最佳Adviser播客 (2025)

1
How this first-generation broker is succession planning for the second generation 53:05

17h ago53:05

53:05

Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next? In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three …

1
#32: How to Build a Workplace Culture for the Future with Wendy-Jo Toyama of AES 26:21

18h ago26:21

26:21

The future of associations isn’t just about adopting new technologies—it’s about building cultures where people can thrive. In this episode of the Association Adviser Podcast, host Christine Shaw sits down with Wendy-Jo Toyama, CEO of the American Epilepsy Society, to discuss what it really takes to create future-ready organizations. Wendy-Jo has m…

1
The ongoing saga of Div 296 31:02

6d ago31:02

31:02

In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn unpack the unresolved details of Division 296, including how the shift to taxing realised gains may affect high-balance SMSF members, particularly in the year of death. They discuss why "hold-until-you-die" strategies are unlikely to be practical due to pension and liquidit…

1
85 - What Real Advisers Actually Say 1:43:23

6d ago1:43:23

1:43:23

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: What Real Advisers Say TRAPist question from Mark D (Dampier?!) Culture Corner Show links: http://tiny.cc/traplinks Sponsor Link: FundmentLive is happening Thursday 29th January 2026. Get your tickets here: https://fundmentlive.com/ ============================ Ta…

1
Show your face, get more leads - Lead gen experiment results for a mortgage leads google ads campaign 12:40

1d ago12:40

12:40

Tune in to discover: The Experiment: Learn about the A/B test that compared a webpage with a financial advisor’s photo to one without, and what this revealed about immediate user trust. The Psychology of Trust: We explore the science behind why the human face is the most powerful and immediate trigger for trust, and how ambiguity aversion impacts y…

1
What's Making Headlines – controversy with the Help to Buy scheme 24:57

5d ago24:57

24:57

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 and commercial writer Ben Squires as they review the news of the week. This week, they discuss: Controversy around the new Help to Buy scheme. Why another maj…

1
Women in Finance Podcast: Shifting the dial – How ANZ is championing women in finance 25:49

7d ago25:49

25:49

Momentum Media was proud to bring the Women in Finance community together for the 2025 Women in Finance Summit and Awards in Sydney – a day and night celebrating excellence, leadership, and authentic storytelling across financial services. In this episode of the Women in Finance Podcast, host Annie Kane is joined once again by Natalie Smith, genera…

1
New Broker: Making a success of your first year 47:25

8d ago47:25

47:25

Despite only becoming a broker 18 months ago, Aussie broker Dominy (Dom) Vaughan has been quickly establishing himself as a successful broker in Liverpool, NSW. In this episode of New Broker, host Annie Kane sits down with Vaughan from Aussie Liverpool to discuss how and why he made the transition from hospitality to broking, what he learned during…

1
#31: How to Lead a Resilient Association with Larry Sloan of AIHA 27:36

8d ago27:36

27:36

The role of an association leader has never been more complex. Today’s leaders must navigate political pressures, respond to crises, and adapt to new technologies—all while keeping their members informed, supported, and inspired. In this episode, Larry Sloan, MBA, CAE, FASAE, CEO of the American Industrial Hygiene Association (AIHA), joins host Chr…

1
What's Making Headlines – will APRA bring in investor lending limits? 35:29

12d ago35:29

35:29

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. In this special, cross-over episode with Momentum's property brands, host Annie Kane is joined by Phil Tarrant, SPI director, and REB managing editor Liam Garman, as they review t…

1
Women in Finance Podcast: Lessons from the Reserve Bank of Australia 37:04

14d ago37:04

37:04

From payments to policy, few roles carry as much responsibility and visibility as that of Michelle McPhee, assistant governor (business services) at the Reserve Bank of Australia. In this candid conversation from the Women in Finance Summit 2025, host Annie Kane sits down with the central banker to discover the leadership lessons she's learned navi…

1
Lessons from the most prolific mortgage broker of 2025 55:25

15d ago55:25

55:25

Earlier this year, Katie Thomas from Focus Finance took out the top spot of the Elite Broker Ranking 2025 – Residential, becoming the first woman to do so. In this episode of Elite Broker, host Annie Kane sits down with the Hunter Valley-based broker to find out how she wrote $496 million in residential loans over the last financial year, with her …

1
Get More Leads Using The Science Of Persuasion - Online Influence - Bas Wouters 44:27

16d ago44:27

44:27

The episode centres on the application of behavioural science, particularly the work of Bass Wouters and Dr. Robert Cialdini, to marketing, sales, and lead generation, emphasising how small, costless changes can lead to massive results. Key Topics Discussed: Behavioural Science vs. Market Research: Bass Wouters explains that behavioural science is …

1
What's Making Headlines - the big business of business finance 31:08

19d ago31:08

31:08

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 and commercial writer Ben Squires as they review the news of the week. This week, they discuss: Why commercial finance is the buzz of the moment What's blowin…

1
Why SMSFs are embracing digital assets, with Tim Wilks 50:25

19d ago50:25

50:25

In this episode of the SMSF Adviser Show, CoinSpot chief business development officer Tim Wilks joins host Keith Ford to break down the rapid rise of digital asset investing within the SMSF sector – and why trustees are increasingly looking to crypto as part of a broader diversification strategy. Wilks explains how institutional adoption, regulator…

1
84 - Mr Marmite! 1:33:56

20d ago1:33:56

1:33:56

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Paul Armson - "Mr Marmite" - with a special offer for TRAPists: go to https://www.inspiringadvisers.co.uk/TRAP50 and use the code TRAP50. For those U30, there’s a free membership deal - but you’ve got to listen to the episode to get it! TRAPist question from Aaron…

1
In Focus: Navigating the private credit space for brokers 22:25

21d ago22:25

22:25

As Australia's private credit sector continues to grow, operators such as Aquamore provide brokers with an alternative for specialised situations. In this episode of In Focus, sponsored by Aquamore, we speak with Matthew Porch, head of distribution at the lender, to unpack the latest developments in the private credit space and discuss how brokers …

1
#30: How to Unite Association Members, with Ronn Nozoe of NASSP 19:59

22d ago19:59

19:59

Community is the most powerful member benefit that associations have. And that’s exactly what Ronn Nozoe, CEO of the National Association of Secondary School Principals (NASSP), is working to build. Ronn’s background is deeply rooted in education—from classroom teacher to principal to Deputy Assistant Secretary for Policy and Programs at the U.S. D…

1
Winner Showcase: Leading with integrity in asset finance 25:28

22d ago25:28

25:28

As director of Sydney-based brokerage The Asset Finance Shop, Colin Evans is dedicated to finding tailored solutions for small businesses. In this episode of The Adviser's Winner's Showcase, we catch up with the broker who leads the team nominated for Asset Finance Brokerage of the Year at the 2025 Commercial Finance Awards to discuss: His approach…

1
What's Making Headlines – a new record for investor lending 24:39

26d ago24:39

24:39

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 and senior journalist Will Paige as they review the news of the week. This week, they discuss: What's driving record levels of investor lending. The MFAA's op…

1
In Focus: How tech is helping brokers tap into SME finance 27:21

28d ago27:21

27:21

As one of Australia's leading SME lenders, Prospa delivers practical, tech-driven solutions that help brokers support their clients and ease cash flow pressures. In this episode of In Focus, sponsored by Prospa, we speak with Roberto Sanz, general manager of sales and partnerships at the lender, about the key trends shaping the SME sector as we mov…

1
Bing Ads Vs Google Ads - Which got cheaper mortgage applications? Lead Gen Case Study 10:42

29d ago10:42

10:42

Many people assume Bing is cheaper due to less competition, while others dismiss Google Ads as too expensive. We put those assumptions to the test with comparable budgets to see which platform truly offers the best value. What you will learn by listening: The Shocking Cost Difference: Discover which platform was the "clear winner" in this specific …

1
#29: How to Attract the Next Generation with Tamesha Logan of American Mensa 31:32

29d ago31:32

31:32

Culture can make or break an organization. The right culture creates safety, fuels creativity, and gives people the freedom to solve problems. But outdated mindsets, organizational politics, and micromanagement can hold even the best teams back. In this episode, host Christine Shaw talks with Tamesha Logan, MBA, CAE, Executive Director of American …

1
What's Making Headlines – the major banks' proprietary push 29:42

1M ago29:42

29:42

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, commercial content writer Ben Squires, and senior journalist Will Paige as they review the news of the week. This week, they discuss: The fallout from the No…

1
Unpacking some of the lessons learned at the SMSF Adviser technical strategy days 45:33

1M ago45:33

45:33

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney. Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the cont…

1
83 - The Future of TRAP 1:34:38

1M ago1:34:38

1:34:38

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Future Of TRAP Culture Corner (take two) with Conor Cahalane: https://www.linkedin.com/in/conorcahalanepromethean/ Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’…

1
In Focus: How MSA helped ING become the sixth-largest bank in 90 days 39:41

1M ago39:41

39:41

For more than 30 years, MSA National has been transforming the loan documentation process – partnering with some of Australia's largest lenders to make settlements faster, smoother, and more seamless for brokers and their clients. In this episode of In Focus, we speak with MSA National founder and CEO Sam Makhoul and Sergio Delvescovo, national sal…

1
#28: How to Create High-Value Sponsorships with Bruce Rosenthal 33:03

1M ago33:03

33:03

If you work for an association, you know that revenue is always top of mind. In our 2025 Association Benchmarking Survey, 61% of respondents said non-dues revenue was their top concern. Today’s guest, Bruce Rosenthal, is a strategic adviser who has helped associations create successful corporate sponsorship and partnership programs that increase re…

1
New Broker: how community connections helped this broker grow his business 41:18

1M ago41:18

41:18

Former consultant Chris Dodson made the switch to mortgage broking two years ago after being told, "If you're gonna fail, fail fast and go for it." He has since grown his brokerage from the bottom up, using community connections for advice and to generate leads. In this episode of the New Broker podcast, host Will Paige sits down with the Sydney-ba…

1
What's Making Headlines – major rate forecast shift 15:09

1M ago15:09

15:09

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 The Adviser's commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: Higher-than-expected quarte…

1
Winner Showcase: Mastering the fundamentals of commercial broking 31:18

1M ago31:18

31:18

Former financial planner Son Pham's career continues to go from strength to strength, and now, as managing director of Rethink Financing, he leads a growing team of commercial brokers. In this episode of The Adviser's Winner Showcase, we catch up with the Commercial Broker of the Year at the Australian Broking Awards 2025 to discuss: His approach t…

1
In Focus: Laying the foundations for a successful broking business 58:19

1M ago58:19

58:19

Building a successful brokerage may seem like a daunting prospect, but if you get the fundamentals right, you're well-positioned for success. In this episode of In Focus, we chat with Ben Livera, national broker success manager and state manager SA/NT at Mortgage Choice, recently named Mentor of the Year at the 2025 Australian Broking Awards, and T…

1
#27: AI is Here - Is Your Association Ready? with Tori Miller Liu of AIIM 22:14

1M ago22:14

22:14

Associations are all asking the same questions: How do we make AI and data work for us? How do we use it in a way that is both practical and ethical? Today’s guest, Tori Miller Liu has answers. She is the President and CEO of the Association for Intelligent Information Management and a leading voice in associations about AI ethics and data literacy…

1
What's Making Headlines – million-dollar housing markets 22:24

2M ago22:24

22:24

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 The Adviser's commercial content writer, Ben Squires, and the deputy editor of Momentum Media's real estate brands (Smart Property Investment, REB, and First Property Buyer),…

1
82 - (Less) Lonely Money 1:25:39

2M ago1:25:39

1:25:39

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Guest Meghaan Lurtz on (Less) Lonely Money: https://meghaanlurtz.substack.com/ TRAPist question(s) from Conor Cahalane https://www.linkedin.com/in/conorcahalanepromethean/ Culture Corner Show links: http://tiny.cc/traplinks ============================ Take part i…

1
Inside the evolving world of SMSF lending 54:42

2M ago54:42

54:42

After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs). From redrawing for property …

1
#26: How To Create Impact For Your Association Members with Heather L. Maurer of NPWH 25:13

2M ago25:13

25:13

In today’s world, it’s more essential than ever for associations to strike the right balance between bold advocacy and thoughtful strategy. Our guest, Heather L. Maurer, CEO of the National Association of Nurse Practitioners in Women’s Health (NPWH) is intimately familiar with this balancing act. She has more than 27 years of experience leading non…

1
What's Making Headlines – mortgage brokers in the spotlight 21:48

2M ago21:48

21:48

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 The Adviser's commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The latest mortgage broker …

1
Unpacking the new super tax 45:47

2M ago45:47

45:47

The announcement this week from the government outlining the changes to the $3 million super tax was met with relief, but there are still many unknowns. On this episode of The SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that w…

1
#25: The Secret to an Unforgettable Trade Show with Daniel McKinnon of MHI 26:59

2M ago26:59

26:59

If you want to take your association’s trade show from ordinary to unforgettable, this is the episode for you. Our guest today, Daniel McKinnon, CEM, Chief Exhibitions Officer at MHI, has been in the industry for 30 years and currently leads two of North America’s biggest supply chain trade shows. Daniel and our host, Christine Shaw, dive into the …

1
How this broker aims to write $1bn in loans a year by 2030 59:45

2M ago59:45

59:45

Going from being an on-the-tools broker to the leader of a brokerage can be daunting, but Phil Rogers from Loan Market Edge is embracing the new role by setting his team some lofty targets. In this episode of Elite Broker, host Annie Kane sits down with the Queensland-based brokerage lead to find out how he's built out his 18-person team, and how h…

1
What's Making Headlines – Westpac's NZ move to change broker remuneration 31:05

2M ago31:05

31:05

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 and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Westpac NZ getting rid of trail in NZ – will it happen…

1
81 - First World Problems 1:35:46

2M ago1:35:46

1:35:46

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: First World Problems TRAPist question(s) from Patrick Duggan: http://linkedin.com/in/patrick-duggan-06a61719 Culture Corner Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions…

1
In Focus: Navigating the commercial finance landscape 39:37

2M ago39:37

39:37

The commercial finance sector is rapidly evolving, with private lenders increasingly stepping up to provide accelerated finance for businesses. But how can brokers best position themselves to leverage these opportunities? In this episode of In Focus, we sit down with Zakariah Rahman, lending executive at Maxiron Capital, to unpack the current trend…

1
Unpacking the latest amendments 58:01

2M ago58:01

58:01

Updated legislative and regulatory instruments were added to the ever-expanding cache in the SMSF sector last month. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack what it all means with Bryce Figot, special legal counsel for DBA Lawyers. Figot delves into the changes made in LCR 2021/2 and TR 2010/1, focusing o…

1
#24: How Small Staff Associations Drive Big Results with Tip Tucker Kendall of NGMA 24:16

2M ago24:16

24:16

由[email protected] (Naylor Association Solutions)

1
What's Making Headlines – the risks and rewards of the expanded First Home Guarantee Scheme 32:55

2M ago32:55

32:55

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, commercial content writer Ben Squires, and the deputy editor of real estate titles Smart Property Investment and REB, Emilie Lauer, as they review the news o…

1
Alumni Relations 28:43

2M ago28:43

28:43

How can Alumni help you? Alumni don't mean they just want your money! Join us and listen to how Ronnie and Abby talk to our hosts about how everyone can be more involved.由WTAMU Advising Services

1
New Broker: how this new broker aims to double his volumes next year 44:40

2M ago44:40

44:40

Former tax accountant Ankur Ahluwalia has been hitting the ground running as a residential broker at Smartfinn Advisors, writing $20 million in his first nine months. In this episode of the New Broker podcast, host Annie Kane sits down with the Sydney-based broker to find out how he built strong foundations as a broker, and why and how he's intendi…

1
#23: How to Build a Future-Adaptive Association with Jeff De Cagna of Foresight First LLC 24:15

2M ago24:15

24:15

由[email protected] (Naylor Association Solutions)

值得一听的播客

Adviser播客

值得一听的播客

快速参考指南