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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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 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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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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Podcast by Adviser 2.0
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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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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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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 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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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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What’s Making Headlines – compliance in the mortgage industry
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24:31Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The best interests duty…
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In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Network Effect Culture Corner TRAPist question(s) from Dave Quinn www.twitter.com/investwiseFP Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack…
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With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Firth, director of Tactical Super. Firth offers some valuable insights an…
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New Broker: How this new broker plans to write $250m next financial year
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46:52An avid interest in property and wealth creation spurred Peter Savage to try his luck as a mortgage broker and, in no time at all, he turned his passion into a thriving business. In this episode of New Broker, host Annie Kane catches up with the founder of Savage Money – who is on track to settle $145 million this financial year – to unpack his app…
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What’s Making Headlines: The closure of the Advantedge business
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29:30Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The closure of the Adva…
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The asset finance space has been on a roller-coaster ride, but what does the future trajectory look like? In this episode of In Focus, we sit down with Andrew Wagg, head of broker sales at Shift, and Mark Rayson, head of COG Aggregation, to unpack the recent trends that have characterised Australia's asset finance sector and examine best practice t…
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What would elite brokers do differently if they had their time again? To find out, we asked some of our Elite Broker guests their top advice for new brokers. In this episode of Elite Broker, we’ve compiled some of the top tips for success from recent guests on The Adviser’s Elite Broker podcast. Tune in to find out: What they think is the key to th…
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What’s Making Headlines – home loan misconduct at RAMS
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22:59Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The details of systemic…
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72 - M&A Musings with special guest Rob Stevenson.
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1:12:54In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: M&A Musings with special guest Rob Stevenson. Culture Corner TRAPist question(s) from Conor McLarnon http://linkedin.com/in/conormclarnon Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics…
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ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it? In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the i…
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As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three w…
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New Broker: How mentors and mentees can get the most out of their partnerships
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46:02In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee. Tune in to find out: Their top tips for choosing the right mentor. The problems with differentiating mentoring and business coaching. Why they think industry need…
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Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ. In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie’s path to senior leadership, as well as how the ban…
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Details of the Commonwe…
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In Focus: The broker strategy of Australia’s biggest bank
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37:13The Commonwealth Bank of Australia is Australia’s largest lender but has the smallest proportion of new broker flows of the major banks. But why? And what is the bank’s broker strategy? In this episode of In Focus, sponsored by CBA, we speak with the general manager of third-party banking, Baber Zaka, to explore CBA's broker strategy and their plan…
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Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values. In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he’s built a successful brokerage with his wife Bernad…
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: All the fallout from th…
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TRAPLIVE25 RECORDING PLUS Q&A!!! In this latest LIVE pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Four Horsemen’s Origin Stories Culture Corner TRAPist question(s) from Peter Watts https://www.linkedin.com/in/peter-watts-dippfs-cert-cii-mp-23047169/ Q&A with the TRAP Pack and our beloved TRAPists Show links: http://tin…
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The $3 million super tax has been headline news around the country over the past couple of weeks and has finally made the front pages of the mainstream media. In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn highlight a critical aspect of the debate that has captured the media’s attention: the difference between the percept…
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Chris Bates took out the top spot in The Adviser’s residential Elite Broker ranking 2024, having settled $329 million across 412 loans in the financial year. In this episode of Elite Broker, host Annie Kane sits down with the CEO and broker principal of Alcove to find out how he’s built an efficient brokerage. Tune in to find out: How he structures…
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The new political leade…
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Send us a text A planthopper from Asia is marching across the U.S. — and California’s vineyards and citrus groves are squarely in its sights. The spotted lanternfly (SLF) has already devastated crops in the East, and its arrival in California is only a matter of time. But there’s hope. In this episode, Dr. Marco Molfini talks about scientific disco…
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Aussie is one of the most recognisable brands in broking but recently underwent a brand evolution. Here, we find out how and why the brokerage is helping Australians Find.Buy.Own property. In this episode of In Focus, we sit down with Brad Cramb, CEO of distribution at Lendi Group, to unpack how and why the household brand is evolving. Tune in to f…
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After a diverse career, including working on a blast crew in Western Australia, Sam McDonald made the move into commercial broking and hasn’t looked back since. In this episode of New Broker, host Annie Kane finds out how the Atlas Broker has navigated from blasting to broking to put commercial finance broking on the map. Tune in to find out: His s…
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Join Gretchen and Frank along with special guests Sabrina Pugh and Celine Armijo in a discussion about the importance of student organizations and student involvement!저자 WTAMU Advising Services
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Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others."Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others."Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don'…
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What’s Making Headlines – the changing broker flows at the majors
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34:54Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The diverging broker fl…
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In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: BitCoin Battles Culture Corner TRAPist question(s) from Anonymous Lewis Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to…
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With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean goi…
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In Focus: How brokers can benefit from a specialist approach
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23:24Non-bank lenders form an increasingly important part of the mortgage market, particularly when it comes to servicing clients with specialist finance needs, such as the self-employed. In this episode of In Focus, we sit down with Tony MacRae, chief commercial officer of Bluestone Home Loans, to unpack the current lending market and discuss how broke…
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From coding to clients: How this broker harnesses AI in broking
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54:40After two decades in IT, Arnab Baral made the leap into broking to transform the client experience, but he’s still harnessing his obsession with tech to escalate his brokerage. In this episode of Elite Broker, host Annie Kane speaks with Arnab Baral – CEO and managing director of Cinch Loans and recipient of the Editor’s Choice Award Vic/TAS at the…
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Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The federal election 2025. House prices a…
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As Australia’s small and medium-sized enterprises navigate myriad challenges, brokers are playing an important role in charting a course to finance solutions. In this episode of In Focus, we sit down with Guy Callaghan, chief executive officer of Banjo Loans, to unpack key insights from the SME lending specialist’s latest SME Compass report, and wh…
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New Broker: Creating an aspirational brokerage for high-net-worth clients
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36:02After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage. In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she’s been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her cl…
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What’s Making Headlines – pressure rising for first home buyers
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18:26Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: New data showing housing affordability le…
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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Couples Conundrum Culture Corner TRAPist question(s) from www.twitter.com/james_bulpit Show links: http://tiny.cc/traplinks ============================ Take part in the conve…
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In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties. Tax reform has been the elephant in the room during the federal election campaign, but there has been some mention of the Division 296 tax by the opposition, which has also made com…
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Finance broker Gus Gilkeson is well known for helping SMEs go from seed to scale with his brokerage Grow Capital. In this episode of Elite Broker, host Annie Kane sits down with the Sydney-based broker to find out how he’s cultivating capital for his business clients and ensuring they’re well-rooted for growth. Tune in to find out: Why he moved fro…
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Send us a text We’re talking all things CDFA SPM grant study! In this episode we provide news and updates to the CDFA grant-funded study for 2025; we chat with Jonathan Battig about his involvement in the 2024 study and what he’s excited about for 2025; we have a conversation with FMC's Issa Qandah about almonds (a newly added crop to the grant stu…
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What’s Making Headlines – election promises for first home buyers
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33:34Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The fallout from the political pledges for first home …
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In Focus: How to build a solid relationship with your BDM
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26:26The relationship you have with your business development manager can be the key to ensuring loans are processed quickly and efficiently. But how do you build a good relationship? In this episode of In Focus, sponsored by NAB, we find out. In this episode of In Focus, sponsored by NAB, we sit down with Adam Brown (NAB's executive, broker distributio…
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New Broker: The importance of choosing the right mentor and finding the right fit
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49:13Queensland-based Spencer Clarke made the move from sales into broking three years ago, joining the award-winning brokerage Cube Home Loans, and has been thriving ever since. In this episode of New Broker, host Annie Kane catches up with the regional broker to find out how he’s successfully navigated his first three years of broking and his top tips…
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What’s Making Headlines – reforming or scrapping the CSLR
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33:19Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The ongoing tariff turm…
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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Tariff Tantrums Culture Corner TRAPist question(s) from M Connor Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to su…
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In this edition of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by legal specialist Phil Broderick, principal at Sladen Legal, to discuss the implications of the Bendel court decision – a landmark ruling with potentially far-reaching consequences for SMSFs and private trusts. This ruling has profound implications for the use…
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In Focus: Unpacking broker myths surrounding lenders mortgage insurance
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28:22As housing affordability issues persist, home buyers are increasingly asking about lenders mortgage insurance (LMI) and how it can let them achieve their home ownership goals sooner. But what is fact and what is fiction? In this episode of In Focus, we sit down with Greg McAweeney, Helia’s chief commercial officer, to bust some of the most-common m…
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Discover how one broker successfully transitioned from Melbourne to Byron Bay and built a thriving business serving high-net-worth clients in a new community. In this episode of Elite Broker, recorded live at the Better Business Summit NSW/ACT, host Annie Kane catches up with the Byron Bay-based broker to learn more about how she’s running a broker…
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What’s Making Headlines – US tariffs and their impact on Australia’s cash rate
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15:53Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Highlights from the Bet…
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Come listen and see how AI is in the classroom! Dr. Leslie Ramos-Salazar digs in on how its benefits and much more!저자 WTAMU Advising Services
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With a focus on culture and support, South Australia-based broker Scott Bament has created an environment where brokers can thrive at Mortgage Choice Morphett Vale. In this episode of Elite Broker, recorded live at the Better Business Summit South Australia, host Annie Kane catches up with Bament to learn more about his journey and approach. Tune i…
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