最佳The Adviser播客 (2024)

1
In Focus: How lenders are accelerating turnaround times 14:52

2d ago14:52

14:52

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…

1
The importance of accurate property valuations 32:45

8d ago32:45

32:45

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…

1
43 - The One About AI (Alan's Infatuation) 1:41:59

14d ago1:41:59

1:41:59

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…

1
What’s Making Headlines – the week commencing 15 April 15:35

6d ago15:35

15:35

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…

1
The Nu-Age of asset finance broking 37:21

9d ago37:21

37:21

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…

1
What’s Making Headlines – the week commencing 8 April 21:00

13d ago21:00

21:00

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…

1
How this broker is evolving her brokerage 45:28

16d ago45:28

45:28

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…

1
What’s Making Headlines – the week commencing 1 April 20:23

20d ago20:23

20:23

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. …

1
Innovation insights for advice firms to scale 50:20

21d ago50:20

50:20

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…

1
In Focus: Building a better business

23d ago

—

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 …

1
42 - Clients or Customers? 1:18:40

28d ago1:18:40

1:18:40

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…

1
The benefits of commercial property 42:57

29d ago42:57

42:57

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…

1
How this broker created The Brokers’ Bible 18:10

30d ago18:10

18:10

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…

1
How this broker is helping borrowers finance their next adventure 50:24

1M ago50:24

50:24

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…

1
Investing in specialised housing through an SMSF 35:12

1M ago35:12

35:12

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…

1
41 - SJP et al: Big Brands, Big Challenges 1:27:53

1M ago1:27:53

1:27:53

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…

1
What to consider when investing in property 33:22

1M ago33:22

33:22

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances …

1
How this broker runs a high-volume business 23:12

1M ago23:12

23:12

Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022. With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible. I…

1
Women in Finance: Building a brand that lasts 26:21

2M ago26:21

26:21

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…

1
Women in Finance: Building a brand that lasts 26:21

2M ago26:21

26:21

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…

1
How Lee Barron is providing exceptional customer service 22:00

2M ago22:00

22:00

With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards. In this episode of…

1
Part 2: Highlights from the SMSF Association National Conference 35:09

2M ago35:09

35:09

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMS…

1
40 - You're Fired! 1:19:06

2M ago1:19:06

1:19:06

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 Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium Meat and Potatoes: You’re Fired - Sackin…

1
Part 1: Highlights from the SMSF Association National Conference 36:14

2M ago36:14

36:14

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early acc…

1
What makes Australia’s leading asset finance broker successful? 18:32

2M ago18:32

18:32

Scott Rumble, the broker director of Yakka Finance, was named Australia’s Asset Finance Broker of the Year 2023 last year and Best Finance Broker NSW/ACT at the Better Business Awards 2024, run in partnership with NAB earlier this month. In this episode of Elite Broker – recorded live on stage at the Better Business Summit 2024 – we find out: How a…

1
How Gary Rock has been cooking up a storm in broking 45:48

2M ago45:48

45:48

After a career as a chef, Nectar Mortgages broker Gary Rock has found the recipe for success in serving up appetising mortgage deals for his clients. In this episode of Elite Broker, the seasoned ACT-based broker catches up with host Annie Kane to reveal how he’s carved out a career in the broking space over the last 23 years. Tune in to find out: …

1
What’s Making Headlines – the week commencing 12 February 16:59

2M ago16:59

16:59

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 financial results from a major bank, a new financial services alliance, and the Better Business Awards NSW/ACT! This week, they discuss: Austral…

1
39 - The Wealth Transfer - Hype or Real? 1:08:45

2M ago1:08:45

1:08:45

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 TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, H…

1
Why trusts are not just for the wealthy 37:59

2M ago37:59

37:59

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset prote…

1
New Broker: How this tradie created the building blocks for success 29:01

2M ago29:01

29:01

Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than $100 million. In this episode of New Broker, tune in to find out: How he prepared to make the jump into broking. The tech and processes he follows to stay on top of his workload. Why he’s already pre…

1
What’s Making Headlines – the week commencing 5 February 13:55

3M ago13:55

13:55

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 discuss the RBA’s latest cash rate call, lenders respond to repricing issues, and a big move for a major bank. This week they cover: Cash rate stays on hold. New NAB ch…

1
In Focus: Top 25 Brokerages 2024 21:28

3M ago21:28

21:28

The biggest and most successful brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2024, partnered by NAB. The results are in for the Top 25 Brokerages ranking 2024, in partnership with NAB! Despite the strong refinancing and repricing trend keeping brokers busy working on their existing clients last financial yea…

1
What’s Making Headlines – the week commencing 29 January 19:13

3M ago19:13

19:13

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 your hosts Adrian Suljanovic and Annie Kane as they talk about the recent CPI figures, a fall in credit demand from SMEs, and a brand new book by a broker set to help home buyers. This week they discuss: Asso…

1
38 - Investment Fundamentals 101 1:20:55

3M ago1:20:55

1:20:55

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdo…

1
The challenges for auditors in 2024 37:36

3M ago37:36

37:36

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector,…

1
New Broker: Why this Ironman thinks broking is a marathon, not a sprint 38:28

3M ago38:28

38:28

Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to rethink how he approaches his broking journey. In this episode of New Broker, tune in to find out: How Mr Pattison set up and runs his business. The importance of setting challenges and having a coach. …

1
New Broker: Becoming Adelaide’s TikTok mortgage broker 28:42

3M ago28:42

28:42

Sam Neville may be a relatively new broker, but she’s fast becoming a household name with the new generation of borrowers thanks to her social media presence teaching consumers ‘how to home loan’. We find out how she does it. In this episode of New Broker, tune in to find out: How she’s harnessed social media to generate new leads. Why she loves im…

1
What’s Making Headlines – the week commencing 15 January 15:49

3M ago15:49

15:49

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 the recommendations to simplify regulatory laws, mortgagor rate rise fears, and calls for consistency with credit assessors. This week they discuss: Streamlining…

1
37 - ABL - Always Be Learning 1:24:07

3M ago1:24:07

1:24:07

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MP…

1
‘We deserve clarity’: navigating NALE purgatory 47:00

3M ago47:00

47:00

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what …

1
How this broker creates relationships that last 55:15

3M ago55:15

55:15

Over his 10-year career, Luke Harborne of IFA Mortgages has been delighting clients with his proactive approach to broking and smiling service. In this episode of Elite Broker, we catch up with the Sydney-based broker to explore what he has for his second decade of broking, the importance of mentorship, and what he thinks could be brought in to mak…

1
What to expect from the year ahead 28:45

3M ago28:45

28:45

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed gov…

1
New Broker: Continuing the family legacy 22:25

4M ago22:25

22:25

Ben Williams is upholding his family’s tradition by stepping into his father’s shoes and establishing himself as a leading broker. While aiming to chart his unique course, Mr Williams extended his footprint by launching a second branch. In this episode of New Broker, tune in to find out: His management of an independent branch. The crucial role pla…

1
36 - Three Wins, Two Lessons, One Goal 1:25:45

4M ago1:25:45

1:25:45

TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a clash over FIRE, Morgan Stanley’s woeful 2023 prediction, the follies of mis-asset allocation, BitCoin Meat and Potatoes: Three Wins, Two Learns, One Goal Questions posted …

1
C&T and CDFA Grant Opportunity 56:41

4M ago56:41

56:41

In Episode 1 of Advice to the Adviser, we dive into some of the new California DPR Certification & Training updates for license and certificate holders, as well as a new grant opportunity for PCAs. CDPR C&T Information: https://www.cdpr.ca.gov/docs/license/cert_training.htm For information on the CAL Program email ruthann@capca.com OPCA website: ht…

1
CAL Program 7:00

4M ago7:00

7:00

In this episode learn about CAPCA's Chapter Advocacy Leadership (CAL) Program with Alexis. For more information about the CAL Program, or to get involved, email ruthann@capca.com Sound effects obtained from https://www.zapsplat.com/由CAPCA

1
Introducing Advice for the Adviser 2:45

4M ago2:45

2:45

Welcome to Advice for the Adviser, brought to you by the California Association of Pest Control Advisers (CAPCA). In this teaser, get to know your hosts and how this podcast came to fruition. https://capca.com/由CAPCA

1
Why Rishi Bhatia’s brokerage is all about good work 59:30

4M ago59:30

59:30

Eight years ago, Rishi Bhatia was looking to get a home loan for himself. But little did he know that the process would actually lead him to become a broker! Fast forward to today and his Melbourne-based brokerage KRIA Mortgage Managers is delighting customers by taking the time to learn their wants and needs and finding them a loan that works for …

1
In Focus: The big themes impacting property in 2023 1:12:32

4M ago1:12:32

1:12:32

In this In Focus episode, Momentum Markets director Phillip Tarrant and Real Estate Gym founder Tom Panos unpack the big shake-ups of 2023 in real estate, property investment, and mortgages. Momentum Markets director and host of the Smart Property Investment Show Phillip Tarrant and Real Estate Gym founder and auctioneer Tom Panos unveil what got t…

1
What’s Making Headlines – the week commencing 18 December 15:33

4M ago15:33

15:33

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 the results of an aggregator’s court case, lender and broker response to the flooding in Cairns, and lenders being called on to adapt with market demands. This w…

值得一听的播客

The Adviser播客

值得一听的播客

快速参考指南