker with a broad range of experience, for the past 10 years, Debbie has been successfully operating her finance business in Brisbane’s sunny northern suburbs.
Jun 13, 2017•31 min
In her fist year, Kirsty settled 123 deals, which is no mean feat considering she didn’t have prior credit experience. That said, property and finance are familiar topics for Kirsty considering she was previously the director of a 50-staff real estate agency in Tasmania, and has been in and around property since age 15.
May 09, 2017•52 min
Having known Marios Rokka for several years, he has become a stalwart of the Loan Market brand, and built a respected reputation with his colleagues, clients and referral partners.
Apr 24, 2017•45 min
Building out a broking business through people, where the delivery of the service isn’t contingent upon you writing loans provides the opportunity for greater scale and leverage by using other people’s time, effort and resources (and resourcefulness). It can also create more freedom.
Apr 11, 2017•36 min
Jason Back isn’t your typical managing director, and the company he leads, Australian Lending and Investment Centre, is your typical brokerage. With volumes in excess of $750 million, it’s apparent they need to have different systems, processes, ways of thinking, strategizing and delivering to accommodate this volume.
Apr 04, 2017•49 min
Having known Jonathan Lee for several years now, this was a fun and enjoyable interview for me – as it’s always rewarding to see people move on and achieve outstanding goals in their career – particularly when the goals once seemed like little more than a pipe-dream.
Mar 21, 2017•42 min
Andrew Ford, founder of Social Star and expert in helping people build powerful, influential and compelling personal brands, shares his knowledge in this episode around the importance for brokers to build a powerful personal brand that attract their ideal clients.
Mar 14, 2017•49 min
Louisa Sanghera, founder of Zippy Finance, has built a successful business on the back of creating a trusted reputation and a solid business strategy.
Mar 07, 2017•35 min
Jason Cunningham, co-founder of The Practice, shares his insights to how business owners can lead and support their staff to ensure stay with the company longer, perform better and deliver on the business’ promise to its clientele.
Feb 28, 2017•38 min
With a background in hospitality, sales and customer service, when Holly Bundy made the transition across to lending and then into her own broking business, she leveraged her existing skills and left no stone unturned in terms of building her network, her reputation and her results.
Feb 21, 2017•34 min
Lorraine Pirihi, aka ‘The Babyboomer Specialist’ is the founder of Relaunch Your Life, a consulting and coaching practice where she specializes in helping babyboomer finance professionals who are tired, worn out and over it to get their mojo back in business and in life.
Feb 14, 2017•38 min
As the managing director of Buyer’s Choice, Mick heads up the largest sub-aggregation group for PLAN Australia, and thought they have aggressive growth plans, they also have a focus around quality before quantity when it comes to recruiting new-to-industry brokers.
Feb 07, 2017•35 min
Arguably, Dino Pacella is the most renowned BDM in the finance industry. Over the past few years, through several strategic initiatives, Dino has built a highly reputable and trusted personal brand that often precedes him.
Jan 31, 2017•32 min
Andrew Duerden is the founder of LWT Services, which, for the past 17 years, has been providing the commission payment processing software for most of the major aggregation groups – and now also provides outsourced professional services for brokers.
Jan 24, 2017•37 min
Greg Hocking is by no means your average real estate agent. As co-founder of one Melbourne’s most iconic real estate brands, Hocking Stuart, he has built an envious personal and professional reputation and during this interview, Greg outlines several attributes that have enabled him to build two high value, saleable assets.
Jan 17, 2017•46 min
Some people are profound in results and humble by nature. Patrick Canion, CEO of ipac WA is one such person. An impressive person by anyone’s account, Patrick is the leader of one of Australia’s most awarded financial planning practices and he shares his life journey and how he has helped make a profound and positive impact on his clients, his team and his industry.
Jun 09, 2016•58 min
